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Hedge Funds Similar to Latigo Investments,

13F Portfolio OverlapQ1 2026Latigo Investments, portfolio →
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Most similar hedge funds by 13F overlap

Latigo Investments, LLC is an institutional investor managing $201M across 14 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 Latigo Investments, are Tandem Investment Partners, Family CFO, Winter & Associates,, with shared positions in $BRZE, $MDY, $USB, $SCHW, $PHYS. The full ranking of 25 similar funds is below.

#1Tandem Investment Partners LLCActive
Notable overlap · 3 shared positions
$BRZE$MDY$USB
$118M
73 positions
#2Family CFO IncActive
Notable overlap · 3 shared positions
$BRZE$USB$SCHW
$223M
41 positions
#3Winter & Associates, Inc.Active
Notable overlap · 3 shared positions
$BRZE$MDY$SCHW
$114M
84 positions
#4Dodds Wealth, LLCSmart money
Notable overlap · 3 shared positions
$USB$BRZE$SCHW
$407M
51 positions
#5Peak Financial Management, Inc.Active
Notable overlap · 4 shared positions
$BRZE$USB$PHYS$SCHW
$394M
100 positions
#6BLUELINE ADVISORS LLCActive
Notable overlap · 3 shared positions
$USB$SCHW$MDY
$129M
217 positions
#7Luminvest Wealth Management LLCSmart money
Notable overlap · 3 shared positions
$BRZE$USB$SCHW
$382M
55 positions
#8WealthCollab, LLCPassive
Notable overlap · 3 shared positions
$BRZE$SCHW$USB
$243M
977 positions
#9DecisionPoint Financial, LLCSmart money
Notable overlap · 3 shared positions
$USB$SCHW$BRZE
$464M
679 positions
#10Guild Investment Management, Inc.Active
Notable overlap · 3 shared positions
$PHYS$USB$MDY
$140M
47 positions
#11Westview Management dba Westview Investment AdvisorsPassive
Notable overlap · 3 shared positions
$USB$PHYS$SCHW
$192M
70 positions
#12White Lighthouse Investment Management Inc.Active
Notable overlap · 3 shared positions
$BRZE$USB$SCHW
$721M
145 positions
#13Clarity Capital Advisors, LLCActive
Notable overlap · 3 shared positions
$BRZE$SCHW$USB
$215M
95 positions
#14CHERRYDALE WEALTH MANAGEMENT, LLCSmart money
Notable overlap · 3 shared positions
$BRZE$USB$SCHW
$324M
77 positions
#15Pacific Center for Financial ServicesActive
Notable overlap · 3 shared positions
$BRZE$MDY$SCHW
$394M
513 positions
#16Topsail Wealth Management, LLCActive
Notable overlap · 3 shared positions
$BRZE$USB$MDY
$678M
294 positions
#17Financial Futures Ltd Liability Co.Active
Notable overlap · 3 shared positions
$USB$SCHW$MDY
$228M
72 positions
#18REBALANCE, LLCSmart money
Notable overlap · 3 shared positions
$USB$SCHW$PHYS
$1.7B
101 positions
#19Curran Financial Partners, LLCActive
Notable overlap · 3 shared positions
$BRZE$USB$SCHW
$559M
127 positions
#20Global Endowment Management, LPActive
Notable overlap · 4 shared positions
$BRZE$PHYS$USB$SCHW
$896M
126 positions
#21West Financial Advisors, LLCActive
Notable overlap · 3 shared positions
$USB$SCHW$BRZE
$589M
193 positions
#22Silver Coast Investments LLCActive
Notable overlap · 3 shared positions
$USB$SCHW$BRZE
$313M
119 positions
#23PROSPERITY BANCSHARES INCPassive
Notable overlap · 3 shared positions
$BRZE$SCHW$MDY
$125M
414 positions
#24PHILLIPS FINANCIAL MANAGEMENT, LLCActive
Notable overlap · 3 shared positions
$BRZE$USB$SCHW
$1.4B
283 positions
#25Estate Counselors, LLCActive
Some overlap · 3 shared positions
$BRZE$SCHW$USB
$1.1B
97 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.