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Hedge Funds Similar to LIGHTHOUSE FINANCIAL SERVICES

13F Portfolio OverlapQ2 2026LIGHTHOUSE FINANCIAL SERVICES portfolio →
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Most similar hedge funds by 13F overlap

LIGHTHOUSE FINANCIAL SERVICES INC /ADV is an institutional investor managing $476M across 102 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 LIGHTHOUSE FINANCIAL SERVICES are BRIGHT ROCK, ABNER HERRMAN & BROCK, DCM Advisors, with shared positions in $BLK, $PEP, $MS, $ELV, $ANET, $EOG. The full ranking of 25 similar funds is below.

#1BRIGHT ROCK CAPITAL MANAGEMENT, LLCPassive
Notable overlap · 7 shared positions
$BLK$PEP$MS$ELV$ANET$EOG
$499M
73 positions
#2ABNER HERRMAN & BROCK LLCActive
Notable overlap · 5 shared positions
$DELL$MS$MCD$WFC$ISRG
$1.1B
111 positions
#3DCM Advisors, LLCActive
Notable overlap · 5 shared positions
$DELL$MS$MCD$WFC$PEP
$253M
38 positions
#4Titan Investment Management LLCActive
Some overlap · 4 shared positions
$DELL$MS$PEP$ANET
$135M
38 positions
#5Cunning Capital Partners, LPActive
Some overlap · 4 shared positions
$DELL$MS$URI$WFC
$248M
55 positions
#6BERKSHIRE ASSET MANAGEMENT LLC/PAActive
Some overlap · 5 shared positions
$DELL$EOG$PEP$MCD$WFC
$2.5B
270 positions
#7ARGUS INVESTORS' COUNSEL, INC.Passive
Some overlap · 7 shared positions
$BLK$DELL$URI$ANET$SPGI$WFC
$130M
106 positions
#8NORTH POINT PORTFOLIO MANAGERS CORP/OHPassive
Some overlap · 5 shared positions
$UBER$BLK$PEP$URI$ANET
$606M
79 positions
#9JBF Capital, Inc.Active
Some overlap · 4 shared positions
$DELL$MS$URI$BLK
$764M
100 positions
#10Garner Asset Management CorpPassive
Some overlap · 5 shared positions
$DELL$TRV$MS$BLK$GLW
$308M
169 positions
#11River Street Advisors LLCPassive
Some overlap · 6 shared positions
$MS$BLK$PEP$EOG$GLW$MCD
$340M
177 positions
#12OLD SECOND NATIONAL BANK OF AURORAPassive
Some overlap · 5 shared positions
$MS$BLK$PEP$EOG$GLW
$530M
275 positions
#13ROCKLAND TRUST COPassive
Some overlap · 6 shared positions
$BLK$PEP$ELV$EOG$SPGI$MS
$2.5B
317 positions
#14Brick & Kyle, AssociatesActive
Some overlap · 5 shared positions
$DELL$UBER$PEP$ISRG$MCD
$303M
96 positions
#15Werlinich Asset Management, LLCActive
Some overlap · 4 shared positions
$DELL$MS$ANET$GLW
$262M
58 positions
#16HARTLINE INVESTMENT CORP/Active
Some overlap · 4 shared positions
$DELL$MS$GLW$UBER
$1.1B
115 positions
#17KTF INVESTMENTS, LLCActive
Some overlap · 3 shared positions
$DELL$MS$URI
$989M
93 positions
#18Asio Capital, LLCActive
Some overlap · 5 shared positions
$DELL$UBER$ELV$ANET$MS
$781M
109 positions
#19Gallagher Capital Advisors, LLCPassive
Some overlap · 5 shared positions
$MS$DELL$UBER$ISRG$WFC
$175M
71 positions
#20CAPE ANN SAVINGS BANKActive
Some overlap · 5 shared positions
$MS$BLK$PEP$MCD$MDT
$212M
113 positions
#21Citizens Business BankActive
Some overlap · 4 shared positions
$DELL$TRV$UBER$LNG
$664M
139 positions
#22Telos Capital Management, Inc.Passive
Some overlap · 4 shared positions
$MS$TRV$PEP$EOG
$1.1B
201 positions
#23VIKING FUND MANAGEMENT LLCPassive
Some overlap · 5 shared positions
$MS$DELL$PEP$GLW$LNG
$1.1B
146 positions
#24Unify Financial AdvisorsPassive
Some overlap · 3 shared positions
$DELL$UBER$ISRG
$108M
90 positions
#25Front Row Advisors LLCPassive
Some overlap · 5 shared positions
$DELL$BLK$ANET$GLW$ISRG
$345M
576 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.