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Hedge Funds Similar to Lionshead Wealth

13F Portfolio OverlapQ3 2026Lionshead Wealth portfolio →
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Most similar hedge funds by 13F overlap

Lionshead Wealth Management, LLC is an institutional investor managing $148M across 109 U.S. equity positions as of Q3 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Lionshead Wealth are Citizens Business Bank, SOUND SHORE, DB Fitzpatrick, with shared positions in $PWR, $PLTR, $TMO, $ASTS, $PEG, $QCOM. The full ranking of 25 similar funds is below.

#1Citizens Business BankActive
Notable overlap · 4 shared positions
$PWR$PLTR$TMO$ASTS
$664M
139 positions
#2SOUND SHORE MANAGEMENT INC /CT/Active
Notable overlap · 6 shared positions
$TMO$PEG$QCOM$PFE$DIS$BA
$3.2B
40 positions
#3DB Fitzpatrick & Co, IncActive
Some overlap · 4 shared positions
$PWR$TMO$SNPS$BA
$121M
100 positions
#4Reliant Investment Management, LLCPassive
Some overlap · 3 shared positions
$PWR$TMO$CRWD
$271M
55 positions
#5CAPITAL MANAGEMENT ASSOCIATES /NY/Passive
Some overlap · 3 shared positions
$PWR$PLTR$TMO
$78M
44 positions
#6Yahav Achim Ve Achayot - Provident Funds Management Co Ltd.Active
Some overlap · 3 shared positions
$PWR$PLTR$BA
$144M
40 positions
#7Visionary Wealth AdvisorsPassive
Some overlap · 3 shared positions
$PWR$QCOM$BNY
$2.5B
666 positions
#8NEVILLE RODIE & SHAW INCActive
Some overlap · 3 shared positions
$PWR$TMO$QCOM
$1.5B
239 positions
#9RPG Investment Advisory, LLCPassive
Some overlap · 4 shared positions
$PWR$PLTR$CRWD$BA
$540M
85 positions
#10MERIDIAN MANAGEMENT COActive
Some overlap · 4 shared positions
$TMO$PWR$CRWD$SNPS
$446M
84 positions
#11BOURNE LENT ASSET MANAGEMENT INCActive
Some overlap · 5 shared positions
$PWR$QCOM$PLTR$PEG$PFE
$289M
65 positions
#12PRINCETON CAPITAL MANAGEMENT LLCActive
Some overlap · 4 shared positions
$PWR$CRWD$QCOM$BA
$443M
145 positions
#13Networth Advisors, LLCActive
Some overlap · 5 shared positions
$PLTR$BNY$TMO$DIS$BA
$172M
383 positions
#14CARDEROCK CAPITAL MANAGEMENT INCPassive
Some overlap · 3 shared positions
$PWR$TMO$ITW
$435M
70 positions
#15AMI ASSET MANAGEMENT CORPActive
Some overlap · 4 shared positions
$PWR$CRWD$SNPS$QCOM
$1.7B
100 positions
#16Raab & Moskowitz Asset Management LLCPassive
Some overlap · 3 shared positions
$PWR$PFE$BA
$497M
198 positions
#17WILSON ASSET MANAGEMENT (INTERNATIONAL) PTY LTDPassive
Some overlap · 3 shared positions
$TMO$PWR$SNPS
$350M
39 positions
#18Employees Provident Fund BoardActive
Some overlap · 5 shared positions
$PWR$CRWD$SNPS$DIS$DDOG
$17.4B
68 positions
#19McGuire Investment Group, LLCActive
Some overlap · 4 shared positions
$PLTR$TMO$QCOM$ITW
$1.1B
132 positions
#20ELLERSON GROUP INC /ADVPassive
Some overlap · 4 shared positions
$PLTR$TMO$PFE$BA
$169M
64 positions
#21Axiom Investment Management LLCPassive
Some overlap · 3 shared positions
$PWR$PFE$B
$150M
528 positions
#22Clarus Wealth AdvisorsActive
Some overlap · 4 shared positions
$PLTR$PWR$ASTS$QCOM
$275M
86 positions
#23Greystone Financial Group, LLCPassive
Some overlap · 4 shared positions
$TMO$BNY$CRWD$SNPS
$360M
73 positions
#24BNC WEALTH MANAGEMENT, LLCPassive
Some overlap · 3 shared positions
$PWR$BNY$PLTR
$436M
104 positions
#25Bannerstone Capital Management, LLCPassive
Some overlap · 3 shared positions
$PWR$PLTR$SNPS
$119M
113 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.