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Hedge Funds Similar to Lester Murray Antman dba SimplyRich

13F Portfolio OverlapQ2 2026Lester Murray Antman dba SimplyRich portfolio →
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Most similar hedge funds by 13F overlap

Lester Murray Antman dba SimplyRich is an institutional investor managing $427M across 166 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 Lester Murray Antman dba SimplyRich are Roxbury Financial, Vantage Investment Partners, OAK ASSOCIATES LTD, with shared positions in $MCK, $AMGN, $MCD, $LMT, $NVS, $CB. The full ranking of 25 similar funds is below.

#1Roxbury Financial LLCPassive
Some overlap · 7 shared positions
$MCK$AMGN$MCD$LMT$NVS$CB
$130M
426 positions
#2Vantage Investment Partners, LLC
Some overlap · 6 shared positions
$SCCO$ASML$MCD$LMT$NOC$TM
$1.6B
67 positions
#3OAK ASSOCIATES LTD /OH/Active
Some overlap · 7 shared positions
$ASML$AMGN$NVS$CI$LMT$CB
$1.8B
139 positions
#4SMITH CHAS P & ASSOCIATES PA CPASActive
Some overlap · 6 shared positions
$NVO$AMGN$MCD$LMT$CB$ADP
$2.0B
194 positions
#5Focused Investors LLCActive
Some overlap · 6 shared positions
$TJX$CI$MCD$LMT$NOC$ELV
$3.0B
23 positions
#6Boit C F DavidPassive
Some overlap · 7 shared positions
$MCD$NVS$LMT$CB$AMGN$PCAR
$238M
85 positions
#7Stillwater Wealth Management Group
Some overlap · 6 shared positions
$TJX$AMGN$MCD$LMT$NOC$CB
$187M
70 positions
#8ICW Investment Advisors LLCPassive
Some overlap · 6 shared positions
$TJX$AMGN$MCD$LMT$NOC$ADP
$286M
144 positions
#9apricus wealth, LLCPassive
Some overlap · 6 shared positions
$CI$AMGN$NVS$TM$CB$SHEL
$222M
128 positions
#10Stamos Capital Partners, L.P.Passive
Some overlap · 5 shared positions
$NVO$ASML$CI$TM$SHEL
$653M
140 positions
#11Kroeger Financial PartnersActive
Some overlap · 7 shared positions
$NVO$TJX$LMT$AMGN$MCD$ASML
$101M
129 positions
#12Marshall Financial Group, LLCPassive
Some overlap · 6 shared positions
$SCCO$MCD$NVS$ASML$LMT$AMGN
$686M
311 positions
#13Greystone Financial Group, LLCPassive
Some overlap · 5 shared positions
$MCK$TJX$AMGN$MCD$LMT
$360M
73 positions
#14Vertrix Wealth Management, LLCPassive
Some overlap · 5 shared positions
$MCK$TJX$AMGN$MCD$LMT
$292M
99 positions
#15Stokes Capital Advisors, LLCPassive
Some overlap · 6 shared positions
$TJX$MCD$LMT$NOC$CB$ADP
$455M
118 positions
#16HAMEL ASSOCIATES, INC.Passive
Some overlap · 6 shared positions
$AMGN$MCD$NVS$LMT$CB$ADP
$363M
92 positions
#17Seed Wealth Management, Inc.Active
Some overlap · 5 shared positions
$NVO$MCK$MCD$CB$SHEL
$159M
82 positions
#18Carolina Wealth Advisors, LLCPassive
Some overlap · 4 shared positions
$SCCO$NVO$AMGN$LMT
$263M
373 positions
#19Arlington Partners LLCActive
Some overlap · 5 shared positions
$NVO$ASML$NVS$ADP$EBAY
$65M
3 positions
#20HORAN Wealth, LLCActive
Some overlap · 5 shared positions
$ASML$TJX$AMGN$NOC$SHEL
$1.2B
217 positions
#21Optimist Retirement Group LLCActive
Some overlap · 5 shared positions
$NVO$MCD$NVS$LMT$PCAR
$259M
118 positions
#22IAM Advisory, LLCActive
Some overlap · 5 shared positions
$MCK$AMGN$NVS$LMT$NOC
$513M
107 positions
#23DIVIDEND ASSETS CAPITAL, LLCPassive
Some overlap · 4 shared positions
$NVO$MCK$AMGN$TJX
$517M
137 positions
#24BLUE SQUARE ASSET MANAGEMENT, LLCPassive
Some overlap · 4 shared positions
$SCCO$ASML$AMGN$NVS
$247M
74 positions
#25Ipswich Investment Management Co., Inc.Passive
Some overlap · 5 shared positions
$ASML$TJX$AMGN$CB$NVS
$468M
186 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.