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Hedge Funds Similar to Latitude Advisors

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

Latitude Advisors, LLC is an institutional investor managing $251M across 239 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 Latitude Advisors are TrustWell Financial Advisors, 49 WEALTH, ALONGSIDE, with shared positions in $DOV, $PHYS, $CSX, $PSLV, $T, $DUK. The full ranking of 25 similar funds is below.

#1TrustWell Financial Advisors, LLCActive
Some overlap · 4 shared positions
$DOV$PHYS$CSX$PSLV
$118M
78 positions
#249 WEALTH MANAGEMENT, LLCPassive
Some overlap · 4 shared positions
$DOV$PHYS$PSLV$T
$524M
189 positions
#3ALONGSIDE, LLCPassive
Some overlap · 4 shared positions
$DOV$PHYS$PSLV$T
$525M
190 positions
#4MONEY CONCEPTS CAPITAL CORPPassive
Some overlap · 6 shared positions
$PHYS$DUK$PSLV$PLTR$VZ$CAH
$2.2B
633 positions
#5Sonoma Private Wealth LLCPassive
Some overlap · 4 shared positions
$DOV$PHYS$T$VZ
$93M
72 positions
#6ISLAY CAPITAL MANAGEMENT, LLCPassive
Some overlap · 5 shared positions
$PHYS$PSLV$T$PLTR$CAH
$216M
231 positions
#7ATLAS CAPITAL ADVISORS LLCPassive
Some overlap · 4 shared positions
$DOV$VZ$T$CAH
$875M
989 positions
#8Hubbell Strickland Wealth Management, LLCSmart money
Some overlap · 3 shared positions
$DOV$PHYS$PLTR
$277M
87 positions
#9Quadrant Private Wealth Management, LLCPassive
Some overlap · 5 shared positions
$PHYS$RCL$T$VZ$PLTR
$447M
177 positions
#10Arcadia Wealth Management, LLCActive
Some overlap · 3 shared positions
$DOV$PHYS$PLTR
$319M
66 positions
#11Cornerstone Select Advisors, LLCPassive
Some overlap · 5 shared positions
$VZ$ANET$T$PLTR$CAH
$238M
149 positions
#12Heritage Wealth AdvisorsActive
Some overlap · 4 shared positions
$DOV$PHYS$DUK$CSX
$2.9B
703 positions
#13Stack Financial Management, IncActive
Some overlap · 4 shared positions
$DOV$DUK$T$CAH
$1.3B
54 positions
#14ADE, LLCActive
Some overlap · 3 shared positions
$DOV$PHYS$PSLV
$237M
93 positions
#15CERTIOR FINANCIAL GROUP, LLCPassive
Some overlap · 3 shared positions
$DOV$VZ$PLTR
$183M
146 positions
#16Financial Symmetry IncSmart money
Some overlap · 3 shared positions
$DOV$DUK$CSX
$300M
68 positions
#17MATRIX PRIVATE CAPITAL GROUP LLCActive
Some overlap · 5 shared positions
$PHYS$ALL$VZ$PLTR$DUK
$230M
143 positions
#18BURKETT FINANCIAL SERVICES, LLCActive
Some overlap · 3 shared positions
$DOV$DUK$T
$320M
266 positions
#19Windsor Advisory Group, LLCActive
Some overlap · 3 shared positions
$DOV$VZ$CAH
$138M
97 positions
#20Stablepoint Partners, LLCPassive
Some overlap · 4 shared positions
$WBS$VZ$DUK$T
$723M
260 positions
#21NORTH POINT PORTFOLIO MANAGERS CORP/OHPassive
Some overlap · 3 shared positions
$DOV$ANET$TPL
$606M
79 positions
#22C M BIDWELL & ASSOCIATES LTDPassive
Some overlap · 3 shared positions
$DOV$ANET$CAH
$245M
494 positions
#23LOCKHEED MARTIN INVESTMENT MANAGEMENT COActive
Some overlap · 3 shared positions
$DOV$VZ$DUK
$2.5B
117 positions
#24Cannon Financial Strategists, Inc.Active
Some overlap · 3 shared positions
$DOV$PHYS$DUK
$879M
133 positions
#25Sollinda Capital Management LLCActive
Some overlap · 4 shared positions
$DOV$DUK$PLTR$CSX
$468M
80 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.