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Hedge Funds Similar to LBMC INVESTMENT ADVISORS

13F Portfolio OverlapQ2 2026LBMC INVESTMENT ADVISORS portfolio →
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Most similar hedge funds by 13F overlap

LBMC INVESTMENT ADVISORS, LLC is an institutional investor managing $1.8B across 245 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 LBMC INVESTMENT ADVISORS are LAWSON KROEKER INVESTMENT, Verus Financial Partners, BloombergSen, with shared positions in $HCA, $AFL, $DIS, $COF, $DOV, $SO. The full ranking of 25 similar funds is below.

#1LAWSON KROEKER INVESTMENT MANAGEMENT INC/NEActive
Some overlap · 3 shared positions
$HCA$AFL$DIS
$361M
59 positions
#2Verus Financial Partners, Inc.Smart money
Some overlap · 4 shared positions
$HCA$COF$DOV$SO
$1.2B
127 positions
#3BloombergSen Inc.Smart money
Some overlap · 3 shared positions
$HCA$AON$PNFP
$1.3B
31 positions
#4LEE DANNER & BASS INCActive
Some overlap · 3 shared positions
$HCA$PNFP$DIS
$1.7B
250 positions
#5Seascape Capital ManagementPassive
Some overlap · 3 shared positions
$HCA$COF$AON
$417M
96 positions
#6ANTIPODES PARTNERS LtdActive
Some overlap · 3 shared positions
$HCA$COF$DIS
$5.5B
130 positions
#7Live Oak Private Wealth LLCPassive
Slight overlap · 3 shared positions
$HCA$AON$DIS
$800M
211 positions
#8CAHABA WEALTH MANAGEMENT, INC.Smart money
Slight overlap · 4 shared positions
$HCA$AFL$SO$PNFP
$1.7B
158 positions
#9KWMG, LLCPassive
Slight overlap · 3 shared positions
$AFL$COF$AON
$1.4B
153 positions
#10Asio Capital, LLCActive
Slight overlap · 3 shared positions
$HCA$COF$PNFP
$781M
109 positions
#11Ronald Blue Trust, Inc.Active
Slight overlap · 4 shared positions
$AFL$HCA$SO$PNFP
$9.5B
2,447 positions
#12J. R. Prunier Capital Management LLC
Slight overlap · 3 shared positions
$HCA$COF$DIS
$235M
67 positions
#13Mount Lucas Management LPPassive
Slight overlap · 3 shared positions
$HCA$COF$NBIS
$281M
166 positions
#14Destination Wealth ManagementPassive
Slight overlap · 3 shared positions
$AFL$COF$DIS
$4.3B
344 positions
#15WEBSTERROGERS FINANCIAL ADVISORS, LLCActive
Slight overlap · 3 shared positions
$AFL$AON$SO
$390M
103 positions
#16Glassy Mountain Advisors, Inc.Passive
Slight overlap · 3 shared positions
$HCA$DIS$SO
$366M
76 positions
#17Approach Retirement Advisors, LLCActive
Slight overlap · 3 shared positions
$AFL$DOV$SO
$138M
82 positions
#18LongView Wealth ManagementPassive
Slight overlap · 3 shared positions
$AFL$DOV$SO
$390M
227 positions
#19Pinnacle Financial Partners, Inc.Active
Slight overlap · 3 shared positions
$AFL$SO$PNFP
$14.7B
1,128 positions
#20DIAMOND HILL CAPITAL MANAGEMENT INCActive
Slight overlap · 4 shared positions
$COF$AON$DOV$DIS
$12.5B
186 positions
#21Financial Harvest, LLCSmart money
Slight overlap · 3 shared positions
$AFL$DOV$DIS
$242M
67 positions
#22LEAVELL INVESTMENT MANAGEMENT, INC.Passive
Slight overlap · 4 shared positions
$AFL$NBIS$DOV$SO
$2.7B
633 positions
#23LVZ, Inc.Smart money
Slight overlap · 3 shared positions
$HCA$DOV$SO
$984M
177 positions
#24OpenArc Corporate Advisory, LLCActive
Slight overlap · 3 shared positions
$HCA$SO$DIS
$8.4B
789 positions
#25Dodds Wealth, LLCSmart money
Slight overlap · 3 shared positions
$HCA$DOV$DIS
$445M
56 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.