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Hedge Funds Similar to Lumbard & Kellner

13F Portfolio OverlapQ2 2026Lumbard & Kellner portfolio →
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Most similar hedge funds by 13F overlap

Lumbard & Kellner, LLC is an institutional investor managing $330M across 108 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 Lumbard & Kellner are Silver Lake Advisory, BCWM, Canal Insurance, with shared positions in $KMI, $MET, $FSLR, $ENS, $LMT, $NOC. The full ranking of 25 similar funds is below.

#1Silver Lake Advisory, LLCPassive
Notable overlap · 4 shared positions
$KMI$MET$FSLR$ENS
$280M
109 positions
#2BCWM, LLCPassive
Some overlap · 3 shared positions
$KMI$LMT$NOC
$342M
57 positions
#3Canal Insurance COActive
Some overlap · 4 shared positions
$LMT$NOC$KMI$KTOS
$456M
76 positions
#4A. D. Beadell Investment Counsel, Inc.Passive
Some overlap · 3 shared positions
$KMI$PRIM$LMT
$156M
104 positions
#5Hancock Prospecting Pty LtdSmart money
Some overlap · 3 shared positions
$HBM$LMT$NOC
$5.7B
42 positions
#6Adams Wealth ManagementActive
Some overlap · 3 shared positions
$FSLR$NOC$BE
$522M
147 positions
#7Westside Investment Management, Inc.Passive
Some overlap · 3 shared positions
$ETON$HROW$NOC
$761M
1,446 positions
#8William B. Walkup & Associates, Inc.Passive
Some overlap · 3 shared positions
$KMI$NOC$EMN
$208M
258 positions
#9ASSET PLANNING SERVICES INC /LA/ /ADVActive
Some overlap · 3 shared positions
$LMT$NOC$WELL
$236M
36 positions
#10Richwood Investment Advisors, LLCActive
Some overlap · 3 shared positions
$LMT$NOC$WELL
$142M
106 positions
#11Ridge Creek Global, IncPassive
Some overlap · 4 shared positions
$BE$HBM$FSLR$ENS
$129M
94 positions
#12Arosa Capital Management LPActive
Some overlap · 4 shared positions
$BE$PRIM$FSLR$MTRN
$561M
52 positions
#13MRP Capital Investments, LLCPassive
Some overlap · 3 shared positions
$KMI$BE$NOC
$136M
223 positions
#14IAM Advisory, LLCActive
Some overlap · 3 shared positions
$BE$LMT$NOC
$513M
107 positions
#15Red Mountain Financial, LLCPassive
Some overlap · 3 shared positions
$LMT$KTOS$DOV
$119M
82 positions
#16Essential Investment Partners LLCPassive
Some overlap · 3 shared positions
$BE$KMI$LMT
$125M
312 positions
#17Silver Coast Investments LLCActive
Some overlap · 3 shared positions
$FSLR$LMT$DOV
$336M
121 positions
#18Stablepoint Partners, LLCPassive
Some overlap · 3 shared positions
$LMT$KMI$MET
$723M
260 positions
#19Pillar Financial Advisors, LLCActive
Some overlap · 3 shared positions
$KMI$MET$DOV
$191M
114 positions
#20OLD SECOND NATIONAL BANK OF AURORAPassive
Some overlap · 4 shared positions
$MET$NOC$WELL$DOV
$530M
275 positions
#21PRECEDENT WEALTH PARTNERS, LLCPassive
Slight overlap · 3 shared positions
$KMI$MET$LMT
$601M
207 positions
#22BENEDICT FINANCIAL ADVISORS INCPassive
Slight overlap · 3 shared positions
$LMT$KMI$DOV
$515M
142 positions
#23B&D White Capital Company, LLCActive
Slight overlap · 3 shared positions
$LMT$NOC$KTOS
$1.0B
94 positions
#24Blackhawk Capital Partners, LLCPassive
Slight overlap · 3 shared positions
$HROW$FSLR$JOE
$306M
146 positions
#25HUDSON EDGE INVESTMENT PARTNERS INC.Active
Slight overlap · 3 shared positions
$MET$LMT$DOV
$732M
123 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.