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 OverlapQ1 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 $785M across 270 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 STREET PRIVATE WEALTH, are Volterra Technologies, Mason & Associates, RHODES INVESTMENT ADVISORS /ADV, with shared positions in $LNG, $CRWD, $UBER, $SNOW, $PLTR, $UNH. The full ranking of 25 similar funds is below.

#1Volterra Technologies LPPassive

Some overlap · 6 shared positions

$LNG $CRWD $UBER $SNOW $PLTR $UNH

$823M

301 positions

#2Mason & Associates IncActive

Some overlap · 5 shared positions

$BAR $PLTR $ALPS $CRWD $NOC

$516M

160 positions

#3RHODES INVESTMENT ADVISORS INC /ADVPassive

Some overlap · 6 shared positions

$PLTR $UNH $FDX $CRWD $UBER $ALPS

$116M

116 positions

#4Xcel Wealth Management, LLCPassive

Some overlap · 6 shared positions

$PLTR $UBER $FDX $BAC $CRWD $BA

$362M

133 positions

#5Blue Line Capital, LLC / ILPassive

Some overlap · 5 shared positions

$PLTR $LNG $CRWD $UBER $ALPS

$88M

65 positions

#6Henson-Edgewater Management, LLCPassive

Some overlap · 6 shared positions

$PLTR $ALL $BAC $CRWD $BA $UBER

$157M

66 positions

#7Processus Wealth & Capital Management, LLCActive

Some overlap · 5 shared positions

$PLTR $CRWD $FDX $BAC $ULTA

$147M

35 positions

#8RPG Investment Advisory, LLCPassive

Some overlap · 5 shared positions

$PLTR $CRWD $SNOW $BAC $BA

$829M

92 positions

#9FAGAN ASSOCIATES, INC.Passive

Some overlap · 5 shared positions

$PLTR $UBER $SNOW $BAC $BA

$719M

135 positions

#10Huber Capital Management LLCPassive

Some overlap · 5 shared positions

$LNG $NOC $FDX $BAC $UNH

$647M

99 positions

#11Knollwood Investment Advisory, LLCPassive

Some overlap · 4 shared positions

$PLTR $HUBS $LNG $CRWD

$992M

303 positions

#12Trivant Custom Portfolio Group, LLCPassive

Some overlap · 5 shared positions

$LNG $NOC $UBER $CRWD $ULTA

$182M

82 positions

#13NCP Inc.Active

Some overlap · 5 shared positions

$PLTR $CRWD $UNH $BA $BAC

$60M

76 positions

#14Secure Asset Management, LLCPassive

Some overlap · 5 shared positions

$PLTR $CRWD $SNOW $UBER $ALPS

$632M

327 positions

#15RE ADVISERS CORPActive

Some overlap · 5 shared positions

$UNH $NOC $ALL $BAC $BA

$3.7B

111 positions

#16OSSIAMActive

Some overlap · 5 shared positions

$PLTR $UBER $CRWD $ULTA $UNH

$5.7B

388 positions

#17Sun Group Wealth PartnersPassive

Some overlap · 4 shared positions

$PLTR $LNG $NOC $FDX

$127M

73 positions

#18Titan Wealth (CI) LtdPassive

Some overlap · 4 shared positions

$PLTR $UNH $CRWD $UBER

$232M

51 positions

#19Andrews Advisory Associates, LLCActive

Some overlap · 5 shared positions

$NOC $FDX $SNOW $ALL $UNH

$190M

82 positions

#20Generali Investments Towarzystwo Funduszy InwestycyjnychPassive

Some overlap · 4 shared positions

$HUBS $CRWD $SNOW $BAC

$194M

146 positions

#21Citizens Business BankPassive

Some overlap · 4 shared positions

$PLTR $LNG $UBER $BAC

$610M

135 positions

#22Kingstone Capital Partners Texas, LLCActive

Some overlap · 5 shared positions

$PLTR $LNG $UNH $BAC $UBER

$162M

57 positions

#23Parsonex Advisory Services, Inc.Passive

Some overlap · 5 shared positions

$UNH $CRWD $UBER $BAC $NOC

$102M

56 positions

#24Newbridge Financial Services Group, Inc.Passive

Some overlap · 4 shared positions

$PLTR $CRWD $SNOW $UBER

$608M

1,182 positions

#25Palacios Wealth Management, LLCActive

Some overlap · 4 shared positions

$PLTR $CRWD $UBER $BAC

$160M

75 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.