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Hedge Funds Similar to LOCKERMAN FINANCIAL GROUP,

13F Portfolio OverlapQ1 2026LOCKERMAN FINANCIAL GROUP, portfolio →
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Most similar hedge funds by 13F overlap

LOCKERMAN FINANCIAL GROUP, INC. is an institutional investor managing $56M across 87 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 LOCKERMAN FINANCIAL GROUP, are Archer Investment ,, Cobblestone Asset, ONE Advisory Partners,, with shared positions in $GMM, $DDOG, $SOLV, $SE, $SONY, $NOC. The full ranking of 25 similar funds is below.

#1Archer Investment Management, LLCPassive
Some overlap · 4 shared positions
$GMM$DDOG$SOLV$SE
$238M
108 positions
#2Cobblestone Asset Management LLCPassive
Some overlap · 4 shared positions
$GMM$SOLV$SE$SONY
$222M
73 positions
#3ONE Advisory Partners, LLCActive
Some overlap · 3 shared positions
$GMM$DDOG$SE
$324M
72 positions
#4West Wealth Group, LLCActive
Some overlap · 3 shared positions
$GMM$SOLV$SE
$506M
130 positions
#5STONEHAVEN WEALTH & TAX SOLUTIONS, LLCPassive
Some overlap · 3 shared positions
$GMM$SOLV$SE
$113M
82 positions
#6LPWM LLCActive
Some overlap · 3 shared positions
$GMM$DDOG$SE
$396M
94 positions
#7Brooklyn FI, LLCActive
Some overlap · 3 shared positions
$DDOG$GMM$SE
$476M
78 positions
#8K2 Financial Inc.Passive
Some overlap · 3 shared positions
$DDOG$GMM$NOC
$138M
59 positions
#9Detalus Advisors, LLCActive
Some overlap · 4 shared positions
$GMM$SE$DDOG$RF
$438M
186 positions
#10AMERICAN FINANCIAL & TAX STRATEGIES INCPassive
Some overlap · 3 shared positions
$DDOG$GMM$SE
$206M
97 positions
#11NewEdge Advisors, LLCPassive
Some overlap · 3 shared positions
$GMM$DDOG$SE
$2.2B
1,217 positions
#12Fonville Wealth Management LLCPassive
Some overlap · 3 shared positions
$GMM$RF$SE
$525M
138 positions
#13BCGM Wealth Management, LLCPassive
Some overlap · 3 shared positions
$DDOG$NOC$SE
$398M
178 positions
#14TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLCPassive
Some overlap · 3 shared positions
$DDOG$GMM$SE
$26.0B
702 positions
#15Partners in Financial PlanningActive
Some overlap · 3 shared positions
$DDOG$GMM$SE
$603M
122 positions
#16Roan Capital PartnersPassive
Some overlap · 3 shared positions
$GMM$SE$DDOG
$108M
77 positions
#17TIAA TRUST, NATIONAL ASSOCIATIONPassive
Some overlap · 3 shared positions
$DDOG$GMM$SE
$1.6B
390 positions
#18MASTER'S WEALTH MANAGEMENT INC.Active
Some overlap · 3 shared positions
$DDOG$RF$NOC
$295M
82 positions
#19Facet Wealth, Inc.Active
Some overlap · 3 shared positions
$DDOG$SOLV$GMM
$5.8B
349 positions
#20RCS Financial Planning, LLCPassive
Some overlap · 3 shared positions
$DDOG$GMM$SE
$193M
98 positions
#21TRB Wealth Management, LLCPassive
Some overlap · 3 shared positions
$GMM$DDOG$SE
$704M
285 positions
#22KELLY FINANCIAL GROUP LLCActive
Some overlap · 3 shared positions
$SONY$SOLV$SE
$398M
100 positions
#23Clearwater Capital Advisors, LLCActive
Some overlap · 3 shared positions
$SONY$SE$DDOG
$1.2B
177 positions
#24ADE, LLCActive
Some overlap · 3 shared positions
$GMM$SE$DDOG
$209M
86 positions
#25Integrity Wealth Solutions LLCPassive
Some overlap · 3 shared positions
$GMM$DDOG$SE
$255M
130 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.