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Hedge Funds Similar to Landmark Wealth

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

Landmark Wealth Management, LLC is an institutional investor managing $418M across 151 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 Landmark Wealth are Massachusetts Wealth, Parkside Investments, Hosking Partners LLP, with shared positions in $C, $GLW, $FCX, $EMR, $WFC, $PFE. The full ranking of 25 similar funds is below.

#1Massachusetts Wealth ManagementPassive
Notable overlap · 6 shared positions
$C$GLW$FCX$EMR$WFC$PFE
$262M
98 positions
#2Parkside Investments, LLCActive
Notable overlap · 3 shared positions
$GLW$C$FCX
$902M
91 positions
#3Hosking Partners LLPActive
Notable overlap · 4 shared positions
$C$GLW$FCX$WFC
$3.0B
98 positions
#4Griffith & Werner, Inc.Passive
Notable overlap · 7 shared positions
$C$WFC$GILD$PFE$LMT$T
$213M
71 positions
#5Tufton Capital ManagementPassive
Notable overlap · 5 shared positions
$GLW$EMR$WFC$LMT$CARR
$596M
127 positions
#6Estabrook Capital ManagementPassive
Notable overlap · 6 shared positions
$GLW$C$WFC$PFE$T$TXN
$739M
344 positions
#7CONTINENTAL ADVISORS LLCActive
Notable overlap · 6 shared positions
$C$WFC$BMY$GILD$PFE$SHEL
$237M
50 positions
#8MFG WEALTH MANAGEMENT, INC.Passive
Notable overlap · 5 shared positions
$GLW$F$CARR$BA$T
$140M
63 positions
#9MASTERS CAPITAL MANAGEMENT LLCActive
Notable overlap · 5 shared positions
$C$FCX$BMY$BA$BCS
$3.9B
80 positions
#10Riggs Asset Managment Co. Inc.Passive
Notable overlap · 3 shared positions
$GLW$C$GILD
$560M
132 positions
#11CERTUITY, LLCActive
Notable overlap · 7 shared positions
$C$WFC$F$FCX$BA$BMY
$2.0B
674 positions
#12MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive
Notable overlap · 5 shared positions
$C$WFC$LMT$TXN$T
$233M
122 positions
#13BONNESS ENTERPRISES INCSmart money
Notable overlap · 5 shared positions
$GLW$EMR$PFE$BMY$T
$310M
37 positions
#14Blume Capital Management, Inc.Passive
Notable overlap · 4 shared positions
$C$FCX$WFC$PFE
$684M
359 positions
#15CANTOR FITZGERALD INVESTMENT ADVISORS L.P.Active
Notable overlap · 6 shared positions
$GLW$EMR$WFC$TXN$BMY$PFE
$1.5B
184 positions
#16GLOBALT Investments LLC / GAActive
Notable overlap · 7 shared positions
$GLW$C$TXN$EMR$T$GILD
$3.0B
213 positions
#17DMKC Advisory Services, LLCActive
Notable overlap · 7 shared positions
$C$WFC$LMT$BA$SHEL$PFE
$530M
92 positions
#18Wealth Advisors of Tampa Bay, LLCPassive
Some overlap · 5 shared positions
$GLW$LMT$BMY$T$PFE
$327M
94 positions
#19EDGAR LOMAX CO/VAActive
Some overlap · 7 shared positions
$WFC$LMT$TXN$BMY$GILD$PFE
$1.3B
58 positions
#20Catherine Avery Investment Management LLCPassive
Some overlap · 4 shared positions
$C$FCX$BMY$PFE
$229M
166 positions
#21Widmann Financial Services, Inc.Passive
Some overlap · 5 shared positions
$GLW$C$F$PFE$T
$186M
123 positions
#22Insight Inv LLCPassive
Some overlap · 3 shared positions
$GLW$C$EMR
$212M
109 positions
#23Spectrum Financial Alliance Ltd LLCActive
Some overlap · 4 shared positions
$C$F$LMT$BA
$679M
31 positions
#24Bluebird Wealth Management LLCPassive
Some overlap · 4 shared positions
$GLW$C$BCS$CARR
$115M
89 positions
#25Abbot Financial Management, Inc.Passive
Some overlap · 4 shared positions
$GLW$EMR$LMT$TXN
$293M
141 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.