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Hedge Funds Similar to Lakeshore Financial Planning

13F Portfolio OverlapQ2 2026Lakeshore Financial Planning portfolio →
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Most similar hedge funds by 13F overlap

Lakeshore Financial Planning, Inc. is an institutional investor managing $311M across 92 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 Lakeshore Financial Planning are MFG WEALTH, OLD SECOND NATIONAL BANK OF AURORA, Energy Income Partners, with shared positions in $SOFI, $FITB, $WM, $NOC, $KLAC, $NEE. The full ranking of 25 similar funds is below.

#1MFG WEALTH MANAGEMENT, INC.Passive
Some overlap · 3 shared positions
$SOFI$FITB$WM
$140M
63 positions
#2OLD SECOND NATIONAL BANK OF AURORAPassive
Some overlap · 5 shared positions
$FITB$SOFI$NOC$KLAC$NEE
$530M
275 positions
#3Energy Income Partners, LLCActive
Some overlap · 5 shared positions
$SO$DTB$DTM$NEE$SRE
$6.4B
88 positions
#4WEBSTERROGERS FINANCIAL ADVISORS, LLCActive
Some overlap · 5 shared positions
$SO$MCD$KLAC$WM$AFL
$390M
103 positions
#5Belleair Asset Management, LLCActive
Some overlap · 4 shared positions
$FITB$SO$WM$NEE
$119M
84 positions
#6Midwest Capital Advisors, LLCActive
Some overlap · 6 shared positions
$DTB$DTM$KLAC$WM$NEE$FITB
$246M
210 positions
#7OUTFITTERS FINANCIAL LLCPassive
Some overlap · 4 shared positions
$FITB$MCD$SO$WM
$143M
80 positions
#8FIRETHORN WEALTH PARTNERS, LLCPassive
Some overlap · 3 shared positions
$SOFI$SO$AFL
$310M
200 positions
#9Capital Innovations LLCPassive
Some overlap · 5 shared positions
$SO$WM$DTM$NEE$SRE
$385M
51 positions
#10GWN SECURITIES INC.Passive
Some overlap · 4 shared positions
$SO$MCD$NOC$WM
$598M
486 positions
#11LIBERTY ONE INVESTMENT MANAGEMENT, LLCActive
Some overlap · 4 shared positions
$SO$MCD$NOC$WM
$1.0B
154 positions
#12CITY HOLDING COPassive
Some overlap · 5 shared positions
$SO$MCD$WM$AFL$NEE
$884M
587 positions
#13LITTLEJOHN FINANCIAL SERVICES, INC.Passive
Some overlap · 5 shared positions
$MCD$NOC$WM$KLAC$SYM
$138M
71 positions
#14River Street Advisors LLCPassive
Some overlap · 5 shared positions
$NOC$SOFI$KLAC$MCD$NEE
$340M
177 positions
#15GW HENSSLER & ASSOCIATES LTDPassive
Some overlap · 3 shared positions
$FITB$SO$SRE
$2.2B
268 positions
#16Pathway Financial Advisers, LLCPassive
Some overlap · 4 shared positions
$SO$MCD$KLAC$WM
$397M
167 positions
#17Fairvoy Private Wealth, LLCPassive
Some overlap · 4 shared positions
$SO$MCD$KLAC$NEE
$495M
200 positions
#18First Fiduciary Investment Counsel, Inc.Passive
Some overlap · 4 shared positions
$SO$MCD$WM$NEE
$529M
75 positions
#19Core Alternative CapitalPassive
Some overlap · 4 shared positions
$SO$MCD$WM$NEE
$334M
201 positions
#20Acorn Wealth Advisors, LLCPassive
Some overlap · 4 shared positions
$DTB$SO$DTM$NEE
$410M
303 positions
#21Welch Group, LLCPassive
Some overlap · 4 shared positions
$SO$MCD$CINF$NEE
$2.9B
326 positions
#22Blue Chip Partners, LLCActive
Some overlap · 4 shared positions
$DTB$KLAC$WM$NEE
$1.6B
184 positions
#23Dougherty & Associates, LLCActive
Some overlap · 5 shared positions
$SO$WM$DTB$DTM$NEE
$125M
52 positions
#24Nicholson Wealth Management Group, LLCPassive
Some overlap · 4 shared positions
$SO$MCD$AFL$NEE
$170M
111 positions
#25MJT & Associates Financial Advisory Group, Inc.Active
Some overlap · 4 shared positions
$SO$MCD$KLAC$NEE
$151M
465 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.