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Hedge Funds Similar to Lynch Asset

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

Lynch Asset Management, Inc. is an institutional investor managing $366M across 52 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 Lynch Asset are Valtrion, Westhampton, Avalon Global Asset, with shared positions in $CRWD, $CMI, $NOW, $DIS, $EMR, $WM. The full ranking of 25 similar funds is below.

#1Valtrion Capital Management, LLCActive
Notable overlap · 6 shared positions
$CRWD$CMI$NOW$DIS$EMR$WM
$134M
103 positions
#2Westhampton Capital, LLCPassive
Notable overlap · 6 shared positions
$CMI$ETN$EMR$DIS$TT$WM
$241M
131 positions
#3Avalon Global Asset Management LLCActive
Notable overlap · 4 shared positions
$CRWD$ETN$NOW$EMR
$917M
38 positions
#4Greater Midwest Financial Group, LLCActive
Some overlap · 6 shared positions
$CRWD$CMI$ETN$QCOM$MCK$EMR
$213M
69 positions
#5Bluebird Wealth Management LLCPassive
Some overlap · 4 shared positions
$CRWD$ETN$NOW$SPOT
$115M
89 positions
#6Portland Global Advisors LLCActive
Some overlap · 4 shared positions
$CRWD$ETN$FDX$FDXF
$1.1B
154 positions
#7Processus Wealth & Capital Management, LLCActive
Some overlap · 4 shared positions
$CRWD$FDX$EMR$ULTA
$172M
36 positions
#8DMKC Advisory Services, LLCActive
Some overlap · 4 shared positions
$CMI$ETN$FDX$EMR
$530M
92 positions
#9Parsonex Advisory Services, Inc.Passive
Some overlap · 4 shared positions
$CRWD$ETN$SPOT$DIS
$115M
50 positions
#10OLD REPUBLIC INTERNATIONAL CORPActive
Some overlap · 4 shared positions
$CMI$ETN$EMR$QCOM
$2.2B
70 positions
#11GuoLine Advisory Pte LtdActive
Some overlap · 3 shared positions
$CRWD$NVO$NOW
$1.2B
23 positions
#12Kessler Investment Group, LLCPassive
Some overlap · 4 shared positions
$CRWD$NOW$EMR$CMI
$207M
82 positions
#13Darden Wealth Group IncPassive
Some overlap · 3 shared positions
$CRWD$ETN$TT
$252M
155 positions
#14Eldred Rock Partners, LLCActive
Some overlap · 3 shared positions
$CMI$NVO$EMR
$451M
29 positions
#15Peloton Wealth StrategistsPassive
Some overlap · 3 shared positions
$CMI$NVO$EMR
$271M
91 positions
#16CIM, LLCPassive
Some overlap · 4 shared positions
$CMI$NVO$SPOT$CMG
$773M
171 positions
#17WD RUTHERFORD LLCPassive
Some overlap · 3 shared positions
$CRWD$CMI$MCK
$263M
78 positions
#18Odyssey Capital Advisors, Inc.Passive
Some overlap · 4 shared positions
$CRWD$NOW$ETN$QCOM
$140M
100 positions
#19WealthShield Partners, LLCPassive
Some overlap · 4 shared positions
$CRWD$CMI$ETN$TT
$654M
379 positions
#20GFG Capital, LLCPassive
Some overlap · 3 shared positions
$CRWD$NOW$QCOM
$381M
89 positions
#21Greystone Financial Group, LLCPassive
Some overlap · 6 shared positions
$CRWD$NOW$EMR$SBUX$WM$MCK
$360M
73 positions
#22BIRMINGHAM CAPITAL MANAGEMENT CO INC/ALActive
Some overlap · 3 shared positions
$CMI$FDX$EMR
$263M
90 positions
#23Ridge Creek Global, IncPassive
Some overlap · 3 shared positions
$CMI$ETN$DIS
$129M
94 positions
#24Eukles Asset ManagementPassive
Some overlap · 3 shared positions
$CMI$FDX$NVO
$242M
228 positions
#25BIRCHBROOK, INC.Active
Some overlap · 5 shared positions
$CRWD$NOW$DIS$FDX$WM
$209M
295 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.