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Hedge Funds Similar to Lifetime Wealth P.C.

13F Portfolio OverlapQ1 2026Lifetime Wealth P.C. portfolio →
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Most similar hedge funds by 13F overlap

Lifetime Wealth Management P.C. is an institutional investor managing $176M across 86 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 Lifetime Wealth P.C. are EPACRIA PARTNERS,, Goehring & Rozencwajg Associates,, Mountain Lake Investment, with shared positions in $CNQ, $BTI, $HCC, $EPD, $NE, $SU. The full ranking of 25 similar funds is below.

#1EPACRIA CAPITAL PARTNERS, LLCActive
Notable overlap · 4 shared positions
$CNQ$BTI$HCC$EPD
$129M
29 positions
#2Goehring & Rozencwajg Associates, LLCActive
Notable overlap · 4 shared positions
$CNQ$NE$HCC$SU
$1.9B
43 positions
#3Mountain Lake Investment Management LLCActive
Notable overlap · 3 shared positions
$NE$PHYS$NRP
$155M
29 positions
#4Meixler Investment Management, Ltd.Passive
Notable overlap · 6 shared positions
$PHYS$CNQ$EPD$NRP$SU$HON
$186M
93 positions
#5INVESTMENT MANAGEMENT ASSOCIATES INC /ADVActive
Notable overlap · 3 shared positions
$CNQ$BTI$EPD
$420M
30 positions
#6Valued Retirements, Inc.Passive
Notable overlap · 4 shared positions
$PHYS$WT$TECK$EPD
$102M
90 positions
#7Rempart Asset Management Inc.Active
Notable overlap · 3 shared positions
$CNQ$ULTA$SU
$475M
36 positions
#8Evanson Asset Management, LLCActive
Some overlap · 4 shared positions
$PHYS$WT$AMN$EPD
$1.9B
321 positions
#9SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLCActive
Some overlap · 3 shared positions
$PHYS$AMN$HON
$482M
173 positions
#10Gemsstock Ltd.Active
Some overlap · 3 shared positions
$KSPI$VALE$TECK
$949M
28 positions
#11FULCRUM WEALTH ADVISORS, LLCActive
Some overlap · 3 shared positions
$PHYS$WT$HON
$121M
72 positions
#12Heritage Wealth AdvisorsActive
Some overlap · 3 shared positions
$PHYS$EPD$MDLZ
$2.6B
692 positions
#13VIEWPOINT INVESTMENT PARTNERS CORPPassive
Some overlap · 3 shared positions
$CNQ$WT$SU
$216M
97 positions
#14McGowan Group Asset Management, Inc.Passive
Some overlap · 3 shared positions
$BTI$EPD$NEA
$785M
154 positions
#15GUARDIAN CAPITAL LPActive
Some overlap · 3 shared positions
$CNQ$TECK$SU
$3.8B
177 positions
#16MUFG SECURITIES (CANADA), LTD.Active
Some overlap · 3 shared positions
$CNQ$TECK$SU
$3.5B
43 positions
#17Hurley Capital, LLCPassive
Some overlap · 4 shared positions
$EPD$CNQ$PHYS$MDLZ
$187M
673 positions
#18Evergreen Private Wealth LLCPassive
Some overlap · 3 shared positions
$ULTA$PHYS$WT
$247M
86 positions
#19Leibman Financial Services, Inc.Passive
Some overlap · 3 shared positions
$SFM$WT$TECK
$136M
49 positions
#20Contrarius Group Holdings LtdActive
Some overlap · 3 shared positions
$BTI$MDLZ$NE
$1.8B
39 positions
#21Wolfstich Capital, LLCActive
Some overlap · 3 shared positions
$CNQ$WT$MDLZ
$114M
45 positions
#22Mraz, Amerine & Associates, Inc.Active
Some overlap · 4 shared positions
$CNQ$AMN$WT$NE
$678M
190 positions
#23Adams Asset Advisors, LLCActive
Some overlap · 3 shared positions
$BTI$EPD$MPLX
$891M
88 positions
#24Eaton Financial Holdings Company, LLCPassive
Some overlap · 3 shared positions
$PHYS$WT$EPD
$305M
125 positions
#25Progeny 3, Inc.Active
Some overlap · 5 shared positions
$EPD$TSLX$NRP$MPLX$HCC
$1.9B
32 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.