What hedge funds are most similar to LODESTAR PRIVATE ASSET MANAGEMENT LLC?

The funds with the most similar 13F portfolios to LODESTAR PRIVATE ASSET MANAGEMENT LLC are Grove Street Fiduciary,, Windward Private Wealth, Leo H. Evart,, based on overlapping conviction holdings in the latest SEC filings.

How is hedge fund similarity measured?

Similarity is computed from each fund's top conviction holdings in their latest 13F filing. Funds are scored by the overlap of distinctive shared positions (the mega-caps that nearly every fund owns are excluded), so the ranking reflects genuinely shared strategy rather than common index exposure.

Hedge Funds Similar to LODESTAR PRIVATE ASSET

13F Portfolio OverlapQ1 2026LODESTAR PRIVATE ASSET portfolio →

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Most similar hedge funds by 13F overlap

LODESTAR PRIVATE ASSET MANAGEMENT LLC is an institutional investor managing $1.0B across 232 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 LODESTAR PRIVATE ASSET are Grove Street Fiduciary,, Windward Private Wealth, Leo H. Evart,, with shared positions in $SNOW, $HUM, $WT, $MKL, $MAR, $WFC. The full ranking of 25 similar funds is below.

#1Grove Street Fiduciary, LLCActive

Notable overlap · 6 shared positions

$SNOW $HUM $WT $MKL $MAR $WFC

$227M

74 positions

#2Windward Private Wealth Management Inc.Smart money

Notable overlap · 4 shared positions

$SNOW $HUM $DHR $WT

$289M

44 positions

#3Leo H. Evart, Inc.Passive

Notable overlap · 5 shared positions

$SNOW $HUM $DHR $MAR $KKR

$117M

298 positions

#4FC Advisory LLCActive

Notable overlap · 5 shared positions

$SNOW $DHR $MKL $HUM $SCHW

$342M

115 positions

#5Red Mountain Financial, LLCPassive

Notable overlap · 5 shared positions

$SNOW $HUM $MKL $SCHW $MAR

$106M

79 positions

#6Darrow Company, Inc.Active

Notable overlap · 6 shared positions

$SNOW $WT $HUM $MDY $MAR $KKR

$222M

56 positions

#7Fortis Advisors, LLCPassive

Notable overlap · 3 shared positions

$SNOW $HUM $GLDM

$200M

119 positions

#8Graetz Wealth LLCPassive

Notable overlap · 4 shared positions

$SNOW $HUM $GLDM $SCHW

$112M

80 positions

#9Discipline Wealth Solutions, LLCActive

Notable overlap · 5 shared positions

$SNOW $WT $MKL $SCHW $HUM

$950M

192 positions

#10Burk Holdings LLCPassive

Notable overlap · 5 shared positions

$SNOW $DHR $HUM $WT $SCHW

$233M

676 positions

#11True Link Financial Advisors, LLCActive

Notable overlap · 5 shared positions

$SNOW $HUM $WT $MKL $MAR

$1.6B

418 positions

#12Andrews Advisory Associates, LLCActive

Notable overlap · 5 shared positions

$SNOW $HUM $MKL $SCHW $KKR

$190M

82 positions

#13PLANNING DIRECTIONS INCActive

Notable overlap · 3 shared positions

$SNOW $HUM $SAN

$198M

106 positions

#14CONQUIS FINANCIAL LLCSmart money

Notable overlap · 4 shared positions

$SNOW $HUM $INTC $WFC

$121M

54 positions

#15MBA Advisors LLCPassive

Notable overlap · 4 shared positions

$SNOW $WT $MKL $KKR

$260M

146 positions

#16SIMS INVESTMENT MANAGEMENT, LLCActive

Notable overlap · 3 shared positions

$SNOW $DHR $MAR

$272M

35 positions

#17Family Investment Center, Inc.Active

Notable overlap · 4 shared positions

$SNOW $HUM $WT $MKL

$520M

91 positions

#18Verus Financial Partners, Inc.Smart money

Notable overlap · 3 shared positions

$SNOW $DHR $MKL

$1.1B

121 positions

#19Enclave Advisors LLCActive

Notable overlap · 3 shared positions

$SNOW $HUM $MAR

$729M

132 positions

#20Opus Financial Solutions LLCPassive

Notable overlap · 4 shared positions

$SNOW $HUM $WT $SCHW

$106M

103 positions

#21Equity Wealth Partners, LLCActive

Notable overlap · 3 shared positions

$SNOW $HUM $KKR

$155M

76 positions

#22Williams Financial, LLCSmart money

Notable overlap · 3 shared positions

$SNOW $WT $MKL

$172M

25 positions

#23Smart Money Group LLCSmart money

Notable overlap · 3 shared positions

$SNOW $WT $GLDM

$344M

84 positions

#24CAMBRIDGE CAPITAL MANAGEMENT, LLCActive

Notable overlap · 4 shared positions

$SNOW $HUM $SCHW $KKR

$232M

44 positions

#25Lionsbridge Wealth Management LLCPassive

Notable overlap · 3 shared positions

$SNOW $WT $MDY

$99M

59 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.