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Hedge Funds Similar to Livet Wealth

13F Portfolio OverlapQ2 2026Livet Wealth portfolio →
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Most similar hedge funds by 13F overlap

Livet Wealth, LLC is an institutional investor managing $173M across 122 U.S. equity positions as of Q2 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Livet Wealth are Strategy, SENTINEL LBA, 12 West, with shared positions in $NET, $SHOP, $NU, $ASML, $GLDM, $MDY. The full ranking of 25 similar funds is below.

#1Strategy Capital LLCSmart money
Notable overlap · 3 shared positions
$NET$SHOP$NU
$1.6B
11 positions
#2SENTINEL TRUST CO LBASmart money
Notable overlap · 4 shared positions
$NET$ASML$GLDM$MDY
$1.1B
136 positions
#312 West Capital Management LPActive
Some overlap · 3 shared positions
$NET$SHOP$NU
$535M
18 positions
#4Parkwood LLCActive
Some overlap · 6 shared positions
$NET$ASML$SHOP$AZN$NVS$TTE
$1.4B
72 positions
#5SANDS CAPITAL MANAGEMENT, LLCActive
Some overlap · 4 shared positions
$NET$ASML$SHOP$NU
$26.9B
71 positions
#6Allen Investment Management, LLCActive
Some overlap · 6 shared positions
$ASML$NET$BA$SHOP$NU$NOW
$8.4B
227 positions
#7Capital Group Investment Management Pte. Ltd.Passive
Some overlap · 6 shared positions
$NET$ASML$SHOP$AZN$SBUX$TTE
$664M
143 positions
#8CAPITAL INTERNATIONAL LTD /CA/Active
Some overlap · 6 shared positions
$NET$ASML$SHOP$AZN$SBUX$TTE
$3.1B
150 positions
#9Capital International SarlActive
Some overlap · 6 shared positions
$ASML$NET$SHOP$AZN$SBUX$TTE
$7.1B
287 positions
#10MBM WEALTH CONSULTANTS, LLCActive
Some overlap · 4 shared positions
$NET$ADBE$BA$NU
$519M
123 positions
#11BAILLIE GIFFORD & COActive
Some overlap · 3 shared positions
$NET$SHOP$NU
$110.2B
273 positions
#12Henry James International Management Inc.Passive
Some overlap · 5 shared positions
$MUFG$ASML$SHOP$AZN$NVS
$334M
91 positions
#13Faithward Advisors, LLCPassive
Some overlap · 4 shared positions
$NET$ASML$SHOP$TDY
$819M
339 positions
#14Sunstone Asset Management, L.P.Passive
Some overlap · 4 shared positions
$NET$ASML$SHOP$NOW
$92M
57 positions
#15Sepio Capital, LPActive
Some overlap · 6 shared positions
$NET$BA$SHOP$SBUX$MDY$MNST
$2.0B
346 positions
#16ONE WEALTH CAPITAL MANAGEMENT, LLCPassive
Some overlap · 7 shared positions
$BA$SHOP$MUFG$MNST$SBUX$COF
$355M
229 positions
#17PEREGRINE CAPITAL MANAGEMENT LLCPassive
Some overlap · 3 shared positions
$NET$SHOP$NOW
$3.1B
282 positions
#18Napier Financial, LLCActive
Some overlap · 7 shared positions
$MUFG$NU$GLDM$MDY$BA$VZ
$480M
472 positions
#19Aristotle Capital Management, LLCActive
Some overlap · 6 shared positions
$MUFG$VZ$TTE$TDY$COF$QCOM
$47.7B
212 positions
#20Financial Gravity Companies, Inc. (FGCO)Passive
Some overlap · 5 shared positions
$ASML$BA$AZN$NVS$SBUX
$616M
1,040 positions
#21Financial Gravity Asset Management, Inc.
Some overlap · 5 shared positions
$ASML$BA$AZN$NVS$SBUX
$562M
973 positions
#22Audent Global Asset Management, LLCPassive
Some overlap · 4 shared positions
$MDY$ADBE$SBUX$BA
$90M
46 positions
#23Rheos Capital Works Inc.Active
Some overlap · 4 shared positions
$NET$ASML$BA$QCOM
$1.8B
82 positions
#24PALLADIEM, LLCActive
Some overlap · 5 shared positions
$ASML$MUFG$GLDM$AZN$NVS
$103M
136 positions
#25Timber Creek Capital Management LLCPassive
Some overlap · 5 shared positions
$ASML$GLDM$AZN$NVS$TTE
$490M
80 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.