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Hedge Funds Similar to LCM

13F Portfolio OverlapQ1 2026LCM portfolio →
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Most similar hedge funds by 13F overlap

LCM Capital Management Inc is an institutional investor managing $199M across 110 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 LCM are Tandem Wealth Advisors, YOUNGS ADVISORY GROUP,, Hopwood Financial Services,, with shared positions in $MDY, $HSY, $TMO, $MCD, $DIS, $EMR. The full ranking of 25 similar funds is below.

#1Tandem Wealth Advisors LLCActive
Notable overlap · 3 shared positions
$MDY$HSY$TMO
$224M
47 positions
#2YOUNGS ADVISORY GROUP, INC.Active
Notable overlap · 3 shared positions
$MDY$MCD$DIS
$281M
66 positions
#3Hopwood Financial Services, Inc.Active
Some overlap · 3 shared positions
$MDY$HSY$EMR
$148M
83 positions
#4Wilmar Advisors LLCSmart money
Some overlap · 3 shared positions
$MDY$AMD$ETHA
$116M
27 positions
#5Newport Capital Group, LLCPassive
Some overlap · 3 shared positions
$MDY$GILD$ASML
$164M
73 positions
#6Trifecta Capital Advisors, LLCPassive
Some overlap · 6 shared positions
$MDY$PLTR$LMT$AMD$TMO$CRM
$646M
274 positions
#7Portland Global Advisors LLCActive
Some overlap · 3 shared positions
$MDY$HSY$UL
$938M
146 positions
#8Madison Park Capital Advisors, LLCActive
Some overlap · 3 shared positions
$MDY$CRM$GILD
$127M
62 positions
#9Accent Capital Management, LLCPassive
Some overlap · 4 shared positions
$MDY$PLTR$AMD$GILD
$105M
130 positions
#10Expressive Wealth LLCPassive
Some overlap · 4 shared positions
$MDY$PLTR$AMD$GILD
$105M
130 positions
#11Wall Street Financial Group, Inc.Passive
Some overlap · 3 shared positions
$HSY$PLTR$AMD
$169M
667 positions
#12MIRAE ASSET SECURITIES (USA) INC.Active
Some overlap · 6 shared positions
$MDY$PLTR$LMT$AMD$MCD$CRM
$2.7B
153 positions
#13Atlantic Edge Private Wealth Management, LLCPassive
Some overlap · 3 shared positions
$MDY$AMD$TMO
$407M
601 positions
#14Intrepid Financial Planning Group LLCPassive
Some overlap · 4 shared positions
$MDY$PLTR$AMD$UL
$248M
125 positions
#15Audent Global Asset Management, LLCPassive
Some overlap · 4 shared positions
$MDY$AMD$MCD$DIS
$100M
51 positions
#16Bay Rivers GroupPassive
Some overlap · 4 shared positions
$MDY$PLTR$AMD$CRM
$240M
109 positions
#17Kennon-Green & Company, LLCActive
Some overlap · 4 shared positions
$HSY$MCD$DIS$UL
$122M
39 positions
#18SCHARF INVESTMENTS, LLCActive
Some overlap · 4 shared positions
$HSY$LMT$TMO$DIS
$3.2B
70 positions
#19TSG Advice Partners, LLCActive
Some overlap · 3 shared positions
$MDY$MCD$GILD
$667M
135 positions
#20ARBOR TRUST WEALTH ADVISORS, LLCPassive
Some overlap · 3 shared positions
$MDY$MCD$CRM
$228M
90 positions
#21Miramar Capital, LLCPassive
Some overlap · 4 shared positions
$HSY$LMT$MCD$MDY
$449M
56 positions
#22Montz Harcus Wealth Management LLCActive
Some overlap · 3 shared positions
$MDY$MCD$LMT
$248M
93 positions
#23TRUST CO OF OKLAHOMAPassive
Some overlap · 3 shared positions
$HSY$TMO$MCD
$343M
139 positions
#24BOYD WATTERSON ASSET MANAGEMENT LLC/OHPassive
Some overlap · 5 shared positions
$MDY$AMD$TMO$EMR$CRM
$326M
390 positions
#25Crescent Sterling, Ltd.Passive
Some overlap · 3 shared positions
$MDY$LMT$CRM
$103M
80 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.