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 OverlapQ2 2026Lighthouse Financial portfolio →

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Most similar hedge funds by 13F overlap

Lighthouse Financial LLC is an institutional investor managing $193M across 78 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 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

$323M

226 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 LimitedPassive

Some overlap · 3 shared positions

$VRT $GLW $TER

$315M

33 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

$234M

81 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

$132M

138 positions

#12GLYNN CAPITAL MANAGEMENT LLCActive

Some overlap · 3 shared positions

$VRT $CRWV $ANET

$363M

43 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

$183M

65 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

$375M

75 positions

#17Merrion Investment Management Co, LLCPassive

Some overlap · 3 shared positions

$VRT $GLW $MGM

$211M

106 positions

#18KIECKHEFER GROUP LLCSmart money

Some overlap · 3 shared positions

$VRT $GLW $NOK

$246M

65 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

$6.2B

126 positions

#24Leeward Financial Partners, LLCPassive

Some overlap · 3 shared positions

$VRT $TER $ANET

$381M

108 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.