Hedge Funds Similar to Latash Investments

13F Portfolio OverlapQ2 2026Latash Investments portfolio →

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Most similar hedge funds by 13F overlap

Latash Investments, LLC is an institutional investor managing $136M across 20 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 Latash Investments are Quad-Cities Investment Group, MeadowBrook Investment Advisors, ST GERMAIN D J, with shared positions in $WFC, $BX, $UBER, $ITW, $GIS, $UAL. The full ranking of 23 similar funds is below.

#1Quad-Cities Investment Group, LLCPassive

Some overlap · 3 shared positions

$278M

209 positions

#2MeadowBrook Investment Advisors LLCPassive

Some overlap · 3 shared positions

$WFC $ITW $UBER

$126M

196 positions

#3ST GERMAIN D J CO INCPassive

Slight overlap · 3 shared positions

$2.8B

914 positions

#4Limestone Investment Advisors LPPassive

Slight overlap · 3 shared positions

$1.3B

558 positions

#5MOSAIC FINANCIAL GROUP, LLCPassive

Slight overlap · 3 shared positions

$156M

134 positions

#6Lauterbach Financial Advisors, LLCSmart money

Slight overlap · 3 shared positions

$WFC $UBER $GIS

$232M

87 positions

#7BAXTER BROS INCPassive

Slight overlap · 3 shared positions

$864M

172 positions

#8FIRST NATIONAL BANK SIOUX FALLSActive

Slight overlap · 3 shared positions

$366M

147 positions

#9Beta Wealth Group, Inc.Active

Slight overlap · 3 shared positions

$267M

114 positions

#10Chesley Taft & Associates LLCActive

Slight overlap · 3 shared positions

$WFC $ITW $UBER

$2.6B

369 positions

#11NEW VERNON INVESTMENT MANAGEMENT LLCActive

Slight overlap · 3 shared positions

$82M

37 positions

#12Archon Partners LLCActive

Slight overlap · 3 shared positions

$937M

37 positions

#13LifeSteps Financial, Inc.Passive

Slight overlap · 3 shared positions

$WFC $ITW $UBER

$215M

792 positions

#14BALLAST ADVISORS LLCActive

Slight overlap · 3 shared positions

$420M

197 positions

#15Valtrion Capital Management, LLCActive

Slight overlap · 3 shared positions

$134M

103 positions

#16Palumbo Wealth Management LLCPassive

Slight overlap · 3 shared positions

$478M

237 positions

#17Wellington Shields Capital Management, LLCPassive

Slight overlap · 3 shared positions

$788M

334 positions

#18Gallagher Capital Advisors, LLCPassive

Slight overlap · 3 shared positions

$175M

71 positions

#19CAPITAL FUND MANAGEMENT S.A.Passive

Slight overlap · 3 shared positions

$WFC $UAL $UBER

$22.7B

2,033 positions

#20VESTOR CAPITAL, LLCActive

Slight overlap · 3 shared positions

$WFC $ITW $UBER

$486M

276 positions

#21Aspen Grove Capital, LLCPassive

Slight overlap · 3 shared positions

$694M

214 positions

#22Teewinot Capital Advisers, L.L.C.Active

Slight overlap · 3 shared positions

$1.4B

31 positions

#23CHECK CAPITAL MANAGEMENT INC/CASmart money

Slight overlap · 3 shared positions

$WFC $UBER $ITW

$3.8B

53 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.