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Hedge Funds Similar to AVENIR

13F Portfolio OverlapQ1 2026AVENIR portfolio →
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Most similar hedge funds by 13F overlap

AVENIR CORP is an institutional investor managing $820M across 72 U.S. equity positions as of Q1 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to AVENIR are Rockbridge, Broad Run Investment ,, Heard, with shared positions in $MKL, $AMT, $ORLY, $CPRT, $LMT, $SBAC. The full ranking of 25 similar funds is below.

#1Rockbridge Capital Management LLCActive
Substantial overlap · 7 shared positions
$MKL$AMT$ORLY$CPRT$LMT$SBAC
$149M
27 positions
#2Broad Run Investment Management, LLCSmart money
Notable overlap · 4 shared positions
$MKL$ORLY$AMT$BN
$568M
24 positions
#3Heard Capital LLCSmart money
Notable overlap · 3 shared positions
$AMT$ADBE$EQIX
$1.9B
21 positions
#4Mullooly Asset Management, Inc.Active
Notable overlap · 3 shared positions
$MKL$ORLY$LMT
$271M
51 positions
#5BARR E S & COActive
Notable overlap · 5 shared positions
$MKL$AMT$ORLY$ADBE$BN
$1.7B
108 positions
#6Addis & Hill, IncSmart money
Notable overlap · 5 shared positions
$MKL$MPLX$ET$KMI$EPD
$164M
27 positions
#7TL Private WealthSmart money
Notable overlap · 3 shared positions
$MKL$LMT$BAC
$253M
44 positions
#8Compton Wealth Advisory Group, LLCActive
Notable overlap · 3 shared positions
$MKL$LMT$BAC
$449M
85 positions
#9Pasadena Private Wealth, LLCPassive
Notable overlap · 4 shared positions
$MKL$EPD$PHYS$BAC
$723M
277 positions
#10AKRE CAPITAL MANAGEMENT LLCSmart money
Notable overlap · 4 shared positions
$ORLY$CPRT$AMT$BN
$6.1B
20 positions
#11Lafayette Investments, Inc.Active
Notable overlap · 3 shared positions
$MKL$LMT$ADBE
$494M
158 positions
#12Walker Asset Management, LLCActive
Notable overlap · 3 shared positions
$ORLY$LMT$EPD
$185M
145 positions
#13Simmons BankPassive
Notable overlap · 3 shared positions
$ORLY$LMT$BAC
$1.5B
343 positions
#14CHECK CAPITAL MANAGEMENT INC/CASmart money
Notable overlap · 3 shared positions
$MKL$BN$BAC
$3.4B
50 positions
#15SCHARF INVESTMENTS, LLCActive
Notable overlap · 4 shared positions
$MKL$ADBE$LMT$BN
$3.2B
70 positions
#16Alapocas Investment Partners, Inc.Active
Notable overlap · 3 shared positions
$CPRT$ADBE$AMT
$132M
20 positions
#17ACCOUNT MANAGEMENT LLCActive
Notable overlap · 3 shared positions
$ORLY$AMT$EPD
$91M
23 positions
#18Stony Point Wealth Management Inc.Passive
Some overlap · 4 shared positions
$MKL$LMT$STWD$BAC
$252M
96 positions
#19Evergreen Wealth Management, LLCPassive
Some overlap · 3 shared positions
$MKL$LMT$CPRT
$194M
54 positions
#20PYA Waltman Capital, LLCActive
Some overlap · 3 shared positions
$MKL$LMT$AMT
$361M
67 positions
#21St. Louis Trust CoActive
Some overlap · 3 shared positions
$MKL$SBAC$BN
$856M
145 positions
#22Tolleson Wealth Management, Inc.
Some overlap · 3 shared positions
$MKL$ADBE$OLED
$693M
92 positions
#23ETF Portfolio Partners, Inc.Active
Some overlap · 3 shared positions
$MKL$ORLY$MPLX
$381M
68 positions
#24Buttonwood Financial Advisors Inc.Active
Some overlap · 5 shared positions
$MKL$ADBE$CPRT$LMT$BN
$299M
108 positions
#25Fee-Only Financial Planning, L.C.Smart money
Some overlap · 3 shared positions
$MKL$ADBE$BAC
$166M
43 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.