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 LifePlan Financial

13F Portfolio OverlapQ3 2026LifePlan Financial portfolio →

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Most similar hedge funds by 13F overlap

LifePlan Financial, LLC is an institutional investor managing $141M 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 LifePlan Financial are Center for Wealth Advisory, EDGAR LOMAX, Guardian Wealth, with shared positions in $USB, $MDT, $DUK, $MDLZ, $GD, $CCZ. The full ranking of 25 similar funds is below.

#1Center for Wealth Management AdvisoryActive

Notable overlap · 10 shared positions

$USB $MDT $DUK $MDLZ $GD $CCZ

$161M

62 positions

#2EDGAR LOMAX CO/VAActive

Notable overlap · 9 shared positions

$CVS $USB $DUK $MDLZ $GD $CCZ

$1.3B

58 positions

#3Guardian Wealth Management, LLCActive

Notable overlap · 3 shared positions

$IAU $DHR $CL

$353M

30 positions

#4SAGE PRIVATE WEALTH GROUP, LLCActive

Notable overlap · 4 shared positions

$IAU $MSI $CCZ $TGT

$298M

135 positions

#5Impact Investors, IncActive

Notable overlap · 3 shared positions

$IAU $USB $TER

$137M

88 positions

#6Shah Wealth Advisors, LLCActive

Notable overlap · 3 shared positions

$IAU $VZ $CVS

$433M

79 positions

#7Permanens Capital L.P.Active

Notable overlap · 3 shared positions

$IAU $DHR $SPGI

$972M

100 positions

#8MBA Advisors LLCPassive

Notable overlap · 4 shared positions

$IAU $VZ $GD $DUK

$297M

166 positions

#9Harbour Wealth Management Group, Inc.Active

Notable overlap · 4 shared positions

$IAU $MSI $NXPI $SPGI

$148M

89 positions

#10Forza Wealth Management, LLCPassive

Notable overlap · 6 shared positions

$IAU $VZ $TGT $AMT $GD $CVS

$346M

194 positions

#11VCI Wealth Management LLCPassive

Notable overlap · 4 shared positions

$IAU $DHR $GILD $C

$399M

99 positions

#12BCWM, LLCPassive

Notable overlap · 5 shared positions

$IAU $CCZ $DUK $VZ $USB

$342M

57 positions

#13ANDERSON HOAGLAND & COActive

Notable overlap · 3 shared positions

$IAU $C $SLB

$1.3B

135 positions

#14Hillman Capital Management, Inc.Passive

Notable overlap · 7 shared positions

$CVS $USB $CCZ $CRM $VZ $NKE

$138M

54 positions

#15Signet Investment Advisory Group, Inc.Passive

Notable overlap · 4 shared positions

$IAU $USB $CVS $MDT

$227M

73 positions

#16EQUITY INVESTMENT CORPActive

Notable overlap · 6 shared positions

$USB $PYPL $MDT $VZ $NKE $TGT

$5.2B

76 positions

#17CANTOR FITZGERALD INVESTMENT ADVISORS L.P.Active

Notable overlap · 7 shared positions

$CVS $USB $MDLZ $DUK $CCZ $MDT

$3.3B

229 positions

#18Arnhold LLCActive

Notable overlap · 3 shared positions

$IAU $VZ $PYPL

$1.4B

113 positions

#19Meridian Wealth Advisors, LLCPassive

Notable overlap · 3 shared positions

$IAU $SPGI $NXPI

$880M

211 positions

#20Deane Retirement Strategies, Inc.Passive

Notable overlap · 4 shared positions

$IAU $CRM $MDLZ $NOW

$244M

53 positions

#21SKBA CAPITAL MANAGEMENT LLCPassive

Notable overlap · 6 shared positions

$NXPI $MDT $VZ $USB $NKE $C

$606M

79 positions

#22F&V Capital Management, LLCPassive

Notable overlap · 6 shared positions

$CVS $MDT $CRM $PYPL $VZ $GILD

$561M

60 positions

#23Persium Advisors, LLCSmart money

Notable overlap · 6 shared positions

$CVS $DUK $GD $MDT $VZ $CRM

$191M

70 positions

#24TRUE Private Wealth AdvisorsPassive

Notable overlap · 3 shared positions

$IAU $USB $VZ

$1.2B

289 positions

#25COLRAIN CAPITAL LLCActive

Notable overlap · 5 shared positions

$CVS $MDT $CCZ $SLB $CRM

$295M

25 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.