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Hedge Funds Similar to Twin Lakes

13F Portfolio OverlapQ2 2026Twin Lakes portfolio →
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Most similar hedge funds by 13F overlap

Twin Lakes Capital Management, LLC is an institutional investor managing $262M across 208 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 Twin Lakes are CACTI ASSET, Fortis Advisors, Safe Harbor Fiduciary, with shared positions in $STX, $BA, $UPS, $CVS, $AXP, $LHX. The full ranking of 25 similar funds is below.

#1CACTI ASSET MANAGEMENT LLCActive
Notable overlap · 5 shared positions
$STX$BA$UPS$CVS$AXP
$2.0B
76 positions
#2Fortis Advisors, LLCPassive
Notable overlap · 3 shared positions
$STX$UPS$CVS
$214M
122 positions
#3Safe Harbor Fiduciary, LLCPassive
Notable overlap · 3 shared positions
$STX$LHX$SCHW
$128M
61 positions
#4KEYSTONE INVESTORS PTE LTDActive
Notable overlap · 3 shared positions
$STX$BABA$GILD
$1.9B
84 positions
#5Hanson & Doremus Investment ManagementActive
Notable overlap · 3 shared positions
$STX$SCHW$BA
$983M
484 positions
#6WealthBridge Investment Counsel Inc.Active
Notable overlap · 4 shared positions
$FDX$GILD$LHX$BA
$375M
44 positions
#7Lombard Odier Asset Management (USA) CorpActive
Notable overlap · 4 shared positions
$GILD$FDX$NCLH$UPS
$727M
142 positions
#8Elevated Private Wealth, LLCPassive
Notable overlap · 5 shared positions
$STX$FDX$SCHW$NOW$CVS
$106M
76 positions
#9Neumann Capital Management, LLCActive
Notable overlap · 3 shared positions
$GILD$SCHW$CVS
$151M
58 positions
#10Catherine Avery Investment Management LLCPassive
Notable overlap · 3 shared positions
$STX$LHX$UPS
$229M
166 positions
#11Catalio Capital Management, LPActive
Some overlap · 3 shared positions
$GILD$PTGX$INCY
$532M
39 positions
#12Kiltearn Partners LLPActive
Some overlap · 5 shared positions
$GILD$LUV$FDX$UPS$CVS
$412M
29 positions
#13Warther Private Wealth, LLCActive
Some overlap · 5 shared positions
$SCHW$NOW$BABA$AXP$FDX
$456M
50 positions
#14Birch Capital Management, LLCPassive
Some overlap · 3 shared positions
$FDX$SCHW$UPS
$205M
79 positions
#15EDGAR LOMAX CO/VAActive
Some overlap · 5 shared positions
$FDX$SCHW$GILD$CVS$LMT
$1.3B
58 positions
#16Horrell Capital Management, Inc.Active
Some overlap · 4 shared positions
$FDX$LHX$UPS$LMT
$219M
196 positions
#17Fi3 FINANCIAL ADVISORS, LLCPassive
Some overlap · 3 shared positions
$STX$FDX$AXP
$418M
232 positions
#18Focused Investors LLCActive
Some overlap · 4 shared positions
$FDX$LHX$LMT$AXP
$3.0B
23 positions
#19Tribune Investment Group LPActive
Some overlap · 3 shared positions
$FDX$STX$HON
$247M
34 positions
#20SMITH SHELLNUT WILSON LLC /ADVPassive
Some overlap · 3 shared positions
$STX$FDX$RF
$268M
161 positions
#21SHARPEPOINT LLCPassive
Some overlap · 3 shared positions
$STX$LHX$LMT
$200M
89 positions
#22Richwood Investment Advisors, LLCActive
Some overlap · 6 shared positions
$NOW$FDX$BA$GILD$LMT$AXP
$142M
106 positions
#23DYMON ASIA CAPITAL (SINGAPORE) PTE. LTD.Active
Some overlap · 3 shared positions
$STX$GILD$BABA
$2.4B
236 positions
#24Sandhill Capital Partners LLCActive
Some overlap · 3 shared positions
$SCHW$NOW$AXP
$1.2B
98 positions
#25DODGE & COXActive
Some overlap · 4 shared positions
$SCHW$GILD$FDX$CVS
$191.0B
222 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.