13F Pro

Hedge Funds Similar to Lakeshore Financial Planning

13F Portfolio OverlapQ3 2026Lakeshore Financial Planning portfolio →
Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Lakeshore Financial Planning, Inc. is an institutional investor managing $323M across 97 U.S. equity positions as of Q3 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Lakeshore Financial Planning are MFG WEALTH, OLD SECOND NATIONAL BANK OF AURORA, Energy Income Partners, with shared positions in $SOFI, $FITB, $WM, $NOC, $KLAC, $NEE. The full ranking of 25 similar funds is below.

#1MFG WEALTH MANAGEMENT, INC.Passive
Some overlap · 3 shared positions
$SOFI$FITB$WM
$138M
62 positions
#2OLD SECOND NATIONAL BANK OF AURORAPassive
Some overlap · 5 shared positions
$FITB$SOFI$NOC$KLAC$NEE
$501M
276 positions
#3Energy Income Partners, LLCActive
Some overlap · 5 shared positions
$SO$DTB$DTM$NEE$SRE
$6.4B
88 positions
#4WEBSTERROGERS FINANCIAL ADVISORS, LLCActive
Some overlap · 5 shared positions
$SO$MCD$KLAC$WM$AFL
$390M
103 positions
#5Belleair Asset Management, LLCActive
Some overlap · 4 shared positions
$FITB$SO$WM$NEE
$119M
84 positions
#6Midwest Capital Advisors, LLCActive
Some overlap · 6 shared positions
$DTB$DTM$KLAC$WM$NEE$FITB
$246M
210 positions
#7OUTFITTERS FINANCIAL LLCPassive
Some overlap · 4 shared positions
$FITB$MCD$SO$WM
$137M
74 positions
#8FIRETHORN WEALTH PARTNERS, LLCPassive
Some overlap · 3 shared positions
$SOFI$SO$AFL
$313M
197 positions
#9Capital Innovations LLCActive
Some overlap · 5 shared positions
$SO$WM$DTM$NEE$SRE
$385M
51 positions
#10GWN SECURITIES INC.Passive
Some overlap · 4 shared positions
$SO$MCD$NOC$WM
$598M
486 positions
#11LIBERTY ONE INVESTMENT MANAGEMENT, LLCActive
Some overlap · 4 shared positions
$SO$MCD$NOC$WM
$1.0B
154 positions
#12CITY HOLDING COPassive
Some overlap · 5 shared positions
$SO$MCD$WM$AFL$NEE
$898M
599 positions
#13LITTLEJOHN FINANCIAL SERVICES, INC.Active
Some overlap · 5 shared positions
$MCD$NOC$WM$KLAC$SYM
$138M
71 positions
#14River Street Advisors LLCPassive
Some overlap · 5 shared positions
$NOC$SOFI$KLAC$MCD$NEE
$324M
176 positions
#15GW HENSSLER & ASSOCIATES LTDPassive
Some overlap · 3 shared positions
$FITB$SO$SRE
$2.3B
224 positions
#16Pathway Financial Advisers, LLCPassive
Some overlap · 4 shared positions
$SO$MCD$KLAC$WM
$397M
167 positions
#17Fairvoy Private Wealth, LLCPassive
Some overlap · 4 shared positions
$SO$MCD$KLAC$NEE
$496M
210 positions
#18First Fiduciary Investment Counsel, Inc.Passive
Some overlap · 4 shared positions
$SO$MCD$WM$NEE
$529M
75 positions
#19Core Alternative CapitalPassive
Some overlap · 4 shared positions
$SO$MCD$WM$NEE
$334M
201 positions
#20Acorn Wealth Advisors, LLCPassive
Some overlap · 4 shared positions
$DTB$SO$DTM$NEE
$407M
302 positions
#21Welch Group, LLCPassive
Some overlap · 4 shared positions
$SO$MCD$CINF$NEE
$2.9B
326 positions
#22Blue Chip Partners, LLCActive
Some overlap · 4 shared positions
$DTB$KLAC$WM$NEE
$1.6B
184 positions
#23Dougherty & Associates, LLCActive
Some overlap · 5 shared positions
$SO$WM$DTB$DTM$NEE
$125M
52 positions
#24Nicholson Wealth Management Group, LLCPassive
Some overlap · 4 shared positions
$SO$MCD$AFL$NEE
$170M
111 positions
#25MJT & Associates Financial Advisory Group, Inc.Active
Some overlap · 4 shared positions
$SO$MCD$KLAC$NEE
$155M
437 positions

Compare Lakeshore Financial Planning’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View Lakeshore Financial Planning’s holdings

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.