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Hedge Funds Similar to LHM,

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

LHM, INC. is an institutional investor managing $254M across 22 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 LHM, are HARBER ASSET, Generali Investments Towarzystwo Funduszy Inwestycyjnych, DISCIPLINED GROWTH INVESTORS /MN, with shared positions in $MRVL, $TXN, $MCHP, $TTWO, $IPGP, $KRNT. The full ranking of 8 similar funds is below.

#1HARBER ASSET MANAGEMENT LLCPassive
Some overlap · 3 shared positions
$MRVL$TXN$MCHP
$156M
41 positions
#2Generali Investments Towarzystwo Funduszy InwestycyjnychPassive
Some overlap · 4 shared positions
$MRVL$TXN$MCHP$TTWO
$194M
146 positions
#3DISCIPLINED GROWTH INVESTORS INC /MNActive
Some overlap · 4 shared positions
$MCHP$IPGP$TTWO$KRNT
$4.9B
61 positions
#4Rafferty Asset Management, LLCActive
Some overlap · 3 shared positions
$MRVL$TXN$MCHP
$24.6B
1,057 positions
#5Greenfield Seitz Capital Management, LLCPassive
Some overlap · 3 shared positions
$MCHP$TXN$NVO
$332M
111 positions
#6CenterStar Asset Management, LLCPassive
Slight overlap · 3 shared positions
$TXN$MRVL$NVO
$797M
464 positions
#7Penbrook Management LLCPassive
Slight overlap · 3 shared positions
$NVO$MRVL$SONY
$132M
93 positions
#8AVAII WEALTH MANAGEMENT, LLCPassive
Slight overlap · 3 shared positions
$NVO$MRVL$TXN
$287M
158 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.