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Hedge Funds Similar to Lodestone Wealth

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

Lodestone Wealth Management LLC is an institutional investor managing $283M across 781 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 Lodestone Wealth are Smead, Vertrix Wealth, Horizon Advisory Services, with shared positions in $AMGN, $SPG, $MAC, $AXP, $CVE, $APA. The full ranking of 25 similar funds is below.

#1Smead Capital Management, Inc.Active
Substantial overlap · 15 shared positions
$AMGN$SPG$MAC$AXP$CVE$APA
$4.7B
32 positions
#2Vertrix Wealth Management, LLCPassive
Some overlap · 3 shared positions
$AMGN$SPG$AXP
$297M
103 positions
#3Horizon Advisory Services, Inc.Smart money
Some overlap · 5 shared positions
$APA$DHI$FANG$COP$LEN
$238M
50 positions
#4GREATMARK INVESTMENT PARTNERS, INC.Active
Some overlap · 3 shared positions
$AMGN$AXP$QCOM
$906M
153 positions
#5VIRGINIA WEALTH MANAGEMENT GROUP, INC.Passive
Some overlap · 4 shared positions
$AMGN$TGT$QCOM$BX
$201M
57 positions
#6VAN STRUM & TOWNE INC.Passive
Some overlap · 3 shared positions
$AMGN$AXP$QCOM
$367M
111 positions
#7Greystone Financial Group, LLCPassive
Some overlap · 3 shared positions
$AMGN$SPG$AXP
$358M
74 positions
#8BENEDICT FINANCIAL ADVISORS INCPassive
Some overlap · 4 shared positions
$AMGN$QCOM$AXP$FANG
$515M
142 positions
#9Bristlecone Value Partners, LLCActive
Some overlap · 4 shared positions
$AXP$AMGN$OXY$NVR
$124M
70 positions
#10Unison Advisors LLCActive
Some overlap · 5 shared positions
$DHI$QCOM$OXY$FITB$LEN
$1.4B
173 positions
#11MFA Wealth ServicesPassive
Some overlap · 3 shared positions
$AMGN$AXP$BX
$167M
134 positions
#12MATRIX ASSET ADVISORS INC/NYActive
Some overlap · 3 shared positions
$AMGN$TGT$QCOM
$1.2B
106 positions
#13Inlet Private Wealth, LLCPassive
Some overlap · 4 shared positions
$AMGN$DHI$QCOM$EBAY
$411M
133 positions
#14Oak Asset Management, LLCActive
Some overlap · 3 shared positions
$AMGN$QCOM$TGT
$311M
115 positions
#15guardian investment managementActive
Some overlap · 3 shared positions
$AMGN$BX$AXP
$155M
60 positions
#16St. Johns Investment Management Company, LLCPassive
Some overlap · 4 shared positions
$AXP$AMGN$QCOM$FITB
$264M
201 positions
#17ARBOR CAPITAL MANAGEMENT INC /ADVPassive
Some overlap · 3 shared positions
$SPG$AXP$QCOM
$102M
87 positions
#18Red Door Wealth Management, LLCPassive
Some overlap · 5 shared positions
$AMGN$QCOM$BX$COP$LEN
$1.1B
320 positions
#19DLK Investment Management, LLCPassive
Some overlap · 3 shared positions
$AMGN$TGT$QCOM
$235M
96 positions
#20Kerusso Capital Management LLCPassive
Some overlap · 3 shared positions
$AMGN$AXP$QCOM
$274M
58 positions
#21Beutel, Goodman & Co Ltd.Active
Some overlap · 4 shared positions
$AXP$AMGN$QCOM$EBAY
$13.6B
163 positions
#22Lakewood Asset Management LLCPassive
Some overlap · 5 shared positions
$NVR$EBAY$FANG$COP$APA
$182M
107 positions
#23Harvest Investment Advisors, LLCActive
Some overlap · 4 shared positions
$AMGN$TGT$QCOM$BX
$202M
58 positions
#24Murphy Pohlad Asset Management LLCPassive
Some overlap · 4 shared positions
$APA$MAC$TGT$COP
$287M
135 positions
#25Catherine Avery Investment Management LLCPassive
Some overlap · 3 shared positions
$AMGN$TGT$LEN
$229M
166 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.