13F Pro

Hedge Funds Similar to Lakeside Advisors

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

Lakeside Advisors, INC. is an institutional investor managing $159M across 65 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 Lakeside Advisors are Cairn Investment Group, InvesTrust, DMKC Advisory Services, with shared positions in $EXPD, $PCAR, $USB, $KR, $GILD, $MMM. The full ranking of 25 similar funds is below.

#1Cairn Investment Group, Inc.Active
Notable overlap · 8 shared positions
$EXPD$PCAR$USB$KR$GILD$MMM
$227M
65 positions
#2InvesTrustPassive
Notable overlap · 7 shared positions
$NUE$USB$MMM$SBUX$MCD$BA
$260M
95 positions
#3DMKC Advisory Services, LLCActive
Notable overlap · 7 shared positions
$USB$MMM$FDX$MDT$BA$LOW
$530M
92 positions
#4BERKSHIRE ASSET MANAGEMENT LLC/PAActive
Notable overlap · 7 shared positions
$NUE$WM$CB$MCD$LOW$WFC
$2.5B
270 positions
#5Hudson Capital Management LLCPassive
Notable overlap · 6 shared positions
$NUE$PCAR$T$GILD$WFC$QCOM
$414M
74 positions
#6Signet Investment Advisory Group, Inc.Passive
Notable overlap · 6 shared positions
$USB$WM$CSX$MCD$MDT$AMGN
$227M
73 positions
#7Allied Investment Advisors, LLCPassive
Some overlap · 7 shared positions
$USB$MMM$FDX$MDT$BA$LOW
$797M
110 positions
#8EDGAR LOMAX CO/VAActive
Some overlap · 7 shared positions
$USB$SBUX$T$GILD$FDX$WFC
$1.3B
58 positions
#9Decker Wealth Management LLCActive
Some overlap · 5 shared positions
$NUE$WM$MDT$CSX$AMGN
$471M
107 positions
#10MATRIX ASSET ADVISORS INC/NYActive
Some overlap · 7 shared positions
$USB$SBUX$MDT$LOW$WFC$QCOM
$1.2B
106 positions
#11Eliot Finkel Investment Counsel, LLCActive
Some overlap · 4 shared positions
$PCAR$USB$MCD$AMGN
$214M
33 positions
#12HARBOUR INVESTMENT MANAGEMENT LLCPassive
Some overlap · 4 shared positions
$PCAR$WM$SBUX$NVO
$194M
108 positions
#13Kentucky Trust CoPassive
Some overlap · 5 shared positions
$USB$T$MMM$LOW$AMGN
$208M
316 positions
#14BAYBANPassive
Some overlap · 3 shared positions
$USB$MMM$WFC
$130M
595 positions
#15Stack Financial Management, IncActive
Some overlap · 4 shared positions
$WM$PCAR$T$MDT
$1.3B
54 positions
#16SKBA CAPITAL MANAGEMENT LLCPassive
Some overlap · 6 shared positions
$MMM$USB$T$MDT$WFC$AMGN
$606M
79 positions
#17Wealth Advisors of Tampa Bay, LLCPassive
Some overlap · 5 shared positions
$WM$MMM$T$MCD$MDT
$327M
94 positions
#18MONARCH CAPITAL MANAGEMENT INCPassive
Some overlap · 6 shared positions
$USB$MMM$KR$GILD$MCD$MDT
$436M
130 positions
#19Optimist Retirement Group LLCActive
Some overlap · 5 shared positions
$PCAR$MMM$MCD$NVO$QCOM
$259M
118 positions
#20LIBERTY ONE INVESTMENT MANAGEMENT, LLCActive
Some overlap · 5 shared positions
$WM$KR$T$CB$MCD
$1.0B
154 positions
#21Keystone Financial Planning, Inc.Active
Some overlap · 6 shared positions
$USB$T$MCD$MDT$NVO$AMGN
$388M
39 positions
#22Hamrick Investment Counsel, llcPassive
Some overlap · 4 shared positions
$WM$USB$SBUX$AMGN
$151M
184 positions
#23Somerset Group LLCActive
Some overlap · 5 shared positions
$MMM$USB$MCD$WFC$CB
$142M
58 positions
#24DB Fitzpatrick & Co, IncActive
Some overlap · 5 shared positions
$WM$SBUX$CB$BA$AMGN
$124M
100 positions
#25Cascade Investment Advisors, Inc.Passive
Some overlap · 5 shared positions
$USB$PCAR$NUE$MDT$QCOM
$183M
113 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.