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Hedge Funds Similar to LORD, ABBETT

13F Portfolio OverlapQ2 2026LORD, ABBETT portfolio →
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Most similar hedge funds by 13F overlap

LORD, ABBETT & CO. LLC is an institutional investor managing $34.9B across 558 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 LORD, ABBETT are Brentview Investment, BTC, PATTON FUND, with shared positions in $MS, $PH, $NEE, $PM, $CRH, $LOW. The full ranking of 25 similar funds is below.

#1Brentview Investment Management LLCActive
Some overlap · 8 shared positions
$MS$PH$NEE$PM$CRH$LOW
$253M
63 positions
#2BTC Capital Management, Inc.Passive
Some overlap · 7 shared positions
$MS$PH$APH$STLD$WFC$NEE
$1.6B
207 positions
#3PATTON FUND MANAGEMENT, INC.Passive
Some overlap · 7 shared positions
$FIX$ADI$STLD$EME$GLW$DDOG
$389M
77 positions
#4Evansbrook LLCActive
Some overlap · 7 shared positions
$MS$PH$ADI$WFC$NEE$PM
$171M
126 positions
#5Community Financial Services Group, LLCPassive
Some overlap · 7 shared positions
$ADI$PH$APH$NEE$GLW$LOW
$655M
539 positions
#6FERGUSON WELLMAN CAPITAL MANAGEMENT, INCActive
Some overlap · 7 shared positions
$PH$MS$ADI$ETR$WFC$PM
$8.4B
431 positions
#7Aspire Private Capital, LLCPassive
Some overlap · 7 shared positions
$ADI$PH$APH$WFC$PM$LIN
$484M
175 positions
#8Consolidated Planning CorpActive
Some overlap · 6 shared positions
$FIX$ADI$MS$APH$PM$BNY
$735M
186 positions
#9Dana Investment Advisors, Inc.Passive
Some overlap · 8 shared positions
$APH$ADI$PM$DDOG$WFC$PH
$3.8B
572 positions
#10GLOBALT Investments LLC / GAActive
Some overlap · 6 shared positions
$MS$ADI$WFC$PM$GLW$TJX
$2.9B
212 positions
#11First Citizens Financial CorpPassive
Some overlap · 7 shared positions
$MS$STLD$GLW$WFC$LOW$PM
$238M
137 positions
#12LOM Asset Management LtdPassive
Some overlap · 6 shared positions
$MS$ADI$ETR$NEE$MPC$TJX
$387M
279 positions
#13MATTERN CAPITAL MANAGEMENT, LLCPassive
Some overlap · 6 shared positions
$ADI$PH$APH$NEE$LOW$LIN
$857M
166 positions
#14Monument Capital ManagementPassive
Some overlap · 6 shared positions
$FIX$APH$STLD$CRS$EME$DELL
$480M
255 positions
#15VestGen Investment ManagementPassive
Some overlap · 6 shared positions
$FIX$APH$ETR$CRS$EME$BNY
$189M
218 positions
#16Dorsey Wright & AssociatesPassive
Some overlap · 6 shared positions
$FIX$APH$ETR$CRS$EME$BNY
$590M
131 positions
#17TABR Capital Management, LLCActive
Some overlap · 6 shared positions
$FIX$PH$EME$GLW$DDOG$DELL
$136M
59 positions
#18OmniStar Financial Group, Inc.Passive
Some overlap · 6 shared positions
$MS$PH$NEE$PM$GLW$BNY
$230M
116 positions
#19Princeton Global Asset Management LLCPassive
Some overlap · 7 shared positions
$APH$ETR$NEE$CRH$LIN$MPC
$692M
829 positions
#20Omnitrust Wealth Management, Inc
Some overlap · 6 shared positions
$ADI$PH$WFC$PM$TJX$BNY
$77M
64 positions
#21Transamerica Financial Advisors, LLCPassive
Some overlap · 6 shared positions
$FIX$ETR$CRS$EME$PH$TJX
$1.2B
2,188 positions
#22LEE JOHNSON CAPITAL MANAGEMENT, LLCActive
Some overlap · 6 shared positions
$MS$ADI$CRS$GLW$PH$PM
$320M
82 positions
#23C M BIDWELL & ASSOCIATES LTDPassive
Some overlap · 7 shared positions
$APH$FIX$GLW$MS$MPC$DELL
$245M
494 positions
#24FIDUCIARY FAMILY OFFICE, LLCActive
Some overlap · 7 shared positions
$PH$APH$WFC$PM$ADI$BNY
$400M
177 positions
#25Brown Miller Wealth Management, LLCPassive
Some overlap · 6 shared positions
$ADI$APH$NEE$PM$LOW$LIN
$397M
204 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.