How is hedge fund similarity measured?

Similarity is computed from each fund's top conviction holdings in their latest 13F filing. Funds are scored by the overlap of distinctive shared positions (the mega-caps that nearly every fund owns are excluded), so the ranking reflects genuinely shared strategy rather than common index exposure.

Hedge Funds Similar to LifeGoal Investments

13F Portfolio OverlapQ2 2026LifeGoal Investments portfolio →

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Most similar hedge funds by 13F overlap

LifeGoal Investments, LLC is an institutional investor managing $218M across 155 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 LifeGoal Investments are Compass Wealth, ELEMENT POINTE ADVISORS, Upper Left Wealth, with shared positions in $STT, $GLDM, $WDC, $SNDK, $VRT, $FBTC. The full ranking of 25 similar funds is below.

#1Compass Wealth Management, LLC/GAActive

Notable overlap · 5 shared positions

$STT $GLDM $WDC $SNDK $VRT

$251M

74 positions

#2ELEMENT POINTE ADVISORS, LLCSmart money

Notable overlap · 4 shared positions

$STT $GLDM $FBTC $VRT

$621M

90 positions

#3Upper Left Wealth Management, LLCActive

Notable overlap · 3 shared positions

$STT $GLDM $FBTC

$180M

73 positions

#4Parcion Private Wealth LLCPassive

Notable overlap · 4 shared positions

$STT $GLDM $FBTC $BLK

$1.8B

529 positions

#5Main Management ETF Advisors, LLCSmart money

Notable overlap · 6 shared positions

$STT $STX $FTNT $WDC $TER $VRT

$3.3B

103 positions

#6Pitcairn Wealth Advisors LLCActive

Some overlap · 4 shared positions

$STT $GLDM $WDC $STX

$913M

281 positions

#7LODESTAR PRIVATE ASSET MANAGEMENT LLCPassive

Some overlap · 4 shared positions

$STT $GLDM $STX $NBIS

$1.2B

232 positions

#8Allegiance Financial Group Advisory Services LLCActive

Some overlap · 9 shared positions

$FIX $CNC $WDC $SNDK $FTNT $ABNB

$578M

205 positions

#9Estate Counselors, LLCSmart money

Some overlap · 4 shared positions

$STT $WDC $SNDK $STX

$1.2B

92 positions

#10Bellwether Advisors, LLCPassive

Some overlap · 6 shared positions

$STT $WDC $FIX $NBIS $SNDK $STX

$675M

167 positions

#11THAMES CAPITAL MANAGEMENT LLCActive

Some overlap · 4 shared positions

$STT $NBIS $SNDK $VRT

$1.2B

56 positions

#12SIGNATURE ESTATE & INVESTMENT ADVISORS LLCActive

Some overlap · 4 shared positions

$GLDM $STT $BLK $VRT

$5.6B

669 positions

#13Caerus Investment Advisors, LLCPassive

Some overlap · 10 shared positions

$FIX $WDC $GLDM $CNC $PCG $SNDK

$300M

339 positions

#14FLOW TRADERS U.S. LLCPassive

Some overlap · 3 shared positions

$STT $FBTC $SNDK

$2.4B

979 positions

#15SEEDS INVESTOR LLCPassive

Some overlap · 7 shared positions

$WDC $SNPS $FIX $SNDK $STX $TER

$973M

379 positions

#16CacheTech Inc.Passive

Some overlap · 5 shared positions

$STT $SNDK $GLDM $STX $FTNT

$618M

169 positions

#17Adams Wealth ManagementActive

Some overlap · 4 shared positions

$STT $SNDK $STX $FTNT

$522M

147 positions

#18Fedenia Advisers LLCPassive

Some overlap · 8 shared positions

$WDC $FIX $SNDK $STX $STT $TER

$421M

459 positions

#19Friday FinancialActive

Some overlap · 3 shared positions

$STT $WDC $SNDK

$373M

108 positions

#20January Capital Advisors LLCActive

Some overlap · 3 shared positions

$GLDM $WDC $SNDK

$120M

55 positions

#21Bannerstone Capital Management, LLCPassive

Some overlap · 6 shared positions

$STT $FIX $NBIS $SNPS $TER $VRT

$119M

113 positions

#22HORIZON FINANCIAL SERVICES, LLCPassive

Some overlap · 3 shared positions

$STT $SNPS $COF

$261M

646 positions

#23Value Aligned Research Advisors, LLCActive

Some overlap · 6 shared positions

$WDC $FIX $NBIS $SNDK $STX $VRT

$40.1B

123 positions

#24Strategic Financial Services, Inc.Smart money

Some overlap · 3 shared positions

$GLDM $SNPS $BLK

$2.3B

157 positions

#25KICKSTAND VENTURES, LLC.Active

Some overlap · 4 shared positions

$GLDM $WDC $STX $SNPS

$550M

154 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.