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Hedge Funds Similar to LOWERY THOMAS,

13F Portfolio OverlapQ1 2026LOWERY THOMAS, portfolio →
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Most similar hedge funds by 13F overlap

LOWERY THOMAS, LLC is an institutional investor managing $175M across 55 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 LOWERY THOMAS, are Western Reserve ,, MFA WEALTH ADVISORS,, Lionsbridge Wealth, with shared positions in $SNOW, $SHW, $MDY, $AGQ, $GSAT, $KLAC. The full ranking of 25 similar funds is below.

#1Western Reserve Capital Management, LLCActive
Notable overlap · 3 shared positions
$SNOW$SHW$MDY
$122M
50 positions
#2MFA WEALTH ADVISORS, LLCActive
Notable overlap · 5 shared positions
$SNOW$SHW$AGQ$GSAT$KLAC
$508M
88 positions
#3Lionsbridge Wealth Management LLCPassive
Notable overlap · 6 shared positions
$SNOW$DIA$GSAT$AGQ$MDY$REGN
$99M
59 positions
#4WNY Asset Management, LLCPassive
Notable overlap · 3 shared positions
$SHW$SNOW$REGN
$967M
249 positions
#5BROWN WEALTH MANAGEMENT, LLCActive
Notable overlap · 4 shared positions
$SNOW$GSAT$AGQ$CTVA
$389M
116 positions
#6DROMS STRAUSS ADVISORS INC /MO/ /ADVActive
Notable overlap · 3 shared positions
$SNOW$CTVA$AGQ
$383M
77 positions
#7Kozak & Associates, Inc.Active
Notable overlap · 3 shared positions
$SHW$DIA$AGQ
$576M
451 positions
#8Fortis Advisors, LLCPassive
Notable overlap · 4 shared positions
$SNOW$GSAT$AGQ$REGN
$200M
119 positions
#9Cassaday & Co Wealth Management LLCActive
Notable overlap · 3 shared positions
$SNOW$CTVA$AGQ
$4.7B
1,361 positions
#10Zhang Financial LLCActive
Notable overlap · 3 shared positions
$SNOW$CTVA$KLAC
$2.9B
367 positions
#11Windward Private Wealth Management Inc.Smart money
Notable overlap · 3 shared positions
$SNOW$CTVA$SHW
$289M
44 positions
#12Sage Financial Management Group, Inc.Active
Notable overlap · 3 shared positions
$SNOW$SHW$MDY
$325M
57 positions
#13Joseph P. Lucia & Associates, LLCPassive
Some overlap · 3 shared positions
$SHW$SNOW$AGQ
$280M
169 positions
#14Sequent Asset Management, LLC
Some overlap · 3 shared positions
$SNOW$DIA$SHW
$225M
99 positions
#15Navigation Group, LLCActive
Some overlap · 3 shared positions
$SHW$CTVA$REGN
$427M
113 positions
#16Milestone Investment Advisors LLCActive
Some overlap · 3 shared positions
$SNOW$GSAT$CTVA
$414M
139 positions
#17Guardian Capital, LLCPassive
Some overlap · 3 shared positions
$SHW$DIA$REGN
$105M
81 positions
#18Alexis Investment Partners, LLCActive
Some overlap · 3 shared positions
$SHW$DIA$MDY
$145M
35 positions
#19First Financial Group CorpActive
Some overlap · 3 shared positions
$SNOW$SHW$GSAT
$122M
80 positions
#20Altiora Financial Group, LLCActive
Some overlap · 3 shared positions
$SNOW$CTVA$GSAT
$607M
110 positions
#21SFI Advisors, LLCPassive
Some overlap · 4 shared positions
$SHW$GSAT$AGQ$REGN
$95M
48 positions
#22Kraft, Davis & Associates, LLCPassive
Some overlap · 3 shared positions
$SHW$AGQ$KLAC
$469M
151 positions
#23Financial Futures Ltd Liability Co.Active
Some overlap · 3 shared positions
$SNOW$DIA$MDY
$228M
72 positions
#24Strategic Equity ManagementPassive
Some overlap · 3 shared positions
$SNOW$CTVA$REGN
$266M
70 positions
#25TCP Asset Management, LLCActive
Some overlap · 4 shared positions
$SHW$DIA$AGQ$SNOW
$778M
133 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.