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Hedge Funds Similar to LAFFER TENGLER INVESTMENTS

13F Portfolio OverlapQ2 2026LAFFER TENGLER INVESTMENTS portfolio →
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Most similar hedge funds by 13F overlap

LAFFER TENGLER INVESTMENTS, INC. is an institutional investor managing $782M across 179 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 LAFFER TENGLER INVESTMENTS are Vertrix Wealth, CAMDEN NATIONAL BANK, HS Partners, with shared positions in $AXP, $TJX, $EMR, $SBUX, $MCD, $CRWD. The full ranking of 25 similar funds is below.

#1Vertrix Wealth Management, LLCPassive
Notable overlap · 6 shared positions
$AXP$TJX$EMR$SBUX$MCD$CRWD
$292M
99 positions
#2CAMDEN NATIONAL BANKPassive
Notable overlap · 7 shared positions
$PWR$TJX$LHX$MCD$PLD$NEE
$767M
184 positions
#3HS Management Partners, LLCActive
Notable overlap · 5 shared positions
$AXP$SBUX$UBER$MCD$SPOT
$291M
24 positions
#4Michael Brady & Co., LLCActive
Notable overlap · 6 shared positions
$AXP$TJX$EMR$LHX$MCD$CARR
$110M
55 positions
#5Bluebird Wealth Management LLCPassive
Notable overlap · 6 shared positions
$TJX$AXP$UBER$CARR$CRWD$SPOT
$115M
89 positions
#6Carl P. Sherr & Co., LLCPassive
Some overlap · 6 shared positions
$AXP$TJX$MCD$SPOT$SBUX$NEE
$239M
134 positions
#7Reliant Investment Management, LLCPassive
Some overlap · 4 shared positions
$AXP$PWR$LHX$CRWD
$271M
55 positions
#8MONARCH CAPITAL MANAGEMENT INCPassive
Some overlap · 6 shared positions
$PWR$STLD$EMR$MCD$NEE$CARR
$436M
130 positions
#9Stokes Capital Advisors, LLCPassive
Some overlap · 5 shared positions
$AXP$TJX$MCD$WMB$NEE
$455M
118 positions
#10Focused Investors LLCActive
Some overlap · 4 shared positions
$AXP$TJX$LHX$MCD
$3.0B
23 positions
#11JACOBS & CO/CAPassive
Some overlap · 7 shared positions
$SBUX$CRWD$CARR$MCD$AXP$UBER
$1.2B
132 positions
#12Robbins FarleyPassive
Some overlap · 5 shared positions
$PWR$TJX$UBER$CRWD$NEE
$262M
158 positions
#13MOUNT VERNON ASSOCIATES INC /MD/Active
Some overlap · 4 shared positions
$AXP$UBER$SBUX$SPOT
$150M
58 positions
#14SWP Investment Management LLCPassive
Some overlap · 5 shared positions
$AXP$TJX$EMR$PLD$NEE
$145M
43 positions
#15Greystone Financial Group, LLCPassive
Some overlap · 6 shared positions
$TJX$SBUX$EMR$MCD$CRWD$AXP
$360M
73 positions
#16Infusive Asset Management Inc.Active
Some overlap · 4 shared positions
$AXP$UBER$MCD$SPOT
$220M
30 positions
#17ALBION FINANCIAL GROUP /UTPassive
Some overlap · 5 shared positions
$PWR$TJX$SBUX$UBER$MCD
$1.8B
792 positions
#18SOMERVILLE KURT FActive
Some overlap · 6 shared positions
$AXP$TJX$UBER$NEE$CRWD$CARR
$419M
97 positions
#19Hamilton Point Investment Advisors, LLCPassive
Some overlap · 4 shared positions
$AXP$TJX$NEE$DE
$710M
193 positions
#20Elefante Mark BActive
Some overlap · 5 shared positions
$AXP$TJX$UBER$NEE$CRWD
$232M
60 positions
#21Mirabaud Asset Management LtdPassive
Some overlap · 5 shared positions
$TJX$AXP$SBUX$MCD$NEE
$120M
49 positions
#22SUMMITRY LLCPassive
Some overlap · 5 shared positions
$CARR$SBUX$UBER$EMR$NEE
$3.0B
340 positions
#23Moisand Fitzgerald Tamayo, LLCActive
Some overlap · 6 shared positions
$AXP$LHX$TJX$NEE$DE$SBUX
$995M
677 positions
#24Hemenway Trust Co LLCActive
Some overlap · 5 shared positions
$AXP$TJX$UBER$NEE$CRWD
$1.4B
135 positions
#25Strategic Wealth Investment Group, LLCPassive
Some overlap · 5 shared positions
$AXP$UBER$EMR$CRWD$NEE
$825M
104 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.