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Hedge Funds Similar to LINCOLN

13F Portfolio OverlapQ3 2026LINCOLN portfolio →
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Most similar hedge funds by 13F overlap

LINCOLN CAPITAL CORP is an institutional investor managing $306M across 100 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 LINCOLN are GRAND WEALTH, Birch, REAVES W H, with shared positions in $COR, $KLAC, $GLW, $SCHW, $AMGN, $CNP. The full ranking of 25 similar funds is below.

#1GRAND WEALTH MANAGEMENT, LLCActive
Some overlap · 3 shared positions
$COR$KLAC$GLW
$240M
49 positions
#2Birch Capital Management, LLCPassive
Some overlap · 3 shared positions
$SCHW$COR$AMGN
$205M
79 positions
#3REAVES W H & CO INCActive
Some overlap · 3 shared positions
$CNP$NI$GLW
$6.6B
94 positions
#41248 Management, LLCActive
Some overlap · 4 shared positions
$SCHW$GLW$KLAC$AMGN
$256M
149 positions
#5Hanson & Doremus Investment ManagementActive
Some overlap · 5 shared positions
$SCHW$GLW$NI$AMGN$STX
$982M
493 positions
#6Arvin Capital Management LPPassive
Some overlap · 3 shared positions
$RKT$SAIA$STX
$766M
51 positions
#7Aurdan Capital Management, LLCActive
Some overlap · 3 shared positions
$COR$AMGN$ABT
$394M
99 positions
#8MIZUHO MARKETS AMERICAS LLCPassive
Some overlap · 4 shared positions
$COR$NI$KLAC$GLW
$6.5B
234 positions
#9Harfst & Associates, Inc.Active
Some overlap · 4 shared positions
$BAH$KLAC$GLW$SCHW
$667M
122 positions
#10Salvus Wealth Management, LLCPassive
Some overlap · 3 shared positions
$SCHW$GLW$STX
$175M
132 positions
#11Arcus Capital Partners, LLCActive
Some overlap · 4 shared positions
$BAH$NI$CNP$COR
$242M
108 positions
#12Barnes Dennig Private Wealth Management LLCPassive
Some overlap · 3 shared positions
$SCHW$KLAC$AMGN
$125M
365 positions
#13Ironwood Investment Counsel, LLCPassive
Some overlap · 4 shared positions
$SCHW$KLAC$GLW$AMGN
$762M
267 positions
#14Lighthouse Financial LLCActive
Some overlap · 4 shared positions
$BAH$GLW$AMGN$ABT
$222M
98 positions
#15Shira Ridge Wealth ManagementActive
Some overlap · 3 shared positions
$SCHW$KLAC$GLW
$288M
83 positions
#16WOLFF WIESE MAGANA LLCPassive
Some overlap · 5 shared positions
$KLAC$SCHW$GLW$AMGN$ABT
$218M
1,038 positions
#17CITIZENS & NORTHERN CORPActive
Some overlap · 4 shared positions
$KLAC$GLW$SCHW$COR
$438M
117 positions
#18T. Rowe Price Investment Management, Inc.Passive
Some overlap · 3 shared positions
$CNP$COR$NI
$152.6B
738 positions
#19Great Lakes Retirement, Inc.Passive
Some overlap · 4 shared positions
$SCHW$KLAC$GLW$STX
$1.1B
222 positions
#20Consolidated Planning CorpActive
Some overlap · 3 shared positions
$BAH$KLAC$ABT
$735M
186 positions
#21LRT Capital Management, LLCPassive
Some overlap · 3 shared positions
$SCHW$BAH$SAIA
$154M
64 positions
#22Lafayette Investments, Inc.Active
Some overlap · 4 shared positions
$SCHW$KLAC$GLW$PH
$542M
162 positions
#23ADE, LLCActive
Some overlap · 3 shared positions
$BAH$PSLV$AMGN
$237M
93 positions
#24SUMMITRY LLCPassive
Some overlap · 3 shared positions
$SCHW$GLW$AMGN
$3.0B
340 positions
#25OAK ASSOCIATES LTD /OH/Active
Some overlap · 3 shared positions
$SCHW$KLAC$AMGN
$1.8B
139 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.