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Hedge Funds Similar to Lantern Wealth Advisors,

13F Portfolio OverlapQ1 2026Lantern Wealth Advisors, portfolio →
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Most similar hedge funds by 13F overlap

Lantern Wealth Advisors, LLC is an institutional investor managing $195M across 174 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 Lantern Wealth Advisors, are Austin Asset, CORRECT WEALTH, Tillman Hartley, with shared positions in $AMN, $SCHW, $SNOW, $NEE, $MS, $CRM. The full ranking of 25 similar funds is below.

#1Austin Asset Management Co IncSmart money
Notable overlap · 4 shared positions
$AMN$SCHW$SNOW$NEE
$608M
85 positions
#2CORRECT CAPITAL WEALTH MANAGEMENTActive
Notable overlap · 5 shared positions
$AMN$MS$CRM$SCHW$ETN
$536M
109 positions
#3Tillman Hartley LLCActive
Notable overlap · 4 shared positions
$AMN$SCHW$SNOW$DOV
$398M
88 positions
#4Frankly Finances, LLCActive
Notable overlap · 4 shared positions
$AMN$SCHW$SNOW$DOV
$110M
64 positions
#5WealthCollab, LLCPassive
Notable overlap · 4 shared positions
$AMN$SCHW$SNOW$CRM
$243M
977 positions
#6FAMILY WEALTH PARTNERS, LLCActive
Some overlap · 5 shared positions
$AMN$SCHW$NEE$SNOW$BMY
$293M
105 positions
#7Financial Futures Ltd Liability Co.Active
Some overlap · 3 shared positions
$AMN$SCHW$SNOW
$228M
72 positions
#8DOPKINS WEALTH MANAGEMENT, LLCActive
Some overlap · 4 shared positions
$AMN$SCHW$NEE$SNOW
$249M
92 positions
#9Passive Capital Management, LLC.Active
Some overlap · 3 shared positions
$AMN$SCHW$SNOW
$335M
104 positions
#10Andrews Advisory Associates, LLCActive
Some overlap · 5 shared positions
$AMN$SNOW$NEE$SCHW$DOV
$190M
82 positions
#11Silver Coast Investments LLCActive
Some overlap · 4 shared positions
$SCHW$MS$SNOW$DOV
$313M
119 positions
#12CURIO WEALTH, LLCActive
Some overlap · 4 shared positions
$AMN$SCHW$TJX$NEE
$293M
1,255 positions
#13Fonville Wealth Management LLCPassive
Some overlap · 3 shared positions
$AMN$SCHW$SNOW
$525M
138 positions
#14Hamilton Point Investment Advisors, LLCPassive
Some overlap · 5 shared positions
$AMN$TJX$NEE$CRM$ETN
$649M
186 positions
#15ARQ WEALTH ADVISORS, LLCPassive
Some overlap · 3 shared positions
$AMN$MS$SCHW
$555M
191 positions
#16Alliance Wealth Advisors, LLCActive
Some overlap · 4 shared positions
$AMN$MS$CRM$ENB
$228M
158 positions
#17ELEVATE WEALTH ADVISORY, INCActive
Some overlap · 6 shared positions
$AMN$SCHW$NEE$DOV$SNOW$MS
$158M
125 positions
#18Houlihan Financial Resource Group, Ltd.Passive
Some overlap · 5 shared positions
$MS$SCHW$SNOW$CRM$KMI
$257M
109 positions
#19Pearl Planning LLCActive
Some overlap · 3 shared positions
$AMN$MS$SNOW
$187M
52 positions
#20Provident Wealth Management, LLCActive
Some overlap · 3 shared positions
$AMN$MS$SNOW
$331M
134 positions
#21Echo Wealth Management, LLCActive
Some overlap · 3 shared positions
$AMN$MS$SNOW
$174M
47 positions
#22Greater Midwest Financial Group, LLCPassive
Some overlap · 5 shared positions
$AMN$NEE$ETN$BMY$CRWD
$186M
65 positions
#23FC Advisory LLCActive
Some overlap · 4 shared positions
$SCHW$MS$SNOW$DOV
$342M
115 positions
#24McCartney Wealth Management LLCActive
Some overlap · 4 shared positions
$AMN$NEE$SNOW$DOV
$119M
65 positions
#25Ballast Financial Advisors LLCActive
Some overlap · 4 shared positions
$AMN$MS$TJX$DOV
$98M
68 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.