What hedge funds are most similar to Lebenthal Global Advisors, LLC?

The funds with the most similar 13F portfolios to Lebenthal Global Advisors, LLC are ARGUS INVESTORS' COUNSEL, PFG Private Wealth, Bank OZK, 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 Lebenthal Global Advisors

13F Portfolio OverlapQ2 2026Lebenthal Global Advisors portfolio →

Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Lebenthal Global Advisors, LLC is an institutional investor managing $741M across 204 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 Lebenthal Global Advisors are ARGUS INVESTORS' COUNSEL, PFG Private Wealth, Bank OZK, with shared positions in $PWR, $ANET, $ADI, $TT, $KLAC, $AXP. The full ranking of 25 similar funds is below.

#1ARGUS INVESTORS' COUNSEL, INC.Passive

Notable overlap · 10 shared positions

$PWR $ANET $ADI $TT $KLAC $AXP

$130M

106 positions

#2PFG Private Wealth Management, LLCActive

Notable overlap · 9 shared positions

$PWR $ANET $MRVL $TT $AXP $CSX

$231M

75 positions

#3Bank OZKPassive

Notable overlap · 8 shared positions

$PWR $ANET $MRVL $TT $AXP $CSX

$337M

159 positions

#4EPG Wealth Management LLCPassive

Notable overlap · 8 shared positions

$PWR $ANET $MRVL $KLAC $URI $ADI

$417M

318 positions

#5Hilltop National BankPassive

Some overlap · 8 shared positions

$ANET $PWR $MRVL $KLAC $TT $AXP

$468M

805 positions

#6BNC WEALTH MANAGEMENT, LLCPassive

Some overlap · 6 shared positions

$PWR $ANET $AXP $KLAC $MRVL $BNY

$414M

106 positions

#7Gunderson Capital Management Inc.Active

Some overlap · 5 shared positions

$PWR $ANET $MRVL $ADI $KLAC

$370M

52 positions

#8NZS Capital, LLCActive

Some overlap · 6 shared positions

$PWR $MRVL $TT $KLAC $URI $SNOW

$3.9B

61 positions

#9Broadleaf Partners, LLCPassive

Some overlap · 5 shared positions

$PWR $ANET $MRVL $KLAC $URI

$517M

86 positions

#10Covenant Asset Management, LLCPassive

Some overlap · 5 shared positions

$PWR $ANET $ADI $AXP $KLAC

$595M

164 positions

#11Teamwork Financial Advisors, LLCPassive

Some overlap · 5 shared positions

$PWR $ANET $AXP $KLAC $BNY

$1.1B

215 positions

#12Vivid Wealth Management, LLCPassive

Some overlap · 5 shared positions

$PWR $ANET $AXP $KLAC $BNY

$284M

73 positions

#13Winslow Capital Management, LLCActive

Some overlap · 5 shared positions

$ANET $ADI $TT $PWR $KLAC

$29.1B

66 positions

#14Great Lakes Retirement, Inc.Passive

Some overlap · 5 shared positions

$PWR $ANET $MRVL $TT $KLAC

$1.1B

216 positions

#15Sun Financial IncPassive

Some overlap · 5 shared positions

$ANET $PWR $AXP $KLAC $BNY

$212M

161 positions

#16Paragon Private Wealth Management, LLCPassive

Some overlap · 7 shared positions

$PWR $KLAC $URI $AXP $BLK $ADI

$383M

226 positions

#17Robeco Schweiz AGActive

Some overlap · 4 shared positions

$PWR $MRVL $ADI $TT

$6.2B

126 positions

#18ABSOLUTE CAPITAL MANAGEMENT, LLCPassive

Some overlap · 5 shared positions

$PWR $ANET $KLAC $MRVL $ADI

$401M

162 positions

#19Gratus Wealth Advisors, LLCActive

Some overlap · 6 shared positions

$MRVL $PWR $ADI $ANET $CSX $AXP

$786M

138 positions

#20SIGNET FINANCIAL MANAGEMENT, LLC

Some overlap · 4 shared positions

$PWR $ANET $KLAC $URI

$892M

299 positions

#21Old North State Trust, LLCPassive

Some overlap · 5 shared positions

$ANET $PWR $MRVL $SO $AMP

$194M

151 positions

#22Pekao Towarzystwo Funduszy Inwestycyjnych S.A.Passive

Some overlap · 5 shared positions

$ANET $TT $KLAC $SNOW $B

$157M

85 positions

#23SBE LLC DBA CEDAR COVE WEALTH PARTNERSActive

Some overlap · 7 shared positions

$PWR $ANET $URI $MRVL $ADI $BLK

$213M

91 positions

#24TCW GROUP INCActive

Some overlap · 5 shared positions

$ANET $KLAC $MRVL $BNY $CSX

$14.9B

640 positions

#25Smith Group Asset Management, LLCActive

Some overlap · 4 shared positions

$ANET $ADI $AXP $KLAC

$2.5B

166 positions

Compare Lebenthal Global Advisors’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View Lebenthal Global Advisors’s holdings

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.