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Hedge Funds Similar to Lakewood Asset

13F Portfolio OverlapQ2 2026Lakewood Asset portfolio →
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Most similar hedge funds by 13F overlap

Lakewood Asset Management LLC is an institutional investor managing $182M across 107 U.S. equity positions as of Q2 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, THREADGILL FINANCIAL, Neumann, with shared positions in $COP, $NVR, $EBAY, $FANG, $UHAL, $MTB. The full ranking of 25 similar funds is below.

#1Smead Capital Management, Inc.Active
Notable overlap · 7 shared positions
$COP$NVR$EBAY$FANG$UHAL$MTB
$4.7B
32 positions
#2THREADGILL FINANCIAL, LLCActive
Notable overlap · 3 shared positions
$DOV$AZO$COP
$243M
36 positions
#3Neumann Capital Management, LLCActive
Notable overlap · 3 shared positions
$DOV$BMY$CMI
$151M
58 positions
#4Evelyn Partners Asset Management Ltd
Notable overlap · 3 shared positions
$DOV$AZO$BKNG
$406M
308 positions
#5CINCINNATI CASUALTY COSmart money
Notable overlap · 4 shared positions
$DOV$CMI$ADI$RF
$188M
24 positions
#6Silver Coast Investments LLCActive
Notable overlap · 3 shared positions
$DOV$HPE$CMI
$336M
121 positions
#7Albar Capital Partners LLPActive
Notable overlap · 3 shared positions
$DOV$CARR$ADI
$767M
38 positions
#8Townsend & Associates, IncActive
Notable overlap · 7 shared positions
$MCK$FANG$BKNG$AZO$MHK$NVR
$1.2B
115 positions
#9SCS Capital Management LLCActive
Notable overlap · 3 shared positions
$DOV$EPD$HPE
$10.6B
485 positions
#10Disciplina Capital Management LLCSmart money
Notable overlap · 4 shared positions
$DOV$ADI$MCK$SLB
$968M
68 positions
#11Horizon Advisory Services, Inc.Smart money
Notable overlap · 6 shared positions
$COP$FANG$MOH$CF$APA$LULU
$238M
50 positions
#12Hamlin Capital Management, LLCActive
Notable overlap · 5 shared positions
$COP$SLB$DKS$CMI$EPD
$4.4B
30 positions
#13Leonard Rickey Investment Advisors P.L.L.C.Active
Notable overlap · 5 shared positions
$DOV$BKNG$ADI$COP$MCK
$637M
125 positions
#14MONTGOMERY INVESTMENT MANAGEMENT INCActive
Notable overlap · 4 shared positions
$COP$NVR$FANG$CF
$330M
108 positions
#15MCINTYRE FREEDMAN & FLYNN INVESTMENT ADVISERS INCPassive
Notable overlap · 5 shared positions
$HPE$SLB$COP$MTB$EPD
$167M
84 positions
#16Fi3 FINANCIAL ADVISORS, LLCPassive
Notable overlap · 3 shared positions
$DOV$MHK$COP
$418M
232 positions
#17Cornerstone Investment Partners, LLCActive
Notable overlap · 4 shared positions
$MCK$AZO$FANG$CMI
$3.0B
312 positions
#18ANCHOR CAPITAL ADVISORS LLCPassive
Notable overlap · 5 shared positions
$MTB$MCK$FANG$MKL$ADI
$3.6B
244 positions
#19New England Professional Planning Group Inc.Smart money
Some overlap · 4 shared positions
$DOV$CMI$ADI$BN
$268M
50 positions
#20ADAMS NATURAL RESOURCES FUND, INC.Smart money
Some overlap · 5 shared positions
$COP$FANG$SLB$CF$APA
$763M
51 positions
#21YACKTMAN ASSET MANAGEMENT LPActive
Some overlap · 4 shared positions
$COP$FANG$EBAY$UHAL
$8.1B
74 positions
#22PRING TURNER CAPITAL GROUP INCPassive
Some overlap · 4 shared positions
$COP$MCK$CMI$CARR
$175M
73 positions
#23St. Louis Trust CoActive
Some overlap · 3 shared positions
$DOV$BMY$BN
$875M
125 positions
#24HS Management Partners, LLCActive
Some overlap · 3 shared positions
$WSM$BKNG$DKS
$291M
24 positions
#25Shellback Capital, LPPassive
Some overlap · 3 shared positions
$DOV$HPE$DKS
$1.1B
89 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.