Hedge Funds Similar to Lutz Financial Services

13F Portfolio OverlapQ2 2026Lutz Financial Services portfolio →

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Most similar hedge funds by 13F overlap

Lutz Financial Services LLC is an institutional investor managing $1.6B across 112 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 Lutz Financial Services are WADDELL & ASSOCIATES, Estate Counselors, TI, with shared positions in $MDY, $WDC, $DOV, $SNDK. The full ranking of 24 similar funds is below.

#1WADDELL & ASSOCIATES, LLCActive

Notable overlap · 4 shared positions

$MDY $WDC $DOV $SNDK

$2.0B

545 positions

#2Estate Counselors, LLCSmart money

Some overlap · 3 shared positions

$MDY $WDC $SNDK

$1.2B

92 positions

#3TI-TRUST, INCPassive

Some overlap · 3 shared positions

$MDY $WDC $SNDK

$186M

132 positions

#4Providence First Trust CoPassive

Slight overlap · 3 shared positions

$MDY $WDC $SNDK

$358M

196 positions

#5Maltin Wealth Management, Inc.Passive

Slight overlap · 3 shared positions

$MDY $DOV $SNDK

$299M

146 positions

#6SEEDS INVESTOR LLCPassive

Slight overlap · 3 shared positions

$MDY $WDC $SNDK

$973M

379 positions

#7Park Capital Management, LLC / WIPassive

Slight overlap · 3 shared positions

$MDY $WDC $SNDK

$170M

161 positions

#8Miracle Mile Advisors, LLCPassive

Slight overlap · 3 shared positions

$MDY $WDC $SNDK

$8.5B

1,004 positions

#9Friday FinancialActive

Slight overlap · 3 shared positions

$MDY $WDC $SNDK

$373M

108 positions

#10Sentinus, LLCPassive

Slight overlap · 3 shared positions

$MDY $WDC $SNDK

$1.3B

656 positions

#11Financial Synergies Wealth Advisors, Inc.Smart money

Slight overlap · 3 shared positions

$DOV $WDC $SNDK

$1.2B

116 positions

#12BRIGHTON JONES LLCActive

Slight overlap · 3 shared positions

$DOV $WDC $SNDK

$5.4B

1,423 positions

#13Alta Advisers LtdActive

Slight overlap · 3 shared positions

$DOV $WDC $SNDK

$441M

219 positions

#14Alliance Wealth Management GroupActive

Slight overlap · 3 shared positions

$DOV $WDC $SNDK

$514M

103 positions

#15Towercrest Capital ManagementActive

Slight overlap · 3 shared positions

$DOV $WDC $SNDK

$717M

110 positions

#16MorganRosel Wealth Management, LLCActive

Slight overlap · 3 shared positions

$DOV $WDC $SNDK

$296M

104 positions

#17Sivia Capital Partners, LLCPassive

Slight overlap · 3 shared positions

$DOV $WDC $SNDK

$822M

540 positions

#18Roehl & Yi Investment Advisors, LLCPassive

Slight overlap · 3 shared positions

$DOV $WDC $SNDK

$304M

194 positions

#19Essential Partners LLCPassive

Slight overlap · 3 shared positions

$DOV $WDC $SNDK

$217M

2,853 positions

#20PRUDENTIAL PLCActive

Slight overlap · 3 shared positions

$DOV $WDC $SNDK

$18.4B

691 positions

#21NORTHWEST WEALTH MANAGEMENT, LLCActive

Slight overlap · 3 shared positions

$DOV $WDC $SNDK

$758M

265 positions

#22Summit Trail Advisors, LLCActive

Slight overlap · 3 shared positions

$DOV $WDC $SNDK

$7.9B

1,474 positions

#23Ameritas Investment Partners, Inc.Passive

Slight overlap · 3 shared positions

$MDY $WDC $SNDK

$3.8B

3,174 positions

#24GTS SECURITIES LLCActive

Slight overlap · 3 shared positions

$WDC $SNDK $MDY

$4.8B

1,323 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.