What hedge funds are most similar to LS Investment Advisors, LLC?

The funds with the most similar 13F portfolios to LS Investment Advisors, LLC are MATTERN, NOESIS MANGEMENT, Ark Wealth Advisors, based on overlapping conviction holdings in the latest SEC filings.

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 LS Investment Advisors

13F Portfolio OverlapQ2 2026LS Investment Advisors portfolio →

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Most similar hedge funds by 13F overlap

LS Investment Advisors, LLC is an institutional investor managing $738M across 127 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 LS Investment Advisors are MATTERN, NOESIS MANGEMENT, Ark Wealth Advisors, with shared positions in $GWW, $CB, $LIN, $ECL, $BLK, $APH. The full ranking of 25 similar funds is below.

#1MATTERN CAPITAL MANAGEMENT, LLCPassive

Notable overlap · 8 shared positions

$GWW $CB $LIN $ECL $BLK $APH

$857M

166 positions

#2NOESIS CAPITAL MANGEMENT CORPActive

Notable overlap · 7 shared positions

$ECL $QCOM $LIN $DIS $APH $NEE

$832M

124 positions

#3Ark Wealth Advisors LLCPassive

Notable overlap · 7 shared positions

$QCOM $CB $LIN $EMR $WM $SCHW

$113M

87 positions

#4BKM Wealth Management, LLCPassive

Notable overlap · 7 shared positions

$BLK $GWW $LIN $EMR $CB $GD

$282M

148 positions

#5Stone Summit Wealth LLCPassive

Notable overlap · 7 shared positions

$ECL $QCOM $LIN $APH $SCHW $NEE

$394M

144 positions

#6ZEVIN ASSET MANAGEMENT LLCPassive

Notable overlap · 5 shared positions

$CB $ECL $EMR $LIN $TJX

$713M

97 positions

#7MITCHELL & PAHL PRIVATE WEALTH, LLCPassive

Notable overlap · 8 shared positions

$LIN $ECL $EMR $BLK $CB $WM

$272M

149 positions

#8VAN STRUM & TOWNE INC.Passive

Notable overlap · 5 shared positions

$ECL $QCOM $EMR $DIS $COF

$367M

111 positions

#9Minot DeBlois Advisors LLCPassive

Some overlap · 6 shared positions

$CB $ECL $DHR $DIS $TJX $NEE

$116M

240 positions

#10Osprey Private Wealth LLCPassive

Some overlap · 6 shared positions

$ECL $BLK $DIS $APH $TJX $NEE

$387M

88 positions

#11VIRGINIA WEALTH MANAGEMENT GROUP, INC.Passive

Some overlap · 4 shared positions

$CB $QCOM $BLK $EMR

$201M

57 positions

#12Sustainable Growth Advisers, LPActive

Some overlap · 5 shared positions

$ECL $GWW $DHR $WM $LIN

$10.2B

47 positions

#13BRIGHT ROCK CAPITAL MANAGEMENT, LLCPassive

Some overlap · 7 shared positions

$BLK $LIN $APH $ECL $TJX $SCHW

$499M

73 positions

#14DLK Investment Management, LLCPassive

Some overlap · 6 shared positions

$QCOM $LIN $DHR $DIS $WM $SCHW

$235M

96 positions

#15Providence Capital Advisors, LLCPassive

Some overlap · 6 shared positions

$QCOM $LIN $EMR $DIS $WM $TJX

$660M

385 positions

#16ST GERMAIN D J CO INCPassive

Some overlap · 6 shared positions

$CB $BLK $DHR $QCOM $TJX $NEE

$2.8B

914 positions

#17Tufton Capital ManagementPassive

Some overlap · 5 shared positions

$CB $QCOM $EMR $DHR $TJX

$596M

127 positions

#18Family Capital Trust CoActive

Some overlap · 6 shared positions

$LIN $CB $DHR $DIS $APH $TJX

$307M

83 positions

#19Brown Miller Wealth Management, LLCPassive

Some overlap · 7 shared positions

$CB $LIN $APH $DIS $BLK $GD

$397M

204 positions

#20PENINSULA ASSET MANAGEMENT INCActive

Some overlap · 4 shared positions

$ECL $GWW $EMR $NEE

$209M

54 positions

#21BERKSHIRE ASSET MANAGEMENT LLC/PAActive

Some overlap · 5 shared positions

$CB $QCOM $EMR $WM $SCHW

$2.5B

270 positions

#22LEDERER & ASSOCIATES INVESTMENT COUNSEL/CAPassive

Some overlap · 6 shared positions

$BLK $CB $LIN $WM $SCHW $NEE

$152M

84 positions

#23Community Financial Services Group, LLCPassive

Some overlap · 7 shared positions

$LIN $EMR $APH $BLK $WM $ECL

$686M

532 positions

#24Harrington Investments, INCPassive

Some overlap · 6 shared positions

$QCOM $EMR $ECL $GWW $TJX $SCHW

$206M

82 positions

#25Somerset Trust CoPassive

Some overlap · 6 shared positions

$LIN $CB $BLK $EMR $GD $NEE

$354M

186 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.