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 STREET PRIVATE WEALTH

13F Portfolio OverlapQ3 2026LAKE STREET PRIVATE WEALTH portfolio →

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Most similar hedge funds by 13F overlap

LAKE STREET PRIVATE WEALTH, LLC is an institutional investor managing $908M across 279 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 STREET PRIVATE WEALTH are ITHAKA GROUP, RPG Investment Advisory, Newbridge Financial Services Group, with shared positions in $CRWD, $PLTR, $UBER, $AXON, $HOOD, $SNOW. The full ranking of 25 similar funds is below.

#1ITHAKA GROUP LLCActive

Some overlap · 5 shared positions

$CRWD $PLTR $UBER $AXON $HOOD

$551M

40 positions

#2RPG Investment Advisory, LLCPassive

Some overlap · 4 shared positions

$CRWD $SNOW $PLTR $BA

$540M

85 positions

#3Newbridge Financial Services Group, Inc.Passive

Some overlap · 4 shared positions

$CRWD $SNOW $PLTR $UBER

$868M

1,314 positions

#4Valtrion Capital Management, LLCActive

Some overlap · 5 shared positions

$CRWD $SNOW $UBER $NOC $BX

$134M

103 positions

#5Modus Advisors, LLCPassive

Some overlap · 5 shared positions

$CRWD $UBER $BX $VST $PLTR

$405M

118 positions

#6ZEVENBERGEN CAPITAL INVESTMENTS LLCActive

Some overlap · 4 shared positions

$CRWD $SNOW $AXON $UBER

$4.4B

118 positions

#7Mason & Associates IncActive

Some overlap · 3 shared positions

$BAR $CRWD $PLTR

$619M

161 positions

#8AGP FRANKLIN, LLCPassive

Some overlap · 4 shared positions

$CRWD $PLTR $SNOW $BA

$231M

93 positions

#9Blue Line Capital, LLC / ILPassive

Some overlap · 4 shared positions

$CRWD $PLTR $LNG $VST

$120M

92 positions

#10GFG Capital, LLCPassive

Some overlap · 4 shared positions

$CRWD $UBER $BX $HOOD

$381M

89 positions

#11Processus Wealth & Capital Management, LLCActive

Some overlap · 4 shared positions

$CRWD $PLTR $FDX $ULTA

$172M

36 positions

#12Wedbush Fund Advisers, LLCActive

Some overlap · 3 shared positions

$CRWD $SNOW $PLTR

$1.1B

103 positions

#13Avalon Global Asset Management LLCActive

Some overlap · 3 shared positions

$CRWD $SNOW $PLTR

$917M

38 positions

#14PRAKASH INVESTMENT ADVISORS LLCActive

Some overlap · 4 shared positions

$CRWD $PLTR $AXON $HOOD

$165M

86 positions

#15Bluebird Wealth Management LLCPassive

Some overlap · 4 shared positions

$CRWD $UBER $VST $HOOD

$115M

89 positions

#16PEREGRINE CAPITAL MANAGEMENT LLCPassive

Some overlap · 3 shared positions

$CRWD $SNOW $UBER

$3.1B

282 positions

#17Wisconsin Wealth Advisors, LLCPassive

Some overlap · 4 shared positions

$CRWD $PLTR $BA $UBER

$119M

84 positions

#18RHODES INVESTMENT ADVISORS INC /ADVPassive

Some overlap · 5 shared positions

$CRWD $PLTR $FDX $HOOD $UBER

$141M

124 positions

#19KIRTLAND HILLS CAPITAL MANAGEMENT, LLCPassive

Some overlap · 4 shared positions

$SNOW $CRWD $PLTR $UBER

$351M

166 positions

#20Bouvel Investment Partners, LLCPassive

Some overlap · 4 shared positions

$SNOW $CRWD $BA $AXON

$433M

85 positions

#21Granite Bay Wealth Management, LLCPassive

Some overlap · 3 shared positions

$CRWD $SNOW $BX

$1.1B

170 positions

#22Emissary Wealth LLCPassive

Some overlap · 4 shared positions

$CRWD $LNG $NOC $BX

$131M

63 positions

#23BIRCHBROOK, INC.Active

Some overlap · 4 shared positions

$CRWD $UBER $FDX $HOOD

$209M

295 positions

#24Destiny Wealth Partners, LLCActive

Some overlap · 4 shared positions

$CRWD $PLTR $UBER $SNOW

$709M

186 positions

#25UDINE WEALTH MANAGEMENT, INC.Active

Some overlap · 5 shared positions

$PLTR $HIMS $BA $HOOD $UBER

$253M

38 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.