What hedge funds are most similar to Lincoln Capital LLC?

The funds with the most similar 13F portfolios to Lincoln Capital LLC are INKWELL, FC Advisory, HALL, based on overlapping conviction holdings in the latest SEC filings.

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 Lincoln

13F Portfolio OverlapQ1 2026Lincoln portfolio →

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Most similar hedge funds by 13F overlap

Lincoln Capital LLC is an institutional investor managing $562M across 137 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 Lincoln are INKWELL, FC Advisory, HALL, with shared positions in $MKL, $SBUX, $DIS, $AXP, $SCHW, $MCO. The full ranking of 25 similar funds is below.

#1INKWELL CAPITAL LLCActive

Notable overlap · 7 shared positions

$MKL $SBUX $DIS $AXP $SCHW $MCO

$98M

31 positions

#2FC Advisory LLCActive

Notable overlap · 5 shared positions

$MKL $DHR $SCHW $CB $VLTO

$342M

115 positions

#3HALL CAPITAL MANAGEMENT CO INCPassive

Notable overlap · 6 shared positions

$MKL $MCD $UNP $AXP $SCHW $KO

$280M

107 positions

#4MeadowBrook Investment Advisors LLCPassive

Notable overlap · 6 shared positions

$MKL $LIN $AXP $OTIS $DIS $SBUX

$113M

186 positions

#5PYA Waltman Capital, LLCActive

Notable overlap · 4 shared positions

$MKL $DHR $UPS $TRV

$361M

67 positions

#6Capco Asset Management, LLCSmart money

Notable overlap · 3 shared positions

$MKL $DHR $MAR

$367M

27 positions

#7Lafayette Investments, Inc.Active

Notable overlap · 5 shared positions

$MKL $SCHW $SBUX $KO $DIS

$494M

158 positions

#8BANYAN CAPITAL MANAGEMENT, INC.Active

Notable overlap · 5 shared positions

$MKL $DHR $AXP $MCD $KO

$232M

55 positions

#9HOWLAND CAPITAL MANAGEMENT LLCActive

Notable overlap · 5 shared positions

$MKL $DHR $CB $APH $ECL

$2.5B

262 positions

#10BARR E S & COActive

Notable overlap · 4 shared positions

$MKL $AXP $SCHW $MCO

$1.7B

108 positions

#11Newton One Investments LLCActive

Notable overlap · 4 shared positions

$MKL $DHR $DE $MCD

$368M

121 positions

#12Broad Run Investment Management, LLCSmart money

Notable overlap · 3 shared positions

$MKL $DHR $DIS

$568M

24 positions

#13OSBORNE PARTNERS CAPITAL MANAGEMENT, LLCActive

Notable overlap · 4 shared positions

$MKL $DHR $SCHW $DIS

$1.9B

197 positions

#14Pinnacle Financial Group, LLC / ILPassive

Notable overlap · 3 shared positions

$MKL $MCD $SCHW

$365M

111 positions

#15Stony Point Wealth Management Inc.Passive

Notable overlap · 3 shared positions

$MKL $MAR $SCHW

$252M

96 positions

#16William Allan CorpPassive

Notable overlap · 8 shared positions

$SBUX $DIS $SCHW $OTIS $UPS $AXP

$169M

59 positions

#17BOYAR ASSET MANAGEMENT INC.Passive

Notable overlap · 9 shared positions

$MAR $DIS $__PARK_1390777 $MKL $MCD $KO

$176M

78 positions

#18Chapman Investment Management, LLCActive

Notable overlap · 4 shared positions

$MKL $AXP $DIS $SBUX

$121M

26 positions

#19Poehling Capital Management, INC.Passive

Notable overlap · 4 shared positions

$MKL $SCHW $DIS $OXY

$475M

153 positions

#20Buttonwood Financial Advisors Inc.Active

Notable overlap · 7 shared positions

$MKL $AXP $SCHW $CPRT $DIS $SBUX

$299M

108 positions

#21VERITY Wealth AdvisorsActive

Notable overlap · 4 shared positions

$MKL $SCHW $DHR $MAR

$150M

81 positions

#22Voya Financial Advisors, Inc.Active

Notable overlap · 5 shared positions

$MKL $SCHW $SBUX $BDX $__PARK_1390777

$1.0B

209 positions

#23LAM GROUP, INC.Passive

Notable overlap · 3 shared positions

$MKL $MAR $SCHW

$182M

136 positions

#24Firestone Capital ManagementPassive

Notable overlap · 4 shared positions

$MKL $DHR $SCHW $KO

$480M

160 positions

#25Watershed Asset Management, L.L.C.Passive

Notable overlap · 3 shared positions

$MKL $DHR $MCO

$96M

118 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.