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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, LLCPassive
Some overlap · 4 shared positions
$CBRS$CRM$AXP$BA
$425M
216 positions
#5Renaissance Capital LLCActive
Some overlap · 3 shared positions
$CBRS$CRCL$KVYO
$145M
54 positions
#6Evanson Financial, LLCActive
Some overlap · 4 shared positions
$DOV$EPD$ET$AXP
$2.0B
316 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
$148M
200 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
$595M
264 positions
#12PARTHENON LLCActive
Slight overlap · 3 shared positions
$DOV$CRM$AXP
$967M
129 positions
#13FIDUCIARY ADVISORS, INC.Active
Slight overlap · 4 shared positions
$DOV$PFE$BA$EPD
$149M
144 positions
#14REUTER JAMES WEALTH MANAGEMENT, LLCPassive
Slight overlap · 3 shared positions
$DOV$ET$BA
$769M
225 positions
#15Sage Investment Counsel LLCPassive
Slight overlap · 3 shared positions
$DOV$ET$EPD
$100M
125 positions
#16Attessa Capital LLCActive
Slight overlap · 3 shared positions
$DOV$EPD$ET
$233M
49 positions
#17Barry Investment Advisors, LLCActive
Slight overlap · 3 shared positions
$DOV$EPD$PFE
$524M
102 positions
#18LongView Wealth ManagementPassive
Slight overlap · 3 shared positions
$DOV$ET$AXP
$415M
229 positions
#19HRC WEALTH MANAGEMENT, LLCSmart money
Slight overlap · 3 shared positions
$DOV$EPD$BA
$251M
69 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
$143M
72 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
$580M
134 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.