13F Pro

Hedge Funds Similar to LBMC INVESTMENT ADVISORS,

13F Portfolio OverlapQ1 2026LBMC INVESTMENT ADVISORS, portfolio →
Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

LBMC INVESTMENT ADVISORS, LLC is an institutional investor managing $1.6B across 230 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 LBMC INVESTMENT ADVISORS, are IFG Advisors,, REBALANCE,, Cherry Tree Wealth ,, with shared positions in $KKR, $ICFI, $SCHW, $COF, $HLT, $SSL. The full ranking of 25 similar funds is below.

#1IFG Advisors, LLCActive
Some overlap · 4 shared positions
$KKR$ICFI$SCHW$COF
$611M
149 positions
#2REBALANCE, LLCSmart money
Some overlap · 6 shared positions
$KKR$SCHW$HLT$SSL$DOV$KO
$1.7B
101 positions
#3Cherry Tree Wealth Management, LLCPassive
Some overlap · 4 shared positions
$KKR$SCHW$HLT$SSL
$473M
582 positions
#4SONATA CAPITAL GROUP INCPassive
Some overlap · 5 shared positions
$KKR$HLT$SSL$ICFI$MAR
$271M
123 positions
#5WOODMONT INVESTMENT COUNSEL LLCActive
Some overlap · 5 shared positions
$HCA$KKR$HLT$SSL$KO
$1.6B
263 positions
#6Wilkins Miller Wealth Management, LLCPassive
Some overlap · 5 shared positions
$KKR$HLT$SSL$KO$SO
$165M
89 positions
#7McGlone Suttner Wealth Management, Inc.Active
Some overlap · 4 shared positions
$KKR$HLT$SSL$KO
$755M
189 positions
#8SCS Capital Management LLCActive
Some overlap · 5 shared positions
$KKR$SCHW$KO$MAR$DOV
$9.4B
468 positions
#9McNaughton Wealth Management, LLCActive
Some overlap · 4 shared positions
$KKR$ICFI$MAR$SCHW
$242M
70 positions
#10SWAN Capital LLCPassive
Some overlap · 4 shared positions
$KKR$SCHW$MAR$SO
$272M
554 positions
#11HANOVER ADVISORS INCActive
Some overlap · 4 shared positions
$KKR$SCHW$KO$MAR
$246M
118 positions
#12Crews Bank & TrustPassive
Some overlap · 3 shared positions
$KKR$HLT$SSL
$690M
673 positions
#13NOVEM GROUPPassive
Some overlap · 3 shared positions
$KKR$HLT$SSL
$873M
437 positions
#14Breakwater Investment ManagementPassive
Some overlap · 4 shared positions
$KKR$SCHW$MAR$DOV
$269M
506 positions
#15HOWARD WEALTH MANAGEMENT, LLCPassive
Some overlap · 4 shared positions
$KKR$SCHW$MAR$DOV
$238M
142 positions
#16TBH Global Asset Management, LLCPassive
Slight overlap · 3 shared positions
$KKR$HCA$KO
$497M
245 positions
#17Mount Lucas Management LPPassive
Slight overlap · 4 shared positions
$KKR$HCA$COF$MAR
$271M
165 positions
#18O'ROURKE & COMPANY, IncPassive
Slight overlap · 3 shared positions
$KKR$SCHW$KO
$253M
171 positions
#19EPG Wealth Management LLCPassive
Slight overlap · 3 shared positions
$KKR$SCHW$KO
$369M
320 positions
#20FARALLON CAPITAL MANAGEMENT LLCActive
Slight overlap · 3 shared positions
$KKR$SCHW$AON
$17.5B
172 positions
#21Infinity Wealth Counsel, LLCPassive
Slight overlap · 3 shared positions
$KKR$SCHW$MAR
$109M
63 positions
#22Capital Advisors Wealth Management, LLCPassive
Slight overlap · 3 shared positions
$KKR$SCHW$MAR
$745M
219 positions
#23White Lighthouse Investment Management Inc.Active
Slight overlap · 3 shared positions
$KKR$SCHW$MAR
$721M
145 positions
#24Oak Harvest Investment ServicesPassive
Slight overlap · 3 shared positions
$KKR$SCHW$MAR
$958M
176 positions
#25Donalies Financial Planning, LLCActive
Slight overlap · 3 shared positions
$KKR$SCHW$MAR
$117M
74 positions

Compare LBMC INVESTMENT ADVISORS,’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View LBMC INVESTMENT ADVISORS,’s holdings

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.