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 LiftPoint Family Wealth Advisors

13F Portfolio OverlapQ2 2026LiftPoint Family Wealth Advisors portfolio →

Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

LiftPoint Family Wealth Advisors LLC is an institutional investor managing $148M across 69 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 LiftPoint Family Wealth Advisors are ARGUS INVESTORS' COUNSEL, Cunning Partners, OFC FINANCIAL PLANNING, with shared positions in $PWR, $WFC, $URI, $CEG, $IAU, $C. The full ranking of 25 similar funds is below.

#1ARGUS INVESTORS' COUNSEL, INC.Passive

Some overlap · 4 shared positions

$PWR $WFC $URI $CEG

$130M

106 positions

#2Cunning Capital Partners, LPActive

Some overlap · 4 shared positions

$PWR $WFC $URI $CEG

$248M

55 positions

#3OFC FINANCIAL PLANNING, LLCActive

Some overlap · 3 shared positions

$PWR $IAU $C

$113M

56 positions

#4FLYWHEEL PRIVATE WEALTH LLCActive

Some overlap · 3 shared positions

$PWR $IAU $C

$203M

109 positions

#5High Point Wealth Management, LLCPassive

Some overlap · 5 shared positions

$IAU $AEP $WFC $PEG $CEG

$122M

250 positions

#6TruWealth Advisors, LLC

Some overlap · 3 shared positions

$PWR $IAU $AEP

$2.1B

182 positions

#7SIGNET FINANCIAL MANAGEMENT, LLC

Some overlap · 4 shared positions

$PWR $URI $WFC $AEP

$892M

299 positions

#8Rithm Capital Corp.Active

Some overlap · 3 shared positions

$PWR $AEP $CEG

$81M

38 positions

#9REAVES W H & CO INCActive

Some overlap · 3 shared positions

$PWR $AEP $CEG

$6.6B

94 positions

#10Connective Portfolio Management, LLCPassive

Some overlap · 3 shared positions

$IAU $PWR $C

$60M

39 positions

#11Northstar Financial Companies, Inc.Passive

Some overlap · 3 shared positions

$IAU $AEP $CEG

$148M

117 positions

#12Bellwether Advisors, LLCPassive

Some overlap · 3 shared positions

$IAU $PWR $URI

$675M

167 positions

#13DSG Capital Advisors, LLCPassive

Some overlap · 3 shared positions

$PWR $IAU $C

$704M

118 positions

#14Hollow Brook Wealth Management LLCActive

Some overlap · 3 shared positions

$PWR $AEP $CEG

$504M

78 positions

#15PATTON ALBERTSON MILLER GROUP, LLCPassive

Some overlap · 3 shared positions

$PWR $URI $PEG

$1.0B

213 positions

#16KENNEDY INVESTMENT GROUPPassive

Some overlap · 5 shared positions

$PWR $C $PEG $WFC $CEG

$295M

146 positions

#17Atlantic Edge Private Wealth Management, LLCPassive

Some overlap · 3 shared positions

$PWR $URI $AEP

$489M

619 positions

#185T Wealth, LLCActive

Some overlap · 3 shared positions

$IAU $WFC $C

$269M

134 positions

#19SHRIER WEALTH MANAGEMENT, LLCPassive

Some overlap · 3 shared positions

$IAU $WFC $C

$296M

134 positions

#20ANDERSON HOAGLAND & COActive

Some overlap · 3 shared positions

$IAU $PWR $C

$1.3B

137 positions

#21JAMES INVESTMENT RESEARCH, INC.Passive

Some overlap · 3 shared positions

$IAU $URI $AEP

$984M

375 positions

#22BALDWIN WEALTH PARTNERS LLC/MAPassive

Some overlap · 3 shared positions

$IAU $PWR $URI

$1.5B

234 positions

#23PRINCETON CAPITAL MANAGEMENT LLCActive

Some overlap · 3 shared positions

$PWR $C $WFC

$443M

145 positions

#24Stonebridge Financial Group, LLC/CAPassive

Some overlap · 3 shared positions

$PWR $CEG $C

$722M

310 positions

#25Cogent Private Wealth, Inc.Passive

Some overlap · 3 shared positions

$IAU $C $WFC

$160M

117 positions

Compare LiftPoint Family Wealth 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 LiftPoint Family Wealth 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.