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Hedge Funds Similar to Vann Equity

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

Vann Equity Management LLC is an institutional investor managing $140M across 158 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 Vann Equity are DARA US,, NCP, Trifecta Advisors,, with shared positions in $GEV, $GE, $PANW, $TMO, $ISRG, $CRWD. The full ranking of 25 similar funds is below.

#1DARA CAPITAL US, INC.Passive
Some overlap · 7 shared positions
$GEV$GE$PANW$TMO$ISRG$CRWD
$105M
119 positions
#2NCP Inc.Active
Some overlap · 7 shared positions
$GEV$PANW$GE$PLTR$ISRG$CRWD
$60M
76 positions
#3Trifecta Capital Advisors, LLCPassive
Some overlap · 7 shared positions
$MS$PANW$PLTR$TMO$ISRG$CRWD
$646M
274 positions
#4Bouvel Investment Partners, LLCPassive
Some overlap · 6 shared positions
$GE$MS$PANW$PLTR$ISRG$CRWD
$345M
78 positions
#5New Millennium Group LLC
Some overlap · 5 shared positions
$GEV$GE$MS$PANW$PLTR
$231M
407 positions
#6WD RUTHERFORD LLCPassive
Some overlap · 6 shared positions
$GEV$GE$PANW$ISRG$CRWD$TJX
$225M
71 positions
#7Schear Investment Advisers, LLCPassive
Some overlap · 6 shared positions
$GEV$GE$MS$CRWD$TJX$MU
$227M
77 positions
#8McLaughlin Asset Management, Inc.Passive
Some overlap · 6 shared positions
$GEV$PANW$GE$TMO$ISRG$TJX
$105M
91 positions
#9RED REEF ADVISORS LLCPassive
Some overlap · 6 shared positions
$GEV$PANW$LEN$PLTR$CRWD$MU
$96M
179 positions
#10Davidson Capital Management Inc.Active
Some overlap · 6 shared positions
$GEV$MS$PANW$COP$AEM$TJX
$552M
93 positions
#11Xcel Wealth Management, LLCPassive
Some overlap · 6 shared positions
$MS$PANW$GEV$PLTR$CRWD$TJX
$362M
133 positions
#12Winslow Capital Management, LLCActive
Some overlap · 6 shared positions
$GEV$GE$PLTR$ISRG$MU$MS
$25.6B
60 positions
#13ATALANTA SOSNOFF CAPITAL, LLCActive
Some overlap · 5 shared positions
$GEV$GE$MS$PLTR$MU
$4.7B
104 positions
#14Elk River Wealth Management, LLCActive
Some overlap · 5 shared positions
$GEV$MS$PANW$TMO$ISRG
$602M
99 positions
#15GROUPAMA ASSET MANAGMENTActive
Some overlap · 6 shared positions
$GEV$PANW$TMO$AEM$TJX$MU
$6.8B
395 positions
#16RHODES INVESTMENT ADVISORS INC /ADVPassive
Some overlap · 5 shared positions
$GEV$GE$PANW$PLTR$CRWD
$116M
116 positions
#17AXIOM INVESTORS LLC /DEActive
Some overlap · 5 shared positions
$GEV$GE$MS$TJX$MU
$9.0B
121 positions
#18Aventura Private Wealth, LLCPassive
Some overlap · 7 shared positions
$PLTR$MS$GE$TMO$CRWD$TJX
$273M
904 positions
#19BECK CAPITAL MANAGEMENT, LLCPassive
Some overlap · 5 shared positions
$GEV$GE$PANW$CRWD$MU
$437M
115 positions
#20Chung Wu Investment Group, LLCPassive
Some overlap · 5 shared positions
$GEV$MS$GE$TMO$MU
$116M
259 positions
#21LEIGH BALDWIN & CO., LLCPassive
Some overlap · 5 shared positions
$GEV$GE$MS$MU$PLTR
$154M
163 positions
#22CADINHA & CO LLCActive
Some overlap · 6 shared positions
$GEV$GE$PLTR$ISRG$GWW$AEM
$537M
103 positions
#23KRS Capital Management, LLCActive
Some overlap · 6 shared positions
$PANW$GEV$PLTR$CRWD$MU$TJX
$163M
115 positions
#24CHILTON CAPITAL MANAGEMENT LLCPassive
Some overlap · 5 shared positions
$GEV$MS$COP$TMO$TJX
$2.9B
658 positions
#25Benchmark Investment Advisors LLCPassive
Some overlap · 6 shared positions
$PANW$PLTR$GE$GEV$CRWD$MU
$172M
76 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.