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Hedge Funds Similar to LaSalle St. Investment Advisors,

13F Portfolio OverlapQ1 2026LaSalle St. Investment Advisors, portfolio →
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Most similar hedge funds by 13F overlap

LaSalle St. Investment Advisors, LLC is an institutional investor managing $710M across 411 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 LaSalle St. Investment Advisors, are Principia Wealth Advisory,, SEEDS INVESTOR, Global Wealth ,, with shared positions in $MKL, $IAU, $USB, $SIVR, $SGOL, $HUM. The full ranking of 25 similar funds is below.

#1Principia Wealth Advisory, LLC
Some overlap · 5 shared positions
$MKL$IAU$USB$SIVR$SGOL
$160M
1,015 positions
#2SEEDS INVESTOR LLCPassive
Some overlap · 4 shared positions
$MKL$IAU$SIVR$SGOL
$735M
350 positions
#3Global Wealth Management, LLCActive
Some overlap · 4 shared positions
$MKL$IAU$SIVR$HUM
$183M
44 positions
#4Upper Left Wealth Management, LLCPassive
Some overlap · 4 shared positions
$MKL$IAU$SGOL$FBTC
$169M
68 positions
#5Cardinal Point Capital Management, ULCActive
Some overlap · 3 shared positions
$MKL$IAU$USB
$1.6B
286 positions
#6Firestone Capital ManagementPassive
Some overlap · 5 shared positions
$MKL$IAU$HUM$FBTC$USB
$480M
160 positions
#7Pinnacle Financial Group, LLC / ILPassive
Some overlap · 4 shared positions
$MKL$IAU$HUM$USB
$365M
111 positions
#8Anson Capital, Inc.Passive
Some overlap · 6 shared positions
$SIVR$SGOL$USB$MKL$HUM$FBTC
$146M
90 positions
#9Hegarty Advisors, LLCActive
Some overlap · 4 shared positions
$MKL$SIVR$HUM$USB
$127M
57 positions
#10Red Mountain Financial, LLCPassive
Some overlap · 3 shared positions
$MKL$IAU$HUM
$106M
79 positions
#11Five Pine Wealth ManagementActive
Some overlap · 3 shared positions
$MKL$IAU$FBTC
$161M
47 positions
#12Leonard Rickey Investment Advisors P.L.L.C.Active
Some overlap · 3 shared positions
$MKL$IAU$HUM
$578M
118 positions
#13PATRIOT INVESTMENT MANAGEMENT GROUP, INC.Active
Some overlap · 4 shared positions
$MKL$USB$HUM$IAU
$1.6B
236 positions
#14LRI Investments, LLCActive
Some overlap · 3 shared positions
$MKL$IAU$HUM
$1.1B
1,415 positions
#15FIRST AMERICAN TRUST, FSBPassive
Some overlap · 3 shared positions
$MKL$IAU$USB
$1.5B
290 positions
#16BRAVE ASSET MANAGEMENT INCActive
Some overlap · 3 shared positions
$MKL$IAU$T
$427M
161 positions
#17Orcam Financial GroupSmart money
Some overlap · 3 shared positions
$MKL$USB$IAU
$141M
62 positions
#18Wealth Watch Advisors, INCPassive
Some overlap · 3 shared positions
$IAU$SIVR$SGOL
$239M
126 positions
#19Farrell Financial LLCPassive
Some overlap · 4 shared positions
$IAU$MKL$USB$HUM
$167M
76 positions
#20MilWealth Group LLCSmart money
Some overlap · 3 shared positions
$MKL$USB$HUM
$420M
81 positions
#21HALL CAPITAL MANAGEMENT CO INCPassive
Some overlap · 3 shared positions
$MKL$USB$HUM
$280M
107 positions
#22Indie Asset Partners, LLCPassive
Some overlap · 3 shared positions
$MKL$USB$HUM
$88M
83 positions
#23STONE LOFT WEALTH MANAGEMENT LLCActive
Some overlap · 3 shared positions
$MKL$USB$HUM
$140M
29 positions
#24Beaird Harris Wealth Management, LLCActive
Some overlap · 4 shared positions
$IAU$MKL$FBTC$USB
$1.5B
686 positions
#25DAVIS SELECTED ADVISERSActive
Some overlap · 3 shared positions
$MKL$USB$UNH
$21.8B
112 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.