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Hedge Funds Similar to Lakeside Advisors,

13F Portfolio OverlapQ1 2026Lakeside Advisors, portfolio →
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Most similar hedge funds by 13F overlap

Lakeside Advisors, INC. is an institutional investor managing $150M across 65 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 Lakeside Advisors, are RHODES INVESTMENT ADVISORS /ADV, DMKC Advisory Services,, BERKSHIRE ASSET /PA, with shared positions in $USB, $GE, $SBUX, $GEV, $FDX, $MMM. The full ranking of 25 similar funds is below.

#1RHODES INVESTMENT ADVISORS INC /ADVPassive
Notable overlap · 5 shared positions
$USB$GE$SBUX$GEV$FDX
$116M
116 positions
#2DMKC Advisory Services, LLCPassive
Notable overlap · 7 shared positions
$USB$MMM$FDX$MDT$LOW$WFC
$240M
84 positions
#3BERKSHIRE ASSET MANAGEMENT LLC/PAPassive
Notable overlap · 6 shared positions
$NUE$WM$MCD$CB$LOW$WFC
$2.3B
264 positions
#4Signet Investment Advisory Group, Inc.Passive
Some overlap · 6 shared positions
$USB$WM$MCD$MDT$CSX$AMGN
$218M
69 positions
#5EDGAR LOMAX CO/VAActive
Some overlap · 7 shared positions
$USB$T$SBUX$GILD$FDX$WFC
$1.4B
56 positions
#6LIBERTY ONE INVESTMENT MANAGEMENT, LLCActive
Some overlap · 6 shared positions
$WM$KR$T$MCD$CB$GILD
$970M
154 positions
#7Newport Trust Company, LLCSmart money
Some overlap · 6 shared positions
$GE$MMM$T$GEV$BA$HUM
$40.7B
64 positions
#8Counterweight Ventures, LLCPassive
Some overlap · 6 shared positions
$USB$NUE$GE$WM$CSX$AMGN
$178M
80 positions
#9MATRIX ASSET ADVISORS INC/NYActive
Some overlap · 7 shared positions
$USB$SBUX$FDX$MDT$LOW$WFC
$1.1B
105 positions
#10McMill Wealth ManagementActive
Some overlap · 4 shared positions
$USB$NUE$MCD$WFC
$376M
58 positions
#11First Washington CORPActive
Some overlap · 3 shared positions
$USB$PCAR$GEV
$353M
50 positions
#12Stonebridge Capital Advisors LLCPassive
Some overlap · 6 shared positions
$USB$T$MCD$GILD$MDT$BA
$1.4B
211 positions
#13Long Road Investment Counsel, LLCActive
Some overlap · 5 shared positions
$EXPD$GE$SBUX$GEV$GILD
$255M
78 positions
#14Wealth Advisors of Tampa Bay, LLCPassive
Some overlap · 5 shared positions
$WM$MMM$T$MCD$MDT
$302M
93 positions
#15Slocum, Gordon & Co LLPPassive
Some overlap · 6 shared positions
$GE$T$SBUX$GEV$MCD$MMM
$147M
64 positions
#16Community Bank of RaymoreActive
Some overlap · 5 shared positions
$USB$GE$T$GEV$CSX
$149M
74 positions
#17Michael Brady & Co., LLCActive
Some overlap · 5 shared positions
$WM$GE$GEV$MCD$CSX
$100M
54 positions
#18Finivi Inc.Passive
Some overlap · 4 shared positions
$USB$KR$T$MCD
$183M
103 positions
#19Slate Path Capital LPActive
Some overlap · 3 shared positions
$NUE$GEV$HUM
$6.7B
44 positions
#20Eliot Finkel Investment Counsel, LLCActive
Some overlap · 4 shared positions
$USB$PCAR$MCD$AMGN
$184M
32 positions
#21Allied Investment Advisors, LLCActive
Some overlap · 6 shared positions
$USB$MMM$FDX$MDT$LOW$WFC
$697M
100 positions
#22Cambridge Financial Group, Inc.Active
Some overlap · 6 shared positions
$GE$KR$GEV$MCD$FDX$BA
$267M
33 positions
#23HFM Investment Advisors, LLCActive
Some overlap · 5 shared positions
$MMM$GE$GEV$CEG$EXC
$260M
1,210 positions
#24Passumpsic Savings Bank
Some overlap · 3 shared positions
$USB$GE$GEV
$183M
90 positions
#25MONARCH CAPITAL MANAGEMENT INCPassive
Some overlap · 6 shared positions
$USB$KR$MMM$MCD$GILD$MDT
$409M
127 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.