How is hedge fund similarity measured?

Similarity is computed from each fund's top conviction holdings in their latest 13F filing. Funds are scored by the overlap of distinctive shared positions (the mega-caps that nearly every fund owns are excluded), so the ranking reflects genuinely shared strategy rather than common index exposure.

Hedge Funds Similar to Lincoln

13F Portfolio OverlapQ2 2026Lincoln portfolio →

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Most similar hedge funds by 13F overlap

Lincoln Capital LLC is an institutional investor managing $562M across 137 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 INKWELL, Citadel Investment Advisory, PYA Waltman, with shared positions in $MKL, $SBUX, $DIS, $AXP, $SCHW, $MCO. The full ranking of 25 similar funds is below.

#1INKWELL CAPITAL LLCActive

Notable overlap · 7 shared positions

$MKL $SBUX $DIS $AXP $SCHW $MCO

$96M

31 positions

#2Citadel Investment Advisory, Inc.Active

Notable overlap · 7 shared positions

$MKL $MCD $DIS $AXP $MCO $DHR

$220M

76 positions

#3PYA Waltman Capital, LLCActive

Notable overlap · 6 shared positions

$MKL $DHR $UPS $TRV $MCD $PEP

$421M

67 positions

#4Capco Asset Management, LLCSmart money

Notable overlap · 3 shared positions

$MKL $DHR $MAR

$366M

26 positions

#5FinArc Investments, Inc.Active

Notable overlap · 5 shared positions

$DHR $SBUX $CARR $DIS $TRV

$110M

43 positions

#6Lafayette Investments, Inc.Active

Notable overlap · 6 shared positions

$MKL $SCHW $SBUX $DIS $GLW $PEP

$542M

162 positions

#7William Allan CorpActive

Notable overlap · 9 shared positions

$SBUX $DIS $UPS $SCHW $MCD $OTIS

$204M

62 positions

#8BARR E S & COActive

Notable overlap · 5 shared positions

$MKL $AXP $SCHW $MCO $PEP

$1.8B

112 positions

#9Poehling Capital Management, INC.Passive

Notable overlap · 6 shared positions

$MKL $SCHW $DIS $DHR $OXY $PEP

$466M

166 positions

#10Regency Capital Management Inc.\DEPassive

Notable overlap · 6 shared positions

$MKL $DHR $OTIS $FAST $CB $APH

$251M

64 positions

#11BANYAN CAPITAL MANAGEMENT, INC.Active

Notable overlap · 4 shared positions

$MKL $DHR $AXP $MCD

$230M

55 positions

#12SCHARF INVESTMENTS, LLCActive

Notable overlap · 8 shared positions

$MKL $DIS $UNP $OTIS $OXY $CB

$3.0B

79 positions

#13Evergreen Wealth Management, LLCPassive

Notable overlap · 4 shared positions

$MKL $DIS $CPRT $CB

$213M

55 positions

#14Broad Run Investment Management, LLCSmart money

Notable overlap · 3 shared positions

$MKL $DHR $DIS

$650M

24 positions

#15Stony Point Wealth Management Inc.Passive

Notable overlap · 3 shared positions

$MKL $MAR $PEP

$283M

103 positions

#16BOYAR ASSET MANAGEMENT INC.Active

Notable overlap · 8 shared positions

$BNY $MAR $DIS $MKL $AXP $MCD

$174M

77 positions

#17Buttonwood Financial Advisors Inc.Active

Notable overlap · 8 shared positions

$MKL $AXP $SCHW $DIS $CPRT $MCD

$329M

110 positions

#18DLK Investment Management, LLCPassive

Notable overlap · 7 shared positions

$DHR $MCD $DIS $LIN $SCHW $DE

$235M

96 positions

#19Bradyco, Inc.Active

Notable overlap · 5 shared positions

$MKL $DIS $AXP $LIN $PEP

$87M

33 positions

#20Minot DeBlois Advisors LLCPassive

Notable overlap · 8 shared positions

$DHR $DIS $AXP $UNP $SBUX $TRV

$116M

240 positions

#21Mraz, Amerine & Associates, Inc.Active

Notable overlap · 4 shared positions

$MKL $OXY $SCHW $BNY

$697M

199 positions

#22Bristlecone Value Partners, LLCActive

Notable overlap · 6 shared positions

$MKL $HGTY $AXP $DIS $OXY $PEP

$124M

70 positions

#23Womack Financial LLCActive

Notable overlap · 4 shared positions

$MKL $UPS $OXY $CB

$151M

70 positions

#24Kinsale Capital Group, Inc.Active

Notable overlap · 6 shared positions

$MAR $BNY $MCD $DIS $SCHW $CPRT

$754M

41 positions

#25CASTLEKEEP INVESTMENT ADVISORS LLCPassive

Some overlap · 9 shared positions

$DIS $LIN $DHR $UPS $UNP $MCD

$200M

76 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.