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 Livet Wealth,

13F Portfolio OverlapQ1 2026Livet Wealth, portfolio →

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Most similar hedge funds by 13F overlap

Livet Wealth, LLC is an institutional investor managing $157M across 117 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 Livet Wealth, are Grey Fox Wealth Advisors,, Clarity Advisors,, White Lighthouse Investment, with shared positions in $GMM, $UNIT, $SNOW, $SCHW, $COP, $MKL. The full ranking of 25 similar funds is below.

#1Grey Fox Wealth Advisors, LLCActive

Notable overlap · 6 shared positions

$GMM $UNIT $SNOW $SCHW $COP $MKL

$518M

140 positions

#2Clarity Capital Advisors, LLCActive

Notable overlap · 9 shared positions

$KKR $SNOW $UNIT $SCHW $USB $MKL

$215M

95 positions

#3White Lighthouse Investment Management Inc.Active

Notable overlap · 8 shared positions

$KKR $UNIT $SCHW $SNOW $USB $COP

$721M

145 positions

#4Cherry Tree Wealth Management, LLCPassive

Some overlap · 6 shared positions

$KKR $UNIT $SCHW $MKL $COP $USB

$473M

582 positions

#5Pinnacle Financial Group, LLC / ILPassive

Some overlap · 6 shared positions

$KKR $UNIT $SCHW $MKL $USB $SHOP

$365M

111 positions

#6Donalies Financial Planning, LLCActive

Some overlap · 5 shared positions

$UNIT $KKR $SNOW $SCHW $GMM

$117M

74 positions

#7Integrity Wealth Solutions LLCPassive

Some overlap · 6 shared positions

$KKR $UNIT $GMM $SCHW $GLDM $SNOW

$255M

130 positions

#8O'ROURKE & COMPANY, IncPassive

Some overlap · 6 shared positions

$KKR $SNOW $UNIT $SCHW $USB $VZ

$253M

171 positions

#9Sterling Financial Planning, Inc.Active

Some overlap · 5 shared positions

$KKR $SNOW $SCHW $UNIT $COP

$337M

117 positions

#10SONATA CAPITAL GROUP INCPassive

Some overlap · 6 shared positions

$KKR $UNIT $SNOW $MDY $USB $COP

$271M

123 positions

#11Zhang Financial LLCActive

Some overlap · 5 shared positions

$KKR $UNIT $SNOW $COP $GLDM

$2.9B

367 positions

#12SWAN Capital LLCPassive

Some overlap · 5 shared positions

$KKR $UNIT $SCHW $USB $MKL

$272M

554 positions

#13FIDUCIARY ADVISORS, INC.Active

Some overlap · 6 shared positions

$KKR $UNIT $MKL $USB $COP $BA

$133M

121 positions

#14Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth SActive

Some overlap · 4 shared positions

$KKR $UNIT $SNOW $MKL

$111M

63 positions

#15Pacific Capital Wealth Advisors, Inc.Smart money

Some overlap · 6 shared positions

$KKR $SNOW $SCHW $USB $COP $GLDM

$595M

87 positions

#16Ariston Services GroupActive

Some overlap · 6 shared positions

$KKR $SNOW $SCHW $BA $COP $WEC

$167M

71 positions

#17Employees' Retirement Fund of the City of Fort WorthActive

Some overlap · 4 shared positions

$KKR $UNIT $SCHW $COP

$230M

21 positions

#18Rodgers & Associates, LTDActive

Some overlap · 9 shared positions

$UNIT $GMM $SCHW $SNOW $COP $SHOP

$982M

101 positions

#19Sage Financial Management Group, Inc.Active

Some overlap · 6 shared positions

$KKR $SNOW $MDY $MKL $COP $UNIT

$325M

57 positions

#20MidAtlantic Capital Management, Inc.Passive

Some overlap · 5 shared positions

$KKR $SNOW $UNIT $COP $MKL

$145M

84 positions

#21Sherman Wealth Management LLCPassive

Some overlap · 3 shared positions

$KKR $GMM $UNIT

$116M

80 positions

#22Uptown Financial Advisors LLCActive

Some overlap · 5 shared positions

$GMM $SNOW $KKR $SCHW $UNIT

$126M

76 positions

#23American Investment Services, Inc.Active

Some overlap · 7 shared positions

$UNIT $SNOW $SCHW $USB $VZ $GLDM

$448M

132 positions

#24Wolff Financial Management LLCActive

Some overlap · 5 shared positions

$KKR $GMM $UNIT $COP $VZ

$453M

103 positions

#25Breakwater Investment ManagementPassive

Some overlap · 6 shared positions

$KKR $SNOW $SCHW $MKL $GMM $MDY

$269M

506 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.