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Hedge Funds Similar to LHM

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

LHM, INC. is an institutional investor managing $293M across 24 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 LHM are Rafferty Asset, Retireful, SORA INVESTORS, with shared positions in $MRVL, $TXN, $ALAB, $MCHP, $OLED, $TTWO. The full ranking of 23 similar funds is below.

#1Rafferty Asset Management, LLCActive
Notable overlap · 4 shared positions
$MRVL$TXN$ALAB$MCHP
$43.9B
1,133 positions
#2Retireful, LLCPassive
Some overlap · 3 shared positions
$ALAB$MRVL$TXN
$107M
81 positions
#3SORA INVESTORS LLCPassive
Some overlap · 3 shared positions
$OLED$TTWO$MCHP
$1.3B
76 positions
#4Taylor Frigon Capital Management LLCPassive
Some overlap · 3 shared positions
$ALAB$MRVL$KRNT
$214M
93 positions
#5SHARIAPORTFOLIO, INC.Active
Some overlap · 3 shared positions
$ALAB$NVO$TXN
$283M
43 positions
#6VAN ECK ASSOCIATES CORPActive
Some overlap · 4 shared positions
$MRVL$TXN$ALAB$MCHP
$164.1B
1,337 positions
#7Alight Capital Management LPPassive
Some overlap · 3 shared positions
$TTWO$TXN$SONY
$712M
83 positions
#8Generali Investments Towarzystwo Funduszy InwestycyjnychPassive
Some overlap · 4 shared positions
$MRVL$MCHP$TXN$TTWO
$249M
151 positions
#9Proem Advisors LLCActive
Some overlap · 3 shared positions
$TXN$MRVL$MCHP
$1.9B
56 positions
#10E Fund Management Co., Ltd.Active
Some overlap · 3 shared positions
$MRVL$ALAB$TXN
$4.5B
488 positions
#11Greenfield Seitz Capital Management, LLCPassive
Some overlap · 3 shared positions
$MCHP$TXN$NVO
$336M
107 positions
#12DISCIPLINED GROWTH INVESTORS INC /MNActive
Some overlap · 4 shared positions
$TTWO$IPGP$KRNT$MCHP
$5.9B
58 positions
#13Donoghue Forlines LLCPassive
Some overlap · 3 shared positions
$MRVL$ALAB$TTWO
$387M
114 positions
#14Defiance ETFs, LLCPassive
Some overlap · 3 shared positions
$MRVL$ALAB$TXN
$7.4B
388 positions
#15Penbrook Management LLCPassive
Some overlap · 3 shared positions
$MRVL$NVO$SONY
$157M
101 positions
#1617 CAPITAL PARTNERS, LLCPassive
Some overlap · 3 shared positions
$MRVL$MCHP$SONY
$222M
176 positions
#17TEALWOOD ASSET MANAGEMENT INCPassive
Some overlap · 3 shared positions
$TXN$MRVL$TTWO
$261M
121 positions
#18XY Capital LtdActive
Slight overlap · 3 shared positions
$SONY$NVO$MRVL
$104M
72 positions
#19VISTA INVESTMENT MANAGEMENTPassive
Slight overlap · 3 shared positions
$MCHP$NVO$TXN
$333M
178 positions
#20Tower Research Capital LLC (TRC)Passive
Slight overlap · 3 shared positions
$MRVL$TXN$NVO
$4.1B
5,180 positions
#21USA FINANCIAL FORMULASActive
Slight overlap · 3 shared positions
$MRVL$TXN$MCHP
$546M
412 positions
#22PAX Financial Group, LLCActive
Slight overlap · 3 shared positions
$NVO$TXN$WAL
$673M
207 positions
#23Walleye Capital LLCPassive
Slight overlap · 3 shared positions
$TTWO$MCHP$MRVL
$28.0B
4,674 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.