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Hedge Funds Similar to LAFFER TENGLER INVESTMENTS,

13F Portfolio OverlapQ1 2026LAFFER TENGLER INVESTMENTS, portfolio →
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Most similar hedge funds by 13F overlap

LAFFER TENGLER INVESTMENTS, INC. is an institutional investor managing $677M across 182 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 LAFFER TENGLER INVESTMENTS, are CAMDEN NATIONAL BANK, Axecap Investments,, Community Financial Services Group,, with shared positions in $PWR, $LHX, $TJX, $MCD, $NEE, $PLD. The full ranking of 25 similar funds is below.

#1CAMDEN NATIONAL BANKPassive
Notable overlap · 6 shared positions
$PWR$LHX$TJX$MCD$NEE$PLD
$739M
164 positions
#2Axecap Investments, LLCPassive
Notable overlap · 4 shared positions
$LRCX$LHX$TJX$STLD
$145M
69 positions
#3Community Financial Services Group, LLCPassive
Notable overlap · 8 shared positions
$EMR$PANW$AXP$NEE$PLD$MCD
$568M
460 positions
#4Stokes Capital Advisors, LLCPassive
Notable overlap · 6 shared positions
$AXP$TJX$MCD$WMB$NEE$IBM
$446M
104 positions
#5Torrey Growth & Income AdvisorsActive
Notable overlap · 6 shared positions
$AXP$LRCX$WMB$NOW$UBER$BAC
$239M
110 positions
#6Vertrix Wealth Management, LLCPassive
Notable overlap · 6 shared positions
$AXP$TJX$EMR$MCD$SBUX$IBM
$272M
95 positions
#7Meiji Yasuda America IncActive
Notable overlap · 7 shared positions
$AXP$PANW$UBER$WMB$NEE$NOW
$404M
57 positions
#8Providence Capital Advisors, LLCPassive
Notable overlap · 7 shared positions
$PWR$TJX$PANW$CARR$SBUX$PLD
$613M
200 positions
#9Ark Wealth Advisors LLCPassive
Notable overlap · 5 shared positions
$LRCX$AXP$MCD$EMR$NEE
$101M
80 positions
#10New England Research & Management, Inc.Passive
Notable overlap · 7 shared positions
$PWR$UBER$MCD$NEE$PANW$DHI
$237M
143 positions
#11HS Management Partners, LLCActive
Some overlap · 5 shared positions
$AXP$UBER$SBUX$MCD$SPOT
$286M
24 positions
#12SEARLE & CO.Passive
Some overlap · 6 shared positions
$AXP$MCD$PANW$IBM$BAC$NEE
$398M
194 positions
#13ABN AMRO Bank N.V.Active
Some overlap · 7 shared positions
$PWR$TJX$PANW$BAC$NOW$UBER
$9.3B
228 positions
#14Mirabaud Asset Management LtdPassive
Some overlap · 5 shared positions
$AXP$TJX$PANW$NEE$IBM
$121M
32 positions
#15Reliant Investment Management, LLCPassive
Some overlap · 4 shared positions
$AXP$PWR$LHX$IBM
$207M
53 positions
#16Cornerstone Select Advisors, LLCPassive
Some overlap · 5 shared positions
$LRCX$LHX$PANW$IBM$BAC
$160M
124 positions
#17Sun Financial IncPassive
Some overlap · 6 shared positions
$PWR$LRCX$PANW$TJX$EMR$AXP
$200M
159 positions
#18ALKEON CAPITAL MANAGEMENT LLCSmart money
Some overlap · 4 shared positions
$LRCX$TJX$UBER$PWR
$59.5B
102 positions
#19Focused Investors LLCActive
Some overlap · 4 shared positions
$AXP$LHX$TJX$MCD
$3.1B
22 positions
#20Benchmark Investment Advisors LLCPassive
Some overlap · 5 shared positions
$LRCX$UBER$PANW$SPOT$NOW
$172M
76 positions
#21Rench Wealth Management, Inc.Active
Some overlap · 4 shared positions
$LRCX$LHX$NEE$DHI
$332M
62 positions
#22Employees Provident Fund BoardActive
Some overlap · 6 shared positions
$PWR$UBER$PANW$NEE$NOW$BAC
$13.2B
70 positions
#23ALPINE WOODS CAPITAL INVESTORS, LLCPassive
Some overlap · 6 shared positions
$LHX$STLD$EMR$WMB$TJX$BAC
$417M
199 positions
#24Greystone Financial Group, LLCPassive
Some overlap · 6 shared positions
$TJX$EMR$SBUX$MCD$NOW$IBM
$353M
78 positions
#25AVITY INVESTMENT MANAGEMENT INC.Active
Some overlap · 7 shared positions
$TJX$PANW$NEE$NOW$UBER$IBM
$1.4B
114 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.