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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
$126M
410 positions
#2Vantage Investment Partners, LLC
Some overlap · 6 shared positions
$SCCO$ASML$MCD$LMT$NOC$TM
$1.4B
64 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 CPAS
Some overlap · 6 shared positions
$NVO$AMGN$MCD$LMT$CB$ADP
$1.8B
176 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
$162M
77 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
$210M
129 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
$103M
141 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
$358M
74 positions
#14Vertrix Wealth Management, LLCPassive
Some overlap · 5 shared positions
$MCK$TJX$AMGN$MCD$LMT
$297M
103 positions
#15Stokes Capital Advisors, LLCPassive
Some overlap · 6 shared positions
$TJX$MCD$LMT$NOC$CB$ADP
$467M
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
$158M
100 positions
#18Carolina Wealth Advisors, LLCPassive
Some overlap · 4 shared positions
$SCCO$NVO$AMGN$LMT
$255M
278 positions
#19Arlington Partners LLCActive
Some overlap · 5 shared positions
$NVO$ASML$NVS$ADP$EBAY
$55M
64 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
$474M
190 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.