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Hedge Funds Similar to Lafayette Investments,

13F Portfolio OverlapQ1 2026Lafayette Investments, portfolio →
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Most similar hedge funds by 13F overlap

Lafayette Investments, Inc. is an institutional investor managing $494M across 158 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 Lafayette Investments, are INKWELL, MB, LEVIS & ASSOCIATES,, OAK ASSOCIATES LTD /OH/, with shared positions in $MKL, $PGR, $NSC, $SCHW, $SBUX, $DIS. The full ranking of 25 similar funds is below.

#1INKWELL CAPITAL LLCActive
Notable overlap · 6 shared positions
$MKL$PGR$NSC$SCHW$SBUX$DIS
$98M
31 positions
#2MB, LEVIS & ASSOCIATES, LLCPassive
Notable overlap · 4 shared positions
$MKL$LOW$NSC$LMT
$240M
234 positions
#3OAK ASSOCIATES LTD /OH/Active
Notable overlap · 6 shared positions
$KLAC$SCHW$LOW$LMT$ADBE$ACN
$1.5B
140 positions
#4Voya Financial Advisors, Inc.Active
Notable overlap · 4 shared positions
$MKL$SCHW$LMT$SBUX
$1.0B
209 positions
#5OSBORNE PARTNERS CAPITAL MANAGEMENT, LLCActive
Notable overlap · 4 shared positions
$MKL$SCHW$MRSH$DIS
$1.9B
197 positions
#6BARR E S & COActive
Notable overlap · 4 shared positions
$MKL$SCHW$ADBE$TROW
$1.7B
108 positions
#7Van Cleef Asset Management,IncActive
Notable overlap · 5 shared positions
$PGR$MKL$PAYX$SCHW$DIS
$929M
118 positions
#8Lincoln Capital LLCActive
Notable overlap · 5 shared positions
$MKL$SCHW$SBUX$KO$DIS
$528M
135 positions
#9HALL CAPITAL MANAGEMENT CO INCPassive
Notable overlap · 4 shared positions
$MKL$LMT$SCHW$KO
$280M
107 positions
#10Archvest Wealth Advisors, Inc.Active
Notable overlap · 3 shared positions
$MKL$SCHW$MRSH
$155M
74 positions
#11AVENIR CORPActive
Notable overlap · 3 shared positions
$MKL$LMT$ADBE
$820M
72 positions
#12EVEXIA WEALTH LLCActive
Notable overlap · 5 shared positions
$KLAC$B$LOW$PH$ASML
$364M
84 positions
#13Mraz, Amerine & Associates, Inc.Active
Notable overlap · 5 shared positions
$MKL$L$JEF$GHC$SCHW
$678M
190 positions
#14THREADGILL FINANCIAL, LLCActive
Notable overlap · 3 shared positions
$MKL$AZO$KO
$344M
44 positions
#15Poehling Capital Management, INC.Passive
Notable overlap · 4 shared positions
$MKL$SCHW$JEF$DIS
$475M
153 positions
#16CAMPBELL NEWMAN ASSET MANAGEMENT INCActive
Notable overlap · 5 shared positions
$KLAC$LOW$SBUX$LII$TXN
$1.2B
103 positions
#17CHECK CAPITAL MANAGEMENT INC/CASmart money
Notable overlap · 3 shared positions
$MKL$JEF$DIS
$3.4B
50 positions
#18Chapman Investment Management, LLCActive
Notable overlap · 4 shared positions
$MKL$DIS$ACN$SBUX
$121M
26 positions
#19Stony Point Wealth Management Inc.Passive
Notable overlap · 4 shared positions
$MKL$SCHW$TXN$LMT
$252M
96 positions
#20BANYAN CAPITAL MANAGEMENT, INC.Active
Notable overlap · 4 shared positions
$MKL$PH$B$KO
$232M
55 positions
#21Diversified Trust CoActive
Notable overlap · 3 shared positions
$MKL$KO$KLAC
$5.4B
1,049 positions
#22LONDON CO OF VIRGINIAActive
Notable overlap · 6 shared positions
$PGR$NSC$SCHW$LOW$SBUX$TXN
$16.2B
167 positions
#23Buttonwood Financial Advisors Inc.Active
Notable overlap · 7 shared positions
$MKL$SCHW$LMT$SBUX$DIS$ADBE
$299M
108 positions
#24TL Private WealthSmart money
Notable overlap · 6 shared positions
$MKL$LMT$PH$TXN$TROW$GPC
$253M
44 positions
#25Giverny Capital Inc.Active
Notable overlap · 4 shared positions
$PGR$MKL$SCHW$DIS
$2.7B
51 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.