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 LRI Investments,

13F Portfolio OverlapQ1 2026LRI Investments, portfolio →

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Most similar hedge funds by 13F overlap

LRI Investments, LLC is an institutional investor managing $1.2B across 1,954 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 LRI Investments, are Pinnacle Financial Group, / IL, Williams Financial,, Glassman Wealth Services, with shared positions in $WT, $MKL, $IAU, $SCHW, $HUM, $TD. The full ranking of 25 similar funds is below.

#1Pinnacle Financial Group, LLC / ILPassive

Notable overlap · 5 shared positions

$WT $MKL $IAU $SCHW $HUM

$365M

111 positions

#2Williams Financial, LLCSmart money

Notable overlap · 3 shared positions

$WT $MKL $TD

$172M

25 positions

#3Glassman Wealth ServicesSmart money

Notable overlap · 4 shared positions

$WT $MKL $HUM $SCHW

$736M

187 positions

#4Mraz, Amerine & Associates, Inc.Active

Notable overlap · 4 shared positions

$WT $MKL $NKE $SCHW

$678M

190 positions

#5Berkeley, IncActive

Notable overlap · 3 shared positions

$WT $MKL $DKNG

$298M

81 positions

#6WESCAP Management Group, Inc.Active

Notable overlap · 6 shared positions

$WT $SCHW $IAU $SLV $GLW $HUM

$508M

107 positions

#7Catalyst Investment Management LLCPassive

Notable overlap · 6 shared positions

$WT $IAU $MKL $KO $SCHW $HUM

$90M

65 positions

#8Fermata Advisors, LLCPassive

Notable overlap · 4 shared positions

$WT $MKL $IAU $DKNG

$444M

232 positions

#9Vantage Point Financial LLCPassive

Notable overlap · 4 shared positions

$WT $NKE $IAU $SLV

$285M

176 positions

#10Value Investment Professionals, LLCPassive

Notable overlap · 3 shared positions

$WT $MKL $SCHW

$89M

81 positions

#11SKY-MOUNTAIN CAPITAL MANAGEMENT, INC.Smart money

Notable overlap · 3 shared positions

$WT $NKE $CARR

$139M

37 positions

#12BIP Wealth, LLCActive

Notable overlap · 4 shared positions

$WT $MKL $HUM $KO

$2.5B

453 positions

#13Cardinal Point Capital Management, ULCActive

Notable overlap · 4 shared positions

$WT $MKL $IAU $TD

$1.6B

286 positions

#14MOULTON WEALTH MANAGEMENT, INCActive

Notable overlap · 4 shared positions

$WT $MKL $IAU $SLV

$147M

52 positions

#15Wealthcare Capital Partners, LLCActive

Notable overlap · 4 shared positions

$WT $MKL $SLV $HUM

$213M

153 positions

#16FIDELIS iM, LLCSmart money

Notable overlap · 3 shared positions

$WT $SCHW $HUM

$264M

25 positions

#17Exit Wealth Advisors, LLC.Active

Notable overlap · 4 shared positions

$WT $IAU $SLV $GLW

$195M

131 positions

#18Bristlecone Value Partners, LLCPassive

Notable overlap · 4 shared positions

$WT $MKL $NKE $HUM

$114M

68 positions

#19MAINSTAY CAPITAL MANAGEMENT LLC /ADVActive

Notable overlap · 3 shared positions

$WT $IAU $SLV

$1.3B

143 positions

#20Boyce & Associates Wealth Consulting, Inc.Active

Notable overlap · 3 shared positions

$WT $IAU $SLV

$132M

80 positions

#21Broussard Financial Group LLCActive

Notable overlap · 3 shared positions

$WT $IAU $SLV

$125M

29 positions

#22CATHY PARETO & ASSOCIATES, INCPassive

Notable overlap · 3 shared positions

$WT $IAU $SLV

$149M

96 positions

#23Morton Capital Management LLC/CASmart money

Notable overlap · 3 shared positions

$WT $IAU $HUM

$672M

139 positions

#24Granite Bay Wealth Management, LLCActive

Notable overlap · 3 shared positions

$WT $ARES $SLV

$470M

94 positions

#25AMERICAN FINANCIAL & TAX STRATEGIES INCPassive

Notable overlap · 4 shared positions

$WT $SCHW $KO $MKL

$206M

97 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.