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Hedge Funds Similar to LMCG INVESTMENTS

13F Portfolio OverlapQ3 2026LMCG INVESTMENTS portfolio →
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Most similar hedge funds by 13F overlap

LMCG INVESTMENTS, LLC is an institutional investor managing $1.9B across 225 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 LMCG INVESTMENTS are TKG Advisors, DB Fitzpatrick, Mendel Money, with shared positions in $CIEN, $WM, $KEYS, $PKG, $PWR, $CMI. The full ranking of 25 similar funds is below.

#1TKG Advisors, LLCPassive
Some overlap · 6 shared positions
$CIEN$WM$KEYS$PKG$PWR$CMI
$288M
94 positions
#2DB Fitzpatrick & Co, IncActive
Some overlap · 4 shared positions
$PWR$DHR$CMI$WM
$121M
100 positions
#3Mendel Money ManagementPassive
Some overlap · 4 shared positions
$PWR$DHR$MRVL$KEYS
$273M
127 positions
#4SFE Investment CounselPassive
Some overlap · 4 shared positions
$PWR$CMI$MRVL$DHR
$742M
152 positions
#5WASHINGTON CAPITAL MANAGEMENT, INCActive
Some overlap · 4 shared positions
$AEM$CIEN$EMR$MRVL
$148M
118 positions
#6TANDEM CAPITAL MANAGEMENT CORP /ADVPassive
Some overlap · 4 shared positions
$DHR$MRVL$COF$WM
$226M
113 positions
#7ALPINE WOODS CAPITAL INVESTORS, LLCPassive
Some overlap · 4 shared positions
$AEM$CMI$WM$EMR
$460M
220 positions
#8Stack Financial Management, IncActive
Some overlap · 4 shared positions
$PWR$DHR$WM$EMR
$1.3B
54 positions
#9MFG WEALTH MANAGEMENT, INC.Passive
Some overlap · 4 shared positions
$PWR$CMI$WM$FITB
$138M
62 positions
#10Family Legacy Financial Solutions, LLCActive
Some overlap · 4 shared positions
$DHR$MRVL$WM$CMI
$173M
51 positions
#11Cascade Investment Advisors, Inc.Passive
Some overlap · 4 shared positions
$JBL$CMI$AKAM$EMR
$183M
113 positions
#12RIPOSTE CAPITAL LLCActive
Some overlap · 3 shared positions
$PWR$DHR$CIEN
$451M
27 positions
#13Ascent Wealth Partners, LLCActive
Some overlap · 4 shared positions
$PWR$CMI$ROK$WM
$1.0B
214 positions
#14Robeco Schweiz AGActive
Some overlap · 4 shared positions
$PWR$MRVL$DHR$WM
$5.5B
135 positions
#15Mengis Capital Management, Inc.Passive
Some overlap · 4 shared positions
$PWR$MRVL$EMR$CMI
$673M
215 positions
#16CHAPIN DAVIS, INC.Passive
Some overlap · 4 shared positions
$JBL$MRVL$KEYS$EMR
$520M
258 positions
#17Ridge Creek Global, IncPassive
Some overlap · 3 shared positions
$AEM$PWR$CMI
$129M
94 positions
#18S-Bank Fund Management LtdPassive
Some overlap · 4 shared positions
$DHR$COF$ROK$EMR
$736M
249 positions
#19ADELL HARRIMAN & CARPENTER INCActive
Some overlap · 4 shared positions
$PWR$MRVL$EMR$CMI
$2.0B
158 positions
#20SIGNET FINANCIAL MANAGEMENT, LLC
Some overlap · 3 shared positions
$JBL$PWR$COF
$892M
299 positions
#21Kimelman & Baird, LLCActive
Some overlap · 4 shared positions
$REGN$MRVL$WM$EMR
$1.3B
261 positions
#22HANSEATIC MANAGEMENT SERVICES INCPassive
Some overlap · 3 shared positions
$JBL$CIEN$MRVL
$136M
84 positions
#23NZS Capital, LLCActive
Some overlap · 3 shared positions
$PWR$DHR$MRVL
$3.9B
61 positions
#24GENERAL AMERICAN INVESTORS CO INCActive
Some overlap · 3 shared positions
$AEM$REGN$MRVL
$1.7B
73 positions
#25BRADLEY FOSTER & SARGENT INC/CTActive
Some overlap · 3 shared positions
$AEM$DHR$PWR
$7.1B
535 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.