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Hedge Funds Similar to Lighthouse Wealth

13F Portfolio OverlapQ2 2026Lighthouse Wealth portfolio →
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Most similar hedge funds by 13F overlap

Lighthouse Wealth Management Inc. is an institutional investor managing $161M across 47 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 Wealth are Advocacy Wealth, Cornerstone, Nordwand Advisors, with shared positions in $ABT, $ETN, $VRT. The full ranking of 5 similar funds is below.

#1Advocacy Wealth Management, LLCActive
Some overlap · 3 shared positions
$ABT$ETN$VRT
$2.8B
151 positions
#2Cornerstone Capital, Inc.Active
Slight overlap · 3 shared positions
$ABT$ETN$VRT
$1.1B
120 positions
#3Nordwand Advisors, LLCPassive
Slight overlap · 3 shared positions
$ABT$ETN$VRT
$652M
146 positions
#4Capital Planning Advisors, LLC
Slight overlap · 3 shared positions
$ABT$ETN$VRT
$692M
146 positions
#5MATTERS CAPITAL LLCPassive
Slight overlap · 3 shared positions
$ABT$ETN$VRT
$143M
75 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.