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Hedge Funds Similar to LINCOLN

13F Portfolio OverlapQ2 2026LINCOLN portfolio →
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Most similar hedge funds by 13F overlap

LINCOLN CAPITAL CORP is an institutional investor managing $308M across 99 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 LINCOLN are GRAND WEALTH, Birch, REAVES W H, with shared positions in $COR, $KLAC, $GLW, $SCHW, $AMGN, $CNP. The full ranking of 25 similar funds is below.

#1GRAND WEALTH MANAGEMENT, LLCActive
Some overlap · 3 shared positions
$COR$KLAC$GLW
$240M
49 positions
#2Birch Capital Management, LLCPassive
Some overlap · 3 shared positions
$SCHW$COR$AMGN
$205M
79 positions
#3REAVES W H & CO INCActive
Some overlap · 3 shared positions
$CNP$NI$GLW
$6.6B
94 positions
#41248 Management, LLCActive
Some overlap · 4 shared positions
$SCHW$GLW$KLAC$AMGN
$256M
149 positions
#5Hanson & Doremus Investment ManagementActive
Some overlap · 5 shared positions
$SCHW$GLW$NI$AMGN$STX
$983M
484 positions
#6Arvin Capital Management LPPassive
Some overlap · 3 shared positions
$RKT$SAIA$STX
$766M
51 positions
#7Aurdan Capital Management, LLCActive
Some overlap · 3 shared positions
$COR$AMGN$ABT
$394M
99 positions
#8MIZUHO MARKETS AMERICAS LLCPassive
Some overlap · 4 shared positions
$COR$NI$KLAC$GLW
$6.5B
234 positions
#9Harfst & Associates, Inc.Active
Some overlap · 4 shared positions
$BAH$KLAC$GLW$SCHW
$643M
124 positions
#10Salvus Wealth Management, LLCPassive
Some overlap · 3 shared positions
$SCHW$GLW$STX
$178M
125 positions
#11Arcus Capital Partners, LLCActive
Some overlap · 4 shared positions
$BAH$NI$CNP$COR
$242M
108 positions
#12Barnes Dennig Private Wealth Management LLCPassive
Some overlap · 3 shared positions
$SCHW$KLAC$AMGN
$125M
365 positions
#13Ironwood Investment Counsel, LLCPassive
Some overlap · 4 shared positions
$SCHW$KLAC$GLW$AMGN
$762M
267 positions
#14Lighthouse Financial LLCActive
Some overlap · 4 shared positions
$BAH$GLW$AMGN$ABT
$193M
78 positions
#15Shira Ridge Wealth ManagementActive
Some overlap · 3 shared positions
$SCHW$KLAC$GLW
$287M
83 positions
#16WOLFF WIESE MAGANA LLCPassive
Some overlap · 5 shared positions
$KLAC$SCHW$GLW$AMGN$ABT
$217M
1,027 positions
#17CITIZENS & NORTHERN CORPActive
Some overlap · 4 shared positions
$KLAC$GLW$SCHW$COR
$438M
117 positions
#18T. Rowe Price Investment Management, Inc.Passive
Some overlap · 3 shared positions
$CNP$COR$NI
$152.6B
738 positions
#19Great Lakes Retirement, Inc.Passive
Some overlap · 4 shared positions
$SCHW$KLAC$GLW$STX
$1.1B
216 positions
#20Consolidated Planning CorpActive
Some overlap · 3 shared positions
$BAH$KLAC$ABT
$742M
159 positions
#21LRT Capital Management, LLCPassive
Some overlap · 3 shared positions
$SCHW$BAH$SAIA
$154M
64 positions
#22Lafayette Investments, Inc.Active
Some overlap · 4 shared positions
$SCHW$KLAC$GLW$PH
$542M
162 positions
#23ADE, LLCActive
Some overlap · 3 shared positions
$BAH$PSLV$AMGN
$237M
93 positions
#24SUMMITRY LLCPassive
Some overlap · 3 shared positions
$SCHW$GLW$AMGN
$3.0B
340 positions
#25OAK ASSOCIATES LTD /OH/Active
Some overlap · 3 shared positions
$SCHW$KLAC$AMGN
$1.8B
139 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.