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Hedge Funds Similar to Lake Hills Wealth

13F Portfolio OverlapQ2 2026Lake Hills Wealth portfolio →
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Most similar hedge funds by 13F overlap

Lake Hills Wealth Management, LLC is an institutional investor managing $220M across 62 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 Lake Hills Wealth are CMC Financial Group, DYMON ASIA (SINGAPORE) PTE. LTD., Bellwether Advisors, with shared positions in $YMM, $SNDK, $STLD, $FIX, $WDC, $SLV. The full ranking of 25 similar funds is below.

#1CMC Financial GroupActive
Notable overlap · 5 shared positions
$YMM$SNDK$STLD$FIX$WDC
$52M
45 positions
#2DYMON ASIA CAPITAL (SINGAPORE) PTE. LTD.Active
Some overlap · 3 shared positions
$YMM$FIX$SLV
$2.4B
236 positions
#3Bellwether Advisors, LLCPassive
Some overlap · 5 shared positions
$HUM$SNDK$FIX$WDC$NBIS
$675M
167 positions
#4VMS Asset Management LimitedPassive
Some overlap · 4 shared positions
$IBKR$SNDK$FIX$WDC
$315M
33 positions
#5Retireful, LLCPassive
Some overlap · 4 shared positions
$SNDK$FIX$HUM$WDC
$107M
81 positions
#6Dorsey Wright & AssociatesPassive
Some overlap · 4 shared positions
$SNDK$FIX$IBKR$WDC
$590M
131 positions
#7PATTON FUND MANAGEMENT, INC.Passive
Some overlap · 4 shared positions
$SNDK$FIX$WDC$STLD
$462M
86 positions
#8Harvest Investment Services, LLCPassive
Some overlap · 3 shared positions
$SLV$WDC$FIX
$647M
383 positions
#9GK Wealth Management LLCPassive
Some overlap · 3 shared positions
$SLV$YMM$NBIS
$190M
234 positions
#10Greenwich Wealth Management LLCActive
Some overlap · 5 shared positions
$IBKR$SNDK$WDC$SLV$NBIS
$2.7B
296 positions
#11Krane Funds Advisors LLCActive
Some overlap · 3 shared positions
$YMM$SNDK$NBIS
$2.8B
185 positions
#12Virtue Capital Management, LLCPassive
Some overlap · 4 shared positions
$SNDK$WDC$FIX$IBKR
$749M
343 positions
#13Park Capital Management, LLC / WIPassive
Some overlap · 4 shared positions
$SNDK$FIX$WDC$IBKR
$170M
161 positions
#14Fedenia Advisers LLCPassive
Some overlap · 4 shared positions
$SNDK$FIX$WDC$NBIS
$421M
459 positions
#15Value Aligned Research Advisors, LLCActive
Some overlap · 4 shared positions
$SNDK$WDC$FIX$NBIS
$40.1B
123 positions
#16Caitlin John, LLCPassive
Some overlap · 4 shared positions
$SLV$FIX$IBKR$YMM
$183M
1,001 positions
#17Legacy Wealth Managment, LLC/IDPassive
Some overlap · 3 shared positions
$SLV$SNDK$WDC
$243M
196 positions
#18MITCHELL CAPITAL MANAGEMENT COPassive
Some overlap · 4 shared positions
$FIX$SNDK$WDC$NBIS
$657M
117 positions
#19Maple Rock Capital Partners Inc.Active
Some overlap · 3 shared positions
$HUM$NUE$WDC
$5.1B
51 positions
#20Freedom Day Solutions, LLCActive
Some overlap · 3 shared positions
$IBKR$FIX$CTAS
$452M
134 positions
#21TriaGen Wealth Management LLCPassive
Some overlap · 4 shared positions
$STLD$WDC$NUE$IBKR
$400M
185 positions
#22Transamerica Financial Advisors, LLCPassive
Some overlap · 3 shared positions
$IBKR$FIX$SNDK
$1.2B
2,188 positions
#23TI-TRUST, INCPassive
Some overlap · 3 shared positions
$SNDK$WDC$NUE
$186M
132 positions
#24TimesSquare Capital Management, LLCActive
Some overlap · 3 shared positions
$IBKR$FIX$CTAS
$6.8B
158 positions
#25SEEDS INVESTOR LLCPassive
Some overlap · 3 shared positions
$SNDK$WDC$FIX
$973M
379 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.