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Hedge Funds Similar to LANDAAS & /WI

13F Portfolio OverlapQ2 2026LANDAAS & /WI portfolio →
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Most similar hedge funds by 13F overlap

LANDAAS & CO /WI /ADV is an institutional investor managing $550M across 149 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 LANDAAS & /WI are BUTENSKY & COHEN FINANCIAL SECURITY, DEARBORN PARTNERS, Perennial Advisors, with shared positions in $JCI, $MCD, $NEE, $NUE, $LMT, $AMGN. The full ranking of 25 similar funds is below.

#1BUTENSKY & COHEN FINANCIAL SECURITY, INCPassive
Some overlap · 7 shared positions
$JCI$MCD$NEE$NUE$LMT$AMGN
$404M
99 positions
#2DEARBORN PARTNERS LLCPassive
Some overlap · 5 shared positions
$WEC$MCD$APH$NEE$ABT
$1.8B
269 positions
#3Perennial Advisors, LLCPassive
Some overlap · 7 shared positions
$MCD$APH$ASML$DIS$AMGN$USB
$649M
136 positions
#4MITCHELL & PAHL PRIVATE WEALTH, LLCPassive
Some overlap · 7 shared positions
$WEC$ASML$MCD$NEE$AMGN$USB
$272M
149 positions
#5BOSTON RESEARCH & MANAGEMENT INCPassive
Some overlap · 7 shared positions
$MCD$NEE$LMT$ABT$DIS$USB
$453M
121 positions
#6First Long Island Investors, LLCActive
Some overlap · 7 shared positions
$APH$MCD$NEE$LMT$ABT$AMGN
$1.4B
73 positions
#7Albar Capital Partners LLPActive
Some overlap · 4 shared positions
$JCI$FCX$ASML$LIN
$767M
38 positions
#8Nicholson Wealth Management Group, LLCPassive
Some overlap · 6 shared positions
$WEC$MCD$APH$NEE$AMGN$LIN
$170M
111 positions
#9Somerset Trust CoPassive
Some overlap · 6 shared positions
$WEC$MCD$NEE$ABT$AMGN$LIN
$354M
186 positions
#10Blossom Wealth ManagementActive
Some overlap · 6 shared positions
$WEC$APH$MCD$NEE$ASML$AMGN
$71M
72 positions
#11MATTERN CAPITAL MANAGEMENT, LLCPassive
Some overlap · 6 shared positions
$WEC$APH$NEE$ABT$AMGN$LIN
$857M
166 positions
#12Saturna Capital CORPActive
Some overlap · 5 shared positions
$JCI$ASML$LIN$UL$ABT
$8.2B
140 positions
#13SlateStone Wealth, LLCPassive
Some overlap · 6 shared positions
$ASML$APH$NEE$LMT$AMGN$USB
$1.3B
296 positions
#14Alley Investment Management Company, LLCActive
Some overlap · 6 shared positions
$ASML$WEC$LMT$ABT$AMGN$USB
$856M
89 positions
#15BKM Wealth Management, LLCPassive
Some overlap · 6 shared positions
$ASML$WEC$MCD$NEE$AMGN$LIN
$282M
148 positions
#16Tandem Investment Advisors, Inc.Passive
Some overlap · 5 shared positions
$WEC$MCD$APH$NEE$ABT
$1.5B
68 positions
#17Cincinnati Specialty Underwriters Insurance COActive
Some overlap · 5 shared positions
$WEC$NEE$ABT$MCD$USB
$449M
45 positions
#18Lineweaver Wealth Advisors, LLCPassive
Some overlap · 6 shared positions
$MCD$JCI$NEE$ASML$ABT$AMGN
$845M
182 positions
#19ROFFMAN MILLER ASSOCIATES INC /PA/Active
Some overlap · 5 shared positions
$ASML$MCD$APH$JCI$DIS
$1.9B
88 positions
#20THOMAS STORY & SON LLCActive
Some overlap · 5 shared positions
$WEC$ASML$ABT$LIN$AMGN
$283M
53 positions
#21FARMERS TRUST CO
Some overlap · 5 shared positions
$MCD$FCX$NEE$NUE$LMT
$637M
203 positions
#22ICW Investment Advisors LLCPassive
Some overlap · 6 shared positions
$MCD$APH$LMT$ABT$AMGN$LIN
$286M
144 positions
#23Curat Global, LLCPassive
Some overlap · 4 shared positions
$JCI$APH$NUE$AMGN
$122M
251 positions
#24PIONEER TRUST BANK N A/ORPassive
Some overlap · 6 shared positions
$MCD$APH$NEE$ABT$DIS$AMGN
$441M
87 positions
#25BARTLETT & CO. WEALTH MANAGEMENT LLCPassive
Some overlap · 6 shared positions
$ASML$NEE$ABT$AMGN$LIN$APH
$8.0B
1,334 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.