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 Lantz Financial

13F Portfolio OverlapQ1 2026Lantz Financial portfolio →

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Most similar hedge funds by 13F overlap

Lantz Financial LLC is an institutional investor managing $546M across 259 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 Lantz Financial are CONFLUENCE INVESTMENT, BROOKS, MOORE & ASSOCIATES,, Frederick Financial Consultants,, with shared positions in $SO, $WEC, $MDLZ, $NTRS, $ADI, $CB. The full ranking of 25 similar funds is below.

#1CONFLUENCE INVESTMENT MANAGEMENT LLCPassive

Notable overlap · 16 shared positions

$SO $WEC $MDLZ $NTRS $ADI $CB

$6.4B

290 positions

#2BROOKS, MOORE & ASSOCIATES, INC.Passive

Some overlap · 7 shared positions

$WT $SO $IBM $CB $LMT $USB

$199M

110 positions

#3Frederick Financial Consultants, LLCPassive

Some overlap · 3 shared positions

$FHI $IBM $LMT

$201M

109 positions

#4CONTINENTAL ADVISORS LLCPassive

Some overlap · 3 shared positions

$FHI $NTRS $GILD

$196M

50 positions

#5FARMERS TRUST COPassive

Some overlap · 7 shared positions

$SO $IBM $CB $LMT $PM $KMI

$637M

203 positions

#6Platform Technology PartnersPassive

Some overlap · 4 shared positions

$FHI $WT $CB $LMT

$519M

344 positions

#7Allegheny Financial Group LTDActive

Some overlap · 5 shared positions

$FHI $IBM $PM $USB $HSY

$742M

290 positions

#8MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive

Some overlap · 6 shared positions

$SO $IBM $WEC $LMT $PM $ETR

$220M

148 positions

#9FINANCIAL ADVISORY PARTNERS, LLCActive

Some overlap · 6 shared positions

$WT $RSG $CB $LMT $USB $PAYX

$354M

66 positions

#10LIBERTY ONE INVESTMENT MANAGEMENT, LLCActive

Some overlap · 6 shared positions

$SO $MDLZ $RSG $CB $ETR $GILD

$970M

154 positions

#11Cincinnati Specialty Underwriters Insurance COActive

Some overlap · 6 shared positions

$WEC $MDLZ $ADI $PM $USB $SNA

$412M

46 positions

#12Slagle Financial, LLCPassive

Some overlap · 6 shared positions

$SO $IBM $LMT $PM $USB $HSY

$303M

121 positions

#13Brown Miller Wealth Management, LLCPassive

Some overlap · 6 shared positions

$IBM $ADI $CB $PM $LIN $KMI

$352M

191 positions

#14Trueblood Wealth Management, LLCPassive

Some overlap · 6 shared positions

$ADI $RSG $CB $USB $SNA $LIN

$256M

256 positions

#15CINCINNATI FINANCIAL CORPActive

Some overlap · 6 shared positions

$MDLZ $ADI $PM $USB $SNA $HON

$5.0B

55 positions

#16Stegent Equity Advisors, Inc.Passive

Some overlap · 3 shared positions

$FHI $LMT $HSY

$117M

101 positions

#17JPL Wealth Management, LLCPassive

Some overlap · 5 shared positions

$WT $SO $IBM $MDLZ $GILD

$435M

1,554 positions

#18BKM Wealth Management, LLCPassive

Some overlap · 5 shared positions

$WT $WEC $IBM $ADI $LIN

$274M

148 positions

#19Alley Investment Management Company, LLCActive

Some overlap · 6 shared positions

$WEC $LMT $PM $SNA $PAYX $HSY

$821M

85 positions

#20First City Capital Management, Inc.Passive

Some overlap · 5 shared positions

$WT $IBM $SO $LMT $PM

$189M

160 positions

#21MainStreet Investment Advisors LLCPassive

Some overlap · 6 shared positions

$SO $LMT $USB $PAYX $IBM $HON

$665M

158 positions

#22BERKSHIRE ASSET MANAGEMENT LLC/PAPassive

Some overlap · 6 shared positions

$MDLZ $CB $LMT $KMI $HON $HSY

$2.3B

264 positions

#23O'Domhnaill Enterprises, Inc.Passive

Some overlap · 7 shared positions

$IBM $LMT $PM $GILD $HSY $MDLZ

$124M

55 positions

#24BROADWATER CAPITAL MANAGEMENT LLC

Some overlap · 5 shared positions

$SO $IBM $WEC $ADI $HON

$134M

211 positions

#25Harvest Investment Advisors, LLC

Some overlap · 6 shared positions

$NTRS $LMT $GILD $KMI $HON $HSY

$176M

57 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.