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Hedge Funds Similar to LANE BROTHERS &

13F Portfolio OverlapQ1 2026LANE BROTHERS & portfolio →
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Most similar hedge funds by 13F overlap

LANE BROTHERS & CO INC is an institutional investor managing $137M across 83 U.S. equity positions as of Q1 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to LANE BROTHERS & are Wagner Wealth ,, Curran Financial Partners,, FORESIGHT ADVISORS,, with shared positions in $FSCO, $SHW, $MO, $IBM, $TECK, $BRZE. The full ranking of 25 similar funds is below.

#1Wagner Wealth Management, LLCActive
Notable overlap · 4 shared positions
$FSCO$SHW$MO$IBM
$495M
279 positions
#2Curran Financial Partners, LLCActive
Some overlap · 5 shared positions
$TECK$BRZE$SHW$MAR$GE
$559M
127 positions
#3FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC.Passive
Some overlap · 4 shared positions
$TECK$UL$IBM$GEV
$180M
96 positions
#4RETIREMENT PLANNING GROUP, LLC / NYPassive
Some overlap · 5 shared positions
$TECK$SHW$GE$GEV$IBM
$155M
94 positions
#5Forefront Wealth Partners, LLCPassive
Some overlap · 4 shared positions
$TECK$SHW$GE$GEV
$239M
162 positions
#6Lakeridge Wealth Management LLCPassive
Some overlap · 4 shared positions
$TECK$SHW$GE$IBM
$233M
169 positions
#7Harbor Asset Planning, Inc.Passive
Some overlap · 3 shared positions
$FSCO$OKTA$MAR
$119M
420 positions
#8CWC Advisors, LLC.Passive
Some overlap · 3 shared positions
$FSCO$WFC$GE
$210M
149 positions
#9Regal Partners LtdActive
Some overlap · 3 shared positions
$TECK$WFC$FCX
$1.8B
106 positions
#10VISTA INVESTMENT MANAGEMENTPassive
Some overlap · 3 shared positions
$FSCO$WFC$MAR
$301M
176 positions
#11KFA Private Wealth Group, LLCActive
Some overlap · 7 shared positions
$FSCO$BRZE$SHW$MO$IBM$OKTA
$417M
160 positions
#12Frontier Asset Management, LLCActive
Some overlap · 3 shared positions
$TECK$GE$GEV
$477M
91 positions
#13Boyce & Associates Wealth Consulting, Inc.Active
Some overlap · 3 shared positions
$TECK$FSCO$SHW
$132M
80 positions
#14MOR Wealth Management, LLCActive
Some overlap · 3 shared positions
$TECK$MAR$IBM
$218M
103 positions
#15Montis Financial, LLCActive
Some overlap · 3 shared positions
$TECK$FSCO$IBM
$484M
150 positions
#16Madden Advisory Services, Inc.Passive
Some overlap · 4 shared positions
$FSCO$BRZE$SHW$MAR
$254M
108 positions
#17Compass Wealth Management, LLC/GAActive
Some overlap · 3 shared positions
$TECK$GEV$MO
$234M
72 positions
#18Sunrise Financial Services, LLCPassive
Some overlap · 3 shared positions
$TECK$MAR$IBM
$141M
622 positions
#19WHITE PINE CAPITAL LLCPassive
Some overlap · 5 shared positions
$OKTA$WFC$GE$GEV$IBM
$355M
228 positions
#20Smith Thornton Advisors LLCPassive
Some overlap · 3 shared positions
$FSCO$WFC$IBM
$199M
130 positions
#21Smith Partners Wealth Management, LLCPassive
Some overlap · 4 shared positions
$FSCO$GEV$MO$GE
$112M
76 positions
#22Bright Futures Wealth Management, LLC.Passive
Some overlap · 3 shared positions
$OKTA$FSCO$SHW
$146M
188 positions
#23Bay Colony Advisory Group, Inc d/b/a Bay Colony AdvisorsPassive
Some overlap · 5 shared positions
$BRZE$OKTA$SHW$GE$GEV
$818M
489 positions
#24Hedges Asset Management LLC
Some overlap · 5 shared positions
$UL$WFC$GE$BP$IBM
$142M
108 positions
#25CERTIOR FINANCIAL GROUP, LLCPassive
Some overlap · 4 shared positions
$FSCO$BRZE$MAR$IBM
$157M
130 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.