Hedge Funds Similar to Latash Investments,

13F Portfolio OverlapQ1 2026Latash Investments, portfolio →

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Most similar hedge funds by 13F overlap

Latash Investments, LLC is an institutional investor managing $129M across 19 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 Latash Investments, are Teewinot Advisers, L.L.C., PIER 88 INVESTMENT PARTNERS, AEGON USA Investment ,, with shared positions in $WFC, $UBER, $BAC, $ITW, $GIS, $WLFC. The full ranking of 25 similar funds is below.

#1Teewinot Capital Advisers, L.L.C.Active

Some overlap · 3 shared positions

$WFC $UBER $BAC

$1.3B

33 positions

#2PIER 88 INVESTMENT PARTNERS LLCPassive

Some overlap · 3 shared positions

$WFC $UBER $BAC

$402M

112 positions

#3AEGON USA Investment Management, LLCSmart money

Some overlap · 3 shared positions

$WFC $UBER $BAC

$128M

41 positions

#4RATIONAL ADVISORS, INC.Active

Some overlap · 3 shared positions

$WFC $UBER $BAC

$980M

179 positions

#5Unison Asset Management LLCActive

Slight overlap · 3 shared positions

$WFC $UBER $BAC

$219M

32 positions

#6Blume Capital Management, Inc.Passive

Slight overlap · 3 shared positions

$WFC $UBER $BAC

$588M

337 positions

#7Limestone Investment Advisors LPActive

Slight overlap · 3 shared positions

$WFC $UBER $BAC

$1.2B

399 positions

#8SSI INVESTMENT MANAGEMENT LLCPassive

Slight overlap · 3 shared positions

$WFC $UBER $BAC

$1.4B

240 positions

#9HOEY INVESTMENTS, INCActive

Slight overlap · 3 shared positions

$WFC $UBER $BAC

$693M

420 positions

#10VIRTUE ASSET MANAGEMENT LLCPassive

Slight overlap · 3 shared positions

$WFC $UBER $BAC

$126M

106 positions

#11Massachusetts Wealth ManagementPassive

Slight overlap · 3 shared positions

$231M

98 positions

#12High Point Wealth Management, LLCPassive

Slight overlap · 3 shared positions

$WFC $UBER $BAC

$104M

250 positions

#13Lauterbach Financial Advisors, LLCActive

Slight overlap · 3 shared positions

$WFC $UBER $GIS

$205M

79 positions

#14LifeSteps Financial, Inc.Active

Slight overlap · 3 shared positions

$WFC $ITW $UBER

$158M

97 positions

#15RBF Capital, LLCPassive

Slight overlap · 3 shared positions

$WLFC $UBER $BAC

$1.9B

489 positions

#16AVISO WEALTH MANAGEMENTPassive

Slight overlap · 3 shared positions

$WFC $UBER $BAC

$222M

140 positions

#17Bank Julius Baer & Co. Ltd, ZurichActive

Slight overlap · 3 shared positions

$WFC $UBER $BAC

$33.2B

678 positions

#18COTTONWOOD CAPITAL ADVISORS, LLCPassive

Slight overlap · 3 shared positions

$142M

86 positions

#19Baird Financial Group, Inc.Passive

Slight overlap · 3 shared positions

$WFC $UBER $BAC

$64.0B

1,826 positions

#20Integrated Investment Consultants, LLCPassive

Slight overlap · 3 shared positions

$471M

263 positions

#21INCOME RESEARCH & MANAGEMENTActive

Slight overlap · 3 shared positions

$WFC $UBER $BAC

$169M

26 positions

#22Palumbo Wealth Management LLCPassive

Slight overlap · 3 shared positions

$ITW $UBER $BAC

$410M

221 positions

#23CHAPMAN FINANCIAL GROUP, LLCPassive

Slight overlap · 3 shared positions

$ITW $UBER $BAC

$140M

265 positions

#24FIRST NATIONAL BANK SIOUX FALLSPassive

Slight overlap · 3 shared positions

$WFC $UBER $BAC

$366M

147 positions

#25Calamos Advisors LLCPassive

Slight overlap · 3 shared positions

$WFC $UBER $BAC

$28.2B

1,196 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.