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Hedge Funds Similar to LANE BROTHERS &amp

13F Portfolio OverlapQ2 2026LANE BROTHERS &amp portfolio →
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Most similar hedge funds by 13F overlap

LANE BROTHERS & CO INC is an institutional investor managing $153M across 95 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 LANE BROTHERS &amp are NEW ENGLAND ASSET, DMKC Advisory Services, Eldred Rock Partners, with shared positions in $WFC, $UL, $ABT, $DE, $FCX, $AGNC. The full ranking of 25 similar funds is below.

#1NEW ENGLAND ASSET MANAGEMENT INCPassive
Some overlap · 3 shared positions
$WFC$UL$ABT
$863M
131 positions
#2DMKC Advisory Services, LLCActive
Some overlap · 3 shared positions
$WFC$ABT$DE
$530M
92 positions
#3Eldred Rock Partners, LLCActive
Some overlap · 3 shared positions
$WFC$UL$DE
$465M
29 positions
#4Spectrum Asset Management, Inc. (NB/CA)Passive
Some overlap · 3 shared positions
$WFC$FCX$DE
$362M
116 positions
#5EQUITY INVESTMENT CORPActive
Some overlap · 3 shared positions
$WFC$UL$AGNC
$5.2B
76 positions
#6Allied Investment Advisors, LLCPassive
Some overlap · 3 shared positions
$WFC$ABT$DE
$797M
110 positions
#7Quad-Cities Investment Group, LLCPassive
Some overlap · 3 shared positions
$WFC$DE$FCX
$278M
209 positions
#8HighMark Wealth Management LLCActive
Some overlap · 3 shared positions
$WFC$MO$ABT
$299M
565 positions
#9Blume Capital Management, Inc.Passive
Some overlap · 3 shared positions
$WFC$FCX$DE
$684M
359 positions
#10SHRIER WEALTH MANAGEMENT, LLCPassive
Some overlap · 3 shared positions
$WFC$FCX$ABT
$296M
134 positions
#11Adams Asset Advisors, LLCActive
Some overlap · 3 shared positions
$WFC$MO$OXY
$882M
88 positions
#12Rayburn West Financial Services LLCPassive
Some overlap · 4 shared positions
$MO$DE$WFC$ABT
$181M
81 positions
#13FSB PREMIER WEALTH MANAGEMENT, INC.Passive
Some overlap · 3 shared positions
$WFC$UL$DE
$355M
257 positions
#14SHELTON WEALTH MANAGEMENT, LLCPassive
Some overlap · 3 shared positions
$WFC$FCX$DE
$255M
144 positions
#15CAPITAL FINANCIAL GROUP INC\CO\ /ADVPassive
Some overlap · 3 shared positions
$UL$MO$WFC
$191M
102 positions
#16STATE FARM MUTUAL AUTOMOBILE INSURANCE COActive
Some overlap · 3 shared positions
$WFC$DE$ABT
$146.1B
107 positions
#17COTTONWOOD CAPITAL ADVISORS, LLCActive
Some overlap · 3 shared positions
$WFC$MO$DE
$166M
88 positions
#18Carolina Wealth Advisors, LLCPassive
Some overlap · 3 shared positions
$MO$UL$BP
$255M
278 positions
#19Royal Palms Capital LLCPassive
Some overlap · 3 shared positions
$UL$FCX$MO
$114M
57 positions
#20BRANDYWINE TRUST COSmart money
Some overlap · 3 shared positions
$WFC$ABT$MO
$621M
33 positions
#21Philip James Wealth Mangement, LLCActive
Some overlap · 3 shared positions
$MO$OXY$ABT
$888M
151 positions
#22Altrius Capital Management IncPassive
Some overlap · 3 shared positions
$MO$BP$ABT
$526M
89 positions
#23AUXIER ASSET MANAGEMENT LLCPassive
Some overlap · 4 shared positions
$MO$ABT$BP$UL
$745M
184 positions
#24Massachusetts Wealth ManagementPassive
Some overlap · 3 shared positions
$WFC$FCX$DE
$262M
98 positions
#25OnyxPoint Global Management LPActive
Some overlap · 3 shared positions
$OXY$FCX$BP
$439M
34 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.