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Hedge Funds Similar to LFA - Lugano Financial Advisors SA

13F Portfolio OverlapQ2 2026LFA - Lugano Financial Advisors SA portfolio →
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Most similar hedge funds by 13F overlap

LFA - Lugano Financial Advisors SA is an institutional investor managing $166M across 274 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 LFA - Lugano Financial Advisors SA are AMERICAN FINANCIAL & TAX STRATEGIES, K2 Financial, Advisory Alpha, with shared positions in $SNPS, $STT, $MUFG, $MO, $MCD, $IAU. The full ranking of 25 similar funds is below.

#1AMERICAN FINANCIAL & TAX STRATEGIES INCActive
Notable overlap · 4 shared positions
$SNPS$STT$MUFG$MO
$221M
102 positions
#2K2 Financial Inc.Active
Notable overlap · 3 shared positions
$SNPS$STT$MCD
$142M
60 positions
#3Advisory Alpha, LLCActive
Notable overlap · 3 shared positions
$SNPS$STT$IAU
$4.1B
571 positions
#4DeLarme Wealth Management, Inc.Active
Some overlap · 3 shared positions
$SNPS$STT$MCD
$172M
68 positions
#5Betterment LLCActive
Some overlap · 4 shared positions
$SNPS$MUFG$IAU$STT
$59.1B
675 positions
#6Trust CoActive
Some overlap · 4 shared positions
$SNPS$MUFG$STT$MCD
$1.1B
908 positions
#7Financial Alternatives, IncActive
Some overlap · 4 shared positions
$SNPS$MUFG$IAU$QCOM
$203M
84 positions
#8McIlrath & Eck, LLC
Some overlap · 3 shared positions
$SNPS$PHYS$MCD
$1.3B
1,645 positions
#9POTOMAC FUND MANAGEMENT INC /ADVSmart money
Some overlap · 4 shared positions
$SNPS$ABT$QCOM$MCD
$4.0B
109 positions
#10Sagace Wealth Management LLCActive
Some overlap · 3 shared positions
$SNPS$IAU$C
$159M
71 positions
#11MMA ASSET MANAGEMENT LLCPassive
Some overlap · 4 shared positions
$SNPS$C$MO$MCD
$314M
181 positions
#12Comprehensive Money Management Services LLCPassive
Some overlap · 3 shared positions
$SNPS$IAU$BX
$159M
200 positions
#13REGIMEN WEALTH, LLCActive
Some overlap · 3 shared positions
$SNPS$IAU$MCD
$371M
76 positions
#14North Ridge Wealth Advisors, Inc.
Some overlap · 3 shared positions
$SNPS$ABT$STT
$178M
193 positions
#15MRA Advisory GroupPassive
Some overlap · 3 shared positions
$SNPS$C$MO
$276M
159 positions
#16Keudell/Morrison Wealth ManagementPassive
Some overlap · 3 shared positions
$SNPS$MO$QCOM
$529M
260 positions
#17EDGEWOOD MANAGEMENT LLCActive
Some overlap · 3 shared positions
$SNPS$BX$ABT
$9.7B
90 positions
#18Strategic Financial Services, Inc.Smart money
Some overlap · 3 shared positions
$SNPS$BKNG$QCOM
$2.3B
157 positions
#19Virtus Family Office LLCPassive
Some overlap · 4 shared positions
$SNPS$IAU$RMD$QCOM
$126M
62 positions
#20JNBA Financial AdvisorsActive
Some overlap · 6 shared positions
$STT$MUFG$IAU$ABT$QCOM$MCD
$1.3B
830 positions
#21VERITY Wealth AdvisorsSmart money
Some overlap · 3 shared positions
$STT$MUFG$QCOM
$166M
81 positions
#22LYNX CAPITAL GROUP LTD /ADVPassive
Some overlap · 5 shared positions
$STT$IAU$KKR$ABT$QCOM
$248M
91 positions
#2310Elms LLPPassive
Some overlap · 5 shared positions
$STT$KKR$BX$QCOM$MCD
$236M
526 positions
#24Midwest Capital Advisors, LLCActive
Some overlap · 4 shared positions
$STT$IAU$BKNG$AEP
$246M
210 positions
#25HENGEHOLD CAPITAL MANAGEMENT LLCActive
Some overlap · 3 shared positions
$STT$PHYS$MCD
$1.3B
229 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.