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Hedge Funds Similar to Lakeridge Wealth

13F Portfolio OverlapQ2 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 Q2 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Lakeridge Wealth are Cannon Wealth Services, Mullaney, Keating & Wright, MIDLAND WEALTH ADVISORS, with shared positions in $SHW, $MCD, $PGR, $PEP, $BPRE, $PNC. The full ranking of 25 similar funds is below.

#1Cannon Wealth Management Services, LLCActive
Notable overlap · 3 shared positions
$SHW$MCD$PGR
$183M
99 positions
#2Mullaney, Keating & Wright, Inc.Smart money
Some overlap · 3 shared positions
$SHW$MCD$PEP
$216M
70 positions
#3MIDLAND WEALTH ADVISORS LLCSmart money
Some overlap · 3 shared positions
$SHW$BPRE$MCD
$2.2B
159 positions
#4JENSEN INVESTMENT MANAGEMENT INCActive
Some overlap · 3 shared positions
$SHW$MCD$PEP
$4.1B
83 positions
#5Wilkinson Global Asset Management LLCActive
Some overlap · 3 shared positions
$SHW$PGR$MCD
$1.3B
62 positions
#6Financial & Tax Architects, LLCPassive
Some overlap · 3 shared positions
$SHW$PEP$MCD
$486M
109 positions
#7DAYMARK WEALTH PARTNERS, LLCPassive
Some overlap · 3 shared positions
$SHW$PGR$PNC
$4.1B
810 positions
#8ACIMA PRIVATE WEALTH, LLCActive
Some overlap · 4 shared positions
$SHW$PEP$PGR$MCD
$344M
174 positions
#9Dodds Wealth, LLCSmart money
Some overlap · 4 shared positions
$HCA$CW$PEP$PNC
$445M
56 positions
#10Sterling Wealth Management, Inc.Active
Some overlap · 3 shared positions
$SHW$PEP$MCD
$388M
115 positions
#11Stokes Capital Advisors, LLCPassive
Some overlap · 3 shared positions
$SHW$PEP$MCD
$455M
118 positions
#12Dorato Capital ManagementPassive
Some overlap · 4 shared positions
$SHW$PEP$MCD$PNC
$150M
254 positions
#13Walsky Investment Management, Inc.Passive
Some overlap · 4 shared positions
$SHW$PEP$MCD$PNC
$108M
52 positions
#14Integrity Advisory Solutions, LLCActive
Some overlap · 3 shared positions
$SHW$BPRE$RKLB
$972M
336 positions
#15Networth Advisors, LLCActive
Slight overlap · 3 shared positions
$SHW$PEP$PNC
$172M
383 positions
#16DEARBORN PARTNERS LLCPassive
Slight overlap · 3 shared positions
$SHW$MCD$STE
$1.8B
269 positions
#17Umpqua BankPassive
Slight overlap · 4 shared positions
$HCA$PEP$MCD$PNC
$446M
165 positions
#18TOTH FINANCIAL ADVISORY CORPPassive
Slight overlap · 3 shared positions
$SHW$PEP$MCD
$1.0B
1,024 positions
#19Kinsale Capital Group, Inc.Active
Slight overlap · 3 shared positions
$SHW$PGR$MCD
$754M
41 positions
#20New Hampshire TrustPassive
Slight overlap · 4 shared positions
$SHW$PEP$MCD$PNC
$532M
171 positions
#21NORTHSTAR ASSET MANAGEMENT CoPassive
Slight overlap · 3 shared positions
$SHW$PEP$MCD
$553M
250 positions
#22Financial Strategies Group, Inc.Active
Slight overlap · 3 shared positions
$HCA$PEP$PGR
$628M
100 positions
#23LAWSON KROEKER INVESTMENT MANAGEMENT INC/NEActive
Slight overlap · 3 shared positions
$HCA$PEP$MCD
$360M
59 positions
#24Ted Buchan & CoActive
Slight overlap · 4 shared positions
$PEP$SHOP$PGR$PNC
$303M
94 positions
#25ICW Investment Advisors LLCPassive
Slight overlap · 3 shared positions
$SHW$PEP$MCD
$281M
143 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.