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Hedge Funds Similar to Lantz Financial

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

Lantz Financial LLC is an institutional investor managing $549M across 260 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 Lantz Financial are CONFLUENCE INVESTMENT, MORTON COMMUNITY BANK, CWS Financial Advisors, with shared positions in $NTRS, $SO, $WEC, $USB, $CB, $SNA. The full ranking of 25 similar funds is below.

#1CONFLUENCE INVESTMENT MANAGEMENT LLCPassive
Notable overlap · 16 shared positions
$NTRS$SO$WEC$USB$CB$SNA
$6.0B
294 positions
#2MORTON COMMUNITY BANKPassive
Some overlap · 6 shared positions
$WEC$SO$USB$PM$ETR$LMT
$491M
120 positions
#3CWS Financial Advisors, LLCActive
Some overlap · 11 shared positions
$SO$PM$LIN$FAST$ADI$ETR
$454M
171 positions
#4Cincinnati Specialty Underwriters Insurance COActive
Some overlap · 6 shared positions
$WEC$PM$SNA$USB$MDLZ$ADI
$449M
45 positions
#5Alley Investment Management Company, LLCActive
Some overlap · 6 shared positions
$PM$SNA$WEC$PAYX$USB$LMT
$856M
89 positions
#6Shoker Investment Counsel, Inc.Active
Some overlap · 6 shared positions
$SO$USB$PAYX$LMT$ADI$GILD
$398M
113 positions
#7MILLER HOWARD INVESTMENTS INC /NYActive
Some overlap · 6 shared positions
$USB$SNA$PAYX$ETR$KMI$GILD
$3.7B
159 positions
#8VAUGHAN DAVID INVESTMENTS LLC/ILActive
Some overlap · 5 shared positions
$WEC$SO$PM$USB$ETR
$5.0B
245 positions
#9Nicholson Wealth Management Group, LLCPassive
Some overlap · 5 shared positions
$SO$WEC$CB$LIN$ADI
$170M
111 positions
#10MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive
Some overlap · 5 shared positions
$SO$WEC$PM$ETR$LMT
$233M
122 positions
#11Trueblood Wealth Management, LLCPassive
Some overlap · 6 shared positions
$RSG$LIN$SNA$CB$ADI$FAST
$284M
262 positions
#12MITCHELL & PAHL PRIVATE WEALTH, LLCPassive
Some overlap · 5 shared positions
$WEC$USB$LIN$CB$MDLZ
$277M
147 positions
#13FARMERS TRUST CO
Some overlap · 5 shared positions
$SO$PM$CB$LMT$KMI
$637M
203 positions
#14Somerset Trust CoPassive
Some overlap · 5 shared positions
$WEC$CB$LIN$PAYX$ADI
$354M
186 positions
#15MATTERN CAPITAL MANAGEMENT, LLCPassive
Some overlap · 5 shared positions
$WEC$CB$LIN$PAYX$ADI
$857M
166 positions
#16LIBERTY ONE INVESTMENT MANAGEMENT, LLCActive
Some overlap · 5 shared positions
$SO$CB$RSG$MDLZ$ETR
$1.0B
154 positions
#17EDGAR LOMAX CO/VAActive
Some overlap · 5 shared positions
$SO$USB$MDLZ$LMT$GILD
$1.3B
58 positions
#18BOSTON RESEARCH & MANAGEMENT INCPassive
Some overlap · 5 shared positions
$USB$SNA$LIN$LMT$FAST
$453M
121 positions
#19Rench Wealth Management, Inc.Passive
Some overlap · 5 shared positions
$SO$RSG$PAYX$ETR$FAST
$372M
67 positions
#20CAMDEN NATIONAL BANKPassive
Some overlap · 5 shared positions
$CB$RSG$LIN$MDLZ$KMI
$767M
184 positions
#21Powers Advisory Group, LLCActive
Some overlap · 5 shared positions
$SO$USB$LMT$PM$PAYX
$330M
128 positions
#22GRANDFIELD & DODD, LLCActive
Some overlap · 5 shared positions
$CB$LIN$PAYX$ADI$GILD
$1.9B
217 positions
#23High Point Wealth Management, LLCPassive
Some overlap · 5 shared positions
$SO$PM$ETR$GILD$USB
$122M
250 positions
#24ALBERT D MASON INCPassive
Some overlap · 5 shared positions
$SNA$LIN$PAYX$KMI$FAST
$176M
139 positions
#25Thomasville National BankPassive
Some overlap · 5 shared positions
$WEC$USB$PM$GILD$SO
$1.8B
241 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.