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Hedge Funds Similar to Lexington Hill Partners,

13F Portfolio OverlapQ1 2026Lexington Hill Partners, portfolio →
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Most similar hedge funds by 13F overlap

Lexington Hill Partners, LLC is an institutional investor managing $206M across 77 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 Lexington Hill Partners, are BAKER BOYER NATIONAL BANK, Frisco Financial Planning, West Financial Advisors,, with shared positions in $DDOG, $USB, $BA, $SCHW, $KO, $BAC. The full ranking of 25 similar funds is below.

#1BAKER BOYER NATIONAL BANKSmart money
Substantial overlap · 3 shared positions
$DDOG$USB$BA
$333M
91 positions
#2Frisco Financial Planning LLCActive
Substantial overlap · 3 shared positions
$DDOG$USB$SCHW
$121M
29 positions
#3West Financial Advisors, LLCActive
Notable overlap · 3 shared positions
$DDOG$USB$SCHW
$589M
193 positions
#4Yeomans Consulting Group, Inc.
Notable overlap · 3 shared positions
$DDOG$KO$USB
$341M
113 positions
#5Passive Capital Management, LLC.Active
Notable overlap · 3 shared positions
$DDOG$SCHW$BAC
$335M
104 positions
#6MOLLER WEALTH PARTNERSActive
Notable overlap · 3 shared positions
$DDOG$SCHW$USB
$507M
67 positions
#7Luminvest Wealth Management LLCSmart money
Notable overlap · 3 shared positions
$DDOG$USB$SCHW
$382M
55 positions
#8Beaird Harris Wealth Management, LLCActive
Notable overlap · 3 shared positions
$DDOG$USB$SCHW
$1.5B
686 positions
#9COOPER/HAIMS ADVISORS, LLCActive
Notable overlap · 4 shared positions
$DDOG$KO$BABA$BAC
$212M
103 positions
#10Stembrook Asset Management, LLCSmart money
Notable overlap · 3 shared positions
$DDOG$LMT$KO
$102M
48 positions
#11Colony Family Offices, LLCActive
Notable overlap · 3 shared positions
$DDOG$KO$SCHW
$406M
62 positions
#12Lutz Financial Services LLCActive
Some overlap · 3 shared positions
$DDOG$SCHW$USB
$1.5B
100 positions
#13WEBSTERROGERS FINANCIAL ADVISORS, LLCActive
Some overlap · 4 shared positions
$DDOG$USB$SCHW$BAC
$350M
95 positions
#14Divergent Planning, LLC
Some overlap · 3 shared positions
$DDOG$USB$LMT
$392M
36 positions
#15AMERICAN FINANCIAL & TAX STRATEGIES INCPassive
Some overlap · 4 shared positions
$DDOG$USB$SCHW$KO
$206M
97 positions
#16BSW Wealth PartnersPassive
Some overlap · 3 shared positions
$DDOG$PLTR$KO
$819M
312 positions
#17CERTIOR FINANCIAL GROUP, LLCPassive
Some overlap · 4 shared positions
$DDOG$PLTR$LMT$NVS
$157M
130 positions
#18Financial Planning Navigators CORPSmart money
Some overlap · 3 shared positions
$DDOG$PLTR$NVS
$228M
51 positions
#19Hurlow Wealth Management Group, Inc.Active
Some overlap · 3 shared positions
$DDOG$USB$SCHW
$420M
120 positions
#20Gleason Group, Inc.Active
Some overlap · 3 shared positions
$DDOG$BAC$KO
$1.0B
229 positions
#21Brooklyn FI, LLCActive
Some overlap · 3 shared positions
$DDOG$SCHW$USB
$476M
78 positions
#22Wealthfront Advisers LLCActive
Some overlap · 4 shared positions
$DDOG$USB$SCHW$PLTR
$45.6B
1,076 positions
#23Prospect Financial Group LLCActive
Some overlap · 3 shared positions
$DDOG$SCHW$NVS
$108M
63 positions
#24CONQUIS FINANCIAL LLCSmart money
Some overlap · 4 shared positions
$DDOG$WFC$BAC$BA
$121M
54 positions
#25BROOKS, MOORE & ASSOCIATES, INC.Passive
Some overlap · 4 shared positions
$KO$USB$LMT$BAC
$199M
110 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.