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Hedge Funds Similar to LAZARI ,

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

LAZARI CAPITAL MANAGEMENT, INC. is an institutional investor managing $287M across 175 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 LAZARI , are SOUND SHORE /CT/, Southpoint Advisors, BOYAR ASSET, with shared positions in $BP, $BA, $DIS, $BAC, $PFE, $WFC. The full ranking of 25 similar funds is below.

#1SOUND SHORE MANAGEMENT INC /CT/Active
Notable overlap · 6 shared positions
$BP$BA$DIS$BAC$PFE$WFC
$3.0B
40 positions
#2Southpoint Capital Advisors LPActive
Notable overlap · 3 shared positions
$UBER$BA$AMD
$4.9B
41 positions
#3BOYAR ASSET MANAGEMENT INC.Passive
Notable overlap · 5 shared positions
$UBER$DIS$BAC$PFE$AXP
$176M
78 positions
#4Altrius Capital Management IncPassive
Notable overlap · 6 shared positions
$BP$UBER$VZ$PFE$DVN$MO
$503M
87 positions
#5PIER 88 INVESTMENT PARTNERS LLCPassive
Notable overlap · 5 shared positions
$UBER$BA$BAC$WFC$KKR
$402M
112 positions
#6Beech Hill Advisors, Inc.Passive
Notable overlap · 5 shared positions
$BA$UBER$DIS$AMD$UNH
$200M
94 positions
#7Hillman Capital Management, Inc.Passive
Notable overlap · 5 shared positions
$BA$VZ$DIS$UNH$PFE
$144M
56 positions
#8ADVENT CAPITAL MANAGEMENT /DE/Passive
Notable overlap · 4 shared positions
$UBER$BA$BAC$KKR
$3.6B
215 positions
#9DCM Advisors, LLCActive
Notable overlap · 9 shared positions
$DIS$BAC$BA$VZ$COP$T
$220M
38 positions
#10Palouse Capital Management, Inc.Passive
Some overlap · 8 shared positions
$VZ$BA$DIS$UNH$PFE$T
$151M
135 positions
#11Xcel Wealth Management, LLCPassive
Some overlap · 6 shared positions
$BA$BAC$UBER$VZ$AMD$PFE
$362M
133 positions
#12Cohen Investment Advisors LLCPassive
Some overlap · 7 shared positions
$VZ$BAC$BA$DIS$PFE$SBUX
$210M
79 positions
#13HS Management Partners, LLCActive
Some overlap · 4 shared positions
$UBER$DIS$SBUX$AXP
$286M
24 positions
#14Game Creek Capital, LPPassive
Some overlap · 5 shared positions
$UBER$BAC$AMD$VZ$PFE
$301M
93 positions
#15Boothe Investment Group, Inc.Active
Some overlap · 4 shared positions
$UBER$AMD$VZ$PFE
$311M
40 positions
#16Limestone Investment Advisors LPActive
Some overlap · 6 shared positions
$DIS$UBER$BAC$AMD$BA$WFC
$1.2B
399 positions
#17Financial Avengers, Inc.Active
Some overlap · 9 shared positions
$VZ$DIS$BAC$PFE$SBUX$AXP
$219M
151 positions
#18Nan Shan Life Insurance Co., Ltd.Active
Some overlap · 6 shared positions
$VZ$DIS$BAC$UBER$UNH$PFE
$2.8B
87 positions
#19Stamos Capital Partners, L.P.Active
Some overlap · 8 shared positions
$BAC$DIS$BA$VZ$UNH$BP
$640M
142 positions
#20Blume Capital Management, Inc.Passive
Some overlap · 5 shared positions
$UBER$DIS$BAC$PFE$WFC
$588M
337 positions
#21Hedges Asset Management LLC
Some overlap · 4 shared positions
$BA$BP$VZ$WFC
$142M
108 positions
#22Henson-Edgewater Management, LLCPassive
Some overlap · 5 shared positions
$BA$BAC$AMD$VZ$UBER
$157M
66 positions
#23RE ADVISERS CORPActive
Some overlap · 5 shared positions
$BA$DIS$BAC$UNH$COP
$3.7B
111 positions
#24CFC Planning Co LLCPassive
Some overlap · 7 shared positions
$VZ$DIS$AMD$UNH$COP$AXP
$140M
72 positions
#25Teewinot Capital Advisers, L.L.C.Active
Some overlap · 3 shared positions
$UBER$BAC$WFC
$1.3B
33 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.