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Hedge Funds Similar to LAVELLE

13F Portfolio OverlapQ2 2026LAVELLE portfolio →
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Most similar hedge funds by 13F overlap

LAVELLE CAPITAL LP is an institutional investor managing $232M across 77 U.S. equity positions as of Q2 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to LAVELLE are DAVIDSON KEMPNER, Tejara Ltd, NANO CAP NEW MILLENNIUM GROWTH FUND L P, with shared positions in $CBRS, $BILL, $BA, $WDAY, $BL, $HUBS. The full ranking of 25 similar funds is below.

#1DAVIDSON KEMPNER CAPITAL MANAGEMENT LPPassive
Some overlap · 3 shared positions
$CBRS$BILL$BA
$8.4B
241 positions
#2Tejara Capital LtdPassive
Some overlap · 6 shared positions
$BILL$WDAY$BL$HUBS$WK$NOW
$243M
66 positions
#3NANO CAP NEW MILLENNIUM GROWTH FUND L PPassive
Some overlap · 6 shared positions
$TOST$SMWB$HUBS$CRM$SPT$NOW
$130M
135 positions
#4CenterStar Asset Management, LLCActive
Some overlap · 4 shared positions
$CBRS$CRM$AXP$BA
$589M
234 positions
#5Renaissance Capital LLCPassive
Some overlap · 3 shared positions
$CBRS$CRCL$KVYO
$181M
52 positions
#6Evanson Financial, LLCPassive
Some overlap · 4 shared positions
$DOV$EPD$ET$AXP
$2.0B
325 positions
#7Evanson Asset Management, LLC
Some overlap · 4 shared positions
$DOV$EPD$ET$AXP
$1.9B
321 positions
#8Whipplewood Advisors, LLCPassive
Some overlap · 3 shared positions
$DOV$ET$EPD
$149M
636 positions
#9Addis & Hill, IncSmart money
Some overlap · 3 shared positions
$DOV$ET$EPD
$181M
29 positions
#10SCS Capital Management LLCActive
Some overlap · 3 shared positions
$DOV$ET$EPD
$10.6B
485 positions
#11NORTH POINT PORTFOLIO MANAGERS CORP/OHPassive
Slight overlap · 3 shared positions
$DOV$CRCL$BA
$606M
79 positions
#12PARTHENON LLCActive
Slight overlap · 3 shared positions
$DOV$CRM$AXP
$962M
133 positions
#13FIDUCIARY ADVISORS, INC.Active
Slight overlap · 4 shared positions
$DOV$PFE$BA$EPD
$149M
155 positions
#14REUTER JAMES WEALTH MANAGEMENT, LLCPassive
Slight overlap · 3 shared positions
$DOV$ET$BA
$760M
229 positions
#15Sage Investment Counsel LLCPassive
Slight overlap · 3 shared positions
$DOV$ET$EPD
$100M
126 positions
#16Attessa Capital LLCActive
Slight overlap · 3 shared positions
$DOV$EPD$ET
$223M
51 positions
#17Barry Investment Advisors, LLCActive
Slight overlap · 3 shared positions
$DOV$EPD$PFE
$478M
102 positions
#18LongView Wealth ManagementPassive
Slight overlap · 3 shared positions
$DOV$ET$AXP
$390M
227 positions
#19HRC WEALTH MANAGEMENT, LLCSmart money
Slight overlap · 3 shared positions
$DOV$EPD$BA
$244M
65 positions
#20Novak & Powell Financial Services, Inc.Passive
Slight overlap · 3 shared positions
$DOV$EPD$BA
$212M
171 positions
#21Fi3 FINANCIAL ADVISORS, LLCPassive
Slight overlap · 3 shared positions
$DOV$PFE$AXP
$418M
232 positions
#22Brendel Financial Advisors LLCPassive
Slight overlap · 3 shared positions
$DOV$PFE$AXP
$216M
101 positions
#23Mallini Complete Financial Planning LLCSmart money
Slight overlap · 3 shared positions
$DOV$ET$EPD
$140M
70 positions
#24Strategic Family Wealth Counselors, L.L.C.Passive
Slight overlap · 3 shared positions
$DOV$PFE$AXP
$430M
178 positions
#25Weil Company, Inc.Passive
Slight overlap · 3 shared positions
$DOV$NOW$AXP
$568M
133 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.