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Hedge Funds Similar to Lombard Odier Asset (USA)

13F Portfolio OverlapQ2 2026Lombard Odier Asset (USA) portfolio →
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Most similar hedge funds by 13F overlap

Lombard Odier Asset Management (USA) Corp is an institutional investor managing $727M across 142 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 Lombard Odier Asset (USA) are EDGAR LOMAX, Round Hill Asset, SECTOR GAMMA AS, with shared positions in $PFE, $TGT, $FDX, $BMY, $CCZ, $GILD. The full ranking of 25 similar funds is below.

#1EDGAR LOMAX CO/VAActive
Notable overlap · 7 shared positions
$PFE$TGT$FDX$BMY$CCZ$GILD
$1.3B
58 positions
#2Round Hill Asset ManagementActive
Notable overlap · 4 shared positions
$CCZ$PFE$BMY$DIS
$159M
62 positions
#3SECTOR GAMMA ASActive
Notable overlap · 3 shared positions
$BMY$PFE$OGN
$461M
40 positions
#4Neumann Capital Management, LLCActive
Notable overlap · 4 shared positions
$GILD$BMY$PFE$DIS
$391M
105 positions
#5Hillman Capital Management, Inc.Passive
Notable overlap · 6 shared positions
$PFE$BMY$CCZ$DIS$CAG$UPS
$138M
54 positions
#6BCWM, LLCPassive
Notable overlap · 5 shared positions
$KMI$BMY$CCZ$PFE$UPS
$342M
57 positions
#7CHIRON CAPITAL MANAGEMENT, LLCPassive
Notable overlap · 4 shared positions
$BMY$PFE$CCZ$GILD
$101M
125 positions
#8Nan Shan Life Insurance Co., Ltd.Active
Notable overlap · 7 shared positions
$PFE$KMI$DIS$BMY$FCX$SLB
$3.2B
82 positions
#9Catherine Avery Investment Management LLCPassive
Notable overlap · 5 shared positions
$BMY$PFE$TGT$FCX$UPS
$116M
172 positions
#10GOLDENTREE ASSET MANAGEMENT LPActive
Notable overlap · 3 shared positions
$CCZ$COMP$MGM
$1.7B
31 positions
#11Kiltearn Partners LLPActive
Notable overlap · 4 shared positions
$CCZ$GILD$FDX$UPS
$412M
29 positions
#12Metropolis Capital LtdSmart money
Notable overlap · 3 shared positions
$CCZ$DIS$SNX
$3.6B
16 positions
#13McGinn Penninger Investment Management, Inc.Active
Notable overlap · 5 shared positions
$SPG$TGT$FDX$DIS$SLB
$164M
38 positions
#14Long Focus Capital Management, LLCActive
Notable overlap · 3 shared positions
$CCZ$DIS$HLF
$3.9B
87 positions
#15Keystone Financial Planning, Inc.Active
Notable overlap · 3 shared positions
$BMY$PFE$UPS
$404M
39 positions
#16Blume Capital Management, Inc.Passive
Notable overlap · 6 shared positions
$CCZ$FDX$DIS$FCX$PFE$SLB
$678M
357 positions
#17WealthBridge Investment Counsel Inc.Active
Notable overlap · 4 shared positions
$MET$GILD$FDX$DIS
$377M
44 positions
#18Disciplined Equity Management, Inc.Smart money
Notable overlap · 3 shared positions
$PFE$KMI$CAG
$227M
47 positions
#19Verity & Verity, LLCActive
Notable overlap · 5 shared positions
$GILD$PFE$TGT$MET$UPS
$1.5B
139 positions
#20CONTINENTAL ADVISORS LLCActive
Notable overlap · 3 shared positions
$PFE$BMY$GILD
$233M
52 positions
#21InvesTrustPassive
Notable overlap · 6 shared positions
$MET$TGT$BMY$DIS$PFE$SLB
$247M
91 positions
#22KAHN BROTHERS GROUP INCActive
Notable overlap · 5 shared positions
$PFE$BMY$OGN$DIS$CCZ
$564M
48 positions
#23Collar Capital Management, LLCPassive
Notable overlap · 7 shared positions
$TGT$UPS$FDX$CAG$MSTR$CLF
$170M
73 positions
#24Nexus Investment Management ULCActive
Notable overlap · 3 shared positions
$GILD$PFE$UPS
$767M
72 positions
#25Signature Wealth Management Group
Notable overlap · 4 shared positions
$BMY$PFE$TGT$UPS
$263M
128 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.