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Hedge Funds Similar to Alan B. Lancz & Associates

13F Portfolio OverlapQ2 2026Alan B. Lancz & Associates portfolio →
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Most similar hedge funds by 13F overlap

Alan B. Lancz & Associates, Inc. is an institutional investor managing $115M across 138 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 Alan B. Lancz & Associates are Vision, MEYER HANDELMAN, Kensington Investment Counsel, with shared positions in $AMGN, $QCOM, $NEE, $HON, $HONA, $DIS. The full ranking of 25 similar funds is below.

#1Vision Capital Management, Inc.Active
Some overlap · 6 shared positions
$AMGN$QCOM$NEE$HON$HONA$DIS
$882M
151 positions
#2MEYER HANDELMAN COPassive
Some overlap · 8 shared positions
$QCOM$AMGN$GILD$ALL$MPC$HON
$3.5B
274 positions
#3Kensington Investment Counsel, LLCPassive
Some overlap · 5 shared positions
$AMGN$QCOM$HON$HONA$DELL
$230M
85 positions
#4Weaver C. Barksdale & Associates, Inc.Passive
Some overlap · 5 shared positions
$AMGN$QCOM$NEE$GILD$MPC
$111M
62 positions
#5Tamar Securities, LLCActive
Some overlap · 4 shared positions
$AMGN$QCOM$VST$NEM
$1.1B
98 positions
#6MATRIX ASSET ADVISORS INC/NYActive
Some overlap · 3 shared positions
$AMGN$QCOM$NEE
$1.2B
100 positions
#7Granite Group Advisors, LLCActive
Some overlap · 5 shared positions
$QCOM$AMGN$NEE$DIS$OKE
$158M
78 positions
#8Crescent Sterling, Ltd.Passive
Some overlap · 4 shared positions
$AMGN$QCOM$HON$HONA
$122M
92 positions
#9Verity & Verity, LLCActive
Some overlap · 5 shared positions
$AMGN$NEE$GILD$DELL$OKE
$1.5B
139 positions
#10BUTENSKY & COHEN FINANCIAL SECURITY, INCPassive
Some overlap · 5 shared positions
$AMGN$QCOM$NEE$ALL$OKE
$405M
98 positions
#11R.H. Dinel Investment Counsel, Inc.Active
Some overlap · 3 shared positions
$AMGN$QCOM$OKE
$142M
39 positions
#12GREATMARK INVESTMENT PARTNERS, INC.Active
Some overlap · 3 shared positions
$AMGN$QCOM$MPC
$906M
153 positions
#13First Fiduciary Investment Counsel, Inc.Passive
Some overlap · 6 shared positions
$AMGN$NEE$HON$HONA$EQIX$DIS
$529M
75 positions
#14Kerusso Capital Management LLCPassive
Some overlap · 4 shared positions
$QCOM$AMGN$GILD$VST
$306M
59 positions
#15VAN STRUM & TOWNE INC.Passive
Some overlap · 3 shared positions
$AMGN$QCOM$DIS
$367M
111 positions
#16DLK Investment Management, LLCPassive
Some overlap · 3 shared positions
$AMGN$QCOM$DIS
$275M
99 positions
#17Leisure Capital ManagementActive
Some overlap · 7 shared positions
$QCOM$MPC$HON$HONA$AMGN$ALL
$320M
157 positions
#18Argo Wealth Advisory, LLCActive
Some overlap · 4 shared positions
$AMGN$NEE$HON$HONA
$181M
50 positions
#19Wilkinson Global Asset Management LLCActive
Some overlap · 4 shared positions
$AMGN$DELL$DIS$UBER
$1.3B
62 positions
#20First Long Island Investors, LLCActive
Some overlap · 4 shared positions
$AMGN$QCOM$NEE$UBER
$1.4B
73 positions
#21Financial Sense Advisors, Inc.Passive
Some overlap · 5 shared positions
$QCOM$AMGN$NEE$MP$B
$508M
137 positions
#22Harvest Investment Advisors, LLCActive
Some overlap · 4 shared positions
$QCOM$AMGN$GILD$ALL
$202M
58 positions
#23Aristotle Capital Management, LLCActive
Some overlap · 3 shared positions
$AMGN$QCOM$UBER
$47.7B
212 positions
#24Hudson Value Partners, LLCPassive
Some overlap · 4 shared positions
$AMGN$QCOM$DELL$OKE
$399M
113 positions
#25LAWOOD & COPassive
Some overlap · 5 shared positions
$QCOM$NEE$HON$GILD$NEM
$145M
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.