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Hedge Funds Similar to Lodestone Wealth

13F Portfolio OverlapQ1 2026Lodestone Wealth portfolio →
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Most similar hedge funds by 13F overlap

Lodestone Wealth Management LLC is an institutional investor managing $252M across 781 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 Lodestone Wealth are Smead ,, Hudson Canyon, Lakewood Asset, with shared positions in $AMGN, $APA, $CVE, $SPG, $AXP, $MAC. The full ranking of 25 similar funds is below.

#1Smead Capital Management, Inc.Active
Notable overlap · 15 shared positions
$AMGN$APA$CVE$SPG$AXP$MAC
$4.6B
32 positions
#2Hudson Canyon Capital ManagementPassive
Some overlap · 6 shared positions
$AMGN$SPG$REGN$DHI$BAC$COP
$163M
52 positions
#3Lakewood Asset Management LLCPassive
Some overlap · 6 shared positions
$BAC$COP$APA$EBAY$NVR$FANG
$156M
107 positions
#4Mraz, Amerine & Associates, Inc.Active
Some overlap · 6 shared positions
$CVE$NKE$OXY$NVR$LEN$AMGN
$678M
190 positions
#5Flagship Capital Management Inc.Active
Some overlap · 4 shared positions
$AMGN$NKE$REGN$LEN
$136M
48 positions
#6MFA Wealth ServicesPassive
Some overlap · 4 shared positions
$AMGN$BAH$COP$AXP
$151M
122 positions
#7MONTGOMERY INVESTMENT MANAGEMENT INCActive
Some overlap · 6 shared positions
$BAC$COP$NVR$FANG$LEN$CVE
$293M
103 positions
#8Vertrix Wealth Management, LLCPassive
Some overlap · 3 shared positions
$AMGN$SPG$AXP
$272M
95 positions
#9Catherine Avery Investment Management LLCPassive
Some overlap · 4 shared positions
$AMGN$BAC$TGT$LEN
$223M
109 positions
#10Rayburn West Financial Services LLCPassive
Some overlap · 4 shared positions
$AMGN$AXP$BAC$TGT
$170M
82 positions
#11Petros Family Wealth, LLCPassive
Some overlap · 3 shared positions
$REGN$AMGN$BAC
$140M
131 positions
#12CONTRAVISORY INVESTMENT MANAGEMENT, INC.Passive
Some overlap · 4 shared positions
$APA$AXP$BAC$TGT
$488M
366 positions
#13GREATMARK INVESTMENT PARTNERS, INC.Active
Some overlap · 3 shared positions
$AMGN$AXP$BAC
$854M
145 positions
#14Tamar Securities, LLCActive
Some overlap · 3 shared positions
$AMGN$REGN$BAC
$934M
91 positions
#15INVESTMENT ADVISORY SERVICES INC /TX /ADVPassive
Some overlap · 4 shared positions
$REGN$AXP$BAC$AMGN
$314M
130 positions
#16Chemistry Wealth Management LLCPassive
Some overlap · 6 shared positions
$AXP$BAH$BAC$OXY$NKE$COP
$569M
204 positions
#17Biondo Investment Advisors, LLCActive
Some overlap · 4 shared positions
$AMGN$SPG$REGN$FANG
$780M
82 positions
#18NOESIS CAPITAL MANGEMENT CORPPassive
Some overlap · 3 shared positions
$REGN$AXP$NKE
$676M
125 positions
#19Inlet Private Wealth, LLCPassive
Some overlap · 4 shared positions
$AMGN$DHI$BAC$EBAY
$392M
128 positions
#20Exeter Financial, LLCPassive
Some overlap · 4 shared positions
$AMGN$BAC$COP$TGT
$245M
98 positions
#21PRING TURNER CAPITAL GROUP INCPassive
Some overlap · 4 shared positions
$AXP$OXY$BAC$COP
$166M
72 positions
#22Hosking Partners LLPActive
Some overlap · 4 shared positions
$AXP$OXY$BAC$COP
$2.8B
99 positions
#23Winter & Associates, Inc.Passive
Some overlap · 3 shared positions
$REGN$NKE$COP
$114M
84 positions
#24PEAK FINANCIAL ADVISORS LLCPassive
Some overlap · 3 shared positions
$APA$REGN$AXP
$226M
70 positions
#25FMB WEALTH MANAGEMENTActive
Some overlap · 3 shared positions
$AMGN$NKE$BAC
$242M
73 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.