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Hedge Funds Similar to Avalon

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

Avalon Trust Co is an institutional investor managing $1.5B across 460 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 Avalon are GUYASUTA INVESTMENT ADVISORS, NZS ,, CHILTON, with shared positions in $PWR, $LOW, $PNC, $LIN, $TMO, $PANW. The full ranking of 25 similar funds is below.

#1GUYASUTA INVESTMENT ADVISORS INCActive
Notable overlap · 6 shared positions
$PWR$LOW$PNC$LIN$TMO$PANW
$1.7B
268 positions
#2NZS Capital, LLCActive
Notable overlap · 7 shared positions
$PWR$PGR$LIN$SYK$DHR$KLAC
$3.0B
58 positions
#3CHILTON CAPITAL MANAGEMENT LLCPassive
Notable overlap · 7 shared positions
$PWR$LIN$EQIX$TMO$TJX$LOW
$2.9B
658 positions
#4Mirova US LLCActive
Notable overlap · 7 shared positions
$LOW$PANW$TMO$TJX$AWK$DHR
$8.8B
42 positions
#5Mendel Money ManagementPassive
Notable overlap · 6 shared positions
$PWR$LOW$LIN$PANW$TMO$DHR
$239M
137 positions
#6ABN AMRO Bank N.V.Active
Notable overlap · 6 shared positions
$PWR$LIN$EQIX$SYK$PANW$TJX
$9.3B
228 positions
#7CAPITAL MANAGEMENT ASSOCIATES /NY/Passive
Notable overlap · 5 shared positions
$PWR$BE$LIN$PANW$TMO
$60M
36 positions
#8CONFLUENCE INVESTMENT MANAGEMENT LLCPassive
Notable overlap · 7 shared positions
$PGR$LIN$AWK$TJX$SYK$ADI
$6.4B
290 positions
#9Alecta Tjanstepension OmsesidigtActive
Notable overlap · 9 shared positions
$TJX$KLAC$PNC$ADI$LIN$SYK
$20.5B
78 positions
#10GARRISON BRADFORD & ASSOCIATES INCActive
Notable overlap · 6 shared positions
$PWR$LOW$TMO$TJX$AON$TYL
$88M
38 positions
#11CARDEROCK CAPITAL MANAGEMENT INCPassive
Notable overlap · 5 shared positions
$PWR$LIN$SYK$AON$TMO
$405M
73 positions
#12DB Fitzpatrick & Co, IncActive
Notable overlap · 6 shared positions
$PWR$SYK$TMO$DHR$PANW$VLTO
$117M
106 positions
#13SOROS CAPITAL MANAGEMENT LLCPassive
Notable overlap · 6 shared positions
$BE$LOW$TJX$DHR$ADI$TMO
$230M
47 positions
#14OSTERWEIS CAPITAL MANAGEMENT INCPassive
Notable overlap · 6 shared positions
$USFD$AWK$AZO$PGR$DHR$ADI
$1.9B
229 positions
#15PARNASSUS INVESTMENTS, LLCActive
Notable overlap · 6 shared positions
$LIN$AZO$SYK$TMO$DHR$KLAC
$34.1B
135 positions
#16Smith, Salley & AssociatesPassive
Notable overlap · 7 shared positions
$LOW$LIN$TMO$TJX$ADI$PNC
$2.0B
267 positions
#17Haverford Financial Services, Inc.Active
Notable overlap · 6 shared positions
$LOW$SYK$AON$TMO$TJX$LIN
$336M
46 positions
#18MIROVAPassive
Notable overlap · 8 shared positions
$TMO$PANW$KLAC$DHR$VLTO$EQIX
$2.5B
179 positions
#19Security National BankPassive
Some overlap · 7 shared positions
$LOW$SYK$PANW$KLAC$TMO$NVT
$687M
411 positions
#20WASHINGTON TRUST CoActive
Some overlap · 8 shared positions
$TMO$TJX$KLAC$PANW$PWR$ADI
$3.0B
281 positions
#21Osprey Private Wealth LLCActive
Some overlap · 6 shared positions
$PGR$AZO$TMO$TJX$DHR$SYK
$345M
77 positions
#22DUNCKER STREETT & CO INCPassive
Some overlap · 7 shared positions
$LOW$TMO$PANW$PWR$DHR$TJX
$526M
535 positions
#23Covea FinanceActive
Some overlap · 7 shared positions
$AWK$TMO$TJX$PANW$LOW$ADI
$2.9B
146 positions
#24NIXON PEABODY TRUST COActive
Some overlap · 7 shared positions
$PANW$SYK$TJX$PWR$DHR$ADI
$1.3B
161 positions
#25Freedom Day Solutions, LLCActive
Some overlap · 6 shared positions
$PWR$LIN$AZO$LOW$PGR$DHR
$373M
96 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.