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Hedge Funds Similar to White Lighthouse Investment

13F Portfolio OverlapQ2 2026White Lighthouse Investment portfolio →
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Most similar hedge funds by 13F overlap

White Lighthouse Investment Management Inc. is an institutional investor managing $802M across 151 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 White Lighthouse Investment are KITCHING PARTNERS, Forthright Family Wealth Advisory, Pacific Park Financial, with shared positions in $IAU, $SNPS, $PM, $MO, $SGOL, $AMGN. The full ranking of 25 similar funds is below.

#1KITCHING PARTNERS, LLCActive
Notable overlap · 3 shared positions
$IAU$SNPS$PM
$116M
40 positions
#2Forthright Family Wealth Advisory LLCActive
Notable overlap · 3 shared positions
$IAU$PM$MO
$177M
57 positions
#3Pacific Park Financial, Inc.Active
Notable overlap · 3 shared positions
$IAU$SGOL$AMGN
$172M
77 positions
#4AllGen Financial Advisors, Inc.Active
Notable overlap · 3 shared positions
$IAU$SNPS$SO
$458M
36 positions
#5EQ LLCActive
Notable overlap · 3 shared positions
$IAU$MUFG$ASML
$407M
87 positions
#6Shah Wealth Advisors, LLCActive
Notable overlap · 3 shared positions
$IAU$PM$MO
$433M
79 positions
#7Permanens Capital L.P.Active
Notable overlap · 3 shared positions
$IAU$MUFG$ASML
$972M
100 positions
#8CPA Asset Management LLCActive
Notable overlap · 3 shared positions
$IAU$AMGN$ASML
$347M
97 positions
#9GenWealth Group, Inc.Active
Notable overlap · 4 shared positions
$IAU$AMGN$MAR$PM
$642M
89 positions
#10Impact Investors, IncPassive
Notable overlap · 3 shared positions
$IAU$MUFG$ASML
$137M
88 positions
#11MAINSTAY CAPITAL MANAGEMENT LLC /ADVActive
Notable overlap · 5 shared positions
$IAU$SO$PM$AMGN$MO
$1.4B
144 positions
#12Highland Financial Advisors, LLCActive
Notable overlap · 3 shared positions
$IAU$PM$MO
$455M
73 positions
#13MBA Advisors LLCPassive
Notable overlap · 5 shared positions
$IAU$AMGN$PM$ASML$MO
$297M
166 positions
#14Battery Global Advisors, LLCSmart money
Notable overlap · 3 shared positions
$IAU$EW$AMGN
$200M
157 positions
#15Financial Alternatives, IncActive
Notable overlap · 3 shared positions
$IAU$SNPS$MUFG
$203M
84 positions
#16Kelly Financial Services LLCActive
Notable overlap · 4 shared positions
$IAU$MAR$PM$AMGN
$467M
141 positions
#17Dynasty Wealth Management, LLCActive
Notable overlap · 4 shared positions
$IAU$ASML$PM$AZN
$13.5B
367 positions
#18JSF Financial, LLCActive
Notable overlap · 3 shared positions
$IAU$MO$MAR
$632M
142 positions
#19TENET WEALTH PARTNERS, LLCActive
Notable overlap · 4 shared positions
$IAU$PM$MO$SO
$134M
101 positions
#20ShoreHaven Wealth Partners, LLCActive
Notable overlap · 4 shared positions
$IAU$PM$MAR$NLY
$318M
106 positions
#21Skyline Advisors, Inc.Active
Notable overlap · 5 shared positions
$IAU$PM$MO$SGOL$SO
$319M
123 positions
#22Gibson Capital, LLCSmart money
Notable overlap · 3 shared positions
$IAU$PM$MO
$610M
94 positions
#23Regatta Research & Money ManagementPassive
Notable overlap · 5 shared positions
$IAU$AMGN$SO$PM$BTI
$106M
495 positions
#24FDx Advisors, Inc.Passive
Notable overlap · 5 shared positions
$IAU$PM$AZN$ASML$BTI
$332M
179 positions
#25Roehl & Yi Investment Advisors, LLCPassive
Notable overlap · 4 shared positions
$IAU$AMGN$ASML$PM
$304M
194 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.