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Hedge Funds Similar to Lakeridge Wealth

13F Portfolio OverlapQ1 2026Lakeridge Wealth portfolio →
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Most similar hedge funds by 13F overlap

Lakeridge Wealth Management LLC is an institutional investor managing $272M across 188 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 Lakeridge Wealth are KELLY FINANCIAL GROUP, Advantage, Plotkin Financial Advisors,, with shared positions in $SHW, $DHR, $T, $MCD, $HUM, $IAU. The full ranking of 25 similar funds is below.

#1KELLY FINANCIAL GROUP LLCActive
Notable overlap · 4 shared positions
$SHW$DHR$T$MCD
$398M
100 positions
#2Advantage Trust CoActive
Notable overlap · 5 shared positions
$SHW$HUM$IAU$MCD$PECO
$223M
123 positions
#3Plotkin Financial Advisors, LLCActive
Notable overlap · 3 shared positions
$SHW$IBM$HUM
$199M
100 positions
#4Guardian Capital, LLCPassive
Notable overlap · 3 shared positions
$SHW$CW$MCD
$105M
81 positions
#5Obion Capital Management LPActive
Notable overlap · 3 shared positions
$SHW$HEI$GE
$101M
15 positions
#6WNY Asset Management, LLCPassive
Notable overlap · 4 shared positions
$SHW$T$HUM$MCD
$967M
249 positions
#7WESPAC Advisors SoCal, LLCPassive
Notable overlap · 4 shared positions
$SHW$IAU$IBM$GE
$470M
119 positions
#8URS Advisory LLCActive
Notable overlap · 3 shared positions
$SHW$MCD$HUM
$137M
51 positions
#9RETIREMENT PLANNING GROUP, LLC / NYPassive
Notable overlap · 6 shared positions
$TECK$DHR$T$GE$SHW$IBM
$155M
94 positions
#10Joseph P. Lucia & Associates, LLCPassive
Notable overlap · 4 shared positions
$SHW$DHR$HUM$IBM
$280M
169 positions
#11Ergawealth Advisors, Inc.Smart money
Notable overlap · 5 shared positions
$SHW$IBM$IAU$T$GE
$226M
55 positions
#12Kozak & Associates, Inc.Active
Some overlap · 3 shared positions
$SHW$MCD$GE
$576M
451 positions
#13Round Rock Advisors, LLCPassive
Some overlap · 3 shared positions
$SHW$IBM$HUM
$654M
318 positions
#14Urban Wealth Management, LLCPassive
Some overlap · 4 shared positions
$SHW$IAU$HUM$DHR
$98M
93 positions
#15WJ Wealth Management, LLCActive
Some overlap · 3 shared positions
$SHW$GE$IAU
$214M
70 positions
#1611 Capital Partners LPActive
Some overlap · 3 shared positions
$SHW$DHR$GE
$348M
20 positions
#17Wagner Wealth Management, LLCActive
Some overlap · 4 shared positions
$SHW$IBM$T$FCFS
$495M
279 positions
#18Saudi Central BankPassive
Some overlap · 3 shared positions
$SHW$T$MCD
$4.7B
514 positions
#19Boyce & Associates Wealth Consulting, Inc.Active
Some overlap · 4 shared positions
$TECK$IAU$FCFS$SHW
$132M
80 positions
#20Western Reserve Capital Management, LLCActive
Some overlap · 3 shared positions
$SHW$HUM$MCD
$122M
50 positions
#21Van Hulzen Asset Management, LLCPassive
Some overlap · 4 shared positions
$IBM$DHR$IAU$MCD
$1.3B
361 positions
#22First Financial Group CorpActive
Some overlap · 5 shared positions
$SHW$IAU$GE$HUM$IBM
$122M
80 positions
#23Newbridge Financial Services Group, Inc.Passive
Some overlap · 4 shared positions
$SHW$DHR$IBM$GE
$608M
1,182 positions
#24Horizon Wealth Management, LLCPassive
Some overlap · 6 shared positions
$SHW$HUM$T$GE$IBM$MCD
$682M
137 positions
#25Cherry Creek Investment Advisors, Inc.Passive
Some overlap · 4 shared positions
$IBM$TECK$T$SHOP
$230M
124 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.