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 Investment Advisors

13F Portfolio OverlapQ2 2026LifePlan Investment Advisors portfolio →

Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

LifePlan Investment Advisors, Inc. is an institutional investor managing $291M across 131 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 LifePlan Investment Advisors are Amanah, Financial Synergies Wealth Advisors, EXCHANGE TRADED CONCEPTS, with shared positions in $WDC, $SNDK, $CIEN, $IAU, $DUK, $TXN. The full ranking of 25 similar funds is below.

#1Amanah Holdings TrustSmart money

Notable overlap · 3 shared positions

$WDC $SNDK $CIEN

$1.7B

20 positions

#2Financial Synergies Wealth Advisors, Inc.Smart money

Notable overlap · 3 shared positions

$WDC $SNDK $IAU

$1.2B

116 positions

#3EXCHANGE TRADED CONCEPTS, LLCPassive

Notable overlap · 3 shared positions

$WDC $SNDK $DUK

$21.9B

1,580 positions

#4Roehl & Yi Investment Advisors, LLCPassive

Notable overlap · 4 shared positions

$IAU $WDC $SNDK $TXN

$304M

194 positions

#5Williamson Legacy Group, LLCPassive

Notable overlap · 3 shared positions

$SNDK $WDC $CIEN

$201M

75 positions

#6UNICOM Systems, Inc.Active

Notable overlap · 3 shared positions

$SNDK $WDC $CIEN

$1.5B

39 positions

#7CHAPIN DAVIS, INC.Passive

Notable overlap · 3 shared positions

$WDC $SNDK $NEE

$569M

256 positions

#8January Capital Advisors LLC

Notable overlap · 3 shared positions

$IAU $SNDK $WDC

$120M

55 positions

#9Goldstream Capital Management LtdActive

Notable overlap · 4 shared positions

$SNDK $WDC $TXN $CIEN

$132M

45 positions

#10Fedenia Advisers LLCPassive

Notable overlap · 3 shared positions

$SNDK $WDC $CIEN

$421M

459 positions

#11Polymer Capital Management (HK) LTDActive

Notable overlap · 3 shared positions

$SNDK $WDC $TXN

$2.0B

143 positions

#12PFS Partners, LLCPassive

Notable overlap · 3 shared positions

$SNDK $WDC $TXN

$247M

599 positions

#13MACKAY SHIELDS LLCActive

Notable overlap · 3 shared positions

$WDC $NEE $IAU

$3.0B

108 positions

#14Retireful, LLCPassive

Notable overlap · 3 shared positions

$WDC $SNDK $TXN

$107M

81 positions

#15Bigelow Investment Advisors, LLCPassive

Notable overlap · 4 shared positions

$IAU $NEE $TXN $DUK

$276M

157 positions

#16TI-TRUST, INCPassive

Notable overlap · 5 shared positions

$SNDK $WDC $NEE $DUK $SO

$186M

132 positions

#17Maytree Asset Management LtdActive

Notable overlap · 3 shared positions

$SNDK $WDC $CIEN

$154M

44 positions

#18PATTON FUND MANAGEMENT, INC.Passive

Notable overlap · 5 shared positions

$IAU $SNDK $WDC $TXN $CIEN

$462M

86 positions

#19Braeburn Wealth Management LLCActive

Notable overlap · 4 shared positions

$IAU $SNDK $WDC $TXN

$233M

99 positions

#20Precision Wealth Strategies, LLCPassive

Notable overlap · 3 shared positions

$WDC $SNDK $CIEN

$332M

170 positions

#21SEEDS INVESTOR LLCPassive

Some overlap · 4 shared positions

$IAU $SNDK $WDC $CIEN

$973M

379 positions

#22STEVENS CAPITAL MANAGEMENT LPPassive

Some overlap · 3 shared positions

$SNDK $WDC $NEE

$417M

213 positions

#23Compass Wealth Management, LLC/GAActive

Some overlap · 4 shared positions

$SNDK $WDC $IAU $SO

$251M

74 positions

#24Bellwether Advisors, LLCPassive

Some overlap · 3 shared positions

$WDC $IAU $SNDK

$675M

167 positions

#25Aequim Alternative Investments LPActive

Some overlap · 3 shared positions

$WDC $NEE $SO

$6.4B

102 positions

Compare LifePlan Investment Advisors’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View LifePlan Investment Advisors’s holdings

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.