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Hedge Funds Similar to Lighthouse Financial

13F Portfolio OverlapQ3 2026Lighthouse Financial portfolio →
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Most similar hedge funds by 13F overlap

Lighthouse Financial LLC is an institutional investor managing $222M across 98 U.S. equity positions as of Q3 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Lighthouse Financial are National Wealth Group, Talos Eurisko Asset, Bluebird Wealth, with shared positions in $BAH, $TER, $VRT, $AMGN, $ANET, $CRWV. The full ranking of 25 similar funds is below.

#1National Wealth Management Group, LLCPassive
Notable overlap · 5 shared positions
$BAH$TER$VRT$AMGN$ANET
$347M
214 positions
#2Talos Eurisko Asset Management LPActive
Notable overlap · 4 shared positions
$VRT$CRWV$TER$NOK
$703M
25 positions
#3Bluebird Wealth Management LLCPassive
Notable overlap · 8 shared positions
$GLW$VRT$TER$VRTX$RDDT$MELI
$115M
89 positions
#4VMS Asset Management LimitedActive
Some overlap · 3 shared positions
$VRT$GLW$TER
$264M
32 positions
#5Peloton Wealth StrategistsPassive
Some overlap · 6 shared positions
$VRT$VRTX$AMGN$NKE$ANET$C
$271M
91 positions
#6ADE, LLCActive
Some overlap · 3 shared positions
$BAH$AMGN$DOV
$237M
93 positions
#7Goldstream Capital Management LtdActive
Some overlap · 4 shared positions
$VRT$TER$GLW$NOK
$132M
45 positions
#8Evergreen Wealth Solutions, LLCPassive
Some overlap · 3 shared positions
$BAH$DOV$AMGN
$1.9B
515 positions
#9Kessler Investment Group, LLCPassive
Some overlap · 3 shared positions
$VRT$GLW$ANET
$207M
82 positions
#10Telligent Fund, LPActive
Some overlap · 3 shared positions
$VRT$GLW$ANET
$136M
23 positions
#11First Growth Capital LLCActive
Some overlap · 4 shared positions
$VRT$GLW$AMGN$NKE
$124M
135 positions
#12GLYNN CAPITAL MANAGEMENT LLCActive
Some overlap · 3 shared positions
$VRT$CRWV$ANET
$334M
40 positions
#13HARTLINE INVESTMENT CORP/Active
Some overlap · 3 shared positions
$VRT$GLW$C
$1.1B
115 positions
#14HERBST GROUP, LLCPassive
Some overlap · 3 shared positions
$VRT$GLW$CRWV
$176M
72 positions
#15Hel Ved Capital Management LtdActive
Some overlap · 4 shared positions
$GLW$CRWV$TER$NOK
$1.4B
72 positions
#16Geneva Partners, LLCPassive
Some overlap · 3 shared positions
$VRT$GLW$TER
$334M
81 positions
#17Merrion Investment Management Co, LLCPassive
Some overlap · 3 shared positions
$VRT$GLW$MGM
$202M
109 positions
#18KIECKHEFER GROUP LLCSmart money
Some overlap · 3 shared positions
$VRT$GLW$NOK
$252M
62 positions
#19Williamson Legacy Group, LLCPassive
Some overlap · 4 shared positions
$GLW$VRT$TER$C
$201M
75 positions
#20Aspex Management (HK) LtdActive
Some overlap · 3 shared positions
$GLW$CRWV$TER
$8.9B
27 positions
#21Private Advisory Group LLCPassive
Some overlap · 4 shared positions
$VRT$GLW$TER$ANET
$1.9B
296 positions
#22Gutierrez Wealth Advisory, LLCActive
Some overlap · 3 shared positions
$BAH$AMGN$DOV
$173M
70 positions
#23Robeco Schweiz AGActive
Some overlap · 3 shared positions
$VRT$GLW$TER
$5.5B
135 positions
#24Leeward Financial Partners, LLCPassive
Some overlap · 3 shared positions
$VRT$TER$ANET
$388M
111 positions
#25Cornerstone Capital, Inc.Active
Some overlap · 5 shared positions
$GLW$VRT$AMGN$NKE$ABT
$1.1B
120 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.