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Hedge Funds Similar to David J Yvars Group

13F Portfolio OverlapQ1 2026David J Yvars Group portfolio →
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Most similar hedge funds by 13F overlap

David J Yvars Group is an institutional investor managing $212M across 106 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 David J Yvars Group are Parsonex Advisory Services,, TREMBLANT GROUP, Delta Global, with shared positions in $BAC, $SPOT, $GE, $PANW, $BE, $HWM. The full ranking of 25 similar funds is below.

#1Parsonex Advisory Services, Inc.Passive
Some overlap · 3 shared positions
$BAC$SPOT$GE
$102M
56 positions
#2TREMBLANT CAPITAL GROUPActive
Some overlap · 4 shared positions
$SPOT$PANW$BE$HWM
$3.1B
57 positions
#3Delta Global Management LPPassive
Some overlap · 3 shared positions
$SPOT$BAC$PANW
$1.2B
154 positions
#4AMF Tjanstepension ABActive
Some overlap · 3 shared positions
$BAC$SPOT$GE
$15.1B
117 positions
#5SOMA EQUITY PARTNERS LPActive
Some overlap · 3 shared positions
$SPOT$PANW$BE
$1.4B
20 positions
#6ABN AMRO Bank N.V.Active
Some overlap · 3 shared positions
$BAC$PANW$SPOT
$9.3B
228 positions
#7Rachor Investment Advisory Services, LLCActive
Some overlap · 4 shared positions
$BAC$PANW$GE$ED
$190M
464 positions
#8Ergawealth Advisors, Inc.Smart money
Some overlap · 3 shared positions
$BAC$PANW$GE
$226M
55 positions
#9Benchmark Investment Advisors LLCPassive
Some overlap · 3 shared positions
$SPOT$PANW$GE
$172M
76 positions
#10MARIETTA INVESTMENT PARTNERS LLCPassive
Some overlap · 4 shared positions
$BE$SPOT$BAC$HWM
$499M
161 positions
#11BECK CAPITAL MANAGEMENT, LLCPassive
Some overlap · 4 shared positions
$SPOT$PANW$GSAT$GE
$437M
115 positions
#12BEARING POINT CAPITAL, LLCPassive
Some overlap · 3 shared positions
$BAC$PANW$HWM
$638M
166 positions
#13Henson-Edgewater Management, LLCPassive
Some overlap · 3 shared positions
$BAC$GE$GSAT
$157M
66 positions
#14Z3 Capital Partners, LLCPassive
Some overlap · 3 shared positions
$BAC$BST$RVT
$395M
187 positions
#15POM Investment Strategies, LLCPassive
Some overlap · 4 shared positions
$BAC$ED$GE$SO
$80M
433 positions
#16ZAZOVE ASSOCIATES LLCActive
Some overlap · 3 shared positions
$SPOT$BAC$SO
$1.2B
160 positions
#17Covea FinanceActive
Some overlap · 3 shared positions
$BAC$PANW$HWM
$2.9B
146 positions
#18BLUE JEAN FINANCIAL LLCPassive
Some overlap · 4 shared positions
$BAC$BE$GE$NSC
$121M
68 positions
#19LAFFER TENGLER INVESTMENTS, INC.Passive
Some overlap · 3 shared positions
$PANW$SPOT$BAC
$677M
182 positions
#20CONTRAVISORY INVESTMENT MANAGEMENT, INC.Passive
Some overlap · 3 shared positions
$BAC$GE$HWM
$488M
366 positions
#21Alecta Tjanstepension OmsesidigtActive
Some overlap · 3 shared positions
$SPOT$BAC$PANW
$20.5B
78 positions
#22XN LPActive
Slight overlap · 3 shared positions
$SPOT$GE$BE
$2.7B
23 positions
#23High Point Wealth Management, LLCPassive
Slight overlap · 4 shared positions
$BAC$ED$SO$QUBT
$104M
250 positions
#24Estabrook Capital ManagementPassive
Slight overlap · 3 shared positions
$BAC$GE$NSC
$685M
380 positions
#25Sculptor Capital LPPassive
Slight overlap · 4 shared positions
$BAC$SPOT$HWM$NSC
$9.6B
363 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.