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Hedge Funds Similar to Avail Investment Partners

13F Portfolio OverlapQ3 2026Avail Investment Partners portfolio →
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Most similar hedge funds by 13F overlap

Avail Investment Partners, LLC is an institutional investor managing $136M across 205 U.S. equity positions as of Q3 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Avail Investment Partners are COWA, Caerus Investment Advisors, Essential Partners, with shared positions in $UPS, $FIX, $BMY, $PSX, $HPE, $JBHT. The full ranking of 25 similar funds is below.

#1COWA, LLCPassive
Some overlap · 5 shared positions
$UPS$FIX$BMY$PSX$HPE
$399M
181 positions
#2Caerus Investment Advisors, LLCPassive
Some overlap · 7 shared positions
$FIX$JBHT$WDC$CB$BMY$PSX
$300M
339 positions
#3Essential Partners LLCPassive
Some overlap · 7 shared positions
$FIX$JBHT$WDC$CB$BMY$PSX
$219M
2,852 positions
#4Catherine Avery Investment Management LLCPassive
Some overlap · 4 shared positions
$UPS$BMY$PSX$HPE
$116M
172 positions
#5Bull Harbor Capital LLCPassive
Some overlap · 6 shared positions
$FIX$JBHT$WDC$BMY$CB$PSX
$513M
552 positions
#6Sage Capital Advisors,llcPassive
Some overlap · 3 shared positions
$UPS$VRT$BMY
$498M
145 positions
#7MAINSAIL ASSET MANAGEMENT, LLCActive
Some overlap · 6 shared positions
$FIX$BMY$WDC$PSX$CB$JBHT
$249M
160 positions
#8Allegiance Financial Group Advisory Services LLCActive
Some overlap · 5 shared positions
$VRT$FIX$JBHT$WDC$BMY
$578M
205 positions
#9WILKINS INVESTMENT COUNSEL INCActive
Some overlap · 3 shared positions
$UPS$CB$NVS
$742M
119 positions
#10RNC CAPITAL MANAGEMENT LLCActive
Some overlap · 3 shared positions
$UPS$BMY$PSX
$2.4B
181 positions
#11HBE Wealth Management, LLCActive
Some overlap · 5 shared positions
$FIX$JBHT$WDC$CB$BMY
$139M
59 positions
#12FAMILY WEALTH PARTNERS, LLCActive
Some overlap · 5 shared positions
$FIX$JBHT$WDC$BMY$CB
$331M
105 positions
#13San Luis Wealth Advisors LLCPassive
Some overlap · 3 shared positions
$UPS$VRT$PSX
$660M
185 positions
#14Abundance Wealth CounselorsActive
Some overlap · 5 shared positions
$VRT$BMY$NVS$MCK$HPE
$706M
170 positions
#15JACKSON THORNTON WEALTH MANAGEMENT, LLCActive
Some overlap · 5 shared positions
$FIX$JBHT$WDC$BMY$CB
$1.3B
417 positions
#16Kessler Investment Group, LLCPassive
Some overlap · 3 shared positions
$UPS$VRT$HPE
$207M
82 positions
#17CANTOR FITZGERALD INVESTMENT ADVISORS L.P.Active
Some overlap · 3 shared positions
$UPS$BMY$HPE
$3.3B
229 positions
#18Townsend & Associates, IncActive
Some overlap · 3 shared positions
$UPS$MCK$BMY
$1.2B
111 positions
#19Cullen Capital Management, LLCActive
Some overlap · 3 shared positions
$UPS$CB$NVS
$10.2B
208 positions
#20Sivia Capital Partners, LLCPassive
Some overlap · 6 shared positions
$WDC$FIX$HPE$CB$VRT$JBHT
$822M
540 positions
#21Argyle Capital Management, LLCPassive
Some overlap · 5 shared positions
$CB$BMY$PSX$MCK$HPE
$347M
138 positions
#22Retireful, LLCPassive
Some overlap · 4 shared positions
$VRT$FIX$JBHT$WDC
$116M
86 positions
#23PATTON FUND MANAGEMENT, INC.Passive
Some overlap · 4 shared positions
$VRT$FIX$JBHT$WDC
$389M
77 positions
#24Kaufman Rossin Wealth, LLCActive
Some overlap · 4 shared positions
$VRT$FIX$JBHT$WDC
$247M
180 positions
#25Wakefield Asset Management LLLPPassive
Some overlap · 4 shared positions
$VRT$FIX$WDC$BMY
$444M
225 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.