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Hedge Funds Similar to LCM

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

LCM Capital Management Inc is an institutional investor managing $235M across 125 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 LCM are YOUNGS ADVISORY GROUP, Madison Park Advisors, Hopwood Financial Services, with shared positions in $MDY, $DIS, $MCD, $PEP, $GILD, $PLTR. The full ranking of 25 similar funds is below.

#1YOUNGS ADVISORY GROUP, INC.Smart money
Notable overlap · 4 shared positions
$MDY$DIS$MCD$PEP
$320M
71 positions
#2Madison Park Capital Advisors, LLCActive
Notable overlap · 3 shared positions
$MDY$GILD$PLTR
$140M
65 positions
#3Hopwood Financial Services, Inc.Active
Notable overlap · 4 shared positions
$MDY$EMR$PEP$QCOM
$173M
92 positions
#4TSG Advice Partners, LLC
Notable overlap · 4 shared positions
$MDY$MCD$GILD$PEP
$667M
135 positions
#5HANOVER ADVISORS INCSmart money
Notable overlap · 3 shared positions
$MDY$PLTR$PEP
$278M
122 positions
#6Corsicana & Co.Passive
Notable overlap · 3 shared positions
$MDY$QCOM$PEP
$206M
309 positions
#7IFG Advisors, LLCActive
Notable overlap · 3 shared positions
$MDY$GLW$DIS
$730M
161 positions
#8Tandem Investment Partners LLCActive
Notable overlap · 3 shared positions
$MDY$GILD$TMO
$129M
76 positions
#9Hills Bank & Trust CoActive
Notable overlap · 4 shared positions
$MDY$TMO$MCD$PEP
$2.3B
383 positions
#10SMITH, MOORE & CO.Passive
Notable overlap · 4 shared positions
$MDY$GLW$EMR$PEP
$1.5B
586 positions
#11Paulson Wealth Management Inc.Active
Notable overlap · 4 shared positions
$MDY$MCD$LMT$QCOM
$471M
146 positions
#12Fi3 FINANCIAL ADVISORS, LLCPassive
Notable overlap · 3 shared positions
$MDY$QCOM$DIS
$418M
232 positions
#13Winter & Associates, Inc.Active
Notable overlap · 3 shared positions
$MDY$GLW$PLTR
$139M
81 positions
#14Montz Harcus Wealth Management LLCActive
Notable overlap · 3 shared positions
$MDY$MCD$LMT
$285M
97 positions
#15Curbstone Financial Management CorpPassive
Notable overlap · 3 shared positions
$MDY$GLW$PEP
$579M
202 positions
#16ARK & TLK INVESTMENTS, LLCSmart money
Notable overlap · 3 shared positions
$MDY$GLW$TMO
$416M
126 positions
#17Diversified Portfolios, Inc.Active
Some overlap · 3 shared positions
$MDY$GLW$DIS
$1.4B
201 positions
#18Pacific Center for Financial ServicesActive
Some overlap · 3 shared positions
$MDY$ASML$DIS
$477M
506 positions
#19BARRETT & COMPANY, INC.Passive
Some overlap · 4 shared positions
$MDY$QCOM$EMR$LMT
$366M
671 positions
#20Thrive Wealth Management, LLCSmart money
Some overlap · 3 shared positions
$MDY$LMT$TMO
$805M
260 positions
#21Crescent Sterling, Ltd.Passive
Some overlap · 4 shared positions
$MDY$LMT$QCOM$PEP
$122M
92 positions
#22ARBOR TRUST WEALTH ADVISORS, LLCPassive
Some overlap · 3 shared positions
$MDY$PEP$MCD
$248M
96 positions
#23TKG Advisors, LLCPassive
Some overlap · 3 shared positions
$MDY$PEP$MCD
$288M
94 positions
#24Expressive Wealth LLCPassive
Some overlap · 4 shared positions
$MDY$PLTR$QCOM$GILD
$106M
133 positions
#25Junk Investment Group, LLCActive
Some overlap · 3 shared positions
$MDY$QCOM$DIS
$241M
98 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.