13F Pro

Hedge Funds Similar to Alan B. Lancz & Associates,

13F Portfolio OverlapQ1 2026Alan B. Lancz & Associates, portfolio →
Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Alan B. Lancz & Associates, Inc. is an institutional investor managing $103M across 129 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 Alan B. Lancz & Associates, are FIRST FINANCIAL BANKSHARES, VANTAGE WEALTH, Wallington Asset ,, with shared positions in $HON, $AMGN, $NEE, $MU, $MDT, $BAC. The full ranking of 25 similar funds is below.

#1FIRST FINANCIAL BANKSHARES INCActive
Some overlap · 7 shared positions
$HON$AMGN$NEE$MU$MDT$BAC
$5.0B
201 positions
#2VANTAGE WEALTH
Some overlap · 4 shared positions
$AMGN$HON$NEE$MDT
$463M
30 positions
#3Wallington Asset Management, LLCActive
Some overlap · 6 shared positions
$AMGN$HON$MU$MDT$DIS$BAC
$752M
61 positions
#4Cetera Trust Company, N.APassive
Some overlap · 6 shared positions
$AMGN$HON$NEE$NEM$DIS$BAC
$177M
351 positions
#5Verity & Verity, LLCActive
Some overlap · 5 shared positions
$AMGN$NEE$GILD$MDT$OKE
$1.3B
138 positions
#6Sawyer & Company, IncPassive
Some overlap · 5 shared positions
$AMGN$HON$MU$DIS$ALL
$260M
197 positions
#7CapWealth Advisors, LLCActive
Some overlap · 5 shared positions
$AMGN$HON$NEE$GILD$BAC
$1.3B
118 positions
#8Providence Wealth Advisors, LLCPassive
Some overlap · 5 shared positions
$HON$AMGN$NEE$GILD$ALL
$157M
80 positions
#9MATRIX ASSET ADVISORS INC/NYActive
Some overlap · 4 shared positions
$AMGN$NEE$CCZ$MDT
$1.1B
105 positions
#10BUTENSKY & COHEN FINANCIAL SECURITY, INCPassive
Some overlap · 6 shared positions
$AMGN$NEE$MU$ALL$B$MDT
$380M
98 positions
#11Weaver C. Barksdale & Associates, Inc.Passive
Some overlap · 5 shared positions
$AMGN$NEE$GILD$MPC$CCZ
$105M
62 positions
#12MUFG Securities EMEA plcActive
Some overlap · 6 shared positions
$HON$GILD$MU$B$VST$BAC
$6.7B
551 positions
#13MEYER HANDELMAN COActive
Some overlap · 5 shared positions
$HON$AMGN$GILD$MPC$ALL
$3.2B
220 positions
#14Round Hill Asset ManagementPassive
Some overlap · 4 shared positions
$AMGN$DIS$CCZ$MDT
$153M
62 positions
#15Polaris Capital Management, LLCActive
Some overlap · 4 shared positions
$ALSN$NEE$GILD$MPC
$1.2B
84 positions
#16TORRAY LLCPassive
Some overlap · 4 shared positions
$AMGN$NEE$CCZ$OKE
$682M
88 positions
#17FMB WEALTH MANAGEMENTActive
Some overlap · 4 shared positions
$AMGN$MU$BAC$NEE
$242M
73 positions
#18Gs Investments, Inc.Passive
Some overlap · 4 shared positions
$AMGN$HON$NEE$UBER
$175M
134 positions
#19NatWest Group plcActive
Some overlap · 4 shared positions
$AMGN$GILD$NEM$UBER
$462M
44 positions
#20DLK Investment Management, LLCPassive
Some overlap · 3 shared positions
$AMGN$HON$MDT
$253M
92 positions
#21Arlington Financial Advisors, LLCActive
Some overlap · 3 shared positions
$AMGN$GILD$DIS
$702M
95 positions
#22Sitrin Capital Management LLCPassive
Some overlap · 4 shared positions
$AMGN$MPC$VST$DIS
$200M
39 positions
#23guardian investment managementActive
Some overlap · 4 shared positions
$AMGN$MU$BAC$CCZ
$127M
60 positions
#24Granite Group Advisors, LLCActive
Some overlap · 5 shared positions
$AMGN$NEE$DIS$CCZ$MDT
$165M
86 positions
#25Forum Financial Management, LPSmart money
Some overlap · 3 shared positions
$AMGN$NEE$OKE
$7.1B
331 positions

Compare Alan B. Lancz & Associates,’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 Alan B. Lancz & Associates,’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.