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Hedge Funds Similar to Lanham O'Dell & Company,

13F Portfolio OverlapQ4 2025Lanham O'Dell & Company, portfolio →
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Most similar hedge funds by 13F overlap

Lanham O'Dell & Company, Inc. is an institutional investor managing $347M across 40 U.S. equity positions as of Q4 2025. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Lanham O'Dell & Company, are Hartmann Taylor Wealth ,, Leonard Rickey Investment Advisors P.L.L.C., Long Island Wealth ,, with shared positions in $MKL, $DOV, $PLTR, $MU, $IBM, $AMGN. The full ranking of 25 similar funds is below.

#1Hartmann Taylor Wealth Management, LLCActive
Notable overlap · 3 shared positions
$MKL$DOV$PLTR
$151M
54 positions
#2Leonard Rickey Investment Advisors P.L.L.C.Active
Notable overlap · 3 shared positions
$MKL$DOV$MU
$578M
118 positions
#3Long Island Wealth Management, Inc.Active
Notable overlap · 4 shared positions
$DOV$MKL$IBM$AMGN
$216M
89 positions
#4St. Louis Trust CoActive
Notable overlap · 3 shared positions
$MKL$DOV$EPAM
$856M
145 positions
#5Flower City CapitalSmart money
Notable overlap · 3 shared positions
$MKL$DOV$IBM
$199M
46 positions
#6Alta Advisers LtdActive
Notable overlap · 4 shared positions
$DOV$MKL$PLTR$MU
$276M
206 positions
#7Mosaic Advisors LLCPassive
Notable overlap · 3 shared positions
$MKL$DOV$EPAM
$67M
42 positions
#8Newton One Investments LLCActive
Notable overlap · 5 shared positions
$MKL$DOV$UNH$EPAM$IBM
$368M
121 positions
#9Dunhill Financial, LLCPassive
Notable overlap · 3 shared positions
$MKL$DOV$EPAM
$424M
1,857 positions
#10CORNERSTONE ADVISORS ASSET MANAGEMENT, LLCActive
Notable overlap · 3 shared positions
$MKL$DOV$IBM
$648M
134 positions
#11MB, LEVIS & ASSOCIATES, LLCPassive
Notable overlap · 3 shared positions
$MKL$IBM$AMGN
$240M
234 positions
#12Triune Financial Partners, LLCSmart money
Notable overlap · 3 shared positions
$MKL$IBM$EPAM
$421M
47 positions
#13Forvis Mazars Wealth Advisors, LLCActive
Notable overlap · 3 shared positions
$MKL$IBM$EPAM
$5.3B
399 positions
#14Diversified Trust CoActive
Notable overlap · 3 shared positions
$MKL$UNH$AMGN
$5.4B
1,049 positions
#15LAM GROUP, INC.Passive
Notable overlap · 3 shared positions
$MKL$IBM$AMGN
$182M
136 positions
#16CHECK CAPITAL MANAGEMENT INC/CASmart money
Notable overlap · 3 shared positions
$MKL$AMGN$UNH
$3.4B
50 positions
#17WEALTHCARE CAPITAL MANAGEMENT LLCSmart money
Notable overlap · 3 shared positions
$MKL$EPAM$IBM
$1000M
94 positions
#18Verus Financial Partners, Inc.Smart money
Notable overlap · 4 shared positions
$MKL$DOV$IBM$D
$1.1B
121 positions
#19DC Investments Management, LLCActive
Some overlap · 3 shared positions
$DOV$AEP$UNH
$261M
76 positions
#20GoalFusion Wealth Management, LLCSmart money
Some overlap · 3 shared positions
$DOV$MKL$IBM
$220M
30 positions
#21Prentice Wealth Management LLCActive
Some overlap · 3 shared positions
$DOV$IBM$UNH
$443M
117 positions
#22Merited Wealth, LLCPassive
Some overlap · 3 shared positions
$DOV$UNH$MU
$121M
79 positions
#23MeadowBrook Investment Advisors LLCPassive
Some overlap · 3 shared positions
$MKL$DOV$UNH
$113M
186 positions
#24Rakuten Investment Management, Inc.Smart money
Some overlap · 3 shared positions
$DOV$PLTR$MU
$49.2B
464 positions
#25ETF Portfolio Partners, Inc.Active
Some overlap · 4 shared positions
$MKL$DOV$UNH$EPAM
$381M
68 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.