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Hedge Funds Similar to Great Lakes Retirement,

13F Portfolio OverlapQ1 2026Great Lakes Retirement, portfolio →
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Most similar hedge funds by 13F overlap

Great Lakes Retirement, Inc. is an institutional investor managing $967M across 219 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 Great Lakes Retirement, are CONSCIOUS WEALTH INVESTMENTS,, VIAWEALTH,, EDGAR LOMAX /VA, with shared positions in $USB, $AMD, $SCHW, $ANET, $KLAC, $TT. The full ranking of 25 similar funds is below.

#1CONSCIOUS WEALTH INVESTMENTS, LLCPassive
Notable overlap · 6 shared positions
$USB$AMD$SCHW$ANET$KLAC$TT
$180M
58 positions
#2VIAWEALTH, LLCPassive
Notable overlap · 6 shared positions
$USB$BAC$ANET$SCHW$HON$AMGN
$180M
159 positions
#3EDGAR LOMAX CO/VAActive
Notable overlap · 6 shared positions
$USB$LMT$SCHW$BAC$AMGN$WFC
$1.4B
56 positions
#4Stockman Wealth Management, Inc.Passive
Notable overlap · 5 shared positions
$USB$SLB$BAC$LMT$HON
$906M
178 positions
#5Eliot Finkel Investment Counsel, LLCActive
Some overlap · 4 shared positions
$USB$DVN$LMT$AMGN
$184M
32 positions
#6Live Oak Private Wealth LLCPassive
Some overlap · 5 shared positions
$BAC$SCHW$SLB$DHR$HON
$717M
207 positions
#7BASSWOOD CAPITAL MANAGEMENT, L.L.C.Active
Some overlap · 4 shared positions
$USB$BAC$SCHW$WFC
$2.1B
108 positions
#8Lebenthal Global Advisors, LLCPassive
Some overlap · 7 shared positions
$USB$PWR$ANET$TT$SCHW$BAC
$688M
192 positions
#9Hilton Capital Management, LLCActive
Some overlap · 6 shared positions
$USB$WMB$BAC$HON$AMGN$WFC
$1.3B
129 positions
#10CAPITAL MANAGEMENT ASSOCIATES /NY/Passive
Some overlap · 5 shared positions
$USB$SLB$APO$PWR$BAC
$60M
36 positions
#11Stonebridge Capital Advisors LLCPassive
Some overlap · 4 shared positions
$USB$AMD$HON$SLB
$1.4B
211 positions
#12GDS Wealth ManagementActive
Some overlap · 3 shared positions
$USB$TT$AMD
$1.7B
200 positions
#13Westview Management dba Westview Investment AdvisorsPassive
Some overlap · 3 shared positions
$USB$SCHW$AMD
$192M
70 positions
#14Tide Cove Capital Partners LLCSmart money
Some overlap · 3 shared positions
$USB$SCHW$DHR
$147M
13 positions
#15Slagle Financial, LLCPassive
Some overlap · 6 shared positions
$DVN$LMT$BAC$USB$AMGN$WFC
$303M
121 positions
#16DMKC Advisory Services, LLCPassive
Some overlap · 4 shared positions
$USB$BAC$LMT$WFC
$240M
84 positions
#17Strategic Wealth Investment Group, LLCPassive
Some overlap · 3 shared positions
$USB$SCHW$DHR
$788M
94 positions
#18Alliance Wealth Advisors, LLC /UTPassive
Some overlap · 3 shared positions
$USB$SCHW$DHR
$462M
228 positions
#19Counterweight Ventures, LLCPassive
Some overlap · 5 shared positions
$USB$DHR$PWR$AMD$AMGN
$178M
80 positions
#20HOERTKORN RICHARD CHARLESActive
Some overlap · 4 shared positions
$DVN$BAC$SCHW$AMD
$122M
75 positions
#21Titan Investment Management LLCPassive
Some overlap · 4 shared positions
$USB$LMT$PWR$APO
$113M
37 positions
#22HALL CAPITAL MANAGEMENT CO INCPassive
Some overlap · 4 shared positions
$USB$LMT$HON$SCHW
$280M
107 positions
#23Vanderbilt UniversityActive
Some overlap · 3 shared positions
$USB$SCHW$DHR
$526M
71 positions
#24BERKSHIRE ASSET MANAGEMENT LLC/PAPassive
Some overlap · 5 shared positions
$BAC$SCHW$LMT$HON$WFC
$2.3B
264 positions
#25Kerusso Capital Management LLCPassive
Some overlap · 4 shared positions
$DVN$SLB$LMT$AMGN
$200M
53 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.