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Hedge Funds Similar to Lansing Street Advisors

13F Portfolio OverlapQ2 2026Lansing Street Advisors portfolio →
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Most similar hedge funds by 13F overlap

Lansing Street Advisors is an institutional investor managing $472M across 167 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 Lansing Street Advisors are Sterling Wealth, Stonehage Fleming Financial Services Ltd, Stokes Advisors, with shared positions in $MCD, $CB, $AXP, $KLAC, $CTAS, $MS. The full ranking of 25 similar funds is below.

#1Sterling Wealth Management, Inc.Active
Some overlap · 3 shared positions
$MCD$CB$AXP
$388M
115 positions
#2Stonehage Fleming Financial Services Holdings LtdActive
Some overlap · 3 shared positions
$MCD$KLAC$CTAS
$2.9B
215 positions
#3Stokes Capital Advisors, LLCPassive
Some overlap · 4 shared positions
$MCD$MS$CB$AXP
$455M
118 positions
#4Focused Investors LLCActive
Some overlap · 3 shared positions
$MCD$MS$AXP
$3.0B
23 positions
#5CPA Asset Management LLCActive
Some overlap · 5 shared positions
$MCD$AMGN$MS$ASML$AXP
$357M
86 positions
#6Vertrix Wealth Management, LLCPassive
Some overlap · 5 shared positions
$MS$MCD$AMGN$KLAC$AXP
$292M
99 positions
#7Chesapeake Wealth ManagementPassive
Some overlap · 5 shared positions
$MCD$MS$AMGN$KLAC$AXP
$357M
168 positions
#8SMITH CHAS P & ASSOCIATES PA CPASActive
Some overlap · 3 shared positions
$MCD$AMGN$CB
$2.0B
194 positions
#9Atwater Malick LLCActive
Some overlap · 3 shared positions
$MCD$ISRG$KLAC
$454M
131 positions
#10HUTNER CAPITAL MANAGEMENT INCActive
Some overlap · 3 shared positions
$MCD$CB$AXP
$252M
43 positions
#11Stillwater Wealth Management Group
Some overlap · 3 shared positions
$MCD$AMGN$CB
$187M
70 positions
#12ABNER HERRMAN & BROCK LLCActive
Some overlap · 5 shared positions
$MS$MCD$CB$AXP$ISRG
$1.0B
121 positions
#13Matrix Trust CoActive
Some overlap · 4 shared positions
$MCD$MS$ASML$CTAS
$688M
102 positions
#14TOUNJIAN ADVISORY PARTNERS, LLCPassive
Some overlap · 3 shared positions
$MCD$ASML$CEG
$234M
789 positions
#15LITTLEJOHN FINANCIAL SERVICES, INC.Active
Some overlap · 3 shared positions
$MCD$CB$KLAC
$138M
71 positions
#16BURNS J W & CO INC/NYActive
Some overlap · 4 shared positions
$MS$MCD$AMGN$ISRG
$998M
190 positions
#17Greystone Financial Group, LLCPassive
Some overlap · 4 shared positions
$MCD$MS$AMGN$AXP
$360M
73 positions
#18FAYEZ SAROFIM & COActive
Some overlap · 5 shared positions
$MCD$CB$MS$ASML$ISRG
$42.5B
300 positions
#19RMG Wealth Management LLCActive
Some overlap · 4 shared positions
$MCD$IBIT$AMGN$CEG
$967M
534 positions
#20Perennial Advisors, LLCPassive
Some overlap · 5 shared positions
$MCD$KKR$AMGN$ASML$AXP
$669M
137 positions
#21Somerset Trust CoPassive
Some overlap · 4 shared positions
$MCD$MS$AMGN$CB
$354M
186 positions
#22Pinnacle Financial Group, LLC / ILActive
Some overlap · 4 shared positions
$MCD$MS$AXP$CEG
$410M
117 positions
#23A4 Wealth Advisors LLCActive
Some overlap · 3 shared positions
$IBIT$MS$AMGN
$153M
76 positions
#24AlpenGlobal Capital LLCActive
Some overlap · 3 shared positions
$CMG$AXP$MCD
$156M
35 positions
#25Global Wealth Management Investment Advisory, Inc.Passive
Some overlap · 4 shared positions
$MS$MCD$AMGN$AXP
$703M
160 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.