13F Pro

Hedge Funds Similar to RED LIGHTHOUSE INVESTMENT

13F Portfolio OverlapQ2 2026RED LIGHTHOUSE INVESTMENT portfolio →
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Most similar hedge funds by 13F overlap

RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC is an institutional investor managing $336M across 85 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 RED LIGHTHOUSE INVESTMENT are Greystone Financial Group, MATRIX ASSET ADVISORS, Granite Group Advisors, with shared positions in $MS, $SNPS, $SBUX, $TXN, $NOW, $TMO. The full ranking of 25 similar funds is below.

#1Greystone Financial Group, LLCPassive
Some overlap · 6 shared positions
$MS$SNPS$SBUX$TXN$NOW$TMO
$358M
74 positions
#2MATRIX ASSET ADVISORS INC/NYActive
Some overlap · 7 shared positions
$MS$QCOM$SBUX$TXN$TMO$NEE
$1.2B
106 positions
#3Granite Group Advisors, LLCActive
Some overlap · 5 shared positions
$MS$QCOM$SBUX$TXN$NEE
$169M
84 positions
#4Nearwater Capital Markets, LtdActive
Some overlap · 5 shared positions
$SNPS$MS$TXN$TMO$COF
$5.8B
100 positions
#5BAXTER BROS INCPassive
Some overlap · 4 shared positions
$MS$QCOM$TXN$TMO
$864M
172 positions
#6LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MAActive
Some overlap · 5 shared positions
$SNPS$QCOM$SBUX$NOW$TMO
$10.3B
565 positions
#7ALBION FINANCIAL GROUP /UTPassive
Some overlap · 5 shared positions
$MS$SBUX$TXN$QCOM$TMO
$1.7B
652 positions
#8Capital Investment Services of America, Inc.Active
Some overlap · 4 shared positions
$SNPS$QCOM$SBUX$NOW
$1.0B
83 positions
#9Telos Capital Management, Inc.Passive
Some overlap · 4 shared positions
$MS$QCOM$NOW$NEE
$1.1B
201 positions
#10Stokes Capital Advisors, LLCPassive
Some overlap · 4 shared positions
$MS$QCOM$TXN$NEE
$467M
118 positions
#11Paladin Wealth, LLCPassive
Some overlap · 4 shared positions
$MS$SBUX$NOW$NEE
$172M
134 positions
#12Clarendon Private LLCPassive
Some overlap · 5 shared positions
$MS$TXN$QCOM$MDY$NEE
$156M
124 positions
#13EDGAR LOMAX CO/VAActive
Some overlap · 4 shared positions
$MS$SBUX$TXN$NEE
$1.3B
58 positions
#14Dynamic Wealth Strategies, LLCActive
Some overlap · 5 shared positions
$SNPS$TXN$NOW$TMO$COF
$188M
291 positions
#15Axecap Investments, LLCPassive
Some overlap · 3 shared positions
$MS$QCOM$TXN
$181M
73 positions
#16BSN Capital Partners LtdActive
Some overlap · 3 shared positions
$MS$QCOM$TXN
$2.2B
26 positions
#17Teucrium Investment Advisors, LLCActive
Some overlap · 3 shared positions
$MS$QCOM$TXN
$112M
47 positions
#18Beta Wealth Group, Inc.Active
Some overlap · 4 shared positions
$QCOM$MS$SBUX$NOW
$267M
114 positions
#19Mattson Financial Services, LLCPassive
Some overlap · 4 shared positions
$MS$SBUX$NOW$NEE
$478M
235 positions
#20Oak Harvest Investment ServicesPassive
Some overlap · 3 shared positions
$MS$SBUX$TXN
$1.1B
168 positions
#21GRAYBILL WEALTH MANAGEMENT, LTD.Passive
Some overlap · 4 shared positions
$SNPS$SBUX$NOW$TMO
$372M
82 positions
#22ROSENBLUM SILVERMAN SUTTON S F INC /CAPassive
Some overlap · 5 shared positions
$SNPS$MDY$NOW$TMO$MS
$416M
80 positions
#23Douglas Lane & Associates, LLCActive
Some overlap · 3 shared positions
$MS$QCOM$TMO
$7.4B
250 positions
#24Kearns & Associates LLCSmart money
Some overlap · 5 shared positions
$QCOM$MS$MDY$TMO$COF
$214M
41 positions
#25River Street Advisors LLCPassive
Some overlap · 4 shared positions
$MS$QCOM$COF$NEE
$340M
177 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.