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Hedge Funds Similar to Lodestone Wealth

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

Lodestone Wealth Management LLC is an institutional investor managing $297M across 801 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 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
31 positions
#2Vertrix Wealth Management, LLCPassive
Some overlap · 3 shared positions
$AMGN$SPG$AXP
$292M
99 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
$203M
58 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
$360M
73 positions
#8BENEDICT FINANCIAL ADVISORS INCPassive
Some overlap · 4 shared positions
$AMGN$QCOM$AXP$FANG
$504M
136 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
$169M
133 positions
#12MATRIX ASSET ADVISORS INC/NYActive
Some overlap · 3 shared positions
$AMGN$TGT$QCOM
$1.2B
100 positions
#13Inlet Private Wealth, LLCPassive
Some overlap · 4 shared positions
$AMGN$DHI$QCOM$EBAY
$413M
135 positions
#14Oak Asset Management, LLCActive
Some overlap · 3 shared positions
$AMGN$QCOM$TGT
$317M
112 positions
#15guardian investment managementActive
Some overlap · 3 shared positions
$AMGN$BX$AXP
$157M
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
1 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
$275M
99 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
$194M
110 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
$288M
140 positions
#25Catherine Avery Investment Management LLCPassive
Some overlap · 3 shared positions
$AMGN$TGT$LEN
$116M
172 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.