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Hedge Funds Similar to LMCG INVESTMENTS,

13F Portfolio OverlapQ1 2026LMCG INVESTMENTS, portfolio →
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Most similar hedge funds by 13F overlap

LMCG INVESTMENTS, LLC is an institutional investor managing $1.7B across 220 U.S. equity positions as of Q1 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to LMCG INVESTMENTS, are S-Bank Fund Ltd, Employees Provident Fund Board, Stack Financial ,, with shared positions in $DHR, $KO, $AMAT, $COF, $MU, $ROK. The full ranking of 25 similar funds is below.

#1S-Bank Fund Management LtdActive
Some overlap · 7 shared positions
$DHR$KO$AMAT$COF$MU$ROK
$671M
178 positions
#2Employees Provident Fund BoardActive
Some overlap · 5 shared positions
$AEM$AMAT$PWR$MU$PANW
$13.2B
70 positions
#3Stack Financial Management, IncActive
Some overlap · 6 shared positions
$KO$PWR$DHR$AEM$WM$EMR
$1.4B
52 positions
#4Hudson Canyon Capital ManagementPassive
Some overlap · 5 shared positions
$AMAT$KO$REGN$COF$WM
$163M
52 positions
#5PATTON ALBERTSON MILLER GROUP, LLCPassive
Some overlap · 5 shared positions
$AMAT$PWR$KO$CMI$DHR
$842M
212 positions
#6Ramsay, Stattman, Vela & Price, Inc.Passive
Some overlap · 5 shared positions
$AMAT$KO$DHR$PANW$EMR
$506M
79 positions
#7EPG Wealth Management LLCPassive
Some overlap · 5 shared positions
$REGN$PWR$KO$PANW$AMAT
$369M
320 positions
#8Unified Investment ManagementPassive
Some overlap · 5 shared positions
$REGN$PWR$AMAT$COF$PANW
$98M
134 positions
#9Science & Technology Partners, L.P.Active
Some overlap · 5 shared positions
$AMAT$CIEN$MU$AKAM$KEYS
$382M
43 positions
#10Valtrion Capital Management, LLCActive
Some overlap · 6 shared positions
$DHR$CMI$KO$WM$PANW$EMR
$106M
93 positions
#11Cascade Investment Advisors, Inc.Passive
Some overlap · 5 shared positions
$AMAT$JBL$CMI$AKAM$EMR
$169M
116 positions
#12GROUPAMA ASSET MANAGMENTActive
Some overlap · 5 shared positions
$AEM$MU$PANW$REGN$ETR
$6.8B
395 positions
#13SFE Investment CounselPassive
Some overlap · 5 shared positions
$PWR$DHR$AMAT$CMI$PANW
$635M
143 positions
#14Covea FinanceActive
Some overlap · 6 shared positions
$KO$WM$AMAT$PANW$EMR$KEYS
$2.9B
146 positions
#15DJE Kapital AGActive
Some overlap · 5 shared positions
$AEM$AMAT$PWR$PANW$ROK
$4.5B
113 positions
#16Ascent Wealth Partners, LLCPassive
Some overlap · 5 shared positions
$AMAT$CMI$PWR$WM$PANW
$860M
188 positions
#17Retireful, LLCPassive
Some overlap · 5 shared positions
$AMAT$CIEN$MU$ETR$CMI
$71M
84 positions
#18BNP PARIBASActive
Some overlap · 5 shared positions
$AMAT$KO$MU$PANW$EMR
$3.1B
333 positions
#19Element Squared LLCActive
Some overlap · 3 shared positions
$REGN$AEM$AMAT
$177M
42 positions
#20Veracity Capital LLCPassive
Some overlap · 5 shared positions
$REGN$KO$WM$MU$CIEN
$280M
201 positions
#21HANSEATIC MANAGEMENT SERVICES INCPassive
Some overlap · 4 shared positions
$AMAT$CIEN$JBL$MU
$104M
80 positions
#22Meiji Yasuda America IncActive
Some overlap · 5 shared positions
$KO$MU$WM$AMAT$PANW
$404M
57 positions
#23DARA CAPITAL US, INC.Passive
Some overlap · 5 shared positions
$AMAT$MU$DHR$PANW$EMR
$105M
119 positions
#24Spears Abacus Advisors LLCPassive
Some overlap · 4 shared positions
$AEM$PWR$REGN$DHR
$5.0B
398 positions
#25MAVERICK CAPITAL LTDPassive
Some overlap · 4 shared positions
$AMAT$DHR$KO$COF
$8.7B
241 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.