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 Lakeshore Financial Planning,

13F Portfolio OverlapQ1 2026Lakeshore Financial Planning, portfolio →

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Most similar hedge funds by 13F overlap

Lakeshore Financial Planning, Inc. is an institutional investor managing $311M across 92 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 Lakeshore Financial Planning, are Blue Water Asset, LeClair Wealth Partners, Pine Harbor Wealth ,, with shared positions in $OKE, $DTB, $FITB, $KO, $DTM, $HUM. The full ranking of 25 similar funds is below.

#1Blue Water Asset ManagementActive

Notable overlap · 5 shared positions

$OKE $DTB $FITB $KO $DTM

$289M

103 positions

#2LeClair Wealth Partners LLCPassive

Notable overlap · 5 shared positions

$OKE $DTB $FITB $KO $DTM

$289M

103 positions

#3Pine Harbor Wealth Management, LLCActive

Notable overlap · 3 shared positions

$OKE $KO $HUM

$334M

102 positions

#4Clark Wealth PartnersActive

Notable overlap · 4 shared positions

$OKE $KO $MCD $BAC

$149M

604 positions

#5SageOak Financial, LLCSmart money

Notable overlap · 3 shared positions

$OKE $FITB $SO

$142M

35 positions

#6Embree Financial GroupPassive

Some overlap · 6 shared positions

$OKE $NKE $EPAM $MCD $HUM $BAC

$849M

265 positions

#7SL ADVISORS, LLCActive

Some overlap · 4 shared positions

$OKE $KO $MCD $WM

$59M

32 positions

#8Innovative Wealth Building LLCActive

Some overlap · 5 shared positions

$OKE $MCD $NOC $HUM $BAC

$142M

70 positions

#9KAYNE ANDERSON CAPITAL ADVISORS LPActive

Some overlap · 3 shared positions

$OKE $DTM $SRE

$5.2B

48 positions

#10TORTOISE CAPITAL ADVISORS, L.L.C.Active

Some overlap · 4 shared positions

$OKE $DTB $DTM $SRE

$9.6B

90 positions

#111 NORTH WEALTH SERVICES LLCPassive

Some overlap · 3 shared positions

$OKE $MCD $FITB

$277M

270 positions

#12Fairvoy Private Wealth, LLCPassive

Some overlap · 4 shared positions

$OKE $FITB $SO $MCD

$419M

201 positions

#13Miramar Capital, LLCPassive

Some overlap · 4 shared positions

$OKE $MCD $WM $HUM

$449M

56 positions

#14Navis Wealth Advisors, LLCPassive

Some overlap · 3 shared positions

$OKE $NKE $HUM

$196M

175 positions

#15Evergreen Wealth Partners LLCActive

Some overlap · 3 shared positions

$OKE $NKE $MCD

$131M

84 positions

#16COLLECTIVE FAMILY OFFICE LLCPassive

Some overlap · 3 shared positions

$OKE $NKE $HUM

$444M

156 positions

#17Cambridge Financial Group, Inc.Active

Some overlap · 3 shared positions

$OKE $MCD $BAC

$267M

33 positions

#18Beaumont Asset Management, L.L.C.Active

Some overlap · 4 shared positions

$OKE $EPAM $SO $NTRB

$222M

76 positions

#19IAG Wealth Partners, LLCPassive

Some overlap · 3 shared positions

$OKE $HUM $KO

$896M

509 positions

#20Autumn Glory Partners, LLCPassive

Some overlap · 3 shared positions

$OKE $KO $SO

$272M

204 positions

#21Beckerman Institutional, LLCPassive

Some overlap · 5 shared positions

$NKE $OKE $KO $HUM $BAC

$188M

121 positions

#22MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive

Some overlap · 4 shared positions

$OKE $KO $SO $MCD

$220M

148 positions

#23CORRECT CAPITAL WEALTH MANAGEMENTActive

Some overlap · 3 shared positions

$OKE $KO $WM

$536M

109 positions

#24Socorro Asset Management LPPassive

Some overlap · 4 shared positions

$OKE $KO $SRE $BAC

$221M

32 positions

#25Catherine Avery Investment Management LLCPassive

Some overlap · 4 shared positions

$OKE $KO $MCD $BAC

$223M

109 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.