What hedge funds are most similar to Lafayette Investments, Inc.?

The funds with the most similar 13F portfolios to Lafayette Investments, Inc. are INKWELL, Riverview, Bensler, 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 Lafayette Investments

13F Portfolio OverlapQ2 2026Lafayette Investments portfolio →

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Most similar hedge funds by 13F overlap

Lafayette Investments, Inc. is an institutional investor managing $542M across 162 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 Lafayette Investments are INKWELL, Riverview, Bensler, 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

$96M

31 positions

#2Riverview Trust CoActive

Notable overlap · 6 shared positions

$KLAC $LOW $PEP $LMT $PAYX $GLW

$84M

166 positions

#3Bensler, LLCPassive

Notable overlap · 5 shared positions

$KLAC $PGR $LMT $ASML $ANET

$1.1B

198 positions

#4OAK ASSOCIATES LTD /OH/Active

Notable overlap · 5 shared positions

$KLAC $SCHW $LOW $LMT $ASML

$1.8B

139 positions

#5McKinney Capital Management, LLCActive

Notable overlap · 5 shared positions

$KLAC $TROW $PGR $PAYX $GPC

$254M

87 positions

#6CAMPBELL NEWMAN ASSET MANAGEMENT INCActive

Notable overlap · 6 shared positions

$KLAC $LOW $PEP $SBUX $LII $TXN

$1.3B

99 positions

#7JLB & ASSOCIATES INCPassive

Notable overlap · 5 shared positions

$KLAC $PGR $PEP $NVO $MRSH

$748M

68 positions

#8JGP Wealth Management, LLCActive

Notable overlap · 4 shared positions

$KLAC $LOW $PAYX $PEP

$1.1B

231 positions

#9Mraz, Amerine & Associates, Inc.Active

Notable overlap · 5 shared positions

$MKL $L $JEF $GHC $SCHW

$697M

199 positions

#10Local Pensions Partnership Investment LtdActive

Notable overlap · 3 shared positions

$KLAC $AZO $TXN

$4.8B

32 positions

#11Poehling Capital Management, INC.Passive

Notable overlap · 5 shared positions

$MKL $SCHW $JEF $PEP $DIS

$466M

166 positions

#12EVEXIA WEALTH LLCPassive

Notable overlap · 5 shared positions

$KLAC $B $LOW $PH $ASML

$369M

77 positions

#13BARR E S & COActive

Notable overlap · 4 shared positions

$MKL $SCHW $TROW $PEP

$1.8B

112 positions

#14Lincoln Capital LLCActive

Notable overlap · 6 shared positions

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

$562M

137 positions

#15Citadel Investment Advisory, Inc.Active

Notable overlap · 5 shared positions

$MKL $PEP $DIS $JEF $LOW

$220M

76 positions

#16Shoker Investment Counsel, Inc.Active

Notable overlap · 5 shared positions

$KLAC $LMT $PEP $PAYX $TXN

$398M

113 positions

#17Chatterton & Associates Inc.Passive

Notable overlap · 3 shared positions

$KLAC $ASML $DIS

$170M

101 positions

#18PYA Waltman Capital, LLCActive

Notable overlap · 5 shared positions

$MKL $PEP $TROW $LMT $TXN

$421M

67 positions

#19Smith Group Asset Management, LLCActive

Notable overlap · 5 shared positions

$KLAC $SCHW $PH $ANET $DIS

$2.5B

166 positions

#20LONDON CO OF VIRGINIAActive

Notable overlap · 7 shared positions

$PGR $NSC $SCHW $LOW $SBUX $TXN

$17.5B

169 positions

#21Evergreen Wealth Management, LLCPassive

Notable overlap · 5 shared positions

$MKL $LMT $DIS $NVO $ASML

$213M

55 positions

#22Eagle Bluffs Wealth Management LLCActive

Notable overlap · 3 shared positions

$KLAC $SCHW $DIS

$299M

86 positions

#23ALBERT D MASON INCPassive

Notable overlap · 4 shared positions

$KLAC $PAYX $NSC $PH

$176M

139 positions

#24Berkeley, IncPassive

Notable overlap · 4 shared positions

$MKL $LOW $PAYC $PAYX

$319M

86 positions

#25Van Cleef Asset Management,IncActive

Notable overlap · 6 shared positions

$PGR $PAYX $SCHW $PEP $DIS $SBUX

$981M

119 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.