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Hedge Funds Similar to Lansing Street Advisors

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

Lansing Street Advisors is an institutional investor managing $472M across 167 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 Lansing Street Advisors are Sterling Wealth, Stonehage Fleming Financial Services Ltd, Stokes Advisors, with shared positions in $MCD, $CB, $AXP, $KLAC, $CTAS, $MS. The full ranking of 25 similar funds is below.

#1Sterling Wealth Management, Inc.Active
Some overlap · 3 shared positions
$MCD$CB$AXP
$402M
116 positions
#2Stonehage Fleming Financial Services Holdings Ltd
Some overlap · 3 shared positions
$MCD$KLAC$CTAS
$2.9B
215 positions
#3Stokes Capital Advisors, LLCPassive
Some overlap · 4 shared positions
$MCD$MS$CB$AXP
$467M
118 positions
#4Focused Investors LLCActive
Some overlap · 3 shared positions
$MCD$MS$AXP
$3.0B
23 positions
#5CPA Asset Management LLCActive
Some overlap · 5 shared positions
$MCD$AMGN$MS$ASML$AXP
$347M
97 positions
#6Vertrix Wealth Management, LLCPassive
Some overlap · 5 shared positions
$MS$MCD$AMGN$KLAC$AXP
$297M
103 positions
#7Chesapeake Wealth ManagementPassive
Some overlap · 5 shared positions
$MCD$MS$AMGN$KLAC$AXP
$357M
168 positions
#8SMITH CHAS P & ASSOCIATES PA CPAS
Some overlap · 3 shared positions
$MCD$AMGN$CB
$1.8B
176 positions
#9Atwater Malick LLCActive
Some overlap · 3 shared positions
$MCD$ISRG$KLAC
$459M
130 positions
#10HUTNER CAPITAL MANAGEMENT INCActive
Some overlap · 3 shared positions
$MCD$CB$AXP
$252M
43 positions
#11Stillwater Wealth Management Group
Some overlap · 3 shared positions
$MCD$AMGN$CB
$162M
77 positions
#12ABNER HERRMAN & BROCK LLCActive
Some overlap · 5 shared positions
$MS$MCD$CB$AXP$ISRG
$1.1B
111 positions
#13Matrix Trust CoActive
Some overlap · 4 shared positions
$MCD$MS$ASML$CTAS
$690M
101 positions
#14TOUNJIAN ADVISORY PARTNERS, LLCPassive
Some overlap · 3 shared positions
$MCD$ASML$CEG
$234M
789 positions
#15LITTLEJOHN FINANCIAL SERVICES, INC.Passive
Some overlap · 3 shared positions
$MCD$CB$KLAC
$138M
71 positions
#16BURNS J W & CO INC/NYActive
Some overlap · 4 shared positions
$MS$MCD$AMGN$ISRG
$959M
189 positions
#17Greystone Financial Group, LLCPassive
Some overlap · 4 shared positions
$MCD$MS$AMGN$AXP
$358M
74 positions
#18FAYEZ SAROFIM & CO
Some overlap · 5 shared positions
$MCD$CB$MS$ASML$ISRG
$42.5B
300 positions
#19RMG Wealth Management LLCActive
Some overlap · 4 shared positions
$MCD$IBIT$AMGN$CEG
$969M
578 positions
#20Perennial Advisors, LLCPassive
Some overlap · 5 shared positions
$MCD$KKR$AMGN$ASML$AXP
$649M
136 positions
#21Somerset Trust CoPassive
Some overlap · 4 shared positions
$MCD$MS$AMGN$CB
$354M
186 positions
#22Pinnacle Financial Group, LLC / ILActive
Some overlap · 4 shared positions
$MCD$MS$AXP$CEG
$410M
117 positions
#23A4 Wealth Advisors LLCActive
Some overlap · 3 shared positions
$IBIT$MS$AMGN
$151M
92 positions
#24AlpenGlobal Capital LLCActive
Some overlap · 3 shared positions
$CMG$AXP$MCD
$156M
35 positions
#25Global Wealth Management Investment Advisory, Inc.Passive
Some overlap · 4 shared positions
$MS$MCD$AMGN$AXP
$703M
160 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.