Hedge Funds Similar to Lighthouse Wealth

13F Portfolio OverlapQ1 2026Lighthouse Wealth portfolio →

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Most similar hedge funds by 13F overlap

Lighthouse Wealth Management Inc. is an institutional investor managing $147M across 43 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 Lighthouse Wealth are OakTrust Wealth Advisors,, FOREFRONT WEALTH, Sanchez Wealth Group, with shared positions in $REGN, $FITB, $GBTC, $ABT, $SNOW, $ETN. The full ranking of 25 similar funds is below.

#1OakTrust Wealth Advisors, LLCActive

Some overlap · 3 shared positions

$REGN $FITB $GBTC

$110M

68 positions

#2FOREFRONT WEALTH MANAGEMENT INC.

Some overlap · 3 shared positions

$ABT $REGN $SNOW

$139M

71 positions

#3Sanchez Wealth Management GroupActive

Some overlap · 3 shared positions

$REGN $ABT $ETN

$462M

53 positions

#4FAGAN ASSOCIATES, INC.Passive

Some overlap · 3 shared positions

$REGN $SNOW $GBTC

$719M

135 positions

#5Copia Wealth ManagementPassive

Some overlap · 3 shared positions

$REGN $SNOW $GBTC

$146M

532 positions

#6HICKS CAPITAL MANAGEMENT LLCSmart money

Some overlap · 3 shared positions

$REGN $FITB $SNOW

$100M

37 positions

#7DOVER ADVISORS, LLCPassive

Some overlap · 3 shared positions

$SNOW $ABT $ETN

$242M

159 positions

#8Fortis Group Advisors, LLCPassive

Some overlap · 3 shared positions

$SNOW $FITB $REGN

$605M

582 positions

#9Blue Chip Partners, LLCActive

Slight overlap · 3 shared positions

$ABT $SNOW $ETN

$1.4B

170 positions

#10WETZEL INVESTMENT ADVISORS, INC.Active

Slight overlap · 3 shared positions

$FITB $ETN $REGN

$252M

131 positions

#11Red Spruce Capital, LLCPassive

Slight overlap · 3 shared positions

$ABT $SNOW $ETN

$244M

94 positions

#12Heritage Wealth Management, Inc.Passive

Slight overlap · 3 shared positions

$REGN $ABT $ETN

$202M

157 positions

#13Aspire Capital Advisors LLCActive

Slight overlap · 3 shared positions

$REGN $SNOW $FITB

$444M

122 positions

#14SOUTHERN MICHIGAN BANK & TRUSTActive

Slight overlap · 3 shared positions

$SNOW $ABT $ETN

$261M

424 positions

#15F/m Investments LLCPassive

Slight overlap · 3 shared positions

$REGN $ABT $ETN

$1.5B

333 positions

#165T Wealth, LLCPassive

Slight overlap · 3 shared positions

$SNOW $REGN $ETN

$253M

129 positions

#17Greenline Wealth Management LLCPassive

Slight overlap · 3 shared positions

$SNOW $ETN $GBTC

$87M

94 positions

#18OLD SECOND NATIONAL BANK OF AURORAPassive

Slight overlap · 3 shared positions

$FITB $ABT $ETN

$484M

280 positions

#19Lewis Asset Management, LLCPassive

Slight overlap · 3 shared positions

$ABT $SNOW $REGN

$245M

199 positions

#20Arcataur Capital Management LLCActive

Slight overlap · 3 shared positions

$SNOW $REGN $ABT

$359M

103 positions

#21TruNorth Capital Management, LLCActive

Slight overlap · 3 shared positions

$SNOW $ETN $ABT

$522M

114 positions

#22Lighthouse Financial LLCActive

Slight overlap · 3 shared positions

$SNOW $REGN $ABT

$166M

76 positions

#23Parcion Private Wealth LLCPassive

Slight overlap · 3 shared positions

$REGN $ABT $ETN

$1.6B

435 positions

#24DOLIVER ADVISORS, LPActive

Slight overlap · 3 shared positions

$SNOW $ETN $ABT

$440M

180 positions

#25Next Level Wealth Planning, LLCSmart money

Slight overlap · 3 shared positions

$ABT $SNOW $REGN

$195M

73 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.