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Hedge Funds Similar to Latko Wealth , Ltd.

13F Portfolio OverlapQ2 2026Latko Wealth , Ltd. portfolio →
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Most similar hedge funds by 13F overlap

Latko Wealth Management, Ltd. is an institutional investor managing $236M across 37 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 Latko Wealth , Ltd. are United Super Pty Ltd in its capacity as Trustee for the Cons, Renasant Bank, Guinness Atkinson Asset, with shared positions in $TXN, $APH, $CRM, $DIS. The full ranking of 25 similar funds is below.

#1United Super Pty Ltd in its capacity as Trustee for the ConsActive
Slight overlap · 3 shared positions
$TXN$APH$CRM
$5.6B
184 positions
#2Renasant BankPassive
Slight overlap · 3 shared positions
$TXN$APH$CRM
$156M
141 positions
#3Guinness Atkinson Asset Management IncPassive
Slight overlap · 3 shared positions
$TXN$APH$CRM
$223M
107 positions
#4OKABENA INVESTMENT SERVICES INCPassive
Slight overlap · 3 shared positions
$TXN$APH$CRM
$560M
145 positions
#5ALBION FINANCIAL GROUP /UTPassive
Slight overlap · 3 shared positions
$TXN$APH$DIS
$1.7B
652 positions
#6ROFFMAN MILLER ASSOCIATES INC /PA/Active
Slight overlap · 3 shared positions
$TXN$APH$DIS
$1.9B
88 positions
#7WELLINGTON MANAGEMENT GROUP LLPPassive
Slight overlap · 3 shared positions
$TXN$APH$DIS
$580.2B
1,921 positions
#8SHELTON CAPITAL MANAGEMENTPassive
Slight overlap · 3 shared positions
$TXN$APH$DIS
$5.5B
749 positions
#9FORT WASHINGTON INVESTMENT ADVISORS INC /OH/Active
Slight overlap · 3 shared positions
$TXN$CRM$DIS
$19.9B
421 positions
#10Sompo Asset Management Co., Ltd.Active
Slight overlap · 3 shared positions
$TXN$CRM$DIS
$609M
177 positions
#11VAN STRUM & TOWNE INC.Passive
Slight overlap · 3 shared positions
$TXN$CRM$DIS
$367M
111 positions
#12DIAMOND HILL CAPITAL MANAGEMENT INCActive
Slight overlap · 3 shared positions
$TXN$CRM$DIS
$12.5B
186 positions
#13CFC Planning Co LLCPassive
Slight overlap · 3 shared positions
$TXN$CRM$DIS
$171M
71 positions
#14Generali Investments Towarzystwo Funduszy InwestycyjnychPassive
Slight overlap · 3 shared positions
$TXN$CRM$DIS
$249M
151 positions
#15JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLCPassive
Slight overlap · 3 shared positions
$TXN$CRM$DIS
$128M
154 positions
#16JUPITER ASSET MANAGEMENT LTDPassive
Slight overlap · 3 shared positions
$TXN$CRM$DIS
$20.2B
537 positions
#17HOWARD HUGHES MEDICAL INSTITUTEActive
Slight overlap · 3 shared positions
$TXN$CRM$DIS
$445M
30 positions
#18JENNISON ASSOCIATES LLCActive
Slight overlap · 3 shared positions
$TXN$APH$DIS
$166.7B
567 positions
#19Winch Advisory Services, LLCPassive
Slight overlap · 3 shared positions
$TXN$CRM$DIS
$481M
567 positions
#20OpenArc Corporate Advisory, LLCActive
Slight overlap · 3 shared positions
$APH$TXN$DIS
$8.4B
789 positions
#21PIONEER TRUST BANK N A/ORPassive
Slight overlap · 3 shared positions
$APH$CRM$DIS
$441M
87 positions
#22Chesley Taft & Associates LLCActive
Slight overlap · 3 shared positions
$APH$CRM$DIS
$2.6B
369 positions
#23Peak Asset Management, LLCPassive
Slight overlap · 3 shared positions
$APH$CRM$DIS
$680M
181 positions
#24Hixon Zuercher, LLCPassive
Slight overlap · 3 shared positions
$APH$CRM$DIS
$341M
88 positions
#25Cravens & Co Advisors, LLCActive
Slight overlap · 3 shared positions
$APH$CRM$DIS
$149M
67 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.