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Hedge Funds Similar to LRI Investments

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

LRI Investments, LLC is an institutional investor managing $1.2B across 1,954 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 LRI Investments are STATE FARM MUTUAL AUTOMOBILE INSURANCE, Myriad Asset US, Landmark Wealth, with shared positions in $NUE, $GLW, $MTB, $WFC, $C, $CARR. The full ranking of 25 similar funds is below.

#1STATE FARM MUTUAL AUTOMOBILE INSURANCE COActive
Slight overlap · 4 shared positions
$NUE$GLW$MTB$WFC
$146.1B
107 positions
#2Myriad Asset Management US LPActive
Slight overlap · 4 shared positions
$NUE$GLW$C$WFC
$72M
52 positions
#3Landmark Wealth Management, LLCActive
Slight overlap · 4 shared positions
$GLW$CARR$C$WFC
$418M
151 positions
#4AGP FRANKLIN, LLCPassive
Slight overlap · 3 shared positions
$NUE$GLW$C
$231M
93 positions
#5NI ACQUISITIONS COMPANY, LLCActive
Slight overlap · 3 shared positions
$NUE$MTB$TD
$234M
112 positions
#6Myriad Asset Management Advisors LLCActive
Slight overlap · 3 shared positions
$NUE$GLW$C
$424M
49 positions
#7Kingsman Wealth Management, Inc.Active
Slight overlap · 3 shared positions
$NUE$GLW$C
$214M
76 positions
#8Hobbs Group Advisors, LLCActive
Slight overlap · 3 shared positions
$NUE$GLW$C
$380M
164 positions
#9DELTA FINANCIAL ADVISORS LLCPassive
Slight overlap · 3 shared positions
$NUE$CARR$TRV
$421M
152 positions
#10BERKSHIRE ASSET MANAGEMENT LLC/PAActive
Slight overlap · 3 shared positions
$NUE$MTB$WFC
$2.5B
270 positions
#11CULBERTSON A N & CO INCActive
Slight overlap · 4 shared positions
$GLW$C$TRV$WFC
$859M
140 positions
#12HIGHLAND CAPITAL MANAGEMENT, LLCPassive
Slight overlap · 3 shared positions
$GLW$CARR$C
$2.2B
411 positions
#13Bluebird Wealth Management LLCPassive
Slight overlap · 3 shared positions
$GLW$CARR$C
$115M
89 positions
#14WEST PACES ADVISORS INC.Passive
Slight overlap · 3 shared positions
$GLW$NUE$TRV
$596M
765 positions
#15Emergent Wealth Advisors, LLCActive
Slight overlap · 3 shared positions
$GLW$MTB$TD
$192M
122 positions
#16GARRISON POINT ADVISORS, LLCPassive
Slight overlap · 3 shared positions
$GLW$CARR$WFC
$247M
176 positions
#17Tufton Capital ManagementPassive
Slight overlap · 3 shared positions
$GLW$CARR$WFC
$596M
127 positions
#18SUMMITRY LLCPassive
Slight overlap · 3 shared positions
$GLW$CARR$WFC
$3.0B
340 positions
#19Capital Research Global InvestorsActive
Slight overlap · 3 shared positions
$GLW$CARR$WFC
$716.9B
426 positions
#20COURIER CAPITAL LLCPassive
Slight overlap · 3 shared positions
$GLW$MTB$C
$2.0B
399 positions
#21Axiom Investment Management LLCPassive
Slight overlap · 3 shared positions
$GLW$MTB$C
$150M
528 positions
#22Riggs Asset Managment Co. Inc.Passive
Slight overlap · 3 shared positions
$GLW$MTB$C
$560M
132 positions
#23Rock Point Advisors, LLCPassive
Slight overlap · 3 shared positions
$GLW$MTB$C
$409M
123 positions
#24Bank & Trust CoPassive
Slight overlap · 3 shared positions
$NUE$C$TRV
$158M
303 positions
#25William B. Walkup & Associates, Inc.Passive
Slight overlap · 3 shared positions
$NUE$TRV$WFC
$208M
258 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.