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Hedge Funds Similar to LVM LTD

13F Portfolio OverlapQ3 2026LVM LTD portfolio →
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Most similar hedge funds by 13F overlap

LVM CAPITAL MANAGEMENT LTD/MI is an institutional investor managing $1.2B across 158 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 LVM LTD are BEACON INVESTMENT ADVISORY SERVICES, Focused Investors, Signet Investment Advisory Group, with shared positions in $MS, $IAU, $FTNT, $VRTX, $AMGN, $SYK. The full ranking of 25 similar funds is below.

#1BEACON INVESTMENT ADVISORY SERVICES, INC.Passive
Notable overlap · 7 shared positions
$MS$IAU$FTNT$VRTX$AMGN$SYK
$2.7B
804 positions
#2Focused Investors LLCActive
Notable overlap · 4 shared positions
$MS$AXP$NOC$LMT
$3.0B
23 positions
#3Signet Investment Advisory Group, Inc.Passive
Notable overlap · 8 shared positions
$IAU$NOC$AXP$AMGN$DLR$PFE
$227M
73 positions
#4Stokes Capital Advisors, LLCPassive
Some overlap · 5 shared positions
$AXP$MS$NOC$SYK$LMT
$455M
118 positions
#5VALLEY WEALTH MANAGERS, INC.Passive
Some overlap · 6 shared positions
$MS$HUBB$VRTX$KR$AMGN$PFE
$1.8B
345 positions
#6Hamilton Point Investment Advisors, LLCPassive
Some overlap · 5 shared positions
$AXP$IAU$HUBB$AMGN$WM
$710M
193 positions
#7Telos Capital Management, Inc.Passive
Some overlap · 5 shared positions
$MS$NOC$VRTX$EOG$AMGN
$1.1B
201 positions
#8DCM Advisors, LLCActive
Some overlap · 4 shared positions
$MS$AXP$PFE$PM
$253M
38 positions
#9Vertrix Wealth Management, LLCPassive
Some overlap · 5 shared positions
$MS$AXP$AMGN$WM$LMT
$292M
99 positions
#10Nordwand Advisors, LLCPassive
Some overlap · 6 shared positions
$MS$HUBB$AXP$AMGN$DLR$WM
$652M
146 positions
#11Werlinich Asset Management, LLCActive
Some overlap · 7 shared positions
$MS$HUBB$NOC$DLR$PFE$WM
$258M
57 positions
#12DB Fitzpatrick & Co, IncActive
Some overlap · 6 shared positions
$SYK$HUBB$FTNT$AMGN$WM$LMT
$121M
100 positions
#13Insight Inv LLCPassive
Some overlap · 4 shared positions
$MS$AXP$EOG$AMGN
$210M
108 positions
#14LETSON INVESTMENT MANAGEMENT, INC.Passive
Some overlap · 5 shared positions
$AXP$SYK$AMGN$NOC$PM
$273M
104 positions
#15Richwood Investment Advisors, LLCActive
Some overlap · 6 shared positions
$NOC$AXP$MS$AMGN$WM$LMT
$142M
106 positions
#16EVEXIA WEALTH LLCPassive
Some overlap · 5 shared positions
$NOC$SYK$HUBB$EOG$MS
$369M
77 positions
#17Union Heritage Capital, LLCPassive
Some overlap · 5 shared positions
$MS$SYK$AXP$AMGN$LMT
$295M
65 positions
#18BCWM, LLCPassive
Some overlap · 6 shared positions
$IAU$NOC$DLR$PFE$MO$LMT
$342M
57 positions
#19ABNER HERRMAN & BROCK LLCActive
Some overlap · 3 shared positions
$MS$AXP$SYK
$1.0B
121 positions
#20FOSTER DYKEMA CABOT & PARTNERS, LLCActive
Some overlap · 5 shared positions
$AXP$NOC$VRTX$WM$MS
$1.7B
324 positions
#21MOODY LYNN & LIEBERSON, LLCPassive
Some overlap · 4 shared positions
$MS$SYK$VRTX$WM
$1.9B
265 positions
#22Coign Capital Advisors LLCActive
Some overlap · 5 shared positions
$MS$AXP$NOC$UBER$PM
$222M
88 positions
#23Zhang Financial LLCActive
Some overlap · 5 shared positions
$IAU$SYK$AMGN$AXP$LMT
$3.4B
392 positions
#24LDIC Inc.Active
Some overlap · 3 shared positions
$MS$SYK$WM
$166M
19 positions
#25Evercore Wealth Management, LLCActive
Some overlap · 4 shared positions
$MS$EOG$IAU$UBER
$7.1B
433 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.