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Hedge Funds Similar to LAM GROUP

13F Portfolio OverlapQ3 2026LAM GROUP portfolio →
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Most similar hedge funds by 13F overlap

LAM GROUP, INC. is an institutional investor managing $199M across 137 U.S. equity positions as of Q3 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to LAM GROUP are North Ridge Wealth Advisors, Financial Gravity Companies, (FGCO), Gladwyn Financial Advisors, with shared positions in $SNPS, $BA, $PFE, $PLTR, $DIS, $MDY. The full ranking of 25 similar funds is below.

#1North Ridge Wealth Advisors, Inc.
Some overlap · 3 shared positions
$SNPS$BA$PFE
$178M
193 positions
#2Financial Gravity Companies, Inc. (FGCO)Passive
Some overlap · 4 shared positions
$SNPS$BA$PLTR$DIS
$616M
1,040 positions
#3Gladwyn Financial Advisors, Inc.Active
Some overlap · 4 shared positions
$SNPS$MDY$VZ$MCD
$157M
81 positions
#4Financial Gravity Asset Management, Inc.
Some overlap · 3 shared positions
$SNPS$BA$DIS
$562M
973 positions
#5Kestra Investment Management, LLCActive
Some overlap · 3 shared positions
$SNPS$NTAP$NRG
$5.2B
519 positions
#6Junk Investment Group, LLCActive
Some overlap · 5 shared positions
$MDY$AMGN$WFC$VZ$DIS
$241M
98 positions
#7McIlrath & Eck, LLC
Some overlap · 5 shared positions
$SNPS$BA$MDY$AMGN$MCD
$1.3B
1,645 positions
#8Keudell/Morrison Wealth ManagementPassive
Some overlap · 3 shared positions
$SNPS$AMGN$VZ
$562M
257 positions
#9Breakwater Investment ManagementActive
Some overlap · 4 shared positions
$SNPS$MDY$PLTR$BA
$302M
774 positions
#10Disciplined Investments, LLCActive
Some overlap · 3 shared positions
$SNPS$MDY$VZ
$310M
144 positions
#11Tandem Investment Partners LLCActive
Some overlap · 3 shared positions
$MDY$AMGN$VZ
$129M
76 positions
#12SWAN Capital LLCActive
Some overlap · 6 shared positions
$SNPS$PLTR$ROKU$PFE$MCD$SHOP
$292M
580 positions
#13Marotta Asset ManagementActive
Some overlap · 3 shared positions
$SNPS$WFC$DIS
$589M
101 positions
#14Thrive Wealth Management, LLCSmart money
Some overlap · 3 shared positions
$MDY$AMGN$WFC
$805M
260 positions
#15POTOMAC FUND MANAGEMENT INC /ADVSmart money
Some overlap · 3 shared positions
$SNPS$WFC$MCD
$4.0B
109 positions
#16TKG Advisors, LLCPassive
Some overlap · 3 shared positions
$MDY$AMGN$MCD
$288M
94 positions
#17Virtus Family Office LLCPassive
Some overlap · 3 shared positions
$SNPS$NTAP$PFE
$126M
62 positions
#18Robinswood Financial LLCPassive
Some overlap · 3 shared positions
$SNPS$BA$MCD
$324M
72 positions
#19Shore Point Advisors, LLCActive
Some overlap · 3 shared positions
$SNPS$PLTR$VZ
$315M
85 positions
#20Bear Mountain Capital, Inc.Active
Some overlap · 3 shared positions
$MDY$BA$PLTR
$345M
214 positions
#21SONATA CAPITAL GROUP INCActive
Some overlap · 4 shared positions
$MDY$WFC$BA$MCD
$314M
128 positions
#22Audent Global Asset Management, LLCActive
Some overlap · 4 shared positions
$MDY$BA$ROKU$MCD
$90M
46 positions
#23Trust CoActive
Some overlap · 3 shared positions
$SNPS$VZ$MCD
$1.1B
915 positions
#24RETIREMENT INCOME SOLUTIONS, INCSmart money
Some overlap · 4 shared positions
$MDY$AMGN$PLTR$MCD
$581M
172 positions
#25Paulson Wealth Management Inc.Active
Some overlap · 3 shared positions
$MDY$AMGN$MCD
$471M
146 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.