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Hedge Funds Similar to Lebenthal Global Advisors

13F Portfolio OverlapQ2 2026Lebenthal Global Advisors portfolio →
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Most similar hedge funds by 13F overlap

Lebenthal Global Advisors, LLC is an institutional investor managing $741M across 204 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 Lebenthal Global Advisors are ARGUS INVESTORS' COUNSEL, PFG Private Wealth, Bank OZK, with shared positions in $PWR, $ANET, $ADI, $TT, $KLAC, $AXP. The full ranking of 25 similar funds is below.

#1ARGUS INVESTORS' COUNSEL, INC.Passive
Notable overlap · 10 shared positions
$PWR$ANET$ADI$TT$KLAC$AXP
$129M
106 positions
#2PFG Private Wealth Management, LLCActive
Notable overlap · 9 shared positions
$PWR$ANET$MRVL$TT$AXP$CSX
$236M
72 positions
#3Bank OZKPassive
Notable overlap · 8 shared positions
$PWR$ANET$MRVL$TT$AXP$CSX
$337M
159 positions
#4EPG Wealth Management LLCPassive
Notable overlap · 8 shared positions
$PWR$ANET$MRVL$KLAC$URI$ADI
$417M
318 positions
#5Hilltop National BankPassive
Some overlap · 8 shared positions
$ANET$PWR$MRVL$KLAC$TT$AXP
$465M
786 positions
#6BNC WEALTH MANAGEMENT, LLCPassive
Some overlap · 6 shared positions
$PWR$ANET$AXP$KLAC$MRVL$BNY
$436M
104 positions
#7Gunderson Capital Management Inc.Active
Some overlap · 5 shared positions
$PWR$ANET$MRVL$ADI$KLAC
$359M
54 positions
#8NZS Capital, LLCActive
Some overlap · 6 shared positions
$PWR$MRVL$TT$KLAC$URI$SNOW
$3.9B
61 positions
#9Broadleaf Partners, LLCPassive
Some overlap · 5 shared positions
$PWR$ANET$MRVL$KLAC$URI
$517M
86 positions
#10Covenant Asset Management, LLCPassive
Some overlap · 5 shared positions
$PWR$ANET$ADI$AXP$KLAC
$746M
169 positions
#11Teamwork Financial Advisors, LLCPassive
Some overlap · 5 shared positions
$PWR$ANET$AXP$KLAC$BNY
$908M
182 positions
#12Vivid Wealth Management, LLCPassive
Some overlap · 5 shared positions
$PWR$ANET$AXP$KLAC$BNY
$284M
73 positions
#13Winslow Capital Management, LLCActive
Some overlap · 5 shared positions
$ANET$ADI$TT$PWR$KLAC
$29.1B
66 positions
#14Great Lakes Retirement, Inc.Passive
Some overlap · 5 shared positions
$PWR$ANET$MRVL$TT$KLAC
$1.1B
222 positions
#15Sun Financial IncPassive
Some overlap · 5 shared positions
$ANET$PWR$AXP$KLAC$BNY
$212M
161 positions
#16Paragon Private Wealth Management, LLCPassive
Some overlap · 7 shared positions
$PWR$KLAC$URI$AXP$BLK$ADI
$326M
192 positions
#17Robeco Schweiz AGActive
Some overlap · 4 shared positions
$PWR$MRVL$ADI$TT
$5.5B
135 positions
#18ABSOLUTE CAPITAL MANAGEMENT, LLCPassive
Some overlap · 5 shared positions
$PWR$ANET$KLAC$MRVL$ADI
$431M
168 positions
#19Gratus Wealth Advisors, LLCActive
Some overlap · 6 shared positions
$MRVL$PWR$ADI$ANET$CSX$AXP
$783M
136 positions
#20SIGNET FINANCIAL MANAGEMENT, LLC
Some overlap · 4 shared positions
$PWR$ANET$KLAC$URI
$892M
299 positions
#21Old North State Trust, LLCPassive
Some overlap · 5 shared positions
$ANET$PWR$MRVL$SO$AMP
$194M
151 positions
#22Pekao Towarzystwo Funduszy Inwestycyjnych S.A.Passive
Some overlap · 5 shared positions
$ANET$TT$KLAC$SNOW$B
$157M
85 positions
#23SBE LLC DBA CEDAR COVE WEALTH PARTNERSActive
Some overlap · 7 shared positions
$PWR$ANET$URI$MRVL$ADI$BLK
$211M
84 positions
#24TCW GROUP INCActive
Some overlap · 5 shared positions
$ANET$KLAC$MRVL$BNY$CSX
$14.9B
640 positions
#25Smith Group Asset Management, LLCActive
Some overlap · 4 shared positions
$ANET$ADI$AXP$KLAC
$2.5B
166 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.