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 Lake Hills Wealth

13F Portfolio OverlapQ3 2026Lake Hills Wealth portfolio →

Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Lake Hills Wealth Management, LLC is an institutional investor managing $218M across 62 U.S. equity positions as of Q3 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Lake Hills Wealth are CMC Financial Group, DYMON ASIA (SINGAPORE) PTE. LTD., Bellwether Advisors, with shared positions in $YMM, $SNDK, $STLD, $FIX, $WDC, $SLV. The full ranking of 25 similar funds is below.

#1CMC Financial GroupActive

Notable overlap · 5 shared positions

$YMM $SNDK $STLD $FIX $WDC

$52M

45 positions

#2DYMON ASIA CAPITAL (SINGAPORE) PTE. LTD.Active

Some overlap · 3 shared positions

$YMM $FIX $SLV

$2.4B

236 positions

#3Bellwether Advisors, LLCActive

Some overlap · 5 shared positions

$HUM $SNDK $FIX $WDC $NBIS

$675M

167 positions

#4VMS Asset Management LimitedActive

Some overlap · 4 shared positions

$IBKR $SNDK $FIX $WDC

$264M

32 positions

#5Retireful, LLCPassive

Some overlap · 4 shared positions

$SNDK $FIX $HUM $WDC

$116M

86 positions

#6Dorsey Wright & AssociatesPassive

Some overlap · 4 shared positions

$SNDK $FIX $IBKR $WDC

$590M

131 positions

#7PATTON FUND MANAGEMENT, INC.Passive

Some overlap · 4 shared positions

$SNDK $FIX $WDC $STLD

$389M

77 positions

#8Harvest Investment Services, LLCPassive

Some overlap · 3 shared positions

$SLV $WDC $FIX

$647M

383 positions

#9GK Wealth Management LLCPassive

Some overlap · 3 shared positions

$SLV $YMM $NBIS

$178M

1,628 positions

#10Greenwich Wealth Management LLCActive

Some overlap · 5 shared positions

$IBKR $SNDK $WDC $SLV $NBIS

$2.7B

297 positions

#11Krane Funds Advisors LLCActive

Some overlap · 3 shared positions

$YMM $SNDK $NBIS

$2.8B

185 positions

#12Virtue Capital Management, LLCPassive

Some overlap · 4 shared positions

$SNDK $WDC $FIX $IBKR

$749M

343 positions

#13Park Capital Management, LLC / WIPassive

Some overlap · 4 shared positions

$SNDK $FIX $WDC $IBKR

$197M

224 positions

#14Fedenia Advisers LLCActive

Some overlap · 4 shared positions

$SNDK $FIX $WDC $NBIS

$425M

121 positions

#15Value Aligned Research Advisors, LLCActive

Some overlap · 4 shared positions

$SNDK $WDC $FIX $NBIS

$40.1B

123 positions

#16Caitlin John, LLCPassive

Some overlap · 4 shared positions

$SLV $FIX $IBKR $YMM

$183M

1,001 positions

#17Legacy Wealth Managment, LLC/IDPassive

Some overlap · 3 shared positions

$SLV $SNDK $WDC

$243M

196 positions

#18MITCHELL CAPITAL MANAGEMENT COPassive

Some overlap · 4 shared positions

$FIX $SNDK $WDC $NBIS

$657M

117 positions

#19Maple Rock Capital Partners Inc.Active

Some overlap · 3 shared positions

$HUM $NUE $WDC

$5.1B

51 positions

#20Freedom Day Solutions, LLCActive

Some overlap · 3 shared positions

$IBKR $FIX $CTAS

$455M

133 positions

#21TriaGen Wealth Management LLCPassive

Some overlap · 4 shared positions

$STLD $WDC $NUE $IBKR

$413M

189 positions

#22Transamerica Financial Advisors, LLCPassive

Some overlap · 3 shared positions

$IBKR $FIX $SNDK

$1.2B

2,188 positions

#23TI-TRUST, INCPassive

Some overlap · 3 shared positions

$SNDK $WDC $NUE

$181M

134 positions

#24TimesSquare Capital Management, LLCActive

Some overlap · 3 shared positions

$IBKR $FIX $CTAS

$6.8B

158 positions

#25SEEDS INVESTOR LLCPassive

Some overlap · 3 shared positions

$SNDK $WDC $FIX

$973M

379 positions

Compare Lake Hills Wealth’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 Lake Hills Wealth’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.