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 Lighthouse Financial

13F Portfolio OverlapQ1 2026Lighthouse Financial portfolio →

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Most similar hedge funds by 13F overlap

Lighthouse Financial LLC is an institutional investor managing $166M across 76 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 Financial are McCarthy Asset ,, Mustard Seed Financial,, Investments & Financial Planning,, with shared positions in $COP, $BAH, $SNOW, $DOV, $ABT, $GE. The full ranking of 25 similar funds is below.

#1McCarthy Asset Management, Inc.

Notable overlap · 3 shared positions

$COP $BAH $SNOW

$192M

27 positions

#2Mustard Seed Financial, LLCPassive

Notable overlap · 4 shared positions

$COP $SNOW $DOV $ABT

$167M

92 positions

#3Investments & Financial Planning, LLCSmart money

Notable overlap · 3 shared positions

$COP $SNOW $DOV

$184M

36 positions

#4FIRST NATIONAL BANK & TRUST CO OF NEWTOWNActive

Notable overlap · 5 shared positions

$COP $SNOW $GE $GEV $IBM

$464M

142 positions

#5William Mack & Associates, Inc.Active

Notable overlap · 3 shared positions

$COP $SNOW $VRTX

$175M

73 positions

#6Compass Advisory Group LLCActive

Notable overlap · 4 shared positions

$COP $REGN $DOV $SNOW

$374M

86 positions

#7Rockbridge Investment Management, LCCSmart money

Notable overlap · 4 shared positions

$COP $GE $GEV $IBM

$1.1B

137 positions

#8Strategic Financial Services, Inc.Smart money

Notable overlap · 3 shared positions

$COP $GE $GEV

$2.1B

152 positions

#9VSM Wealth Advisory, LLCPassive

Notable overlap · 4 shared positions

$COP $SNOW $DOV $IBM

$335M

505 positions

#10Fischer Financial Services, Inc.Active

Notable overlap · 3 shared positions

$COP $UNH $GEV

$297M

56 positions

#11BCK Partners, Inc.Smart money

Notable overlap · 3 shared positions

$COP $UNH $AMGN

$185M

26 positions

#12Sunburst Financial Group, LLCActive

Notable overlap · 3 shared positions

$COP $IBM $AMGN

$543M

132 positions

#13Foundation Wealth Management, LLC\PAActive

Notable overlap · 3 shared positions

$COP $SNOW $UNH

$284M

91 positions

#14Beacon Financial Strategies CORPActive

Notable overlap · 3 shared positions

$COP $IBM $DOV

$176M

177 positions

#15Fort Vancouver Investment Management, LLCActive

Notable overlap · 4 shared positions

$COP $DOV $SNOW $GEV

$197M

59 positions

#16BlueSky Wealth Advisors, LLCActive

Notable overlap · 3 shared positions

$COP $IBM $GEV

$777M

115 positions

#17MARYLAND CAPITAL ADVISORS INC.

Notable overlap · 3 shared positions

$COP $IBM $AMGN

$295M

271 positions

#18CYPRESS FINANCIAL PLANNING LLCActive

Notable overlap · 3 shared positions

$COP $IBM $UNH

$363M

102 positions

#19Montis Financial, LLCActive

Notable overlap · 4 shared positions

$COP $DOV $IBM $VRTX

$484M

150 positions

#20Rialto Wealth Management, LLCPassive

Notable overlap · 4 shared positions

$COP $SNOW $AMGN $GEV

$445M

1,730 positions

#21EAGLE CAPITAL MANAGEMENT LLCActive

Notable overlap · 5 shared positions

$COP $MELI $UNH $GEV $GE

$29.8B

60 positions

#22Hilton Capital Management, LLCActive

Notable overlap · 3 shared positions

$COP $SNOW $AMGN

$1.3B

129 positions

#23Generali Powszechne Towarzystwo EmerytalneActive

Notable overlap · 4 shared positions

$COP $SNOW $MELI $UNH

$566M

28 positions

#24HTG Investment Advisors, Inc.Active

Notable overlap · 6 shared positions

$COP $SNOW $GE $GEV $DOV $IBM

$352M

85 positions

#25American Money Management, LLCActive

Notable overlap · 3 shared positions

$COP $GE $SNOW

$632M

168 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.