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 OverlapQ1 2026Lake Hills Wealth , portfolio →

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Most similar hedge funds by 13F overlap

Lake Hills Wealth Management, LLC is an institutional investor managing $220M across 62 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 Lake Hills Wealth , are IronBridge Private Wealth,, Ipsen Advisor Group, ADAPT WEALTH ADVISORS,, with shared positions in $ALPS, $SLV, $GSAT, $FCX, $GFI, $LMT. The full ranking of 25 similar funds is below.

#1IronBridge Private Wealth, LLCActive

Notable overlap · 4 shared positions

$ALPS $SLV $GSAT $FCX

$310M

45 positions

#2Ipsen Advisor Group LLCPassive

Notable overlap · 4 shared positions

$GFI $GSAT $SLV $LMT

$143M

104 positions

#3ADAPT WEALTH ADVISORS, LLCActive

Some overlap · 3 shared positions

$ALPS $GSAT $HUM

$276M

106 positions

#4American Alpha Advisors, LLCActive

Some overlap · 3 shared positions

$ALPS $GSAT $NEM

$188M

96 positions

#5Mills Wealth Advisors LLCActive

Some overlap · 4 shared positions

$ALPS $SLV $UPST $LMT

$286M

80 positions

#6Corecam AGActive

Some overlap · 5 shared positions

$GSAT $SLV $LMT $PPLT $FCX

$117M

59 positions

#7Stonehearth Capital Management, LLCActive

Some overlap · 4 shared positions

$ALPS $GEV $SLV $NEM

$252M

96 positions

#8RS CRUM INC.Active

Some overlap · 4 shared positions

$ALPS $UPST $HUM $SNOW

$517M

102 positions

#9Corecam Pte. Ltd.Active

Some overlap · 4 shared positions

$GSAT $SLV $PPLT $FCX

$231M

65 positions

#10DDFG, IncActive

Some overlap · 4 shared positions

$GSAT $SLV $ALPS $HUM

$464M

86 positions

#11Stratos Investment Management, LLCPassive

Some overlap · 3 shared positions

$ALPS $GEV $CEG

$2.5B

371 positions

#12Prota Financial, LLCActive

Some overlap · 3 shared positions

$ALPS $GEV $LMT

$138M

67 positions

#13Proficio Capital Partners LLCActive

Some overlap · 4 shared positions

$ALPS $GSAT $SLV $PPLT

$1.9B

248 positions

#14Hamilton Wealth, LLCActive

Some overlap · 4 shared positions

$ALPS $MRNA $HUM $SLV

$1.4B

114 positions

#15Lineweaver Wealth Advisors, LLCPassive

Some overlap · 3 shared positions

$ALPS $CTAS $SNOW

$742M

168 positions

#16Guardian Financial Partners, LLCActive

Some overlap · 3 shared positions

$ALPS $GEV $SNOW

$237M

67 positions

#17Brady Martz Wealth Solutions, LLCPassive

Some overlap · 3 shared positions

$ALPS $LMT $HUM

$587M

195 positions

#18THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.Passive

Some overlap · 3 shared positions

$ALPS $SLV $LMT

$242M

1,322 positions

#19Gallacher Capital Management LLCPassive

Some overlap · 3 shared positions

$ALPS $HUM $SNOW

$261M

301 positions

#20Eagle Strategies LLCPassive

Some overlap · 7 shared positions

$SLV $ALPS $GSAT $GEV $FCX $HUM

$837M

258 positions

#21Capstone Wealth Management Group LLCPassive

Some overlap · 4 shared positions

$SLV $ALPS $LMT $HUM

$163M

123 positions

#22Hamrick Investment Counsel, llcPassive

Some overlap · 3 shared positions

$ALPS $UPS $HUM

$180M

359 positions

#23RHODES INVESTMENT ADVISORS INC /ADVPassive

Some overlap · 3 shared positions

$SLV $ALPS $GEV

$116M

116 positions

#24Fortis Advisors, LLCPassive

Some overlap · 6 shared positions

$GSAT $ALPS $UPS $FCX $HUM $SNOW

$200M

119 positions

#25FORTEM FINANCIAL GROUP, LLCPassive

Some overlap · 4 shared positions

$ALPS $EME $NEM $TPR

$399M

173 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.