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Hedge Funds Similar to Douglas Lane & Associates,

13F Portfolio OverlapQ1 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 Q1 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 J.P. Marvel Investment Advisors,, Socorro Asset, CHILTON, with shared positions in $MS, $TMO, $BMY, $GE, $EOG, $BAC. The full ranking of 25 similar funds is below.

#1J.P. Marvel Investment Advisors, LLCActive
Notable overlap · 8 shared positions
$MS$TMO$BMY$GE$EOG$BAC
$705M
60 positions
#2Socorro Asset Management LPPassive
Notable overlap · 7 shared positions
$MS$APD$DHR$AMT$KO$BAC
$221M
32 positions
#3CHILTON CAPITAL MANAGEMENT LLCPassive
Some overlap · 6 shared positions
$MS$TMO$TDG$EQIX$AXP$SLB
$2.9B
658 positions
#4Next Level Private LLCPassive
Some overlap · 6 shared positions
$MS$GE$BMY$BA$HSY$BAC
$443M
175 positions
#5CAMBIAR INVESTORS LLCActive
Some overlap · 6 shared positions
$DAL$BMY$AXP$USB$APTV$SLB
$2.2B
145 positions
#6ATALANTA SOSNOFF CAPITAL, LLCActive
Some overlap · 6 shared positions
$GE$DAL$MS$AXP$FCX$BAC
$4.7B
104 positions
#7EDGAR LOMAX CO/VAActive
Some overlap · 6 shared positions
$MS$BMY$AMT$USB$KO$BAC
$1.4B
56 positions
#8Southpoint Capital Advisors LPActive
Some overlap · 5 shared positions
$EQIX$TMO$DAL$DHR$BA
$4.9B
41 positions
#9Massachusetts Wealth ManagementPassive
Some overlap · 6 shared positions
$GE$FCX$KO$IR$BAC$SLB
$231M
98 positions
#10BAXTER BROS INCPassive
Some overlap · 5 shared positions
$MS$GE$AXP$TMO$KO
$810M
166 positions
#11CERTUITY, LLCPassive
Some overlap · 6 shared positions
$MS$GE$FCX$BAC$BA$BMY
$1.5B
659 positions
#12Strategic Wealth Investment Group, LLCPassive
Some overlap · 5 shared positions
$TMO$AXP$DHR$BA$USB
$788M
94 positions
#13Maple Capital Management, Inc.Active
Some overlap · 4 shared positions
$MS$GE$APD$AXP
$1.5B
119 positions
#14ARQ WEALTH ADVISORS, LLCPassive
Some overlap · 5 shared positions
$MS$AXP$DHR$USB$TMO
$555M
191 positions
#15guardian investment managementActive
Some overlap · 5 shared positions
$GE$DHR$BA$AXP$BAC
$127M
60 positions
#16BRISTOL JOHN W & CO INC /NY/Active
Some overlap · 4 shared positions
$DAL$TMO$APD$TDG
$6.1B
61 positions
#17DCM Advisors, LLCActive
Some overlap · 5 shared positions
$MS$AXP$BA$BAC$USB
$220M
38 positions
#18Hosking Partners LLPActive
Some overlap · 5 shared positions
$FCX$DAL$AXP$MS$BAC
$2.8B
99 positions
#19ARBOR CAPITAL MANAGEMENT INC /ADVPassive
Some overlap · 5 shared positions
$EQIX$AXP$AMT$USB$KO
$123M
101 positions
#20Econ Financial Services CorpPassive
Some overlap · 5 shared positions
$DAL$HSY$BA$IR$USB
$215M
74 positions
#21BCS Private Wealth Management, Inc.Passive
Some overlap · 5 shared positions
$TMO$AXP$USB$MS$DHR
$329M
186 positions
#22Hedges Asset Management LLC
Some overlap · 5 shared positions
$GE$BA$USB$ELAN$SLB
$142M
108 positions
#23BARROW HANLEY MEWHINNEY & STRAUSS LLCActive
Some overlap · 5 shared positions
$APD$FCX$AXP$APTV$BAC
$30.5B
377 positions
#24Mill Capital Management, LLCActive
Some overlap · 5 shared positions
$TMO$TDG$AXP$AMT$GE
$1.3B
130 positions
#25S-Bank Fund Management LtdActive
Some overlap · 5 shared positions
$TMO$DHR$EQIX$KO$BAC
$671M
178 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.