How is hedge fund similarity measured?

Similarity is computed from each fund's top conviction holdings in their latest 13F filing. Funds are scored by the overlap of distinctive shared positions (the mega-caps that nearly every fund owns are excluded), so the ranking reflects genuinely shared strategy rather than common index exposure.

Hedge Funds Similar to LM Advisors

13F Portfolio OverlapQ2 2026LM Advisors portfolio →

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Most similar hedge funds by 13F overlap

LM Advisors LLC is an institutional investor managing $866M across 224 U.S. equity positions as of Q2 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to LM Advisors are MERIDIAN INVESTMENT COUNSEL, Urban Wealth, Sovran Advisors, with shared positions in $PLTR, $IAU, $MDY, $C, $QCOM, $WFC. The full ranking of 25 similar funds is below.

#1MERIDIAN INVESTMENT COUNSEL INC.Passive

Slight overlap · 5 shared positions

$PLTR $IAU $MDY $C $QCOM

$466M

250 positions

#2Urban Wealth Management, LLCPassive

Slight overlap · 5 shared positions

$PLTR $IAU $WFC $C $QCOM

$115M

107 positions

#3Sovran Advisors, LLCPassive

Slight overlap · 5 shared positions

$PLTR $IAU $IBIT $QCOM $ASML

$1.3B

615 positions

#4Bulltick Wealth Management, LLCPassive

Slight overlap · 5 shared positions

$PLTR $IAU $IBIT $CRM $ASML

$490M

134 positions

#5NORTHBRIDGE FINANCIAL GROUP, LLCPassive

Slight overlap · 5 shared positions

$PLTR $IBIT $C $CRM $QCOM

$261M

184 positions

#6True Vision MN LLC

Slight overlap · 4 shared positions

$PLTR $WFC $IAU $CRM

$194M

98 positions

#7CMT Capital Markets Trading GmbHActive

Slight overlap · 5 shared positions

$PLTR $C $CRM $QCOM $ASML

$11.8B

385 positions

#8St. Louis Financial Planners Asset Management, LLCActive

Slight overlap · 4 shared positions

$PLTR $WFC $C $CRM

$188M

30 positions

#9ADAPT Investment Managers SAActive

Slight overlap · 4 shared positions

$PLTR $WFC $C $CRM

$12.6B

133 positions

#10Financial Sense Advisors, Inc.Passive

Slight overlap · 4 shared positions

$PLTR $IAU $IBIT $QCOM

$508M

137 positions

#11CAPITOLIS LIQUID GLOBAL MARKETS LLCPassive

Slight overlap · 4 shared positions

$PLTR $WFC $C $QCOM

$23.0B

320 positions

#12Beta Wealth Group, Inc.Active

Slight overlap · 4 shared positions

$PLTR $WFC $C $QCOM

$267M

114 positions

#13GFS Advisors, LLCActive

Slight overlap · 5 shared positions

$PLTR $IAU $MDY $NAD $ASML

$1.7B

266 positions

#14Sageworth Trust CoActive

Slight overlap · 5 shared positions

$IBIT $IAU $PLTR $MDY $ASML

$2.5B

127 positions

#15Brucke Financial, Inc.Passive

Slight overlap · 5 shared positions

$WFC $C $CRM $QCOM $ASML

$225M

175 positions

#16Bayesian Capital Management, LPPassive

Slight overlap · 4 shared positions

$PLTR $WFC $C $ASML

$156M

223 positions

#17Western Pacific Wealth Management, LPActive

Slight overlap · 4 shared positions

$PLTR $WFC $C $ASML

$111M

181 positions

#18Pettinga Financial Advisors LLCActive

Slight overlap · 5 shared positions

$IAU $IBIT $MDY $OBDC $MHD

$624M

156 positions

#19SENTINEL TRUST CO LBASmart money

Slight overlap · 4 shared positions

$PLTR $IAU $MDY $ASML

$1.1B

136 positions

#20Bull Oak Capital, LLCSmart money

Slight overlap · 4 shared positions

$WFC $IAU $IBIT $QCOM

$300M

40 positions

#21Tarbox Group, Inc.Smart money

Slight overlap · 4 shared positions

$WFC $IAU $MDY $C

$698M

96 positions

#22Integrity Wealth Solutions LLCActive

Slight overlap · 4 shared positions

$PLTR $IAU $IBIT $MDY

$271M

129 positions

#23FLOW TRADERS U.S. LLCPassive

Slight overlap · 4 shared positions

$PLTR $IAU $MDY $ASML

$2.4B

979 positions

#24Prospera Capital Management, LLCActive

Slight overlap · 4 shared positions

$PLTR $IAU $QCOM $ASML

$320M

63 positions

#25Triumph Capital ManagementPassive

Slight overlap · 4 shared positions

$WFC $PLTR $MDY $QCOM

$552M

1,861 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.