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Hedge Funds Similar to Douglas Lane & Associates

13F Portfolio OverlapQ2 2026Douglas Lane & Associates portfolio →
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Most similar hedge funds by 13F overlap

Douglas Lane & Associates, LLC is an institutional investor managing $7.4B across 250 U.S. equity positions as of Q2 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Douglas Lane & Associates are ARBOR, MATRIX ASSET ADVISORS, BAXTER BROS, with shared positions in $QCOM, $EQIX, $AXP, $USB, $TMO, $AMT. The full ranking of 25 similar funds is below.

#1ARBOR CAPITAL MANAGEMENT INC /ADVPassive
Notable overlap · 6 shared positions
$QCOM$EQIX$AXP$USB$TMO$AMT
$102M
87 positions
#2MATRIX ASSET ADVISORS INC/NYActive
Some overlap · 5 shared positions
$QCOM$MS$TMO$USB$PEP
$1.2B
106 positions
#3BAXTER BROS INCPassive
Some overlap · 5 shared positions
$QCOM$MS$AXP$TMO$BX
$864M
172 positions
#4Strategic Wealth Investment Group, LLCPassive
Some overlap · 6 shared positions
$TMO$AXP$BA$DHR$BX$PEP
$825M
104 positions
#5Harvest Investment Advisors, LLCActive
Some overlap · 5 shared positions
$MS$QCOM$BMY$HSY$BX
$202M
58 positions
#6SYNTAX RESEARCH, INC.Active
Some overlap · 5 shared positions
$QCOM$TMO$FCX$BA$AMT
$137M
179 positions
#7Next Level Private LLCPassive
Some overlap · 6 shared positions
$MS$BA$BMY$BX$HSY$AXP
$511M
174 positions
#8CHILTON CAPITAL MANAGEMENT LLCActive
Some overlap · 6 shared positions
$TMO$MS$EQIX$TDG$AXP$AMT
$3.2B
592 positions
#9Myriad Asset Management US LPActive
Some overlap · 5 shared positions
$MS$TMO$FCX$DHR$TECK
$72M
52 positions
#10Myriad Asset Management Advisors LLCActive
Some overlap · 5 shared positions
$MS$TMO$FCX$DHR$TECK
$424M
49 positions
#11Lipe & DaltonPassive
Some overlap · 5 shared positions
$MS$TMO$BA$DHR$HSY
$215M
94 positions
#12CAMBIAR INVESTORS LLCActive
Some overlap · 5 shared positions
$DAL$AXP$BMY$USB$PEP
$2.3B
150 positions
#13BCS Private Wealth Management, Inc.Passive
Some overlap · 5 shared positions
$TMO$MS$QCOM$AXP$DHR
$332M
187 positions
#14InvesTrustPassive
Some overlap · 6 shared positions
$APD$BMY$USB$PEP$AXP$BA
$260M
95 positions
#15Granite Group Advisors, LLCActive
Some overlap · 5 shared positions
$QCOM$MS$USB$PEP$BX
$169M
84 positions
#16BRISTOL JOHN W & CO INC /NY/Active
Some overlap · 4 shared positions
$DAL$TMO$TDG$APD
$6.8B
62 positions
#17Ally Financial Inc.Active
Some overlap · 6 shared positions
$TMO$DHR$BA$APD$PEP$AMT
$775M
131 positions
#18GUERRA PAN ADVISORS, LLCPassive
Some overlap · 5 shared positions
$DAL$TDG$BA$TMO$MS
$179M
118 positions
#19Telos Capital Management, Inc.Passive
Some overlap · 4 shared positions
$QCOM$MS$DHR$PEP
$1.1B
201 positions
#20EDGAR LOMAX CO/VAActive
Some overlap · 5 shared positions
$MS$BMY$USB$PEP$AMT
$1.3B
58 positions
#21GRIFFIN ASSET MANAGEMENT, INC.Passive
Some overlap · 5 shared positions
$QCOM$AXP$DHR$APD$BX
$949M
245 positions
#22Insight Inv LLCPassive
Some overlap · 4 shared positions
$MS$QCOM$AXP$PEP
$212M
109 positions
#23Destination Wealth ManagementPassive
Some overlap · 5 shared positions
$QCOM$AXP$TMO$BX$AMT
$4.3B
344 positions
#24Arrow Capital Pty LtdActive
Some overlap · 4 shared positions
$DAL$TMO$MRNA$DHR
$118M
25 positions
#25COMPASS CAPITAL MANAGEMENT, INCActive
Some overlap · 5 shared positions
$QCOM$TMO$ROP$DAL$BA
$1.7B
91 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.