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 LINCOLN NATIONAL

13F Portfolio OverlapQ1 2026LINCOLN NATIONAL portfolio →

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Most similar hedge funds by 13F overlap

LINCOLN NATIONAL CORP is an institutional investor managing $3.5B across 19 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 LINCOLN NATIONAL are Verus Financial Partners,, FC Advisory, Efficient Advisors,, with shared positions in $MKL, $SNOW, $BRZE, $VLTO. The full ranking of 25 similar funds is below.

#1Verus Financial Partners, Inc.Smart money

Notable overlap · 3 shared positions

$MKL $SNOW $BRZE

$1.1B

121 positions

#2FC Advisory LLCActive

Notable overlap · 4 shared positions

$MKL $SNOW $VLTO $BRZE

$342M

115 positions

#3Efficient Advisors, LLCActive

Notable overlap · 3 shared positions

$SNOW $MKL $BRZE

$1.4B

58 positions

#4Valpey Financial Services, LLCPassive

Notable overlap · 3 shared positions

$SNOW $MKL $BRZE

$154M

75 positions

#5STONE LOFT WEALTH MANAGEMENT LLCActive

Notable overlap · 3 shared positions

$MKL $BRZE $SNOW

$140M

29 positions

#6MATHER GROUP, LLC.Active

Notable overlap · 3 shared positions

$VLTO $SNOW $MKL

$10.0B

1,896 positions

#7Family CFO IncActive

Notable overlap · 3 shared positions

$VLTO $BRZE $MKL

$223M

41 positions

#8St. Louis Trust CoActive

Notable overlap · 3 shared positions

$MKL $BRZE $SNOW

$856M

145 positions

#9Five Pine Wealth ManagementActive

Notable overlap · 3 shared positions

$MKL $SNOW $BRZE

$161M

47 positions

#10Kestra Investment Management, LLCActive

Notable overlap · 3 shared positions

$MKL $VLTO $SNOW

$5.8B

439 positions

#11Discipline Wealth Solutions, LLCActive

Notable overlap · 3 shared positions

$SNOW $MKL $BRZE

$950M

192 positions

#12Frankly Finances, LLCActive

Notable overlap · 3 shared positions

$SNOW $MKL $BRZE

$110M

64 positions

#13MilWealth Group LLCSmart money

Notable overlap · 3 shared positions

$MKL $BRZE $VLTO

$420M

81 positions

#14Clarity Capital Advisors, LLCActive

Notable overlap · 3 shared positions

$SNOW $BRZE $MKL

$215M

95 positions

#15IFC & Insurance Marketing, Inc.Active

Notable overlap · 3 shared positions

$SNOW $MKL $BRZE

$96M

72 positions

#16Breakwater Investment ManagementPassive

Notable overlap · 3 shared positions

$BRZE $MKL $SNOW

$269M

506 positions

#17Archvest Wealth Advisors, Inc.Active

Notable overlap · 3 shared positions

$MKL $SNOW $BRZE

$155M

74 positions

#18Unify Financial AdvisorsPassive

Notable overlap · 3 shared positions

$VLTO $BRZE $SNOW

$96M

89 positions

#19WealthCollab, LLCPassive

Notable overlap · 3 shared positions

$BRZE $SNOW $MKL

$243M

977 positions

#20Parker Financial LLCSmart money

Notable overlap · 3 shared positions

$SNOW $VLTO $MKL

$250M

37 positions

#21Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth SActive

Notable overlap · 3 shared positions

$BRZE $SNOW $MKL

$111M

63 positions

#22Atlantic Private Wealth, LLCActive

Notable overlap · 3 shared positions

$BRZE $MKL $SNOW

$153M

315 positions

#23TrustWell Financial Advisors, LLCActive

Notable overlap · 3 shared positions

$SNOW $MKL $BRZE

$106M

70 positions

#24FIDUCIARY FINANCIAL GROUP, LLCPassive

Notable overlap · 3 shared positions

$SNOW $MKL $BRZE

$754M

345 positions

#25WEBSTERROGERS FINANCIAL ADVISORS, LLCActive

Notable overlap · 3 shared positions

$VLTO $SNOW $BRZE

$350M

95 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.