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Hedge Funds Similar to LifeGuide Financial Advisors

13F Portfolio OverlapQ2 2026LifeGuide Financial Advisors portfolio →
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Most similar hedge funds by 13F overlap

LifeGuide Financial Advisors, LLC is an institutional investor managing $351M across 47 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 LifeGuide Financial Advisors are FINANCIAL CONSULATE, EQUITY INVESTMENT, MORGAN DEMPSEY, with shared positions in $MKC, $PNC, $UPS, $HSY, $MCD, $CMI. The full ranking of 25 similar funds is below.

#1FINANCIAL CONSULATE, INCActive
Notable overlap · 3 shared positions
$MKC$PNC$UPS
$899M
1,449 positions
#2EQUITY INVESTMENT CORPActive
Notable overlap · 3 shared positions
$UPS$PNC$HSY
$5.2B
76 positions
#3MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive
Some overlap · 3 shared positions
$UPS$MCD$CMI
$233M
122 positions
#4BERKSHIRE ASSET MANAGEMENT LLC/PAActive
Some overlap · 4 shared positions
$PNC$PPL$MCD$HSY
$2.5B
270 positions
#5OLD REPUBLIC INTERNATIONAL CORPActive
Some overlap · 4 shared positions
$MCD$CMI$UPS$MKC
$2.7B
54 positions
#6Flavin Financial Services, Inc.Passive
Some overlap · 3 shared positions
$PNC$MCD$UPS
$175M
81 positions
#7Elevate Capital Advisors, LLCPassive
Some overlap · 3 shared positions
$PNC$HSY$MCD
$182M
77 positions
#8Eliot Finkel Investment Counsel, LLCActive
Some overlap · 3 shared positions
$MCD$UPS$HSY
$214M
33 positions
#9Kennon-Green & Company, LLCActive
Some overlap · 3 shared positions
$HSY$MCD$MKC
$128M
41 positions
#10CRAWFORD INVESTMENT COUNSEL INCActive
Some overlap · 3 shared positions
$PNC$UPS$AZN
$6.0B
306 positions
#11Brookmont Capital ManagementActive
Some overlap · 3 shared positions
$MCD$AZN$PNC
$186M
61 positions
#12Catherine Avery Investment Management LLCPassive
Some overlap · 3 shared positions
$UPS$MCD$CMI
$229M
166 positions
#13Rayburn West Financial Services LLCPassive
Some overlap · 3 shared positions
$PNC$UPS$MCD
$181M
81 positions
#14ISTHMUS PARTNERS, LLCPassive
Some overlap · 4 shared positions
$PNC$UPS$MCD$HSY
$1.0B
226 positions
#15Miramar Capital, LLCPassive
Some overlap · 3 shared positions
$HSY$MCD$PNC
$455M
57 positions
#16BIRMINGHAM CAPITAL MANAGEMENT CO INC/ALActive
Some overlap · 3 shared positions
$MCD$CMI$HSY
$263M
90 positions
#17ARBOR CAPITAL MANAGEMENT INC /ADVPassive
Some overlap · 3 shared positions
$UPS$PPL$MCD
$102M
87 positions
#18Signature Wealth Management Group
Some overlap · 3 shared positions
$HSY$UPS$MCD
$263M
128 positions
#19HAMEL ASSOCIATES, INC.Passive
Some overlap · 3 shared positions
$MCD$PNC$HSY
$363M
92 positions
#20IAMS WEALTH MANAGEMENT, LLCPassive
Some overlap · 4 shared positions
$UPS$AZN$PNC$MCD
$332M
190 positions
#21Fluent Financial, LLCActive
Some overlap · 3 shared positions
$UPS$MKC$MCD
$280M
57 positions
#22ROWLANDMILLER & PARTNERS.ADVPassive
Some overlap · 3 shared positions
$MCD$CMI$UPS
$549M
195 positions
#23ADVOCATE GROUP LLCPassive
Some overlap · 3 shared positions
$CMI$MCD$UPS
$665M
122 positions
#24FIDELITY D & D BANCORP INCPassive
Some overlap · 4 shared positions
$PNC$PPL$MCD$BHRB
$291M
116 positions
#25Harvest Investment Advisors, LLCActive
Some overlap · 3 shared positions
$PNC$HSY$UPS
$202M
58 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.