# Portfolio overlap — LGWIX vs ACGRX Comparing **Ladenburg Growth Fund** (2026-03-31) and **Advisors Capital Growth Fund** (2026-03-31). - Shared positions: 2 - Ladenburg Growth Fund covered by Advisors Capital Growth Fund: 0.2390773026442764050782858153 - Advisors Capital Growth Fund covered by Ladenburg Growth Fund: 0.2390773026442764050782858153 ## Ladenburg Growth Fund — top positions | Security | Weight | Shared | |----------|--------|--------| | SCHWAB US LG VAL | 0.266252 | | | SCHW-US L/C GRW | 0.205430 | ✓ | | WisdomTree U.S. Value Fund | 0.091266 | | | Avantis U.S. Small Cap Value ETF | 0.074003 | | | ISHARES RUSSELL MID-CAP GROWTH ISHARES RUSSELL MID-CAP GROW | 0.054227 | ✓ | | INVESCO S&P SMAL | 0.051531 | | | FMR-ENH INTL | 0.050603 | | | Invesco Total Return Bond ETF | 0.049685 | | | JPM HG EQ ETF | 0.048362 | | | Vanguard Intermediate-Term Bond ETF | 0.040046 | | | PIMCO Active Bond Exchange-Traded Fund | 0.039932 | | | FRST AM-GV OB-X | 0.028661 | | ## Advisors Capital Growth Fund — top positions | Security | Weight | Shared | |----------|--------|--------| | SCHW-US L/C GRW | 0.189548 | ✓ | | VANGUARD GRW ETF | 0.189546 | | | STATE STREET SPDR PORTFOLIO S&P 500 GROWT MUTUAL FUND | 0.149831 | | | VANGUARD RUSSELL 1000 GROWTH MUTUAL FUND | 0.148750 | | | Fidelity Enhanced Large Cap Growth ETF | 0.100477 | | | OPTION | 0.099217 | | | SoFi Select 500 ETF | 0.049684 | | | ISHARES RUSSELL MID-CAP GROWTH ISHARES RUSSELL MID-CAP GROW | 0.049529 | ✓ | | MONEYMKT | 0.023418 | | ## Sources - N-PORT (fund A) — accession `0000910472-26-007562` (as of 2026-03-31) - N-PORT (fund B) — accession `0001413042-26-000403` (as of 2026-03-31) --- _Informational only — not investment advice. FundWatcher presents publicly available data and makes no recommendation to buy or sell any security. Verify all figures against the source filing before relying on them._ _Data sourced from U.S. SEC EDGAR filings (Forms N-PORT, N-CEN, and prospectus Risk/Return summaries). FundWatcher is not affiliated with the SEC._ _Use of this data is subject to the FundWatcher Terms of Service. Information may be used only for personal, non-commercial research and may not be redistributed. See _