What hedge funds are most similar to Avalon Trust Co?

The funds with the most similar 13F portfolios to Avalon Trust Co are NZS, PineStone Asset, Providence Advisors, 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 Avalon

13F Portfolio OverlapQ2 2026Avalon portfolio →

Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Avalon Trust Co is an institutional investor managing $1.6B across 462 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 Avalon are NZS, PineStone Asset, Providence Advisors, with shared positions in $KLAC, $PGR, $LIN, $SYK, $DHR, $TYL. The full ranking of 25 similar funds is below.

#1NZS Capital, LLCActive

Notable overlap · 7 shared positions

$KLAC $PGR $LIN $SYK $DHR $TYL

$3.9B

61 positions

#2PineStone Asset Management Inc.Active

Notable overlap · 7 shared positions

$KLAC $LIN $AON $AZO $ADI $LOW

$15.4B

43 positions

#3Providence Capital Advisors, LLCPassive

Notable overlap · 7 shared positions

$LIN $LOW $PGR $TMO $SYK $TJX

$660M

385 positions

#4CONFLUENCE INVESTMENT MANAGEMENT LLCPassive

Notable overlap · 7 shared positions

$PGR $LIN $AWK $SYK $ADI $TJX

$6.0B

294 positions

#5CAPITAL MANAGEMENT ASSOCIATES /NY/Passive

Notable overlap · 4 shared positions

$BE $LIN $TMO $PWR

$78M

44 positions

#6PARNASSUS INVESTMENTS, LLCActive

Notable overlap · 6 shared positions

$KLAC $LIN $SYK $AZO $TMO $DHR

$33.8B

123 positions

#7Community Financial Services Group, LLCPassive

Notable overlap · 6 shared positions

$KLAC $PNC $LIN $ADI $ANET $LOW

$655M

539 positions

#8Security National BankPassive

Notable overlap · 6 shared positions

$KLAC $LOW $SYK $VMI $TMO $NVT

$865M

473 positions

#9Smith, Salley & AssociatesPassive

Some overlap · 7 shared positions

$LOW $LIN $TMO $ADI $ANET $TJX

$2.3B

275 positions

#10BNC WEALTH MANAGEMENT, LLCPassive

Some overlap · 6 shared positions

$KLAC $PNC $ANET $TJX $PWR $BE

$436M

104 positions

#11NORRIS PERNE & FRENCH LLP/MIActive

Some overlap · 6 shared positions

$KLAC $LIN $TMO $SYK $DHR $TJX

$2.3B

156 positions

#12Essential Investment Partners LLCPassive

Some overlap · 4 shared positions

$BE $SYK $KLAC $TJX

$125M

312 positions

#13WASHINGTON TRUST CoPassive

Some overlap · 7 shared positions

$KLAC $TMO $ADI $TJX $PWR $EQIX

$3.2B

291 positions

#14OSTERWEIS CAPITAL MANAGEMENT INCPassive

Some overlap · 6 shared positions

$USFD $PGR $AWK $AZO $ADI $DHR

$2.1B

231 positions

#15Railway Pension Investments LtdActive

Some overlap · 6 shared positions

$KLAC $EQIX $SYK $TMO $ANET $ADI

$8.0B

102 positions

#16DUNCKER STREETT & CO INCPassive

Some overlap · 7 shared positions

$KLAC $TMO $LOW $DHR $PWR $TJX

$591M

521 positions

#17GUYASUTA INVESTMENT ADVISORS INCActive

Some overlap · 5 shared positions

$PNC $LOW $LIN $TMO $PWR

$1.9B

270 positions

#18BRIDGES INVESTMENT MANAGEMENT INCActive

Some overlap · 6 shared positions

$KLAC $LOW $PGR $SYK $TMO $AZO

$8.2B

401 positions

#19Robeco Schweiz AGActive

Some overlap · 7 shared positions

$BE $TMO $ADI $PWR $NVT $DHR

$5.5B

135 positions

#20Lafayette Investments, Inc.Active

Some overlap · 5 shared positions

$KLAC $LOW $PGR $AZO $ANET

$542M

162 positions

#21Haverford Trust CoActive

Some overlap · 6 shared positions

$LOW $AON $TMO $SYK $TJX $NVT

$11.6B

424 positions

#22Mendel Money ManagementPassive

Some overlap · 6 shared positions

$LOW $LIN $TMO $DHR $PWR $ANET

$273M

127 positions

#23CARDEROCK CAPITAL MANAGEMENT INCPassive

Some overlap · 6 shared positions

$LIN $SYK $AON $TMO $TJX $PWR

$435M

70 positions

#24Canton Hathaway, LLCActive

Some overlap · 7 shared positions

$BE $DHR $PWR $LOW $PNC $AON

$513M

470 positions

#25BLB&B Advisors, LLCActive

Some overlap · 7 shared positions

$PNC $ANET $SYK $TJX $DHR $PWR

$2.7B

286 positions

Compare Avalon’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View Avalon’s holdings

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.