Hedge Funds Similar to Lauer Wealth

13F Portfolio OverlapQ3 2026Lauer Wealth portfolio →
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Most similar hedge funds by 13F overlap

Lauer Wealth, LLC is an institutional investor managing $160M across 94 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 Lauer Wealth are ParaFi, Longitude (Cayman) Ltd., ALLEN OPERATIONS, with shared positions in $MSTR, $IBIT, $CHAD, $SPCX, $PLTR, $TEM. The full ranking of 25 similar funds is below.

Some overlap · 3 shared positions
$361M
24 positions
Some overlap · 3 shared positions
$314M
46 positions
Some overlap · 4 shared positions
$722M
33 positions
Some overlap · 3 shared positions
$7.1B
267 positions
Some overlap · 5 shared positions
$211M
20 positions
Some overlap · 4 shared positions
$229M
100 positions
Some overlap · 3 shared positions
$202M
184 positions
Some overlap · 3 shared positions
$239M
175 positions
Some overlap · 3 shared positions
$251M
297 positions
Some overlap · 3 shared positions
$4.1B
928 positions
Some overlap · 5 shared positions
$9.5B
624 positions
Some overlap · 5 shared positions
$411M
103 positions
Some overlap · 4 shared positions
$452M
46 positions
Some overlap · 6 shared positions
$240M
79 positions
$142M
408 positions
$729M
2,999 positions
Some overlap · 3 shared positions
$199M
11 positions
Some overlap · 7 shared positions
$9.2B
319 positions
#19Owen LaRue, LLCPassive
Some overlap · 6 shared positions
$288M
141 positions
Some overlap · 3 shared positions
$568M
92 positions
Some overlap · 3 shared positions
$753M
223 positions
Some overlap · 3 shared positions
$188M
60 positions
Some overlap · 4 shared positions
$92M
24 positions
Some overlap · 4 shared positions
$307M
205 positions
Some overlap · 5 shared positions
$234M
108 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.