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Hedge Funds Similar to LS Investment Advisors,

13F Portfolio OverlapQ1 2026LS Investment Advisors, portfolio →
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Most similar hedge funds by 13F overlap

LS Investment Advisors, LLC is an institutional investor managing $668M across 126 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 LS Investment Advisors, are FORBES J M & LLP, PENINSULA ASSET, MATTERN ,, with shared positions in $BAC, $HUM, $LIN, $EMR, $IBM, $ECL. The full ranking of 25 similar funds is below.

#1FORBES J M & CO LLPActive
Notable overlap · 9 shared positions
$BAC$HUM$LIN$EMR$IBM$ECL
$1.2B
150 positions
#2PENINSULA ASSET MANAGEMENT INCPassive
Notable overlap · 6 shared positions
$ECL$GWW$EMR$SHW$IBM$NEE
$196M
53 positions
#3MATTERN CAPITAL MANAGEMENT, LLCPassive
Notable overlap · 8 shared positions
$GWW$LIN$CB$ECL$SHW$WM
$835M
170 positions
#4Stokes Capital Advisors, LLCPassive
Notable overlap · 7 shared positions
$CB$LIN$SHW$HUM$IBM$TJX
$446M
104 positions
#5Kimelman & Baird, LLCActive
Notable overlap · 8 shared positions
$BAC$LIN$IBM$DIS$WM$TJX
$1.2B
263 positions
#6PARNASSUS INVESTMENTS, LLCActive
Notable overlap · 6 shared positions
$BAC$GWW$LIN$DHR$SHW$WM
$34.1B
135 positions
#7MITCHELL & PAHL PRIVATE WEALTH, LLCPassive
Notable overlap · 8 shared positions
$LIN$ECL$EMR$SHW$BAC$WM
$246M
145 positions
#8Blossom Wealth ManagementPassive
Notable overlap · 8 shared positions
$HUM$BAC$ECL$IBM$APH$TJX
$67M
74 positions
#9TCTC Holdings, LLCActive
Some overlap · 6 shared positions
$CB$LIN$BAC$IBM$WM$NEE
$3.5B
220 positions
#10ZEVIN ASSET MANAGEMENT LLCPassive
Some overlap · 5 shared positions
$CB$ECL$EMR$LIN$TJX
$723M
93 positions
#11NORRIS PERNE & FRENCH LLP/MIActive
Some overlap · 6 shared positions
$ECL$LIN$SHW$DHR$WM$TJX
$1.5B
139 positions
#12Ayrshire Capital Management LLCPassive
Some overlap · 6 shared positions
$ECL$LIN$DHR$APH$TJX$SCHW
$193M
50 positions
#13Minot DeBlois Advisors LLCPassive
Some overlap · 7 shared positions
$CB$ECL$DHR$DIS$HUM$TJX
$110M
226 positions
#14Community Financial Services Group, LLCPassive
Some overlap · 7 shared positions
$EMR$BAC$LIN$WM$APH$ECL
$568M
460 positions
#15BERKSHIRE ASSET MANAGEMENT LLC/PAPassive
Some overlap · 5 shared positions
$BAC$CB$EMR$WM$SCHW
$2.3B
264 positions
#16Birch Hill Investment Advisors LLCActive
Some overlap · 6 shared positions
$ECL$IBM$GWW$APH$TJX$NEE
$2.2B
195 positions
#17Exeter Financial, LLCPassive
Some overlap · 6 shared positions
$EMR$BAC$LIN$IBM$WM$GD
$245M
98 positions
#18NOESIS CAPITAL MANGEMENT CORPPassive
Some overlap · 5 shared positions
$ECL$LIN$DIS$APH$NEE
$676M
125 positions
#19Bath Savings Trust CoActive
Some overlap · 6 shared positions
$ECL$SHW$DHR$APH$TJX$NEE
$936M
168 positions
#20Saranac Partners LtdPassive
Some overlap · 5 shared positions
$ECL$BAC$DHR$TJX$DIS
$234M
103 positions
#21HALL CAPITAL MANAGEMENT CO INCPassive
Some overlap · 7 shared positions
$SHW$HUM$WM$EMR$TJX$NEE
$280M
107 positions
#22HEADINVEST, LLCPassive
Some overlap · 5 shared positions
$HUM$EMR$LIN$DHR$ECL
$488M
225 positions
#23Ark Wealth Advisors LLCPassive
Some overlap · 6 shared positions
$CB$LIN$EMR$WM$NEE$SCHW
$101M
80 positions
#24VAN STRUM & TOWNE INC.Passive
Some overlap · 4 shared positions
$ECL$EMR$DIS$IBM
$343M
111 positions
#25SIG BROKERAGE, LPPassive
Some overlap · 5 shared positions
$BAC$CB$SHW$SCHW$NEE
$3.8B
769 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.