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Hedge Funds Similar to Lakewood Asset

13F Portfolio OverlapQ1 2026Lakewood Asset portfolio →
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Most similar hedge funds by 13F overlap

Lakewood Asset Management LLC is an institutional investor managing $156M across 107 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 Lakewood Asset are Smead ,, Compass Advisory Group, MONTGOMERY INVESTMENT, with shared positions in $COP, $EBAY, $BAC, $NVR, $FANG, $MTB. The full ranking of 25 similar funds is below.

#1Smead Capital Management, Inc.Active
Notable overlap · 8 shared positions
$COP$EBAY$BAC$NVR$FANG$MTB
$4.6B
32 positions
#2Compass Advisory Group LLCActive
Notable overlap · 4 shared positions
$DOV$COP$MKL$DDOG
$374M
86 positions
#3MONTGOMERY INVESTMENT MANAGEMENT INCActive
Notable overlap · 5 shared positions
$COP$NVR$BAC$FANG$CF
$293M
103 positions
#4Long Island Wealth Management, Inc.Active
Notable overlap · 4 shared positions
$DOV$COP$MKL$DDOG
$216M
89 positions
#5THREADGILL FINANCIAL, LLCActive
Notable overlap · 4 shared positions
$DOV$AZO$MKL$COP
$344M
44 positions
#6Hegarty Advisors, LLCActive
Notable overlap · 3 shared positions
$DOV$COP$MKL
$127M
57 positions
#7Evelyn Partners Asset Management LtdPassive
Notable overlap · 3 shared positions
$DOV$AZO$BKNG
$406M
308 positions
#8Coyle Financial Counsel LLCActive
Notable overlap · 3 shared positions
$DOV$COP$AZO
$473M
113 positions
#9Catalyst Investment Management LLCPassive
Notable overlap · 5 shared positions
$DOV$RF$MKL$WSM$BAC
$90M
65 positions
#10Pacific Park Financial, Inc.Active
Notable overlap · 3 shared positions
$DOV$COP$DDOG
$153M
73 positions
#11Orcam Financial GroupSmart money
Notable overlap · 4 shared positions
$DOV$MKL$DDOG$COP
$141M
62 positions
#12ADAMS NATURAL RESOURCES FUND, INC.Smart money
Notable overlap · 5 shared positions
$COP$SLB$FANG$CF$APA
$863M
54 positions
#13Argyle Capital Management, LLCPassive
Notable overlap · 5 shared positions
$MCK$COP$BAC$BMY$HPE
$308M
137 positions
#14Massachusetts Wealth ManagementPassive
Notable overlap · 4 shared positions
$COP$SLB$BAC$CMI
$231M
98 positions
#15Townsend & Associates, IncActive
Notable overlap · 6 shared positions
$FANG$MCK$AZO$BKNG$MHK$NVR
$1.2B
115 positions
#16Leonard Rickey Investment Advisors P.L.L.C.Active
Notable overlap · 6 shared positions
$COP$DOV$MKL$DDOG$BKNG$MCK
$578M
118 positions
#17Intelligent Financial StrategiesSmart money
Notable overlap · 4 shared positions
$DOV$COP$MKL$CMI
$192M
62 positions
#18Hamlin Capital Management, LLCActive
Notable overlap · 5 shared positions
$COP$SLB$DKS$EPD$CMI
$4.1B
30 positions
#19YACKTMAN ASSET MANAGEMENT LPActive
Notable overlap · 4 shared positions
$COP$FANG$EBAY$UHAL
$7.5B
76 positions
#20Robinson Value Management, Ltd.Passive
Notable overlap · 3 shared positions
$COP$MTB$SLB
$180M
73 positions
#21Guardian Wealth Management, Inc.Passive
Notable overlap · 3 shared positions
$COP$AZO$NICE
$183M
61 positions
#22Alta Advisers LtdActive
Notable overlap · 3 shared positions
$DOV$MKL$BAC
$276M
206 positions
#23Kerusso Capital Management LLCPassive
Notable overlap · 5 shared positions
$WSM$SLB$BMY$DKS$CF
$200M
53 positions
#24ANCHOR CAPITAL ADVISORS LLCPassive
Some overlap · 4 shared positions
$MCK$MTB$FANG$MKL
$3.5B
251 positions
#25Cornerstone Investment Partners, LLCActive
Some overlap · 4 shared positions
$MCK$AZO$FANG$CMI
$2.4B
291 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.