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Hedge Funds Similar to Great Lakes Retirement

13F Portfolio OverlapQ2 2026Great Lakes Retirement portfolio →
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Most similar hedge funds by 13F overlap

Great Lakes Retirement, Inc. is an institutional investor managing $1.1B across 216 U.S. equity positions as of Q2 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Great Lakes Retirement are Hilltop National Bank, Gunderson, ARGUS INVESTORS' COUNSEL, with shared positions in $PWR, $ANET, $MRVL, $STX, $KLAC, $GLW. The full ranking of 25 similar funds is below.

#1Hilltop National BankPassive
Notable overlap · 9 shared positions
$PWR$ANET$MRVL$STX$KLAC$GLW
$468M
805 positions
#2Gunderson Capital Management Inc.Active
Notable overlap · 8 shared positions
$KLAC$PWR$ANET$MRVL$DELL$STX
$370M
52 positions
#3ARGUS INVESTORS' COUNSEL, INC.Passive
Notable overlap · 6 shared positions
$TT$SCHW$KLAC$PWR$ANET$DELL
$130M
106 positions
#4Markin Volterra Fund LPActive
Notable overlap · 7 shared positions
$KLAC$MRVL$DELL$STX$ANET$GLW
$147M
69 positions
#5NZS Capital, LLCActive
Notable overlap · 5 shared positions
$TT$KLAC$DHR$PWR$MRVL
$3.9B
61 positions
#6HAGER INVESTMENT MANAGEMENT SERVICES, LLCPassive
Some overlap · 6 shared positions
$KLAC$SCHW$MRVL$PWR$DELL$GLW
$217M
352 positions
#7EPG Wealth Management LLCPassive
Some overlap · 7 shared positions
$PWR$ANET$STX$KLAC$MRVL$LMT
$417M
318 positions
#8Geneva Partners, LLCPassive
Some overlap · 7 shared positions
$KLAC$MRVL$DELL$STX$GLW$ASML
$375M
75 positions
#9Winslow Capital Management, LLCActive
Some overlap · 6 shared positions
$KLAC$TT$ANET$STX$PWR$ASML
$29.1B
66 positions
#10EVENTIDE ASSET MANAGEMENT, LLCPassive
Some overlap · 6 shared positions
$TT$KLAC$DELL$PWR$WMB$ASML
$7.5B
301 positions
#11Werlinich Asset Management, LLCActive
Some overlap · 8 shared positions
$LMT$DELL$ANET$GLW$BX$ASML
$262M
58 positions
#12Camarda Financial Advisors, LLCPassive
Some overlap · 6 shared positions
$TT$KLAC$MRVL$HON$HONA$ASML
$331M
122 positions
#13Progressive Investment Management CorpActive
Some overlap · 5 shared positions
$TT$KLAC$DHR$GLW$ASML
$454M
56 positions
#14Retireful, LLCPassive
Some overlap · 6 shared positions
$ANET$MRVL$DELL$STX$GLW$KLAC
$107M
81 positions
#15WEDGE CAPITAL MANAGEMENT L L P/NCPassive
Some overlap · 5 shared positions
$KLAC$ANET$LMT$DELL$STX
$6.1B
484 positions
#16Lafayette Investments, Inc.Active
Some overlap · 6 shared positions
$KLAC$SCHW$LMT$ANET$GLW$ASML
$542M
162 positions
#17FIGURE 8 INVESTMENT STRATEGIES LLCPassive
Some overlap · 5 shared positions
$TT$SCHW$DHR$GLW$ASML
$118M
56 positions
#18PFG Private Wealth Management, LLCActive
Some overlap · 5 shared positions
$TT$PWR$ANET$MRVL$BX
$231M
75 positions
#19Fedenia Advisers LLCPassive
Some overlap · 5 shared positions
$KLAC$MRVL$DELL$STX$GLW
$421M
459 positions
#20First Fiduciary Investment Counsel, Inc.Passive
Some overlap · 6 shared positions
$DHR$LMT$SLB$BX$HON$HONA
$529M
75 positions
#21Old North State Trust, LLCPassive
Some overlap · 6 shared positions
$PWR$ANET$MRVL$DELL$STX$BX
$194M
151 positions
#22Bank OZKPassive
Some overlap · 5 shared positions
$TT$PWR$ANET$MRVL$BX
$337M
159 positions
#23Park Capital Management, LLC / WIPassive
Some overlap · 5 shared positions
$KLAC$MRVL$STX$DELL$GLW
$170M
161 positions
#24Aspen Investment Management IncPassive
Some overlap · 6 shared positions
$MRVL$PWR$TT$SCHW$GLW$WMB
$372M
187 positions
#25Broadleaf Partners, LLCPassive
Some overlap · 5 shared positions
$KLAC$PWR$ANET$MRVL$ASML
$517M
86 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.