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Hedge Funds Similar to LINCOLN

13F Portfolio OverlapQ1 2026LINCOLN portfolio →
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Most similar hedge funds by 13F overlap

LINCOLN CAPITAL CORP is an institutional investor managing $308M across 99 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 are BLUE JEAN FINANCIAL, Birch ,, IF Advisors,, with shared positions in $JHG, $RKT, $GE, $SCHW, $COR, $UNH. The full ranking of 25 similar funds is below.

#1BLUE JEAN FINANCIAL LLCPassive
Some overlap · 4 shared positions
$JHG$RKT$GE$SCHW
$121M
68 positions
#2Birch Capital Management, LLCActive
Some overlap · 4 shared positions
$COR$SCHW$UNH$AMGN
$191M
78 positions
#3IF Advisors, LLCPassive
Some overlap · 3 shared positions
$JHG$SCHW$DDOG
$141M
53 positions
#4CLOUGH CAPITAL PARTNERS L PActive
Some overlap · 3 shared positions
$SCHW$RKT$GE
$1.0B
96 positions
#5Ballast Rock Private Wealth LLCPassive
Some overlap · 5 shared positions
$JHG$SCHW$DDOG$HUM$AMAT
$181M
177 positions
#6Aprio Wealth Management, LLCPassive
Some overlap · 5 shared positions
$JHG$BAH$DDOG$SCHW$HUM
$1.8B
613 positions
#7Ayrshire Capital Management LLCPassive
Some overlap · 3 shared positions
$COR$SCHW$KLAC
$193M
50 positions
#8SHEPHERD KAPLAN KROCHUK, LLCActive
Some overlap · 3 shared positions
$JHG$SCHW$DDOG
$119M
61 positions
#9TANDEM CAPITAL MANAGEMENT CORP /ADVPassive
Some overlap · 5 shared positions
$SCHW$GE$HUM$AMAT$ABT
$200M
110 positions
#10BLUELINE ADVISORS LLCActive
Some overlap · 3 shared positions
$SCHW$JHG$HUM
$129M
217 positions
#11Aureum Wealth Management, LLCPassive
Some overlap · 3 shared positions
$JHG$SCHW$HUM
$144M
60 positions
#12Northwest Financial AdvisorsPassive
Some overlap · 4 shared positions
$JHG$BAH$GE$HUM
$52M
66 positions
#13BNB Wealth Management, LLCPassive
Some overlap · 5 shared positions
$JHG$BAH$AMAT$KLAC$GLW
$156M
90 positions
#14SVRN Asset Management, LLCActive
Some overlap · 4 shared positions
$SCHW$BAH$DDOG$HUM
$103M
37 positions
#15Advisory Resource GroupPassive
Some overlap · 3 shared positions
$JHG$SCHW$AMAT
$581M
172 positions
#16Westview Management dba Westview Investment AdvisorsPassive
Some overlap · 3 shared positions
$JHG$SCHW$GLW
$192M
70 positions
#17Intrinsic Value Partners, LLCActive
Some overlap · 3 shared positions
$SCHW$GE$AMAT
$130M
69 positions
#18T. Rowe Price Investment Management, Inc.Passive
Some overlap · 4 shared positions
$CNP$NI$COR$UNH
$145M
643 positions
#19EPIQ PARTNERS, LLCPassive
Some overlap · 4 shared positions
$JHG$SCHW$DDOG$UNH
$214M
83 positions
#20M.E. ALLISON & CO., INC.Passive
Some overlap · 4 shared positions
$JHG$GE$BAH$HUM
$151M
193 positions
#21Three Magnolias Financial Advisors, LLCPassive
Some overlap · 3 shared positions
$JHG$COR$AMAT
$157M
103 positions
#22MFA Wealth ServicesPassive
Some overlap · 4 shared positions
$SCHW$BAH$HUM$AMGN
$151M
122 positions
#23Value Investment Professionals, LLCPassive
Some overlap · 3 shared positions
$JHG$SCHW$PSLV
$89M
81 positions
#24ALBION FINANCIAL GROUP /UTActive
Some overlap · 4 shared positions
$JHG$GE$HUM$AMGN
$1.5B
737 positions
#25Weaver Consulting GroupPassive
Some overlap · 4 shared positions
$JHG$BAH$HUM$GE
$420M
275 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.