13F Pro

Hedge Funds Similar to LOM Asset Ltd

13F Portfolio OverlapQ2 2026LOM Asset Ltd portfolio →
Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

LOM Asset Management Ltd is an institutional investor managing $387M across 279 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 LOM Asset Ltd are Annex Advisory Services, PROFESSIONAL ADVISORY SERVICES, SWP Investment, with shared positions in $ADI, $MS, $FCX, $ASML, $NEE, $ORLY. The full ranking of 25 similar funds is below.

#1Annex Advisory Services, LLCActive
Some overlap · 6 shared positions
$ADI$MS$FCX$ASML$NEE$ORLY
$5.9B
356 positions
#2PROFESSIONAL ADVISORY SERVICES INCActive
Some overlap · 5 shared positions
$ADI$BKNG$TJX$ASML$GD
$836M
93 positions
#3SWP Investment Management LLCPassive
Some overlap · 6 shared positions
$BKNG$TJX$COR$FCX$URI$NEE
$145M
43 positions
#4BEACON INVESTMENT ADVISORY SERVICES, INC.Passive
Some overlap · 5 shared positions
$ADI$TJX$MS$BKNG$URI
$2.7B
812 positions
#5NIXON PEABODY TRUST COActive
Some overlap · 6 shared positions
$TJX$BKNG$MS$ASML$NEE$GD
$1.4B
177 positions
#6SOMERVILLE KURT FActive
Some overlap · 5 shared positions
$ADI$TJX$ASML$NEE$ORLY
$419M
97 positions
#7Smith Group Asset Management, LLCActive
Some overlap · 4 shared positions
$ADI$BKNG$TJX$MPC
$2.5B
166 positions
#8BRIAN LOW FINANCIAL GROUP, LLCPassive
Some overlap · 6 shared positions
$TJX$BKNG$COR$FCX$URI$NEE
$171M
116 positions
#9Strategic Wealth Partners, Ltd.Passive
Some overlap · 6 shared positions
$TJX$COR$FCX$BKNG$URI$NEE
$1.6B
1,462 positions
#10FLPUTNAM INVESTMENT MANAGEMENT COActive
Some overlap · 5 shared positions
$ADI$TJX$MS$ASML$NEE
$8.4B
655 positions
#11BKM Wealth Management, LLCPassive
Some overlap · 5 shared positions
$ADI$ASML$MPC$NEE$GD
$282M
148 positions
#12Elefante Mark BActive
Some overlap · 4 shared positions
$ADI$TJX$ASML$NEE
$232M
60 positions
#13ProVise Management Group, LLCPassive
Some overlap · 4 shared positions
$ADI$BKNG$GD$ETR
$1.5B
282 positions
#14Minot DeBlois Advisors LLCPassive
Some overlap · 4 shared positions
$ADI$TJX$ASML$NEE
$116M
240 positions
#15Dempze Nancy EPassive
Some overlap · 4 shared positions
$ADI$TJX$MS$NEE
$209M
91 positions
#16Banco de Sabadell, S.APassive
Some overlap · 4 shared positions
$ADI$TJX$ASML$NEE
$170M
61 positions
#17Close Asset Management LtdActive
Some overlap · 4 shared positions
$ADI$FCX$BKNG$COR
$3.8B
269 positions
#18Broderick Brian CActive
Some overlap · 4 shared positions
$ADI$TJX$NEE$ASML
$646M
95 positions
#19Delaney Dennis R
Some overlap · 4 shared positions
$ADI$TJX$NEE$ASML
$314M
61 positions
#20Meadowbrook Advisors Group, LLCPassive
Some overlap · 6 shared positions
$MS$TJX$ADI$NEE$GD$ORLY
$187M
169 positions
#21Destination Wealth ManagementPassive
Some overlap · 4 shared positions
$ADI$TJX$ASML$ORLY
$4.3B
344 positions
#22FERGUSON WELLMAN CAPITAL MANAGEMENT, INCActive
Some overlap · 6 shared positions
$TJX$MS$COR$ETR$FCX$ADI
$8.2B
442 positions
#23Albar Capital Partners LLPActive
Some overlap · 4 shared positions
$ADI$FCX$ASML$URI
$767M
38 positions
#24Somerset Trust CoPassive
Some overlap · 4 shared positions
$ADI$MS$NEE$GD
$354M
186 positions
#25Kesler, Norman & Wride, LLCPassive
Some overlap · 4 shared positions
$ADI$COR$NEE$GD
$631M
271 positions

Compare LOM Asset Ltd’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View LOM Asset Ltd’s holdings

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.