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Hedge Funds Similar to Lynch Asset ,

13F Portfolio OverlapQ1 2026Lynch Asset , portfolio →
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Most similar hedge funds by 13F overlap

Lynch Asset Management, Inc. is an institutional investor managing $298M across 51 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 Lynch Asset , are Westhampton ,, WD RUTHERFORD, Everest Financial Group, with shared positions in $CMI, $ETN, $PANW, $EMR, $IBM, $DIS. The full ranking of 25 similar funds is below.

#1Westhampton Capital, LLCPassive
Notable overlap · 7 shared positions
$CMI$ETN$PANW$EMR$IBM$DIS
$214M
129 positions
#2WD RUTHERFORD LLCPassive
Notable overlap · 5 shared positions
$CRWD$AMD$CMI$PANW$GEV
$225M
71 positions
#3Everest Financial Group LLCPassive
Notable overlap · 6 shared positions
$PANW$AMD$CRWD$UNH$NOW$ETN
$607M
199 positions
#4ITHAKA GROUP LLCActive
Notable overlap · 5 shared positions
$CRWD$AMD$PANW$NOW$GEV
$482M
38 positions
#5Boothe Investment Group, Inc.Active
Notable overlap · 5 shared positions
$CRWD$AMD$NOW$IBM$ULTA
$311M
40 positions
#6Robocap Asset Management LtdActive
Notable overlap · 4 shared positions
$CRWD$AMD$PANW$NOW
$94M
23 positions
#7SGL Investment Advisors, Inc.Passive
Notable overlap · 5 shared positions
$CMI$PANW$ETN$IBM$AMD
$266M
126 positions
#8BENDER ROBERT & ASSOCIATESActive
Notable overlap · 7 shared positions
$AMD$PANW$NOW$ULTA$DIS$SBUX
$417M
45 positions
#9Generali Investments Towarzystwo Funduszy InwestycyjnychPassive
Some overlap · 4 shared positions
$AMD$CRWD$PANW$NOW
$194M
146 positions
#10DARA CAPITAL US, INC.Passive
Some overlap · 8 shared positions
$AMD$NOW$CRWD$TT$PANW$EMR
$105M
119 positions
#11Altrafin AGActive
Some overlap · 5 shared positions
$CRWD$UNH$NVO$PANW$AMD
$290M
52 positions
#12AMI ASSET MANAGEMENT CORPActive
Some overlap · 6 shared positions
$CRWD$PANW$NOW$ULTA$SPOT$WM
$1.6B
96 positions
#13Valtrion Capital Management, LLCActive
Some overlap · 7 shared positions
$PANW$CMI$CRWD$EMR$NOW$DIS
$106M
93 positions
#14KELLY LAWRENCE W & ASSOCIATES INC/CAActive
Some overlap · 4 shared positions
$AMD$PANW$UNH$NOW
$360M
124 positions
#15Greater Midwest Financial Group, LLCPassive
Some overlap · 5 shared positions
$PANW$CRWD$ETN$AMD$IBM
$186M
65 positions
#16Sun Financial IncPassive
Some overlap · 6 shared positions
$AMD$CRWD$PANW$ETN$EMR$GEV
$200M
159 positions
#17Summit Financial Wealth Advisors, LLCActive
Some overlap · 4 shared positions
$CMI$ETN$UNH$IBM
$705M
193 positions
#18SFE Investment CounselPassive
Some overlap · 5 shared positions
$PANW$CMI$ETN$AMD$IBM
$635M
143 positions
#19Employees Provident Fund BoardActive
Some overlap · 5 shared positions
$PANW$CRWD$NOW$DIS$UNH
$13.2B
70 positions
#20GuoLine Advisory Pte LtdActive
Some overlap · 4 shared positions
$CRWD$PANW$NOW$NVO
$956M
24 positions
#21RPG Investment Advisory, LLCPassive
Some overlap · 4 shared positions
$AMD$CRWD$NOW$NVO
$829M
92 positions
#22Beech Hill Advisors, Inc.Passive
Some overlap · 5 shared positions
$ETN$UNH$DIS$AMD$IBM
$200M
94 positions
#23GRANITE ISLANDS PRIVATE WEALTH, LLCPassive
Some overlap · 5 shared positions
$PANW$AMD$NOW$IBM$CRWD
$109M
70 positions
#24Alpha Cubed Investments, LLC
Some overlap · 6 shared positions
$PANW$UNH$AMD$ETN$CRWD$BRZE
$2.9B
299 positions
#25Processus Wealth & Capital Management, LLCActive
Some overlap · 4 shared positions
$CRWD$FDX$EMR$ULTA
$147M
35 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.