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Hedge Funds Similar to LAM GROUP,

13F Portfolio OverlapQ1 2026LAM GROUP, portfolio →
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Most similar hedge funds by 13F overlap

LAM GROUP, INC. is an institutional investor managing $201M across 139 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 LAM GROUP, are Kestra Investment ,, FMB WEALTH, Verus Financial Partners,, with shared positions in $MKL, $NKE, $SNPS, $AMN, $SCHW, $NRG. The full ranking of 25 similar funds is below.

#1Kestra Investment Management, LLCActive
Substantial overlap · 7 shared positions
$MKL$NKE$SNPS$AMN$SCHW$NRG
$5.8B
439 positions
#2FMB WEALTH MANAGEMENTActive
Notable overlap · 8 shared positions
$NKE$AMN$MAR$BA$SCHW$AMGN
$242M
73 positions
#3Verus Financial Partners, Inc.Smart money
Notable overlap · 5 shared positions
$MKL$NKE$UNIT$NSC$IBM
$1.1B
121 positions
#4DEFINE FINANCIAL, LLCSmart money
Notable overlap · 4 shared positions
$MKL$AMN$SCHW$MAR
$184M
41 positions
#5Triune Financial Partners, LLCSmart money
Notable overlap · 4 shared positions
$MKL$UNIT$AMN$IBM
$421M
47 positions
#6Pillar Financial Advisors, LLCActive
Notable overlap · 3 shared positions
$NKE$UNIT$MKL
$171M
106 positions
#7Wrenne Financial Planning LLCSmart money
Notable overlap · 3 shared positions
$MKL$UNIT$SCHW
$255M
49 positions
#8RF&L WEALTH MANAGEMENT, LLCActive
Notable overlap · 3 shared positions
$NKE$UNIT$SE
$134M
52 positions
#9Gladwyn Financial Advisors, Inc.Active
Notable overlap · 6 shared positions
$UNIT$MKL$SNPS$SE$MDY$NEE
$160M
82 positions
#10Beaird Harris Wealth Management, LLCActive
Notable overlap · 5 shared positions
$NKE$AMN$MKL$UNIT$SCHW
$1.5B
686 positions
#11Porter White Investment Advisors, Inc.Smart money
Notable overlap · 4 shared positions
$NKE$AMN$MKL$NSC
$250M
40 positions
#12Frankly Finances, LLCActive
Notable overlap · 4 shared positions
$NKE$MKL$AMN$SCHW
$110M
64 positions
#13KEB ASSET MANAGEMENT, LLCActive
Notable overlap · 7 shared positions
$NKE$AMN$MKL$UNIT$MAR$NEE
$522M
97 positions
#14Plancorp, LLCActive
Notable overlap · 4 shared positions
$NKE$AMN$SE$SCHW
$3.5B
378 positions
#15Meritas Wealth Management, LLCActive
Notable overlap · 6 shared positions
$NKE$AMN$UNIT$NSC$NEE$IBM
$221M
60 positions
#16COWA, LLCActive
Notable overlap · 5 shared positions
$NKE$AMN$MKL$AMGN$IBM
$371M
158 positions
#17Lauterbach Financial Advisors, LLCActive
Notable overlap · 6 shared positions
$NKE$AMN$MAR$UNIT$WFC$NEE
$205M
79 positions
#18Marotta Asset ManagementActive
Notable overlap · 6 shared positions
$UNIT$MAR$SNPS$SCHW$WFC$IBM
$543M
103 positions
#19CLARIS ADVISORS, LLC / MO /Active
Notable overlap · 6 shared positions
$NKE$AMN$BA$UNIT$SE$NEE
$334M
70 positions
#20DOPKINS WEALTH MANAGEMENT, LLCActive
Notable overlap · 5 shared positions
$NKE$AMN$UNIT$SCHW$NEE
$249M
92 positions
#21FAMILY WEALTH PARTNERS, LLCActive
Notable overlap · 7 shared positions
$UNIT$AMN$MKL$NKE$SCHW$SE
$293M
105 positions
#22ELEVATE WEALTH ADVISORY, INCActive
Notable overlap · 8 shared positions
$NKE$AMN$SCHW$MAR$WFC$NSC
$158M
125 positions
#23Three Arch Wealth Management LLCActive
Notable overlap · 4 shared positions
$NKE$AMN$UNIT$NEE
$556M
61 positions
#24Pasadena Private Wealth, LLCPassive
Notable overlap · 3 shared positions
$MKL$UNIT$AMN
$723M
277 positions
#25DeLarme Wealth Management, Inc.Active
Notable overlap · 5 shared positions
$NKE$AMN$SNPS$UNIT$MKL
$155M
63 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.