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Hedge Funds Similar to Mount Lucas

13F Portfolio OverlapQ1 2026Mount Lucas portfolio →
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Most similar hedge funds by 13F overlap

Mount Lucas Management LP is an institutional investor managing $271M across 165 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 Mount Lucas are FOUNDATION RESOURCE, Alight, PRIMECAP /CA/, with shared positions in $INTC, $ADBE, $NEM, $L, $VZ, $B. The full ranking of 25 similar funds is below.

#1FOUNDATION RESOURCE MANAGEMENT INCActive
Notable overlap · 6 shared positions
$INTC$ADBE$NEM$L$VZ$B
$889M
55 positions
#2Alight Capital Management LPPassive
Some overlap · 5 shared positions
$INTC$RKT$IREN$FLEX$VRSN
$417M
64 positions
#3PRIMECAP MANAGEMENT CO/CA/Active
Some overlap · 6 shared positions
$INTC$FLEX$ADBE$DAL$TJX$UAL
$127.0B
320 positions
#4Evergreen Private Wealth LLCPassive
Some overlap · 3 shared positions
$ADBE$T$HCA
$247M
86 positions
#5LETKO, BROSSEAU & ASSOCIATES INCActive
Some overlap · 5 shared positions
$T$ADBE$INTC$VZ$B
$6.2B
101 positions
#6Te Ahumairangi Investment Management LtdActive
Some overlap · 6 shared positions
$T$NEM$ADBE$VZ$CAH$VRSN
$597M
86 positions
#7Value Aligned Research Advisors, LLCActive
Some overlap · 4 shared positions
$INTC$NBIS$IREN$FTAI
$20.7B
107 positions
#8Deane Retirement Strategies, Inc.Passive
Some overlap · 4 shared positions
$ADBE$INTC$TJX$NEM
$249M
57 positions
#9RETIREMENT GUYS FORMULA LLCPassive
Some overlap · 6 shared positions
$COR$NEM$MAR$CBOE$TJX$GD
$217M
154 positions
#10VISTA INVESTMENT PARTNERS LLCPassive
Some overlap · 6 shared positions
$COR$MAR$HCA$VZ$TJX$NDAQ
$378M
169 positions
#11MFG WEALTH MANAGEMENT, INC.Passive
Some overlap · 3 shared positions
$INTC$RKT$T
$121M
61 positions
#12Core Alternative CapitalPassive
Some overlap · 6 shared positions
$NEM$ADBE$VZ$LHX$TJX$CME
$339M
205 positions
#13Ranch Capital Advisors Inc.Passive
Some overlap · 5 shared positions
$T$KKR$CAH$VZ$GD
$277M
154 positions
#14PARUS FINANCE (UK) LtdActive
Some overlap · 3 shared positions
$ADBE$INTC$COF
$334M
37 positions
#15COBALT CAPITAL MANAGEMENT, INC.Active
Some overlap · 5 shared positions
$RKT$KKR$AL$UAL$FTAI
$179M
24 positions
#16Long Focus Capital Management, LLCActive
Some overlap · 5 shared positions
$RKT$KKR$COF$B$FTAI
$3.8B
97 positions
#17Axecap Investments, LLCPassive
Some overlap · 6 shared positions
$COR$CAH$LHX$TJX$__PARK_1390777$ROL
$145M
69 positions
#18EQUITY INVESTMENT CORPActive
Some overlap · 5 shared positions
$ADBE$T$VZ$GL$B
$5.1B
71 positions
#19United Super Pty Ltd in its capacity as Trustee for the ConsActive
Some overlap · 5 shared positions
$MAR$ADBE$T$HCA$VZ
$5.3B
185 positions
#20KWMG, LLCActive
Some overlap · 5 shared positions
$MAR$CAH$T$DAL$TJX
$1.2B
147 positions
#21Hedges Asset Management LLC
Some overlap · 5 shared positions
$INTC$NEM$L$VZ$B
$142M
108 positions
#221776 Wealth LLCActive
Some overlap · 3 shared positions
$ADBE$TJX$INTC
$254M
146 positions
#23LEUTHOLD GROUP, LLCPassive
Some overlap · 5 shared positions
$CAH$COR$KGC$FLEX$HCA
$939M
211 positions
#24M.E. ALLISON & CO., INC.Passive
Some overlap · 5 shared positions
$T$KKR$DAL$VZ$MAR
$151M
193 positions
#25Caldwell Investment Management Ltd.Active
Some overlap · 6 shared positions
$KKR$KGC$CBOE$LHX$TJX$ROL
$255M
57 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.