Hedge Funds Similar to LGL PARTNERS

13F Portfolio OverlapQ2 2026LGL PARTNERS portfolio →

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Most similar hedge funds by 13F overlap

LGL PARTNERS, LLC is an institutional investor managing $273M across 62 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 LGL PARTNERS are Heritage Investment Group, Wagner Wealth, Vest Financial, with shared positions in $DOV, $WST, $IBIT, $LIN, $TT. The full ranking of 14 similar funds is below.

#1Heritage Investment Group, Inc.Active

Slight overlap · 3 shared positions

$DOV $WST $IBIT

$744M

135 positions

#2Wagner Wealth Management, CorpPassive

Slight overlap · 3 shared positions

$124M

101 positions

#3Vest Financial, LLCPassive

Slight overlap · 3 shared positions

$9.5B

420 positions

#4Compass Ion Advisors, LLCActive

Slight overlap · 3 shared positions

$1.2B

297 positions

#5Alliance Wealth Management GroupActive

Slight overlap · 3 shared positions

$514M

103 positions

#6Dala Group, LLCActive

Slight overlap · 3 shared positions

$121M

68 positions

#7Towercrest Capital ManagementActive

Slight overlap · 3 shared positions

$717M

110 positions

#8Fermata Advisors, LLCPassive

Slight overlap · 3 shared positions

$DOV $IBIT $LIN

$495M

275 positions

#9MARIPAU WEALTH MANAGEMENT LLCPassive

Slight overlap · 3 shared positions

$DOV $IBIT $LIN

$280M

177 positions

#10Aspiring Ventures, LLCActive

Slight overlap · 3 shared positions

$411M

103 positions

#11Alamea Verwaltungs GmbHActive

Slight overlap · 3 shared positions

$125M

73 positions

#12Sound Financial Strategies Group, LLCPassive

Slight overlap · 3 shared positions

$WST $IBIT $LIN

$157M

121 positions

#13Douglass Winthrop Advisors, LLCActive

Slight overlap · 3 shared positions

$5.8B

308 positions

#14BUFFALO BUSINESS & ESTATE SERVICES LTDActive

Slight overlap · 3 shared positions

$793M

105 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.