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Hedge Funds Similar to Lifestyle Asset

13F Portfolio OverlapQ2 2026Lifestyle Asset portfolio →
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Most similar hedge funds by 13F overlap

Lifestyle Asset Management, Inc. is an institutional investor managing $372M across 129 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 Lifestyle Asset are Davidson, PRAKASH INVESTMENT ADVISORS, Sanchez Gaunt, with shared positions in $FIX, $FTNT, $MEDP, $EXEL, $UTHR, $KLAC. The full ranking of 25 similar funds is below.

#1Davidson Capital Management Inc.Active
Notable overlap · 7 shared positions
$FIX$FTNT$MEDP$EXEL$UTHR$KLAC
$624M
96 positions
#2PRAKASH INVESTMENT ADVISORS LLCPassive
Some overlap · 5 shared positions
$WDC$FIX$CLS$APP$KLAC
$174M
92 positions
#3Sanchez Gaunt Capital Management, LLCPassive
Some overlap · 7 shared positions
$EXEL$UTHR$WDC$SBS$HIG$NEM
$179M
189 positions
#4COGENT STRATEGIC WEALTH LLCActive
Some overlap · 4 shared positions
$WDC$FIX$FTI$ABNB
$105M
58 positions
#5SCALAR GAUGE MANAGEMENT, LLCActive
Some overlap · 3 shared positions
$WDC$FIX$CLS
$182M
27 positions
#6Dorsey Wright & AssociatesPassive
Some overlap · 4 shared positions
$WDC$FIX$FTI$NEM
$590M
131 positions
#7TFB Advisors LLCPassive
Some overlap · 6 shared positions
$WDC$UTHR$EXEL$HIG$NEM$KLAC
$227M
190 positions
#8Eurizon SLJ Capital LtdPassive
Some overlap · 5 shared positions
$FTNT$FIX$MEDP$ADBE$NEM
$271M
172 positions
#9Nutshell Asset Management LtdActive
Some overlap · 5 shared positions
$FTNT$APP$MEDP$WDC$ADBE
$300M
45 positions
#10CMC Financial GroupActive
Some overlap · 3 shared positions
$WDC$FTNT$FIX
$52M
45 positions
#11AMF Tjanstepension ABActive
Some overlap · 4 shared positions
$WDC$FIX$ADBE$KLAC
$16.9B
121 positions
#12FCF Advisors LLCPassive
Some overlap · 5 shared positions
$APP$MEDP$EXEL$FTI$KLAC
$544M
58 positions
#13Retireful, LLCPassive
Some overlap · 3 shared positions
$WDC$FIX$KLAC
$107M
81 positions
#14Fedenia Advisers LLCPassive
Some overlap · 3 shared positions
$WDC$FIX$KLAC
$421M
459 positions
#15Insight Wealth Strategies, LLCPassive
Some overlap · 4 shared positions
$FTNT$FIX$APP$KLAC
$1.0B
183 positions
#16Wakefield Asset Management LLLPPassive
Some overlap · 5 shared positions
$WDC$FTI$FIX$EXEL$NEM
$444M
225 positions
#17Virtue Capital Management, LLCPassive
Some overlap · 4 shared positions
$WDC$FIX$APP$NEM
$749M
343 positions
#18Smith Group Asset Management, LLCActive
Some overlap · 4 shared positions
$FIX$MEDP$APP$KLAC
$2.5B
166 positions
#19Horizon Investment Services, LLCPassive
Some overlap · 5 shared positions
$FIX$APP$FTI$KLAC$ENVA
$360M
143 positions
#20Kaufman Rossin Wealth, LLCActive
Some overlap · 4 shared positions
$FIX$WDC$FTI$ADBE
$211M
112 positions
#21HBE Wealth Management, LLCActive
Some overlap · 3 shared positions
$FIX$WDC$FTI
$139M
59 positions
#22Storgate, LLCPassive
Some overlap · 5 shared positions
$WDC$APP$FIX$CLS$KLAC
$482M
351 positions
#23Financial Advisors Network, Inc.Passive
Some overlap · 4 shared positions
$FTNT$APP$ABNB$ADBE
$816M
208 positions
#24Whale Rock Capital Management LLCActive
Some overlap · 3 shared positions
$WDC$CLS$APP
$12.5B
35 positions
#25Monument Capital ManagementPassive
Some overlap · 4 shared positions
$FIX$EXEL$HIG$KLAC
$497M
262 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.