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 LIFELONG WEALTH ADVISORS

13F Portfolio OverlapQ2 2026LIFELONG WEALTH ADVISORS portfolio →

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Most similar hedge funds by 13F overlap

LIFELONG WEALTH ADVISORS, INC. is an institutional investor managing $426M across 99 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 LIFELONG WEALTH ADVISORS are Kure Advisory, Sterling Financial Planning, TWIN FOCUS PARTNERS, with shared positions in $IAU, $MMM, $XEL, $WFC, $ABT, $MUFG. The full ranking of 25 similar funds is below.

#1Kure Advisory, LLCActive

Substantial overlap · 4 shared positions

$IAU $MMM $XEL $WFC

$211M

62 positions

#2Sterling Financial Planning, Inc.Active

Substantial overlap · 3 shared positions

$IAU $MMM $ABT

$368M

123 positions

#3TWIN FOCUS CAPITAL PARTNERS, LLCActive

Substantial overlap · 3 shared positions

$IAU $MUFG $GLW

$983M

170 positions

#4Plum Street Advisors, LLCActive

Notable overlap · 3 shared positions

$IAU $GLDM $MUFG

$313M

107 positions

#5SAGE PRIVATE WEALTH GROUP, LLCActive

Notable overlap · 3 shared positions

$IAU $GLDM $TGT

$222M

100 positions

#6NOTTINGHAM ADVISORS, INC.Active

Notable overlap · 3 shared positions

$IAU $GLDM $MUFG

$838M

122 positions

#7Aureum Wealth Management, LLCActive

Notable overlap · 3 shared positions

$IAU $GLDM $MUFG

$161M

62 positions

#8CPR Investments Inc.Active

Notable overlap · 3 shared positions

$IAU $LMT $MRVL

$130M

55 positions

#9ACORN FINANCIAL ADVISORY SERVICES INC /ADVPassive

Notable overlap · 4 shared positions

$IAU $GLW $LMT $MRVL

$753M

223 positions

#10Farrell Financial LLCActive

Notable overlap · 3 shared positions

$IAU $GLW $MRVL

$185M

83 positions

#11ROGCO, LPActive

Notable overlap · 3 shared positions

$IAU $LMT $MRVL

$327M

224 positions

#12NavPoint Financial, Inc.Active

Notable overlap · 4 shared positions

$IAU $GLDM $TGT $MMM

$270M

74 positions

#13VCI Wealth Management LLCPassive

Notable overlap · 3 shared positions

$IAU $MMM $ABT

$399M

99 positions

#14Forza Wealth Management, LLCPassive

Notable overlap · 3 shared positions

$IAU $STX $TGT

$326M

194 positions

#15EHRLICH FINANCIAL GROUPActive

Notable overlap · 3 shared positions

$IAU $STX $MRVL

$194M

119 positions

#16TRUE Private Wealth AdvisorsPassive

Notable overlap · 4 shared positions

$IAU $MMM $MRVL $WFC

$1.2B

283 positions

#17Asempa Wealth AdvisorsPassive

Notable overlap · 4 shared positions

$IAU $GLDM $MUFG $LMT

$134M

119 positions

#18Biltmore Family Office, LLCActive

Notable overlap · 3 shared positions

$IAU $ABT $MMM

$761M

333 positions

#19ShoreHaven Wealth Partners, LLCActive

Notable overlap · 3 shared positions

$IAU $GLDM $GLW

$318M

106 positions

#20Cranbrook Wealth Management, LLCActive

Notable overlap · 3 shared positions

$IAU $MRVL $ABT

$534M

406 positions

#21Global Wealth Strategies & AssociatesActive

Notable overlap · 3 shared positions

$IAU $LMT $MMM

$528M

97 positions

#22TSA Wealth Managment LLCActive

Notable overlap · 4 shared positions

$IAU $STX $MMM $MRVL

$354M

119 positions

#23ASL Financial, LLCActive

Notable overlap · 4 shared positions

$IAU $GLW $WFC $ABT

$142M

99 positions

#24EQUITABLE TRUST COPassive

Notable overlap · 3 shared positions

$IAU $MRVL $STX

$2.4B

452 positions

#25AVAII WEALTH MANAGEMENT, LLCPassive

Some overlap · 3 shared positions

$IAU $GLW $MRVL

$341M

176 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.