13F Pro

Hedge Funds Similar to Carnegie Lake Advisors

13F Portfolio OverlapQ2 2026Carnegie Lake Advisors portfolio →
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Most similar hedge funds by 13F overlap

Carnegie Lake Advisors LLC is an institutional investor managing $268M across 168 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 Carnegie Lake Advisors are Mendel, Wilkinson Global Asset, Oak Asset, with shared positions in $PH, $AMGN, $SYK, $DIS, $MCD, $ISRG. The full ranking of 25 similar funds is below.

#1Mendel Capital Management LLCActive
Some overlap · 3 shared positions
$PH$AMGN$SYK
$222M
99 positions
#2Wilkinson Global Asset Management LLCActive
Some overlap · 4 shared positions
$AMGN$PH$DIS$MCD
$1.3B
62 positions
#3Oak Asset Management, LLCActive
Some overlap · 5 shared positions
$AMGN$SYK$ISRG$MCD$PEP
$317M
112 positions
#4Kinsale Capital Group, Inc.Active
Some overlap · 6 shared positions
$AMGN$DIS$WMB$BNY$AZO$MCD
$754M
41 positions
#5Arlington Financial Advisors, LLCActive
Some overlap · 5 shared positions
$AMGN$ISRG$DIS$NKE$KMI
$796M
112 positions
#6Hamrick Investment Counsel, llcPassive
Some overlap · 3 shared positions
$AMGN$SYK$NKE
$151M
184 positions
#7Bellevue Group AGActive
Some overlap · 3 shared positions
$AMGN$SYK$ISRG
$4.8B
148 positions
#8Smart Portfolios, LLC
Some overlap · 6 shared positions
$SYK$AMGN$DIS$MCD$PEP$NKE
$100M
99 positions
#9Steigerwald, Gordon & Koch Inc.Passive
Some overlap · 4 shared positions
$AMGN$SYK$DIS$KMI
$1.0B
765 positions
#10Evelyn Partners Asset Management Ltd
Some overlap · 5 shared positions
$SYK$DIS$ISRG$AZO$MCD
$406M
308 positions
#11First Long Island Investors, LLCActive
Some overlap · 4 shared positions
$PH$AMGN$MCD$PEP
$1.4B
73 positions
#12Marble Harbor Investment Counsel, LLCActive
Some overlap · 5 shared positions
$PH$SYK$DIS$MCD$PEP
$984M
200 positions
#13Castleview Partners, LLCPassive
Some overlap · 3 shared positions
$AMGN$SYK$AZO
$228M
214 positions
#14Cornerstone Capital, Inc.Active
Some overlap · 5 shared positions
$AMGN$DIS$KMI$PEP$NKE
$1.1B
120 positions
#15HENDLEY & CO INCActive
Some overlap · 4 shared positions
$PH$SYK$AZO$PEP
$283M
47 positions
#16FINANCIAL ADVISORY PARTNERS, LLCActive
Some overlap · 3 shared positions
$PH$SYK$PEP
$377M
75 positions
#17Midway Capital Research & ManagementActive
Some overlap · 4 shared positions
$SYK$BN$DIS$MCD
$118M
50 positions
#18Argo Wealth Advisory, LLCActive
Some overlap · 3 shared positions
$AMGN$SYK$PEP
$181M
50 positions
#19VISTA INVESTMENT MANAGEMENTPassive
Some overlap · 5 shared positions
$WCC$DIS$AMGN$INGR$PEP
$333M
178 positions
#20BAUPOST GROUP LLC/MAActive
Some overlap · 3 shared positions
$WCC$COLD$FERG
$5.4B
23 positions
#21Evelyn Partners Investment Management Services Ltd
Some overlap · 4 shared positions
$SYK$ISRG$DIS$MCD
$850M
281 positions
#22DLK Investment Management, LLCPassive
Some overlap · 5 shared positions
$AMGN$DIS$MCD$PEP$NKE
$275M
99 positions
#23High Net Worth Advisory Group LLCPassive
Some overlap · 3 shared positions
$AMGN$PH$PEP
$476M
253 positions
#24TOTH FINANCIAL ADVISORY CORPPassive
Some overlap · 5 shared positions
$SYK$AMGN$AZO$MCD$PEP
$1.0B
1,024 positions
#25BRADY FAMILY WEALTH, LLCPassive
Some overlap · 4 shared positions
$SYK$AMGN$MCD$PEP
$346M
113 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.