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Hedge Funds Similar to Cavalier Investments,

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

Cavalier Investments, LLC is an institutional investor managing $3.7B across 112 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 Cavalier Investments, are NatWest Group plc, Jackson Wealth ,, CHAPIN DAVIS,, with shared positions in $KLAC, $LRCX, $HWM, $CBOE, $NEM, $SHW. The full ranking of 25 similar funds is below.

#1NatWest Group plcActive
Notable overlap · 5 shared positions
$KLAC$LRCX$HWM$CBOE$NEM
$462M
44 positions
#2Jackson Wealth Management, LLCActive
Notable overlap · 3 shared positions
$KLAC$LRCX$SHW
$972M
148 positions
#3CHAPIN DAVIS, INC.Passive
Notable overlap · 5 shared positions
$HWM$LRCX$KLAC$WDC$ALB
$449M
261 positions
#4Cornerstone Select Advisors, LLCPassive
Notable overlap · 6 shared positions
$LRCX$KLAC$SHW$T$PLTR$CAH
$160M
124 positions
#5Markin Volterra Fund LPActive
Notable overlap · 4 shared positions
$KLAC$LRCX$WDC$PLTR
$65M
34 positions
#6ALBERT D MASON INCPassive
Notable overlap · 3 shared positions
$KLAC$LRCX$SHW
$154M
129 positions
#7Camarda Financial Advisors, LLCPassive
Some overlap · 5 shared positions
$LRCX$KLAC$WDC$USB$FCX
$190M
104 positions
#8Benchmark Investment Advisors LLCPassive
Some overlap · 4 shared positions
$KLAC$LRCX$PLTR$USB
$172M
76 positions
#9Dilation Capital Management LPActive
Some overlap · 3 shared positions
$SHW$HWM$WDC
$199M
20 positions
#10Birchview Capital, LPActive
Some overlap · 3 shared positions
$KLAC$LRCX$FCX
$176M
73 positions
#11Telligent Fund, LPActive
Some overlap · 4 shared positions
$KLAC$HWM$PLTR$MSTR
$94M
24 positions
#12KANE INVESTMENT MANAGEMENT, INC.Active
Some overlap · 4 shared positions
$LRCX$HWM$KLAC$SHW
$194M
99 positions
#13MIG Capital, LLC
Some overlap · 4 shared positions
$SHW$WDC$LRCX$KLAC
$589M
43 positions
#14Saudi Central BankPassive
Some overlap · 5 shared positions
$SHW$T$PLTR$SLV$ALB
$4.7B
514 positions
#15Axecap Investments, LLCPassive
Some overlap · 3 shared positions
$KLAC$LRCX$CAH
$145M
69 positions
#16FORTEM FINANCIAL GROUP, LLCPassive
Some overlap · 6 shared positions
$KLAC$LRCX$PLTR$HWM$NEM$CAH
$399M
173 positions
#17Williamson Legacy Group, LLCPassive
Some overlap · 5 shared positions
$HWM$WDC$LRCX$ALB$NEM
$133M
81 positions
#18Bay Rivers GroupPassive
Some overlap · 4 shared positions
$SHW$LRCX$PLTR$USB
$240M
109 positions
#19Covenant Asset Management, LLCPassive
Some overlap · 4 shared positions
$HWM$KLAC$PLTR$CBOE
$664M
165 positions
#20Anther Capital LtdActive
Some overlap · 4 shared positions
$LRCX$KLAC$WDC$USO
$3.8B
31 positions
#21Geneva Partners, LLCPassive
Some overlap · 4 shared positions
$KLAC$LRCX$HWM$USB
$208M
63 positions
#22Elite Wealth Management, Inc.Active
Some overlap · 4 shared positions
$HWM$KLAC$LRCX$PLTR
$308M
49 positions
#23McLaughlin Asset Management, Inc.Passive
Some overlap · 3 shared positions
$KLAC$LRCX$HWM
$105M
91 positions
#24Tyro Capital Management LLCSmart money
Some overlap · 3 shared positions
$KLAC$LRCX$WDC
$921M
26 positions
#25Harvest Investment Services, LLCPassive
Some overlap · 4 shared positions
$HWM$SLV$WDC$PLTR
$547M
346 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.