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Hedge Funds Similar to LiftPoint Family Wealth Advisors

13F Portfolio OverlapQ1 2026LiftPoint Family Wealth Advisors portfolio →
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Most similar hedge funds by 13F overlap

LiftPoint Family Wealth Advisors LLC is an institutional investor managing $121M across 56 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 LiftPoint Family Wealth Advisors are Arrowroot Family Office,, CarsonAllaria Wealth , Ltd., Excelsior Advisor Network, with shared positions in $TXN, $ZBRA, $KKR, $IAU, $SE, $WFC. The full ranking of 25 similar funds is below.

#1Arrowroot Family Office, LLCPassive
Some overlap · 5 shared positions
$TXN$ZBRA$KKR$IAU$SE
$275M
140 positions
#2CarsonAllaria Wealth Management, Ltd.Active
Some overlap · 4 shared positions
$TXN$ZBRA$IAU$WFC
$202M
69 positions
#3Excelsior Advisor Network LLCPassive
Some overlap · 5 shared positions
$SAN$MDLZ$KKR$IAU$AEP
$263M
226 positions
#4Deane Retirement Strategies, Inc.Passive
Some overlap · 4 shared positions
$TXN$SAN$IAU$SE
$249M
57 positions
#5Providence Capital Advisors, LLCPassive
Some overlap · 3 shared positions
$TXN$ZBRA$AEP
$613M
200 positions
#6Able Wealth Management LLCPassive
Some overlap · 4 shared positions
$ZBRA$MDLZ$SAN$SE
$374M
138 positions
#7Mondrian Investment Partners LTDActive
Some overlap · 3 shared positions
$TXN$SAN$WFC
$6.7B
103 positions
#8Beckerman Institutional, LLCPassive
Some overlap · 4 shared positions
$SAN$TXN$ZBRA$IAU
$188M
121 positions
#9Wilkinson Global Asset Management LLCActive
Some overlap · 3 shared positions
$TXN$SAN$WFC
$1.3B
60 positions
#10MATRIX ASSET ADVISORS INC/NYActive
Some overlap · 4 shared positions
$TXN$KKR$AEP$WFC
$1.1B
105 positions
#11PAX Financial Group, LLCPassive
Slight overlap · 5 shared positions
$TXN$KKR$IAU$ZBRA$SE
$586M
199 positions
#12Heron Bay Capital ManagementActive
Slight overlap · 3 shared positions
$ZBRA$TXN$KKR
$1.1B
78 positions
#13Interactive Financial AdvisorsActive
Slight overlap · 5 shared positions
$SAN$KKR$IAU$SE$AEP
$153M
78 positions
#14High Falls Advisors, Inc
Slight overlap · 4 shared positions
$SAN$MDLZ$IAU$SE
$494M
144 positions
#15ALTERNA WEALTH MANAGEMENT, INCPassive
Slight overlap · 4 shared positions
$SAN$MDLZ$IAU$SE
$132M
105 positions
#16Bridgewealth Advisory Group, LLCActive
Slight overlap · 4 shared positions
$ZBRA$KKR$IAU$WFC
$482M
135 positions
#17Polaris Investment Advisors, LLCPassive
Slight overlap · 4 shared positions
$SAN$MDLZ$IAU$SE
$137M
70 positions
#18CLEAR INVESTMENT RESEARCH, LLCPassive
Slight overlap · 4 shared positions
$TXN$IAU$SE$WFC
$64M
241 positions
#19IFP Advisors, IncPassive
Slight overlap · 4 shared positions
$MDLZ$KKR$SAN$IAU
$4.8B
5,032 positions
#20TORRAY LLCPassive
Slight overlap · 3 shared positions
$TXN$KKR$CEG
$682M
88 positions
#21Williams & Novak, LLCPassive
Slight overlap · 3 shared positions
$TXN$IAU$SE
$134M
143 positions
#22Beacon Harbor Wealth Advisors, Inc.Passive
Slight overlap · 3 shared positions
$TXN$IAU$SE
$477M
70 positions
#23Paladin Advisory Group, LLCPassive
Slight overlap · 3 shared positions
$TXN$KKR$SE
$131M
241 positions
#24CAPITAL & PLANNING, LLCActive
Slight overlap · 3 shared positions
$TXN$IAU$CEG
$165M
172 positions
#25SAGESPRING WEALTH PARTNERS, LLCActive
Slight overlap · 5 shared positions
$SAN$IAU$MDLZ$TXN$SE
$5.5B
791 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.