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Hedge Funds Similar to Lauterbach Financial Advisors

13F Portfolio OverlapQ2 2026Lauterbach Financial Advisors portfolio →
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Most similar hedge funds by 13F overlap

Lauterbach Financial Advisors, LLC is an institutional investor managing $232M across 87 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 Lauterbach Financial Advisors are CONTINENTAL ADVISORS, DCM Advisors, SOUND SHORE, with shared positions in $PFE, $WFC, $UBER, $C, $MPC, $GM. The full ranking of 25 similar funds is below.

#1CONTINENTAL ADVISORS LLCActive
Some overlap · 4 shared positions
$PFE$WFC$UBER$C
$237M
50 positions
#2DCM Advisors, LLCActive
Some overlap · 3 shared positions
$MPC$PFE$WFC
$253M
38 positions
#3SOUND SHORE MANAGEMENT INC /CT/Active
Some overlap · 4 shared positions
$PFE$WFC$GM$C
$3.2B
40 positions
#4Clear Trail Advisors, LLCPassive
Some overlap · 3 shared positions
$DRI$MPC$GIS
$655M
161 positions
#5Phoenix Wealth AdvisorsActive
Some overlap · 3 shared positions
$MPC$DRI$WFC
$297M
129 positions
#6Scissortail Wealth Management, LLCPassive
Some overlap · 3 shared positions
$MPC$WFC$DRI
$520M
106 positions
#7WILSEY ASSET MANAGEMENT INCActive
Some overlap · 3 shared positions
$PFE$WFC$GM
$681M
28 positions
#8Round Hill Asset ManagementActive
Some overlap · 4 shared positions
$PFE$NVO$WFC$C
$159M
62 positions
#9Blume Capital Management, Inc.Passive
Some overlap · 4 shared positions
$WFC$UBER$PFE$C
$684M
359 positions
#10Griffith & Werner, Inc.Passive
Some overlap · 3 shared positions
$PFE$WFC$C
$213M
71 positions
#11Boothe Investment Group, Inc.Active
Some overlap · 3 shared positions
$PFE$UBER$C
$317M
38 positions
#12Tulsa Wealth Advisors, INCActive
Some overlap · 3 shared positions
$MPC$DRI$WFC
$710M
166 positions
#13Gallagher Capital Advisors, LLCPassive
Some overlap · 3 shared positions
$PFE$UBER$WFC
$175M
71 positions
#14BRANDES INVESTMENT PARTNERS, LPActive
Some overlap · 4 shared positions
$WFC$PFE$HAL$C
$14.3B
193 positions
#15Alpha Omega Wealth Management LLCPassive
Some overlap · 3 shared positions
$MPC$PFE$GIS
$657M
208 positions
#16Torrey Growth & Income AdvisorsActive
Some overlap · 3 shared positions
$PFE$NVO$UBER
$294M
108 positions
#17Avantra Family Wealth, Inc.Passive
Some overlap · 3 shared positions
$MPC$WFC$C
$157M
165 positions
#18Minneapolis Portfolio Management Group, LLCActive
Some overlap · 3 shared positions
$PFE$UBER$GM
$1.1B
34 positions
#19Aspire Growth Partners LLCPassive
Some overlap · 3 shared positions
$MPC$HAL$GM
$172M
128 positions
#20HARRELL INVESTMENT PARTNERS, LLCPassive
Some overlap · 3 shared positions
$MPC$DRI$WFC
$461M
144 positions
#21SKBA CAPITAL MANAGEMENT LLCPassive
Some overlap · 3 shared positions
$PFE$WFC$C
$606M
79 positions
#22Huber Capital Management LLCActive
Some overlap · 3 shared positions
$PFE$GM$C
$679M
99 positions
#23Limestone Investment Advisors LPPassive
Some overlap · 4 shared positions
$WFC$UBER$NVO$C
$1.3B
558 positions
#24Bayesian Capital Management, LPPassive
Some overlap · 4 shared positions
$WFC$HAL$GM$C
$156M
223 positions
#25Philip James Wealth Mangement, LLCActive
Some overlap · 4 shared positions
$PFE$GIS$NVO$PAYC
$888M
151 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.