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Hedge Funds Similar to Latko Wealth , Ltd.

13F Portfolio OverlapQ1 2026Latko Wealth , Ltd. portfolio →
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Most similar hedge funds by 13F overlap

Latko Wealth Management, Ltd. is an institutional investor managing $205M across 36 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 Latko Wealth , Ltd. are TCP Asset ,, ARKANSAS FINANCIAL GROUP,, Osbon, with shared positions in $DIA, $WT, $SNOW, $MAR, $CRM, $TXN. The full ranking of 25 similar funds is below.

#1TCP Asset Management, LLCActive
Notable overlap · 3 shared positions
$DIA$WT$SNOW
$778M
133 positions
#2ARKANSAS FINANCIAL GROUP, INC.Active
Notable overlap · 3 shared positions
$DIA$MAR$WT
$717M
94 positions
#3Osbon Capital Management LLCPassive
Notable overlap · 4 shared positions
$WT$DIA$MAR$SNOW
$123M
493 positions
#4Worth Asset Management, LLCPassive
Notable overlap · 4 shared positions
$DIA$WT$CRM$TXN
$268M
182 positions
#5Amplius Wealth Advisors, LLCActive
Some overlap · 3 shared positions
$WT$DIA$SNOW
$1.2B
175 positions
#6SYKON CAPITAL LLCActive
Some overlap · 3 shared positions
$WT$DIA$MAR
$300M
88 positions
#7ACORN CREEK CAPITAL LLCActive
Some overlap · 3 shared positions
$WT$MAR$SNOW
$280M
84 positions
#8tru Independence LLCPassive
Some overlap · 3 shared positions
$WT$MAR$CRM
$202M
102 positions
#9Sharper & Granite LLCPassive
Some overlap · 4 shared positions
$WT$MAR$DIA$COP
$293M
107 positions
#10Heck Capital Advisors, LLCActive
Some overlap · 4 shared positions
$DIA$WT$SNOW$COP
$1.3B
202 positions
#11Marshall & Sterling Wealth Advisors Inc.Passive
Some overlap · 3 shared positions
$WT$MAR$COP
$153M
344 positions
#12Capital Advisor Network LLCActive
Some overlap · 3 shared positions
$DIA$SNOW$WT
$85M
149 positions
#13Johnson Bixby & Associates, LLCActive
Some overlap · 4 shared positions
$DIA$CRM$MAR$COP
$806M
127 positions
#14Darrow Company, Inc.Active
Some overlap · 4 shared positions
$WT$MAR$SNOW$COP
$222M
56 positions
#15Fourth Dimension Wealth, LLCPassive
Some overlap · 5 shared positions
$DIA$WT$MAR$SNOW$COP
$264M
596 positions
#16Marion Wealth ManagementPassive
Some overlap · 4 shared positions
$WT$MAR$CRM$COP
$451M
146 positions
#17PARK NATIONAL CORP /OH/Passive
Some overlap · 3 shared positions
$WT$MAR$CRM
$3.3B
381 positions
#18Lionsbridge Wealth Management LLCPassive
Some overlap · 4 shared positions
$DIA$WT$SNOW$COP
$99M
59 positions
#19SENTINEL WEALTH MANAGEMENT, INC.Active
Some overlap · 3 shared positions
$WT$DIA$SNOW
$125M
39 positions
#20Main Street Financial Solutions, LLC
Some overlap · 3 shared positions
$WT$DIA$MAR
$1.3B
560 positions
#21Oxinas Partners Wealth Management LLCPassive
Some overlap · 3 shared positions
$WT$MAR$DIA
$219M
145 positions
#22VISTA INVESTMENT MANAGEMENTPassive
Some overlap · 4 shared positions
$WT$MAR$COP$DIS
$301M
176 positions
#23Systelligence, LLCPassive
Some overlap · 3 shared positions
$WT$MAR$SNOW
$514M
56 positions
#24Mountain Hill Investment Partners Corp.Passive
Some overlap · 3 shared positions
$DIA$CRM$DIS
$169M
205 positions
#25Retirement Planning Group, LLCActive
Some overlap · 3 shared positions
$WT$MAR$SNOW
$3.2B
481 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.