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Hedge Funds Similar to Twin Lakes ,

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

Twin Lakes Capital Management, LLC is an institutional investor managing $220M 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 Twin Lakes , are CACTI ASSET, Decker Retirement Planning, Safe Harbor Fiduciary,, with shared positions in $STX, $BA, $UPS, $CVS, $AXP, $INTC. The full ranking of 25 similar funds is below.

#1CACTI ASSET MANAGEMENT LLCActive
Notable overlap · 6 shared positions
$STX$BA$UPS$CVS$AXP$INTC
$2.0B
76 positions
#2Decker Retirement Planning Inc.Passive
Notable overlap · 3 shared positions
$STX$NOW$SCHW
$221M
284 positions
#3Safe Harbor Fiduciary, LLCPassive
Notable overlap · 3 shared positions
$STX$SCHW$LHX
$105M
56 positions
#4Kiltearn Partners LLPActive
Notable overlap · 5 shared positions
$GILD$FDX$LUV$UPS$CVS
$372M
25 positions
#5DODGE & COXActive
Some overlap · 4 shared positions
$SCHW$FDX$GILD$CVS
$182.0B
222 positions
#6EDGAR LOMAX CO/VAActive
Some overlap · 5 shared positions
$FDX$GILD$SCHW$CVS$LMT
$1.4B
56 positions
#7PRIMECAP MANAGEMENT CO/CA/Active
Some overlap · 5 shared positions
$FDX$SCHW$LUV$BABA$INTC
$127.0B
320 positions
#8ATWOOD & PALMER INCPassive
Some overlap · 4 shared positions
$GILD$LHX$BABA$LMT
$1.8B
531 positions
#9Parrish Capital LLCPassive
Some overlap · 5 shared positions
$GILD$LHX$SCHW$AXP$INTC
$112M
86 positions
#10Birch Capital Management, LLCActive
Some overlap · 3 shared positions
$FDX$SCHW$UPS
$191M
78 positions
#11Elevated Private Wealth, LLC
Some overlap · 4 shared positions
$FDX$SCHW$STX$CVS
$97M
94 positions
#12Horrell Capital Management, Inc.Active
Some overlap · 4 shared positions
$FDX$LHX$UPS$LMT
$219M
194 positions
#13Focused Investors LLCActive
Some overlap · 4 shared positions
$FDX$LHX$LMT$AXP
$3.1B
22 positions
#14ARQ WEALTH ADVISORS, LLCPassive
Some overlap · 5 shared positions
$LUV$FDX$SCHW$UPS$AXP
$555M
191 positions
#15TANDEM CAPITAL MANAGEMENT CORP /ADVPassive
Some overlap · 5 shared positions
$SCHW$LHX$BA$BABA$CVS
$200M
110 positions
#16Game Creek Capital, LPPassive
Some overlap · 3 shared positions
$NOW$LHX$LUV
$301M
93 positions
#17SHEPHERD KAPLAN KROCHUK, LLCActive
Some overlap · 3 shared positions
$NOW$SCHW$GILD
$119M
61 positions
#18MH & ASSOCIATES SECURITIES MANAGEMENT CORP /ADVPassive
Some overlap · 3 shared positions
$GILD$LHX$BA
$115M
98 positions
#19Brookmont Capital ManagementActive
Some overlap · 3 shared positions
$GILD$LHX$UPS
$179M
59 positions
#20Cambridge Financial Group, Inc.Active
Some overlap · 3 shared positions
$FDX$LUV$BA
$267M
33 positions
#21Sandhill Capital Partners LLCActive
Some overlap · 3 shared positions
$SCHW$NOW$AXP
$1.2B
95 positions
#22VIKING GLOBAL INVESTORS LPActive
Some overlap · 3 shared positions
$SCHW$FDX$BA
$35.7B
77 positions
#23Hershey Financial Advisers, LLCPassive
Some overlap · 3 shared positions
$SCHW$LUV$FDX
$116M
80 positions
#24Cartenna Capital, LPPassive
Some overlap · 3 shared positions
$FDX$CPRI$LMT
$2.7B
47 positions
#25RIVERPARK CAPITAL MANAGEMENT LLC
Some overlap · 3 shared positions
$SCHW$NOW$LMT
$52M
36 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.