How is hedge fund similarity measured?

Similarity is computed from each fund's top conviction holdings in their latest 13F filing. Funds are scored by the overlap of distinctive shared positions (the mega-caps that nearly every fund owns are excluded), so the ranking reflects genuinely shared strategy rather than common index exposure.

Hedge Funds Similar to LifeGoal Investments,

13F Portfolio OverlapQ1 2026LifeGoal Investments, portfolio →

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Most similar hedge funds by 13F overlap

LifeGoal Investments, LLC is an institutional investor managing $218M across 155 U.S. equity positions as of Q1 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to LifeGoal Investments, are SVRN Asset ,, Silver Coast Investments, Madrid Wealth ,, with shared positions in $MS, $BAH, $GLDM, $DDOG, $HUM, $SNOW. The full ranking of 25 similar funds is below.

#1SVRN Asset Management, LLCActive

Substantial overlap · 5 shared positions

$MS $BAH $GLDM $DDOG $HUM

$103M

37 positions

#2Silver Coast Investments LLCActive

Substantial overlap · 4 shared positions

$MS $SNOW $USB $DDOG

$313M

119 positions

#3Madrid Wealth Management, LLCPassive

Substantial overlap · 4 shared positions

$MS $SNOW $USB $COP

$133M

70 positions

#4Valley Financial Group, Inc.Active

Substantial overlap · 4 shared positions

$MS $SNOW $COP $DDOG

$185M

63 positions

#5Scott Capital Advisors, LLCActive

Notable overlap · 7 shared positions

$MS $SNOW $COP $BAH $DDOG $HUM

$493M

58 positions

#6Provident Wealth Management, LLCActive

Notable overlap · 3 shared positions

$MS $SNOW $HUM

$331M

134 positions

#7Adirondack Capital Advisors, LLCSmart money

Notable overlap · 3 shared positions

$MS $HUM $GEV

$156M

44 positions

#8Prodigy Asset Management LLCSmart money

Notable overlap · 3 shared positions

$MS $HUM $MU

$300M

28 positions

#9truNorth Financial Services, Inc.Active

Notable overlap · 3 shared positions

$MS $HUM $COP

$97M

49 positions

#10Balanced Rock Investment Advisors LLCPassive

Notable overlap · 3 shared positions

$MS $SNOW $SNPS

$143M

96 positions

#11D'Orazio & Associates, Inc.Active

Notable overlap · 4 shared positions

$SNOW $BAH $MS $HUM

$772M

299 positions

#12American TrustActive

Notable overlap · 3 shared positions

$MS $SNOW $GLDM

$1.1B

313 positions

#13Clarity Asset Management, Inc.Passive

Notable overlap · 3 shared positions

$SNOW $BAH $MS

$198M

290 positions

#14FC Advisory LLCActive

Notable overlap · 7 shared positions

$SNOW $MS $HUM $DDOG $USB $SNPS

$342M

115 positions

#15PFS Partners, LLCActive

Notable overlap · 3 shared positions

$MS $MU $GEV

$218M

590 positions

#16Meridian Financial Partners LLCActive

Notable overlap · 3 shared positions

$MS $SNOW $USB

$263M

121 positions

#17Objectivity Squared, LLCActive

Notable overlap · 3 shared positions

$MS $COP $USB

$159M

55 positions

#18McCarthy Asset Management, Inc.

Notable overlap · 4 shared positions

$SNOW $BAH $HUM $COP

$192M

27 positions

#19Wolff Financial Management LLCActive

Notable overlap · 4 shared positions

$MS $COP $HUM $DDOG

$453M

103 positions

#20Powers Advisory Group, LLCActive

Notable overlap · 4 shared positions

$MS $COP $USB $SNOW

$284M

125 positions

#21Fortis Advisors, LLCPassive

Notable overlap · 6 shared positions

$SNOW $GLDM $HUM $MS $USB $COP

$200M

119 positions

#22Strategies Wealth Advisors, LLCActive

Notable overlap · 5 shared positions

$MS $HUM $SNOW $GEV $FBTC

$995M

193 positions

#23Beckerman Institutional, LLCPassive

Notable overlap · 5 shared positions

$SNOW $GLDM $MS $TXN $HUM

$188M

121 positions

#24Red Tortoise LLCPassive

Notable overlap · 4 shared positions

$SNOW $MS $DDOG $HUM

$240M

591 positions

#25Forbes Financial Planning, Inc.Active

Notable overlap · 3 shared positions

$MS $GLDM $COP

$173M

38 positions

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Similarity is derived from each fund’s latest 13F-HR filing with the SEC. Funds are ranked by the overlap of distinctive conviction holdings; near-universal mega-cap positions are excluded so the ranking reflects shared strategy, not common index exposure. Data is informational only and not investment advice.