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Hedge Funds Similar to Investment

13F Portfolio OverlapQ2 2026Investment portfolio →
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Most similar hedge funds by 13F overlap

Investment Management Trust, LLC is an institutional investor managing $112M across 78 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 Investment are WINDWARD, TEALWOOD ASSET, Sterling Investment Advisors, Ltd., with shared positions in $CMI, $LMT, $TJX, $CARR, $DE, $VRT. The full ranking of 25 similar funds is below.

#1WINDWARD CAPITAL MANAGEMENT CO /CAActive
Some overlap · 5 shared positions
$CMI$LMT$TJX$CARR$DE
$1.3B
73 positions
#2TEALWOOD ASSET MANAGEMENT INCPassive
Slight overlap · 4 shared positions
$VRT$CMI$LMT$MRVL
$261M
121 positions
#3Sterling Investment Advisors, Ltd.Passive
Slight overlap · 4 shared positions
$VRT$CMI$LMT$DE
$599M
225 positions
#4Clarus Wealth AdvisorsPassive
Slight overlap · 4 shared positions
$VRT$TJX$CARR$LMT
$260M
86 positions
#5SMITHBRIDGE ASSET MANAGEMENT INC/DEPassive
Slight overlap · 4 shared positions
$VRT$LMT$TJX$DE
$734M
188 positions
#6Family Legacy Financial Solutions, LLCActive
Slight overlap · 4 shared positions
$VRT$CMI$CARR$MRVL
$164M
65 positions
#7RFG - Bristol Wealth Advisors, LLCPassive
Slight overlap · 4 shared positions
$VRT$CMI$TJX$DE
$414M
188 positions
#8Meiji Yasuda Life Insurance CoSmart money
Slight overlap · 4 shared positions
$VRT$TJX$CMI$MRVL
$3.0B
231 positions
#9WD RUTHERFORD LLCPassive
Slight overlap · 3 shared positions
$VRT$CMI$TJX
$276M
75 positions
#10Boston Common Asset Management, LLCPassive
Slight overlap · 3 shared positions
$VRT$CMI$TJX
$1.7B
186 positions
#11Trifecta Capital Advisors, LLCPassive
Slight overlap · 3 shared positions
$VRT$LMT$TJX
$776M
493 positions
#12GGM Financials LLCActive
Slight overlap · 3 shared positions
$VRT$LMT$TJX
$264M
265 positions
#13FLOYD FINANCIAL GROUP LLCActive
Slight overlap · 4 shared positions
$VRT$TJX$SBUX$DE
$153M
65 positions
#14First American BankPassive
Slight overlap · 3 shared positions
$VRT$TJX$CMI
$1.8B
205 positions
#15Bluebird Wealth Management LLCPassive
Slight overlap · 3 shared positions
$VRT$TJX$CARR
$115M
89 positions
#16Retireful, LLCPassive
Slight overlap · 4 shared positions
$VRT$CMI$MRVL$NVT
$107M
81 positions
#17Traynor Capital Management, Inc.Active
Slight overlap · 4 shared positions
$VRT$LMT$CMI$DE
$2.2B
369 positions
#18Fideuram Asset Management (Ireland) dacPassive
Slight overlap · 4 shared positions
$TJX$CMI$VRT$MRVL
$5.3B
742 positions
#19DB Fitzpatrick & Co, IncActive
Slight overlap · 4 shared positions
$CMI$LMT$SBUX$DE
$124M
100 positions
#20Grey Ledge Advisors, LLCPassive
Slight overlap · 3 shared positions
$CMI$LMT$TJX
$498M
248 positions
#21Delta Accumulation, LLCActive
Slight overlap · 3 shared positions
$CMI$LMT$TJX
$2.5B
156 positions
#22Sierra Legacy GroupPassive
Slight overlap · 3 shared positions
$CMI$LMT$TJX
$129M
79 positions
#23HighRoad Wealth Advisors, LLCSmart money
Slight overlap · 3 shared positions
$CMI$LMT$TJX
$119M
38 positions
#24Churchill Financial Advisors, LLCActive
Slight overlap · 4 shared positions
$CMI$TJX$MRVL$DE
$519M
125 positions
#25Reynders McVeigh Capital Management, LLC
Slight overlap · 3 shared positions
$VRT$TJX$CARR
$2.3B
196 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.