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Hedge Funds Similar to Inlight Wealth

13F Portfolio OverlapQ3 2026Inlight Wealth portfolio →
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Most similar hedge funds by 13F overlap

Inlight Wealth Management, LLC is an institutional investor managing $350M across 78 U.S. equity positions as of Q3 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Inlight Wealth are Dynamic Financial Group, John Boyer, Disciplined Equity, with shared positions in $VZ, $PFE, $T, $CVS, $WBD, $BP. The full ranking of 25 similar funds is below.

#1Dynamic Financial GroupSmart money
Notable overlap · 3 shared positions
$VZ$PFE$T
$132M
76 positions
#2John Boyer, Inc.Smart money
Notable overlap · 3 shared positions
$VZ$PFE$T
$126M
227 positions
#3Disciplined Equity Management, Inc.Smart money
Notable overlap · 3 shared positions
$VZ$PFE$T
$227M
47 positions
#4Keystone Financial Planning, Inc.Active
Notable overlap · 4 shared positions
$VZ$PFE$T$CVS
$404M
39 positions
#5Griffith & Werner, Inc.Passive
Notable overlap · 3 shared positions
$T$VZ$PFE
$213M
71 positions
#6Hillman Capital Management, Inc.Passive
Notable overlap · 4 shared positions
$CVS$PFE$VZ$WBD
$138M
54 positions
#7Huber Capital Management LLCActive
Notable overlap · 3 shared positions
$BP$PFE$T
$679M
99 positions
#8EDGAR LOMAX CO/VAActive
Notable overlap · 3 shared positions
$CVS$PFE$T
$1.3B
58 positions
#9Dupree Financial Group, LLCPassive
Notable overlap · 3 shared positions
$VZ$BP$T
$277M
79 positions
#10Boothe Investment Group, Inc.Active
Notable overlap · 3 shared positions
$NOW$PFE$VZ
$351M
39 positions
#11TERRIL BROTHERS, INC.Active
Some overlap · 3 shared positions
$VZ$T$WBD
$388M
71 positions
#12GQG Partners LLCActive
Some overlap · 4 shared positions
$VZ$T$CVS$BP
$53.8B
102 positions
#13Persium Advisors, LLCSmart money
Some overlap · 4 shared positions
$CVS$VZ$T$PFE
$191M
70 positions
#14Te Ahumairangi Investment Management LtdActive
Some overlap · 3 shared positions
$VZ$T$PFE
$620M
86 positions
#15Torrey Growth & Income AdvisorsSmart money
Some overlap · 3 shared positions
$NOW$PFE$VZ
$294M
108 positions
#16Gallagher Capital Advisors, LLCPassive
Some overlap · 3 shared positions
$PFE$VZ$NOW
$187M
72 positions
#17Paradigm Capital Management, LLC/NVActive
Some overlap · 3 shared positions
$VZ$T$PFE
$116M
65 positions
#181834 INVESTMENT ADVISORS COPassive
Some overlap · 4 shared positions
$CVS$VZ$PFE$T
$886M
232 positions
#19Slocum, Gordon & Co LLPPassive
Some overlap · 3 shared positions
$VZ$PFE$T
$143M
66 positions
#20DCM Advisors, LLCActive
Some overlap · 4 shared positions
$CVS$PFE$T$VZ
$253M
38 positions
#21Provident Living Financial Services, Inc.Active
Some overlap · 6 shared positions
$CVS$T$BILL$VZ$NOW$VOD
$101M
50 positions
#22Parrish Capital LLCPassive
Some overlap · 4 shared positions
$VOD$VZ$T$BP
$103M
84 positions
#23BCWM, LLCPassive
Some overlap · 3 shared positions
$PFE$VZ$T
$342M
57 positions
#24VAUGHAN & Co SECURITIES, INC.Smart money
Some overlap · 3 shared positions
$CVS$VZ$PFE
$213M
61 positions
#25Neumann Capital Management, LLCActive
Some overlap · 3 shared positions
$CVS$PFE$MAR
$391M
105 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.