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Hedge Funds Similar to Avory & Company,

13F Portfolio OverlapQ1 2026Avory & Company, portfolio →
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Most similar hedge funds by 13F overlap

Avory & Company, LLC is an institutional investor managing $77M across 34 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 Avory & Company, are Lane Generational, Independent Franchise Partners LLP, Virtus Family Office, with shared positions in $XYZ, $ZM, $S, $Z, $ABNB, $CRM. The full ranking of 25 similar funds is below.

#1Lane Generational LLCPassive
Notable overlap · 3 shared positions
$XYZ$ZM$S
$126M
39 positions
#2Independent Franchise Partners LLPActive
Some overlap · 3 shared positions
$Z$ABNB$CRM
$14.3B
26 positions
#3Virtus Family Office LLCPassive
Some overlap · 4 shared positions
$IAU$OKTA$PAYC$WT
$117M
73 positions
#4Broadway Wealth Solutions, Inc.Active
Some overlap · 3 shared positions
$XYZ$IAU$CRM
$193M
95 positions
#5Paragon Capital Management LtdActive
Some overlap · 5 shared positions
$ABNB$OKTA$WT$CRM$RBLX
$476M
199 positions
#6Philadelphia Investment Partners, LLCPassive
Some overlap · 4 shared positions
$XYZ$IAU$WT$OKTA
$147M
189 positions
#7Econ Financial Services CorpPassive
Some overlap · 3 shared positions
$XYZ$ABNB$WT
$215M
74 positions
#8Yoder Wealth Management, Inc.Passive
Some overlap · 4 shared positions
$ABNB$XYZ$WT$IAU
$219M
124 positions
#9TriaGen Wealth Management LLCPassive
Some overlap · 3 shared positions
$IAU$OKTA$ABNB
$366M
171 positions
#10a16z Perennial Management, L.P.Smart money
Some overlap · 3 shared positions
$ABNB$OKTA$RBLX
$1.2B
152 positions
#11Financial Sense Advisors, Inc.Passive
Some overlap · 3 shared positions
$OKTA$XYZ$IAU
$493M
142 positions
#12WESCAP Management Group, Inc.Active
Some overlap · 3 shared positions
$IAU$OKTA$WT
$508M
107 positions
#13Alpha Zero LLCActive
Some overlap · 3 shared positions
$IAU$OKTA$WT
$198M
79 positions
#14ETF Store, Inc.Active
Some overlap · 3 shared positions
$OKTA$IAU$WT
$103M
100 positions
#15North Forty Two & Co.Passive
Some overlap · 3 shared positions
$ABNB$IAU$WT
$108M
97 positions
#16Elmwood Wealth Management, Inc.Passive
Some overlap · 4 shared positions
$XYZ$OKTA$WT$CRM
$362M
178 positions
#17Sonoma Allocations LLCPassive
Some overlap · 3 shared positions
$XYZ$RBLX$WT
$290M
145 positions
#18Nikko Asset Management Americas, Inc.Active
Some overlap · 3 shared positions
$XYZ$RBLX$BMNP
$7.1B
186 positions
#19DAHRING {-} CUSMANO LLCActive
Some overlap · 3 shared positions
$IAU$RBLX$CRM
$163M
58 positions
#20Atreides Management, LPActive
Some overlap · 3 shared positions
$ZM$RBLX$WIX
$5.0B
54 positions
#21Tidemark, LLCPassive
Some overlap · 3 shared positions
$XYZ$WT$RBLX
$393M
901 positions
#22Alamar Capital Management, LLCPassive
Some overlap · 3 shared positions
$OKTA$ABNB$XYZ
$164M
84 positions
#23ROSENBLUM SILVERMAN SUTTON S F INC /CAActive
Some overlap · 4 shared positions
$OKTA$Z$XYZ$CRM
$382M
76 positions
#24Note Advisors, LLCActive
Some overlap · 3 shared positions
$IAU$ABNB$NOTV
$200M
85 positions
#25Carmignac GestionActive
Some overlap · 3 shared positions
$XYZ$ABNB$CRM
$6.5B
112 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.