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Hedge Funds Similar to Lantern Wealth Advisors

13F Portfolio OverlapQ3 2026Lantern Wealth Advisors portfolio →
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Most similar hedge funds by 13F overlap

Lantern Wealth Advisors, LLC is an institutional investor managing $232M across 197 U.S. equity positions as of Q3 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Lantern Wealth Advisors are Beech Hill Advisors, GARRISON BRADFORD & ASSOCIATES, HFR Wealth, with shared positions in $BX, $NEE, $TJX, $ETN, $DIS, $MDT. The full ranking of 25 similar funds is below.

#1Beech Hill Advisors, Inc.Passive
Notable overlap · 6 shared positions
$BX$NEE$TJX$ETN$DIS$MDT
$226M
97 positions
#2GARRISON BRADFORD & ASSOCIATES INCActive
Notable overlap · 4 shared positions
$BX$SCHW$TJX$ENB
$88M
31 positions
#3HFR Wealth Management, LLCActive
Some overlap · 5 shared positions
$SCHW$TJX$NEE$DOV$ETN
$410M
53 positions
#4CAMDEN NATIONAL BANKPassive
Some overlap · 6 shared positions
$TJX$NEE$KMI$IAU$LHX$MDT
$767M
184 positions
#5VIMA LLCPassive
Some overlap · 4 shared positions
$SCHW$CRWD$NEE$IAU
$98M
351 positions
#6Fearless Solutions, LLC dba Best InvestPassive
Some overlap · 3 shared positions
$BX$SCHW$IAU
$197M
143 positions
#7Robbins FarleyPassive
Some overlap · 5 shared positions
$TJX$CRWD$NEE$ETN$DIS
$262M
158 positions
#8SWP Investment Management LLCPassive
Some overlap · 5 shared positions
$BX$TJX$NEE$ENB$MDT
$145M
43 positions
#9Mainstream Capital Management LLCActive
Some overlap · 5 shared positions
$CRWD$TJX$SCHW$ETN$DOV
$170M
302 positions
#10FIRST FINANCIAL BANKSHARES INCActive
Some overlap · 5 shared positions
$BX$NEE$ETN$LHX$MDT
$5.3B
210 positions
#11OLD POINT TRUST & FINANCIAL SERVICES N APassive
Some overlap · 5 shared positions
$NEE$KMI$ETN$BX$ENB
$329M
323 positions
#12Modus Advisors, LLCPassive
Some overlap · 5 shared positions
$BX$CRWD$NEE$IAU$SCHW
$405M
118 positions
#13Aureus Asset Management, LLCPassive
Some overlap · 3 shared positions
$SCHW$BX$NEE
$1.6B
239 positions
#14Parsonex Advisory Services, Inc.Passive
Some overlap · 4 shared positions
$SCHW$CRWD$ETN$DIS
$115M
50 positions
#15Kimelman & Baird, LLCActive
Some overlap · 4 shared positions
$BX$TJX$DOV$MDT
$1.3B
261 positions
#16J. L. Bainbridge & Co., Inc.Active
Some overlap · 5 shared positions
$BX$ETN$NEE$DIS$SCHW
$1.3B
115 positions
#17Cypress Capital, LLCActive
Some overlap · 6 shared positions
$SCHW$ETN$CCZ$BMY$MDT$SHOP
$377M
117 positions
#18Asset Advisors Investment Management, LLCActive
Some overlap · 5 shared positions
$SCHW$DOV$NEE$KMI$TJX
$1.1B
108 positions
#19Triangle Securities Wealth ManagementPassive
Some overlap · 4 shared positions
$BX$NEE$ENB$DOV
$522M
206 positions
#20CUTLER INVESTMENT COUNSEL LLCActive
Some overlap · 4 shared positions
$SCHW$NEE$DOV$MDT
$1.1B
157 positions
#21BRIAN LOW FINANCIAL GROUP, LLCPassive
Some overlap · 5 shared positions
$TJX$BX$NEE$ENB$MDT
$171M
116 positions
#22BURLING WEALTH PARTNERS, LLCPassive
Some overlap · 4 shared positions
$BX$NEE$TJX$ETN
$683M
180 positions
#23FORBES J M & CO LLPActive
Some overlap · 4 shared positions
$TJX$NEE$ETN$IAU
$1.3B
157 positions
#24PRING TURNER CAPITAL GROUP INCPassive
Some overlap · 3 shared positions
$SCHW$KMI$ETN
$175M
73 positions
#25Blue Chip Partners, LLCActive
Some overlap · 4 shared positions
$TJX$CRWD$ETN$NEE
$1.6B
184 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.