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Hedge Funds Similar to LIGHTHOUSE FINANCIAL SERVICES /ADV

13F Portfolio OverlapQ1 2026LIGHTHOUSE FINANCIAL SERVICES /ADV portfolio →
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Most similar hedge funds by 13F overlap

LIGHTHOUSE FINANCIAL SERVICES INC /ADV is an institutional investor managing $476M across 102 U.S. equity positions as of Q1 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to LIGHTHOUSE FINANCIAL SERVICES /ADV are Asio ,, Citizens Business Bank, LAFFER TENGLER INVESTMENTS,, with shared positions in $DELL, $UBER, $LRCX, $BAC, $PANW, $ELV. The full ranking of 25 similar funds is below.

#1Asio Capital, LLCActive
Some overlap · 6 shared positions
$DELL$UBER$LRCX$BAC$PANW$ELV
$712M
110 positions
#2Citizens Business BankPassive
Some overlap · 6 shared positions
$UBER$DELL$BAC$PANW$TRV$LNG
$610M
135 positions
#3LAFFER TENGLER INVESTMENTS, INC.Passive
Some overlap · 6 shared positions
$UBER$LRCX$BAC$PANW$EOG$MCD
$677M
182 positions
#4Mattson Financial Services, LLCPassive
Some overlap · 6 shared positions
$MS$LRCX$BAC$PANW$MDT$MCD
$419M
232 positions
#5J.P. Marvel Investment Advisors, LLCActive
Some overlap · 6 shared positions
$MS$LRCX$BAC$EOG$MDT$DELL
$705M
60 positions
#6Brown Financial AdvisorsPassive
Some overlap · 6 shared positions
$MS$BAC$PANW$LRCX$MDT$MCD
$264M
209 positions
#7Gradient Investments LLCPassive
Some overlap · 6 shared positions
$MS$BAC$LRCX$PANW$MDT$MCD
$6.5B
420 positions
#8Trifecta Capital Advisors, LLCPassive
Some overlap · 5 shared positions
$MS$UBER$LRCX$PANW$ISRG
$646M
274 positions
#9Objectivity Squared, LLCActive
Some overlap · 4 shared positions
$DELL$MS$LRCX$UBER
$159M
55 positions
#10Persium Advisors, LLCActive
Some overlap · 5 shared positions
$DELL$LRCX$PANW$MDT$MCD
$127M
60 positions
#11OFI INVEST ASSET MANAGEMENTActive
Some overlap · 5 shared positions
$MS$LRCX$PANW$BAC$ISRG
$7.6B
347 positions
#12ATALANTA SOSNOFF CAPITAL, LLCActive
Some overlap · 5 shared positions
$MS$LRCX$BAC$MCD$ANET
$4.7B
104 positions
#13Atlas Wealth LLCPassive
Some overlap · 5 shared positions
$MS$LRCX$BAC$MCD$ELV
$334M
115 positions
#14Safe Harbor Wealth Advisors, LLC
Some overlap · 5 shared positions
$MS$LRCX$PANW$MDT$MCD
$103M
96 positions
#15DCM Advisors, LLCActive
Some overlap · 4 shared positions
$DELL$MS$BAC$MCD
$220M
38 positions
#16Harbour Capital Advisors, LLCPassive
Some overlap · 5 shared positions
$LRCX$BAC$PANW$UBER$ANET
$525M
280 positions
#17MWA Asset ManagementPassive
Some overlap · 4 shared positions
$MS$DELL$BAC$TRV
$182M
154 positions
#18Paladin Wealth, LLCPassive
Some overlap · 5 shared positions
$MS$LRCX$PANW$MDT$MCD
$145M
125 positions
#19Xcel Wealth Management, LLCPassive
Some overlap · 4 shared positions
$MS$UBER$BAC$PANW
$362M
133 positions
#20Umpqua BankPassive
Some overlap · 5 shared positions
$LRCX$BAC$MS$PANW$MCD
$350M
156 positions
#21Werlinich Asset Management, LLCActive
Some overlap · 4 shared positions
$DELL$MS$PANW$ANET
$206M
56 positions
#22Garner Asset Management CorpPassive
Some overlap · 4 shared positions
$DELL$MS$TRV$PANW
$255M
156 positions
#23Volterra Technologies LPPassive
Some overlap · 4 shared positions
$DELL$UBER$PANW$LNG
$823M
301 positions
#24GFG Capital, LLCPassive
Some overlap · 4 shared positions
$DELL$UBER$PANW$ACN
$313M
88 positions
#25Menard Financial Group LLCActive
Some overlap · 4 shared positions
$UBER$DELL$PANW$LRCX
$143M
82 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.