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Hedge Funds Similar to Lakeshore Group

13F Portfolio OverlapQ3 2026Lakeshore Group portfolio →
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Most similar hedge funds by 13F overlap

Lakeshore Capital Group, Inc. is an institutional investor managing $157M across 78 U.S. equity positions as of Q3 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Lakeshore Group are Destination Wealth, Minot DeBlois Advisors, SCHAPER BENZ & WISE INVESTMENT COUNSEL, with shared positions in $AXP, $SYK, $TMO, $ABT, $BX, $DIS. The full ranking of 25 similar funds is below.

#1Destination Wealth ManagementPassive
Some overlap · 6 shared positions
$AXP$SYK$TMO$ABT$BX$DIS
$4.3B
344 positions
#2Minot DeBlois Advisors LLCPassive
Some overlap · 5 shared positions
$AXP$SBUX$ABT$BX$DIS
$116M
240 positions
#3SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WIActive
Some overlap · 4 shared positions
$AXP$SBUX$SYK$ABT
$1.5B
160 positions
#4MeadowBrook Investment Advisors LLCPassive
Some overlap · 5 shared positions
$AXP$SBUX$SYK$TMO$DIS
$126M
196 positions
#5Bill Few Associates, Inc.Passive
Some overlap · 6 shared positions
$AXP$ABT$BX$SBUX$DIS$SYK
$485M
234 positions
#6Dundas Partners LLPActive
Some overlap · 4 shared positions
$AXP$SYK$TMO$ABT
$1.4B
31 positions
#7Sky Investment Group LLCPassive
Some overlap · 4 shared positions
$AXP$SYK$TMO$ABT
$637M
146 positions
#8Perennial Advisors, LLCPassive
Some overlap · 4 shared positions
$AXP$SBUX$TMO$DIS
$669M
137 positions
#9ROFFMAN MILLER ASSOCIATES INC /PA/Active
Some overlap · 4 shared positions
$AXP$SYK$TMO$DIS
$2.0B
91 positions
#10Holowesko Partners Ltd.Active
Some overlap · 3 shared positions
$AXP$BABA$DIS
$395M
34 positions
#11Cornerstone Investment Partners, LLCActive
Some overlap · 4 shared positions
$AXP$SYK$TMO$BX
$3.0B
312 positions
#12LETSON INVESTMENT MANAGEMENT, INC.Passive
Some overlap · 4 shared positions
$AXP$SYK$ABT$YUM
$273M
104 positions
#13AlpenGlobal Capital LLCActive
Some overlap · 4 shared positions
$AXP$SYK$DIS$CMG
$156M
35 positions
#14Blue Zone Wealth Advisors, LLCPassive
Some overlap · 5 shared positions
$AXP$BABA$SYK$TMO$BX
$636M
128 positions
#15Financial Avengers, Inc.Active
Some overlap · 4 shared positions
$AXP$SBUX$DIS$T
$241M
155 positions
#16Aureus Asset Management, LLCPassive
Some overlap · 4 shared positions
$AXP$TMO$ABT$BX
$1.6B
239 positions
#17Pavion Blue Capital, LLCPassive
Some overlap · 4 shared positions
$AXP$YUM$SBUX$DIS
$248M
111 positions
#18Infusive Asset Management Inc.Active
Some overlap · 3 shared positions
$AXP$BABA$DIS
$220M
30 positions
#19ANB BANKPassive
Some overlap · 5 shared positions
$SBUX$SYK$TMO$ABT$DIS
$282M
123 positions
#20HS Management Partners, LLCActive
Some overlap · 3 shared positions
$AXP$SBUX$DIS
$291M
24 positions
#21Chesley Taft & Associates LLCPassive
Some overlap · 5 shared positions
$AXP$SYK$TMO$ABT$DIS
$2.6B
365 positions
#22EAGLE ROCK INVESTMENT COMPANY, LLCActive
Some overlap · 4 shared positions
$AXP$SYK$TMO$DIS
$799M
156 positions
#23Ramsay, Stattman, Vela & Price, Inc.Passive
Some overlap · 5 shared positions
$SBUX$SYK$TMO$ABT$DIS
$583M
82 positions
#24Bell & Brown Wealth Advisors, LLCPassive
Some overlap · 4 shared positions
$SBUX$AXP$BABA$DIS
$320M
72 positions
#25ARCADIA INVESTMENT MANAGEMENT CORP/MI
Some overlap · 5 shared positions
$AXP$SBUX$SYK$TMO$DLR
$584M
366 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.