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Hedge Funds Similar to KELLY LAWRENCE W & ASSOCIATES

13F Portfolio OverlapQ2 2026KELLY LAWRENCE W & ASSOCIATES portfolio →
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Most similar hedge funds by 13F overlap

KELLY LAWRENCE W & ASSOCIATES INC/CA is an institutional investor managing $468M across 128 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 KELLY LAWRENCE W & ASSOCIATES are THOR INVESTMENT /OH, FirstWave, Delta Global, with shared positions in $GNRC, $ICE, $ROP, $CRM, $SCHW, $CRDO. The full ranking of 25 similar funds is below.

#1THOR INVESTMENT MANAGEMENT INC /OH/ /ADVActive
Notable overlap · 5 shared positions
$GNRC$ICE$ROP$CRM$SCHW
$176M
56 positions
#2FirstWave Capital Management LLCPassive
Notable overlap · 3 shared positions
$CRDO$APP$HIMS
$227M
63 positions
#3Delta Global Management LPPassive
Notable overlap · 4 shared positions
$COF$NOW$PEP$ICE
$922M
149 positions
#4Ruane, Cunniff & Goldfarb L.P.Active
Some overlap · 4 shared positions
$COF$ICE$ROP$SCHW
$6.4B
54 positions
#5Tandem Investment Advisors, Inc.Passive
Some overlap · 5 shared positions
$ICE$ROP$PEP$BR$NEE
$1.5B
68 positions
#6X-Square Capital, LLCPassive
Some overlap · 4 shared positions
$APP$HIMS$NOW$GNRC
$394M
176 positions
#7Kampmann Melissa S.Active
Some overlap · 4 shared positions
$GNRC$NOW$ICE$CRM
$132M
44 positions
#8Kessler Investment Group, LLCPassive
Some overlap · 3 shared positions
$GNRC$NOW$CRM
$234M
81 positions
#9HARRIS ASSOCIATES L PActive
Some overlap · 5 shared positions
$COF$ICE$CRM$SCHW$WFC
$75.4B
162 positions
#10FLOSSBACH VON STORCH SEActive
Some overlap · 4 shared positions
$ICE$ROP$PEP$SCHW
$22.1B
106 positions
#11Eddie Patel IncPassive
Some overlap · 3 shared positions
$APP$HIMS$CRDO
$167M
127 positions
#12HAHN CAPITAL MANAGEMENT LLCActive
Some overlap · 3 shared positions
$ICE$NOW$ROP
$165M
31 positions
#13Guinness Atkinson Asset Management IncPassive
Some overlap · 4 shared positions
$ICE$ROP$AFL$CRM
$223M
107 positions
#14Long Road Investment Counsel, LLCActive
Some overlap · 4 shared positions
$ICE$PEP$AFL$BR
$271M
80 positions
#15Dash Acquisitions Inc.Active
Some overlap · 4 shared positions
$ICE$NOW$ROP$CRM
$494M
72 positions
#16Financial Strategies Group, Inc.Active
Some overlap · 3 shared positions
$COF$PEP$KNSL
$628M
100 positions
#17MERIDIAN MANAGEMENT COActive
Some overlap · 3 shared positions
$GNRC$ICE$CRM
$446M
84 positions
#18MATRIX ASSET ADVISORS INC/NYActive
Some overlap · 4 shared positions
$GNRC$PEP$NEE$WFC
$1.2B
106 positions
#19Emissary Wealth LLCPassive
Some overlap · 3 shared positions
$COF$NOW$NEE
$131M
63 positions
#20KRAEMATON INVESTMENT ADVISORS, INCPassive
Some overlap · 3 shared positions
$CRDO$AFL$CRM
$134M
103 positions
#21Algebris (UK) LtdActive
Some overlap · 4 shared positions
$COF$ICE$SCHW$WFC
$1.5B
73 positions
#22COMPASS CAPITAL MANAGEMENT, INCActive
Some overlap · 3 shared positions
$ICE$ROP$NOW
$1.7B
91 positions
#23CENTRAL SECURITIES CORPActive
Some overlap · 3 shared positions
$COF$ROP$SCHW
$1.3B
29 positions
#24Wilian Securities, LLCPassive
Some overlap · 5 shared positions
$NOW$ROP$BR$NEE$SCHW
$169M
89 positions
#25VAN STRUM & TOWNE INC.Passive
Some overlap · 4 shared positions
$COF$PEP$CRM$WFC
$367M
111 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.