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Hedge Funds Similar to LAZARI

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

LAZARI CAPITAL MANAGEMENT, INC. is an institutional investor managing $339M across 187 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 LAZARI are Econ Financial Services, SOUND SHORE, HS Partners, with shared positions in $BA, $UBER, $VZ, $PFE, $COP, $BP. The full ranking of 25 similar funds is below.

#1Econ Financial Services CorpPassive
Notable overlap · 5 shared positions
$BA$UBER$VZ$PFE$COP
$239M
85 positions
#2SOUND SHORE MANAGEMENT INC /CT/Active
Notable overlap · 6 shared positions
$BA$BP$DIS$PFE$WFC$C
$3.2B
40 positions
#3HS Management Partners, LLCActive
Some overlap · 4 shared positions
$UBER$DIS$SBUX$AXP
$291M
24 positions
#4WealthBridge Investment Counsel Inc.Active
Some overlap · 6 shared positions
$BA$DIS$VZ$SBUX$C$COP
$377M
44 positions
#5PIER 88 INVESTMENT PARTNERS LLCPassive
Some overlap · 4 shared positions
$UBER$BA$WFC$BE
$421M
110 positions
#6BOYAR ASSET MANAGEMENT INC.Active
Some overlap · 5 shared positions
$UBER$DIS$AXP$PFE$C
$174M
77 positions
#7Hedges Asset Management LLCPassive
Some overlap · 4 shared positions
$BA$BP$VZ$WFC
$152M
108 positions
#8Crabel Capital Management, LLCActive
Some overlap · 4 shared positions
$BA$DIS$VZ$PFE
$137M
51 positions
#9Hillman Capital Management, Inc.Passive
Some overlap · 4 shared positions
$BA$DIS$VZ$PFE
$138M
54 positions
#10ADVENT CAPITAL MANAGEMENT /DE/Passive
Some overlap · 3 shared positions
$UBER$BA$WFC
$4.5B
236 positions
#11Boothe Investment Group, Inc.Active
Some overlap · 4 shared positions
$UBER$VZ$PFE$C
$351M
39 positions
#12Strategic Family Wealth Counselors, L.L.C.Passive
Some overlap · 5 shared positions
$UBER$DIS$PFE$AXP$VZ
$430M
178 positions
#13Blume Capital Management, Inc.Passive
Some overlap · 6 shared positions
$UBER$DIS$PFE$WFC$ARCC$C
$678M
357 positions
#14STALEY CAPITAL ADVISERS INCActive
Some overlap · 5 shared positions
$BA$DIS$PFE$C$VZ
$2.6B
193 positions
#15Cohen Investment Advisors LLCPassive
Some overlap · 7 shared positions
$VZ$BA$DIS$SBUX$PFE$WFC
$233M
81 positions
#16Bell & Brown Wealth Advisors, LLCPassive
Some overlap · 6 shared positions
$BA$DIS$SBUX$AXP$WFC$C
$320M
72 positions
#17MASTERS CAPITAL MANAGEMENT LLCActive
Some overlap · 3 shared positions
$BA$UBER$C
$3.9B
80 positions
#18DCM Advisors, LLCActive
Some overlap · 9 shared positions
$DIS$BA$VZ$AXP$PFE$WFC
$253M
38 positions
#19Koenig Investment Advisory, LLCActive
Some overlap · 5 shared positions
$BA$VZ$WFC$MO$T
$137M
38 positions
#20Minneapolis Portfolio Management Group, LLCActive
Some overlap · 3 shared positions
$BA$UBER$PFE
$1.1B
34 positions
#21Beech Hill Advisors, Inc.Passive
Some overlap · 3 shared positions
$BA$UBER$DIS
$226M
97 positions
#22InvesTrustPassive
Some overlap · 7 shared positions
$VZ$DIS$BA$SBUX$AXP$PFE
$247M
91 positions
#23Stamos Capital Partners, L.P.Passive
Some overlap · 6 shared positions
$DIS$BP$BA$VZ$PFE$T
$653M
140 positions
#24Palouse Capital Management, Inc.Passive
Some overlap · 6 shared positions
$BA$DIS$VZ$PFE$C$T
$160M
124 positions
#25Unifi Asset Management LPActive
Some overlap · 5 shared positions
$BA$VZ$DIS$UBER$T
$251M
62 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.