How is hedge fund similarity measured?

Similarity is computed from each fund's top conviction holdings in their latest 13F filing. Funds are scored by the overlap of distinctive shared positions (the mega-caps that nearly every fund owns are excluded), so the ranking reflects genuinely shared strategy rather than common index exposure.

Hedge Funds Similar to Lansing Street Advisors

13F Portfolio OverlapQ1 2026Lansing Street Advisors portfolio →

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Most similar hedge funds by 13F overlap

Lansing Street Advisors is an institutional investor managing $397M across 151 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 Lansing Street Advisors are Pinnacle Financial Group, / IL, Grove Street Fiduciary,, Pasadena Private Wealth,, with shared positions in $UNIT, $MCD, $WT, $MKL, $KKR, $MS. The full ranking of 25 similar funds is below.

#1Pinnacle Financial Group, LLC / ILPassive

Notable overlap · 7 shared positions

$UNIT $MCD $WT $MKL $KKR $MS

$365M

111 positions

#2Grove Street Fiduciary, LLCActive

Some overlap · 5 shared positions

$UNIT $WT $MKL $HUM $AMGN

$227M

74 positions

#3Pasadena Private Wealth, LLCPassive

Some overlap · 6 shared positions

$UNIT $WT $MKL $FBTC $BAC $AMD

$723M

277 positions

#4ASPIRIANT, LLCActive

Some overlap · 7 shared positions

$UNIT $WT $MKL $HUM $DDOG $SE

$3.5B

338 positions

#5FAMILY WEALTH PARTNERS, LLCActive

Some overlap · 4 shared positions

$UNIT $WT $MKL $SE

$293M

105 positions

#6Creekside PartnersPassive

Some overlap · 6 shared positions

$UNIT $MKL $SE $KKR $MCD $HUM

$243M

183 positions

#7Cherry Tree Wealth Management, LLCPassive

Some overlap · 6 shared positions

$UNIT $WT $MKL $KKR $DDOG $HUM

$473M

582 positions

#8Discipline Wealth Solutions, LLCActive

Some overlap · 4 shared positions

$UNIT $WT $MKL $HUM

$950M

192 positions

#9Financially in Tune, LLCActive

Some overlap · 5 shared positions

$UNIT $WT $MKL $KKR $HUM

$116M

77 positions

#10Noble Family Wealth, LLCActive

Some overlap · 8 shared positions

$UNIT $WT $SE $HUM $MKL $MCD

$484M

76 positions

#11Shakespeare Wealth Management, LLCActive

Some overlap · 4 shared positions

$UNIT $WT $SE $DDOG

$422M

98 positions

#12Eagle Strategies LLCPassive

Some overlap · 7 shared positions

$UNIT $WT $MS $KKR $SE $HUM

$837M

258 positions

#13Gallagher Fiduciary Advisors, LLCActive

Some overlap · 3 shared positions

$MCD $UNIT $MS

$2.6B

340 positions

#14AMERICAN FINANCIAL & TAX STRATEGIES INCPassive

Some overlap · 5 shared positions

$UNIT $WT $SE $DDOG $MKL

$206M

97 positions

#15Sterling Wealth Management, Inc.Active

Some overlap · 3 shared positions

$UNIT $MCD $KKR

$364M

112 positions

#16Meramec Financial Planners, LLCPassive

Some overlap · 4 shared positions

$UNIT $WT $SE $HUM

$252M

520 positions

#17Seek First Inc.Active

Some overlap · 4 shared positions

$UNIT $WT $KKR $HUM

$142M

58 positions

#18CATHY PARETO & ASSOCIATES, INCPassive

Some overlap · 4 shared positions

$UNIT $WT $KKR $IBIT

$149M

96 positions

#19TME FINANCIAL, INC.Passive

Some overlap · 6 shared positions

$UNIT $SE $MS $KKR $IBIT $DDOG

$144M

65 positions

#20Black Diamond Financial, LLCActive

Some overlap · 7 shared positions

$UNIT $MKL $HUM $DDOG $CEG $KKR

$916M

185 positions

#21Hegarty Advisors, LLCActive

Some overlap · 5 shared positions

$UNIT $MKL $MS $KKR $HUM

$127M

57 positions

#22Capstone Financial Advisors, Inc.Smart money

Some overlap · 3 shared positions

$MCD $HUM $DDOG

$1.9B

187 positions

#23WAYSTONE ADVISORS LLCPassive

Some overlap · 6 shared positions

$UNIT $WT $SE $MKL $AMGN $DJP

$112M

101 positions

#24INSPIRION WEALTH ADVISORS, LLCActive

Some overlap · 4 shared positions

$UNIT $WT $KKR $HUM

$803M

181 positions

#25THEORY FINANCIAL LLCPassive

Some overlap · 4 shared positions

$UNIT $WT $SE $DDOG

$285M

94 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.