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Hedge Funds Similar to Lifetime Wealth P.C.

13F Portfolio OverlapQ2 2026Lifetime Wealth P.C. portfolio →
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Most similar hedge funds by 13F overlap

Lifetime Wealth Management P.C. is an institutional investor managing $171M across 90 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 Lifetime Wealth P.C. are EPACRIA PARTNERS, Goehring & Rozencwajg Associates, Meixler Investment , Ltd., with shared positions in $CNQ, $BTI, $HCC, $EPD, $NE, $SU. The full ranking of 25 similar funds is below.

#1EPACRIA CAPITAL PARTNERS, LLCActive
Notable overlap · 4 shared positions
$CNQ$BTI$HCC$EPD
$130M
24 positions
#2Goehring & Rozencwajg Associates, LLCActive
Notable overlap · 4 shared positions
$CNQ$NE$HCC$SU
$1.7B
41 positions
#3Meixler Investment Management, Ltd.Passive
Notable overlap · 6 shared positions
$PHYS$CNQ$EPD$NRP$SU$HON
$181M
90 positions
#4Eschler Asset Management LLPPassive
Notable overlap · 3 shared positions
$KSPI$CPRT$NRP
$56M
34 positions
#5Mountain Lake Investment Management LLCActive
Notable overlap · 3 shared positions
$PHYS$NE$NRP
$161M
31 positions
#6INVESTMENT MANAGEMENT ASSOCIATES INC /ADVActive
Notable overlap · 3 shared positions
$BTI$CNQ$EPD
$487M
31 positions
#7Crawford Fund Management, LLCPassive
Notable overlap · 3 shared positions
$SFM$KSPI$CPRT
$653M
203 positions
#8McGowan Group Asset Management, Inc.Active
Some overlap · 5 shared positions
$BTI$EPD$OHI$CPA$TXN
$823M
154 positions
#9Pekin Hardy Strauss, Inc.Passive
Some overlap · 3 shared positions
$PHYS$SFM$EPD
$1.1B
511 positions
#10ALONGSIDE, LLCPassive
Some overlap · 3 shared positions
$PHYS$ABT$TXN
$525M
190 positions
#1149 WEALTH MANAGEMENT, LLCPassive
Some overlap · 3 shared positions
$PHYS$ABT$TXN
$524M
189 positions
#12Euro Pacific Asset Management, LLCActive
Some overlap · 4 shared positions
$BTI$KSPI$VALE$OHI
$880M
96 positions
#13Rempart Asset Management Inc.Active
Some overlap · 3 shared positions
$CNQ$ULTA$SU
$488M
36 positions
#14Hurley Capital, LLCPassive
Some overlap · 3 shared positions
$EPD$PHYS$CNQ
$193M
678 positions
#15Mondrian Investment Partners LTDActive
Some overlap · 3 shared positions
$BTI$VALE$TXN
$6.5B
111 positions
#16Hi-Line Capital Management, LLCActive
Some overlap · 3 shared positions
$NE$HCC$SU
$355M
32 positions
#17Progeny 3, Inc.Active
Some overlap · 5 shared positions
$EPD$TSLX$MPLX$NRP$HCC
$1.9B
29 positions
#18TrueMark Investments, LLCPassive
Some overlap · 4 shared positions
$BTI$ABT$MPLX$TXN
$798M
187 positions
#19Adams Asset Advisors, LLCActive
Some overlap · 3 shared positions
$BTI$EPD$MPLX
$882M
88 positions
#20Eaton Financial Holdings Company, LLCPassive
Some overlap · 3 shared positions
$PHYS$EPD$JXN
$364M
134 positions
#21A. D. Beadell Investment Counsel, Inc.Passive
Some overlap · 3 shared positions
$EPD$PHYS$ABT
$156M
104 positions
#22DIVIDEND ASSETS CAPITAL, LLCPassive
Some overlap · 3 shared positions
$CNQ$EPD$TXN
$517M
137 positions
#23MILLER HOWARD INVESTMENTS INC /NYActive
Some overlap · 4 shared positions
$EPD$CNQ$MPLX$TXN
$3.8B
152 positions
#24Mallini Complete Financial Planning LLCSmart money
Some overlap · 3 shared positions
$EPD$TSLX$AB
$140M
70 positions
#25Wealth Science Advisors LLCActive
Some overlap · 3 shared positions
$BTI$ABT$CNQ
$225M
97 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.