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Hedge Funds Similar to Lido Advisors

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

Lido Advisors, LLC is an institutional investor managing $36.8B across 2,120 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 Lido Advisors are NISSAY ASSET /JAPAN, TRUIST FINANCIAL, EASTERN BANK, with shared positions in $PNC, $KLAC, $ADI, $PLTR. The full ranking of 25 similar funds is below.

#1NISSAY ASSET MANAGEMENT CORP /JAPANActive
Slight overlap · 4 shared positions
$PNC$KLAC$ADI$PLTR
$23.7B
687 positions
#2TRUIST FINANCIAL CORPPassive
Slight overlap · 3 shared positions
$PNC$KLAC$ADI
$83.7B
2,914 positions
#3EASTERN BANKPassive
Slight overlap · 3 shared positions
$PNC$KLAC$ADI
$6.5B
1,038 positions
#4Community Financial Services Group, LLCPassive
Slight overlap · 3 shared positions
$PNC$KLAC$ADI
$686M
532 positions
#5Confluence Wealth Services, Inc.Active
Slight overlap · 3 shared positions
$PNC$KLAC$ADI
$3.5B
476 positions
#6JGP Wealth Management, LLCActive
Slight overlap · 3 shared positions
$PNC$KLAC$ADI
$1.1B
231 positions
#7INVESCO, LLCActive
Slight overlap · 3 shared positions
$PNC$KLAC$ADI
$323M
133 positions
#8BANK OF STOCKTONActive
Slight overlap · 3 shared positions
$PNC$KLAC$ADI
$356M
126 positions
#9Avalon Trust CoActive
Slight overlap · 3 shared positions
$PNC$KLAC$ADI
$1.6B
462 positions
#10Alecta Tjanstepension OmsesidigtActive
Slight overlap · 3 shared positions
$PNC$KLAC$ADI
$23.8B
91 positions
#11Grey Fox Wealth Advisors, LLCActive
Slight overlap · 3 shared positions
$PNC$KLAC$ADI
$637M
179 positions
#12Teamwork Financial Advisors, LLCPassive
Slight overlap · 3 shared positions
$PNC$KLAC$PLTR
$1.1B
215 positions
#13BNC WEALTH MANAGEMENT, LLCPassive
Slight overlap · 3 shared positions
$PNC$KLAC$PLTR
$414M
106 positions
#14Sun Financial IncPassive
Slight overlap · 3 shared positions
$PNC$KLAC$PLTR
$212M
161 positions
#15Realta Investment AdvisorsPassive
Slight overlap · 3 shared positions
$PNC$KLAC$PLTR
$322M
378 positions
#16Cordatus Wealth Management LLCPassive
Slight overlap · 3 shared positions
$PNC$ADI$PLTR
$455M
168 positions
#17WASHINGTON TRUST BANKPassive
Slight overlap · 3 shared positions
$PNC$ADI$PLTR
$1.4B
206 positions
#18GF FUND MANAGEMENT CO. LTD.Active
Slight overlap · 3 shared positions
$KLAC$ADI$PLTR
$8.3B
587 positions
#19111 CapitalPassive
Slight overlap · 3 shared positions
$KLAC$ADI$PLTR
$582M
488 positions
#20CAPITOLIS LIQUID GLOBAL MARKETS LLCPassive
Slight overlap · 3 shared positions
$KLAC$ADI$PLTR
$23.0B
320 positions
#21OAK RIDGE INVESTMENTS LLCActive
Slight overlap · 3 shared positions
$KLAC$ADI$PLTR
$1.8B
170 positions
#22Eagle Wealth Advisors LLCPassive
Slight overlap · 3 shared positions
$KLAC$ADI$PLTR
$131M
100 positions
#23Ameritas Investment Partners, Inc.Passive
Slight overlap · 3 shared positions
$KLAC$ADI$PLTR
$3.8B
3,174 positions
#24PROFUND ADVISORS LLCPassive
Slight overlap · 3 shared positions
$KLAC$ADI$PLTR
$3.6B
1,175 positions
#25ALKEON CAPITAL MANAGEMENT LLCSmart money
Slight overlap · 3 shared positions
$KLAC$ADI$PLTR
$74.1B
109 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.