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Hedge Funds Similar to Lattice ,

13F Portfolio OverlapQ1 2026Lattice , portfolio →
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Most similar hedge funds by 13F overlap

Lattice Capital Management, LLC is an institutional investor managing $57M across 18 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 Lattice , are Bannerstone ,, Connective ,, Westwood Wealth, with shared positions in $CLS, $PLTR, $AMD, $AGQ, $ISRG, $ARM. The full ranking of 25 similar funds is below.

#1Bannerstone Capital Management, LLCPassive
Notable overlap · 3 shared positions
$CLS$PLTR$AMD
$108M
97 positions
#2Connective Capital Management, LLCPassive
Notable overlap · 4 shared positions
$AGQ$ISRG$ARM$PLTR
$121M
66 positions
#3Westwood Wealth ManagementActive
Notable overlap · 4 shared positions
$AGQ$PLTR$AMD$ARM
$255M
42 positions
#4Hyperion Asset Management LtdActive
Notable overlap · 3 shared positions
$PLTR$ISRG$ARM
$3.1B
18 positions
#5Blue Sky Capital Consultants Group, Inc.Passive
Notable overlap · 3 shared positions
$PLTR$ISRG$AGQ
$210M
76 positions
#6Prosperity Financial Group, Inc.Passive
Notable overlap · 4 shared positions
$AGQ$PLTR$AMD$ISRG
$271M
186 positions
#7IAM Advisory, LLCActive
Notable overlap · 3 shared positions
$AGQ$AMD$PLTR
$446M
95 positions
#8Paragon Advisors, LLCActive
Some overlap · 3 shared positions
$AGQ$PLTR$APP
$371M
76 positions
#9Gunderson Capital Management Inc.Passive
Some overlap · 4 shared positions
$PLTR$AGQ$AMD$ARM
$239M
46 positions
#10Variant Private Wealth, LLCActive
Some overlap · 3 shared positions
$AGQ$AMD$PLTR
$83M
38 positions
#11Owen LaRue, LLCPassive
Some overlap · 3 shared positions
$PLTR$CLS$AMD
$261M
128 positions
#12Arta Finance Wealth Management LLCPassive
Some overlap · 4 shared positions
$AGQ$PLTR$AMD$ISRG
$202M
95 positions
#13Henson-Edgewater Management, LLCPassive
Some overlap · 3 shared positions
$PLTR$AMD$ISRG
$157M
66 positions
#14Rakuten Securities, Inc.Passive
Some overlap · 4 shared positions
$PLTR$AMD$APP$ARM
$241M
879 positions
#15UNICOM Systems, Inc.Active
Some overlap · 3 shared positions
$PLTR$APP$ARM
$976M
32 positions
#16PACIFIC HEIGHTS ASSET MANAGEMENT LLCActive
Some overlap · 3 shared positions
$PLTR$APP$ARM
$3.0B
77 positions
#17Carroll Investors, IncActive
Some overlap · 3 shared positions
$PLTR$AMD$ISRG
$187M
31 positions
#18United Capital Management of KS, Inc.Passive
Some overlap · 3 shared positions
$PLTR$ISRG$ARM
$660M
111 positions
#19BSN Capital Partners LtdSmart money
Some overlap · 3 shared positions
$ISRG$PLTR$AMD
$2.1B
24 positions
#20Whale Rock Capital Management LLCActive
Some overlap · 4 shared positions
$CLS$APP$ARM$AMD
$7.7B
35 positions
#21ITHAKA GROUP LLCActive
Some overlap · 3 shared positions
$ISRG$PLTR$AMD
$482M
38 positions
#22Defender Capital, LLC.Active
Some overlap · 3 shared positions
$PLTR$ARM$ISRG
$282M
34 positions
#23PRAKASH INVESTMENT ADVISORS LLCPassive
Some overlap · 5 shared positions
$PLTR$CLS$ISRG$AMD$APP
$128M
80 positions
#24AXS Investments LLCActive
Some overlap · 4 shared positions
$AGQ$PLTR$AMD$APP
$248M
189 positions
#25Legacy Bridge, LLCPassive
Some overlap · 3 shared positions
$PLTR$CLS$ISRG
$262M
320 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.