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Hedge Funds Similar to Lebenthal Global Advisors,

13F Portfolio OverlapQ1 2026Lebenthal Global Advisors, portfolio →
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Most similar hedge funds by 13F overlap

Lebenthal Global Advisors, LLC is an institutional investor managing $688M across 192 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 Lebenthal Global Advisors, are McGlone Suttner Wealth ,, Piedmont ,, Causey Wealth, with shared positions in $USB, $KKR, $AMAT, $BAC, $PM, $SCHW. The full ranking of 25 similar funds is below.

#1McGlone Suttner Wealth Management, Inc.Active
Notable overlap · 5 shared positions
$USB$KKR$AMAT$BAC$PM
$755M
189 positions
#2Piedmont Capital Management, LLCActive
Notable overlap · 5 shared positions
$USB$KKR$SCHW$IBM$AMGN
$197M
50 positions
#3Causey Wealth LLCPassive
Some overlap · 5 shared positions
$USB$KKR$SCHW$IBM$AMGN
$236M
81 positions
#4LOUNTZIS ASSET MANAGEMENT, LLCSmart money
Some overlap · 6 shared positions
$USB$KKR$AMAT$__PARK_1390777$SCHW$IBM
$273M
52 positions
#5Focused Wealth Management, IncActive
Some overlap · 5 shared positions
$USB$KKR$IBM$BAC$GE
$964M
228 positions
#621 West Wealth Management LLCPassive
Some overlap · 5 shared positions
$USB$KKR$SCHW$AMAT$TT
$108M
63 positions
#7SBE LLC DBA CEDAR COVE WEALTH PARTNERSActive
Some overlap · 7 shared positions
$USB$PWR$ANET$AMAT$SCHW$GE
$191M
88 positions
#8KEYVANTAGE WEALTH, LLCActive
Some overlap · 7 shared positions
$USB$SCHW$AMAT$IBM$AMGN$__PARK_1390777
$227M
92 positions
#9Berkeley Capital Partners, LLCActive
Some overlap · 4 shared positions
$USB$KKR$BAC$PM
$431M
184 positions
#10Great Lakes Retirement, Inc.Passive
Some overlap · 7 shared positions
$USB$PWR$ANET$TT$SCHW$BAC
$967M
219 positions
#11REBALANCE, LLCSmart money
Some overlap · 5 shared positions
$USB$KKR$SCHW$IBM$AXP
$1.7B
101 positions
#12Pacific Capital Wealth Advisors, Inc.Smart money
Some overlap · 4 shared positions
$USB$KKR$SCHW$AXP
$595M
87 positions
#13Quaker Wealth Management, LLCActive
Some overlap · 3 shared positions
$USB$KKR$HSY
$320M
972 positions
#14Alliance Wealth Advisors, LLC /UTPassive
Some overlap · 3 shared positions
$USB$KKR$SCHW
$462M
228 positions
#15Capital Advisors Wealth Management, LLCPassive
Some overlap · 3 shared positions
$USB$KKR$SCHW
$745M
219 positions
#16MERIDIAN MANAGEMENT COActive
Some overlap · 5 shared positions
$USB$PWR$IBM$CSX$GE
$402M
81 positions
#17Sagace Wealth Management LLCPassive
Some overlap · 3 shared positions
$USB$KKR$IBM
$149M
70 positions
#18Global Wealth Management Investment Advisory, Inc.Passive
Some overlap · 5 shared positions
$USB$KKR$IBM$BAC$AMGN
$638M
158 positions
#19PATRIOT INVESTMENT MANAGEMENT GROUP, INC.Active
Some overlap · 3 shared positions
$USB$KKR$SCHW
$1.6B
236 positions
#20Dodds Wealth, LLCSmart money
Some overlap · 3 shared positions
$USB$KKR$SCHW
$407M
51 positions
#21Davidson Capital Management Inc.Active
Some overlap · 3 shared positions
$USB$PWR$ANET
$552M
93 positions
#22Passumpsic Savings Bank
Some overlap · 4 shared positions
$USB$ANET$GE$__PARK_1390777
$183M
90 positions
#23MATRIX ASSET ADVISORS INC/NYActive
Some overlap · 5 shared positions
$USB$KKR$AMAT$AMGN$__PARK_1390777
$1.1B
105 positions
#24GDS Wealth ManagementActive
Some overlap · 4 shared positions
$USB$ADI$TT$AXP
$1.7B
200 positions
#25Strategic Wealth Investment Group, LLCPassive
Some overlap · 4 shared positions
$USB$AXP$SCHW$IBM
$788M
94 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.