How is hedge fund similarity measured?

Similarity is computed from each fund's top conviction holdings in their latest 13F filing. Funds are scored by the overlap of distinctive shared positions (the mega-caps that nearly every fund owns are excluded), so the ranking reflects genuinely shared strategy rather than common index exposure.

Hedge Funds Similar to Lumbard & Kellner,

13F Portfolio OverlapQ1 2026Lumbard & Kellner, portfolio →

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Most similar hedge funds by 13F overlap

Lumbard & Kellner, LLC is an institutional investor managing $289M across 99 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 Lumbard & Kellner, are Silver Lake Advisory,, BCWM,, Lightrock Netherlands B.V., with shared positions in $KMI, $MET, $FSLR, $ENS, $AMAT, $LMT. The full ranking of 25 similar funds is below.

#1Silver Lake Advisory, LLCPassive

Notable overlap · 5 shared positions

$KMI $MET $FSLR $ENS $AMAT

$252M

103 positions

#2BCWM, LLCPassive

Notable overlap · 3 shared positions

$KMI $LMT $NOC

$353M

57 positions

#3Lightrock Netherlands B.V.Passive

Some overlap · 3 shared positions

$ENS $FSLR $JBL

$468M

38 positions

#4Arosa Capital Management LPActive

Some overlap · 3 shared positions

$FSLR $MTRN $BE

$660M

68 positions

#5Hancock Prospecting Pty LtdSmart money

Some overlap · 3 shared positions

$HBM $NOC $LMT

$3.3B

36 positions

#6PARADIGM CAPITAL MANAGEMENT INC/NYActive

Some overlap · 3 shared positions

$ENS $JBL $KTOS

$2.6B

112 positions

#7Glass Wealth Management Co LLCPassive

Some overlap · 3 shared positions

$NOC $LMT $AMAT

$258M

67 positions

#8BERKSHIRE ASSET MANAGEMENT LLC/PAPassive

Some overlap · 3 shared positions

$LMT $KMI $MKL

$2.3B

264 positions

#9Zimmer Partners, LPPassive

Some overlap · 3 shared positions

$KMI $KTOS $WELL

$4.1B

125 positions

#10CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENTActive

Some overlap · 3 shared positions

$KMI $PRIM $BE

$2.0B

66 positions

#11Founders Capital ManagementPassive

Some overlap · 3 shared positions

$LMT $NOC $AMAT

$205M

390 positions

#12Element Squared LLCActive

Some overlap · 3 shared positions

$PBR $FSLR $AMAT

$177M

42 positions

#13MRP Capital Investments, LLCPassive

Some overlap · 3 shared positions

$KMI $NOC $BE

$115M

210 positions

#14CCM INVESTMENT ADVISERS LLCPassive

Some overlap · 3 shared positions

$JBL $LMT $AMAT

$1.0B

93 positions

#15AVENIR CORPActive

Some overlap · 3 shared positions

$LMT $MKL $KMI

$820M

72 positions

#16Commonwealth Retirement Investments LLCPassive

Some overlap · 3 shared positions

$LMT $AMAT $MET

$323M

122 positions

#17Westside Investment Management, Inc.Passive

Some overlap · 3 shared positions

$ETON $HROW $NOC

$653M

1,477 positions

#18Richwood Investment Advisors, LLCActive

Some overlap · 3 shared positions

$NOC $LMT $WELL

$130M

98 positions

#19Sanders Capital, LLCActive

Some overlap · 4 shared positions

$NOC $MKL $LMT $AMAT

$83.9B

44 positions

#20FourThought Financial Partners, LLCPassive

Some overlap · 3 shared positions

$LMT $NOC $AMAT

$1.2B

384 positions

#21Cascade Investment Advisors, Inc.Passive

Some overlap · 3 shared positions

$JBL $KMI $AMAT

$169M

116 positions

#22ESSEX INVESTMENT MANAGEMENT CO LLCPassive

Some overlap · 3 shared positions

$KTOS $PRIM $AMSC

$632M

305 positions

#23Fortune Financial Advisors, LLCPassive

Some overlap · 3 shared positions

$NOC $LMT $AMAT

$196M

148 positions

#24KR Capital LPPassive

Some overlap · 3 shared positions

$PRIM $AMAT $BE

$499M

49 positions

#25Family Legacy, Inc.Passive

Some overlap · 3 shared positions

$LMT $NOC $AMAT

$333M

124 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.