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Hedge Funds Similar to LAM GROUP

13F Portfolio OverlapQ2 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 Q2 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
$160M
82 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
$226M
97 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
$529M
260 positions
#9Breakwater Investment ManagementPassive
Some overlap · 4 shared positions
$SNPS$MDY$PLTR$BA
$294M
600 positions
#10Disciplined Investments, LLCPassive
Some overlap · 3 shared positions
$SNPS$MDY$VZ
$310M
144 positions
#11Tandem Investment Partners LLCPassive
Some overlap · 3 shared positions
$MDY$AMGN$VZ
$130M
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
$601M
103 positions
#14Thrive Wealth Management, LLCSmart money
Some overlap · 3 shared positions
$MDY$AMGN$WFC
$787M
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
$349M
435 positions
#19Shore Point Advisors, LLCActive
Some overlap · 3 shared positions
$SNPS$PLTR$VZ
$292M
77 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
$310M
128 positions
#22Audent Global Asset Management, LLCPassive
Some overlap · 4 shared positions
$MDY$BA$ROKU$MCD
$90M
46 positions
#23Trust CoActive
Some overlap · 3 shared positions
$SNPS$VZ$MCD
$1.1B
908 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.