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Hedge Funds Similar to Level Financial Advisors

13F Portfolio OverlapQ3 2026Level Financial Advisors portfolio →
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Most similar hedge funds by 13F overlap

Level Financial Advisors is an institutional investor managing $453M across 91 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 Level Financial Advisors are McCollum Christoferson Group, Polaris, SPIREPOINT PRIVATE CLIENT, with shared positions in $LIN, $NEE, $MTB, $NOC, $UPS, $MOG-A. The full ranking of 17 similar funds is below.

#1McCollum Christoferson Group LLCPassive
Some overlap · 4 shared positions
$LIN$NEE$MTB$NOC
$343M
88 positions
#2Polaris Capital Management, LLCActive
Some overlap · 3 shared positions
$LIN$NEE$MTB
$953M
86 positions
#3SPIREPOINT PRIVATE CLIENT, LLCPassive
Some overlap · 3 shared positions
$UPS$NEE$NOC
$1.2B
332 positions
#4Aureus Asset Management, LLCPassive
Some overlap · 3 shared positions
$LIN$NEE$MOG-A
$1.6B
239 positions
#5S.E.E.D. Planning Group LLCPassive
Some overlap · 3 shared positions
$LIN$NEE$NOC
$408M
98 positions
#6BOSTON RESEARCH & MANAGEMENT INCPassive
Some overlap · 3 shared positions
$LIN$NEE$UPS
$453M
121 positions
#7Bryant Woods Investment Advisors, LLCActive
Some overlap · 3 shared positions
$LIN$MTB$MOG-A
$355M
68 positions
#8Global Trust Wealth Management LLCActive
Some overlap · 3 shared positions
$UPS$NEE$NOC
$139M
71 positions
#9Stokes Capital Advisors, LLCPassive
Some overlap · 3 shared positions
$LIN$NEE$NOC
$455M
118 positions
#10Flavin Financial Services, Inc.Passive
Some overlap · 3 shared positions
$UPS$NEE$NOC
$185M
77 positions
#11LAWOOD & COPassive
Some overlap · 3 shared positions
$NEE$UPS$MTB
$145M
94 positions
#12CROBANActive
Some overlap · 3 shared positions
$NEE$MTB$NOC
$227M
81 positions
#13COUNTRY TRUST BANKActive
Some overlap · 3 shared positions
$LIN$NOC$NEE
$5.7B
628 positions
#14Sandro Wealth Management LLCPassive
Slight overlap · 3 shared positions
$NEE$NOC$LIN
$138M
103 positions
#15OLD SECOND NATIONAL BANK OF AURORAPassive
Slight overlap · 3 shared positions
$NEE$NOC$UPS
$501M
276 positions
#16Charter Capital Management, LLC\DESmart money
Slight overlap · 3 shared positions
$NEE$UPS$MTB
$226M
75 positions
#17CJM Wealth Advisers, Ltd.Smart money
Slight overlap · 3 shared positions
$NEE$NOC$LIN
$381M
78 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.