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Hedge Funds Similar to AVENIR

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

AVENIR CORP is an institutional investor managing $821M across 79 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 AVENIR are Rockbridge, Broad Run Investment, Evergreen Wealth, with shared positions in $MKL, $ORLY, $AMT, $CPRT, $LMT, $SBAC. The full ranking of 25 similar funds is below.

#1Rockbridge Capital Management LLCActive
Substantial overlap · 7 shared positions
$MKL$ORLY$AMT$CPRT$LMT$SBAC
$155M
31 positions
#2Broad Run Investment Management, LLCSmart money
Notable overlap · 3 shared positions
$MKL$ORLY$AMT
$650M
24 positions
#3Evergreen Wealth Management, LLCPassive
Notable overlap · 4 shared positions
$MKL$ADBE$LMT$CPRT
$213M
55 positions
#4Horrell Capital Management, Inc.Active
Notable overlap · 3 shared positions
$ORLY$LMT$DLTR
$219M
196 positions
#5BARR E S & COActive
Notable overlap · 3 shared positions
$MKL$ORLY$ADBE
$1.8B
112 positions
#6HARVEY INVESTMENT CO LLCActive
Notable overlap · 3 shared positions
$ORLY$CPRT$ADBE
$918M
99 positions
#7GRS Advisors, LLCActive
Notable overlap · 3 shared positions
$AMT$SBAC$EQIX
$1.2B
27 positions
#8SCHARF INVESTMENTS, LLCActive
Notable overlap · 3 shared positions
$MKL$ADBE$LMT
$3.0B
79 positions
#9Stony Point Wealth Management Inc.Passive
Some overlap · 3 shared positions
$MKL$LMT$STWD
$283M
103 positions
#10AKRE CAPITAL MANAGEMENT LLCSmart money
Some overlap · 3 shared positions
$ORLY$CPRT$AMT
$5.1B
20 positions
#11ACCOUNT MANAGEMENT LLCSmart money
Some overlap · 3 shared positions
$ORLY$AMT$EPD
$99M
22 positions
#12Buttonwood Financial Advisors Inc.Active
Some overlap · 4 shared positions
$MKL$CPRT$ADBE$LMT
$329M
110 positions
#13DigitalBridge Group, Inc.Active
Some overlap · 3 shared positions
$AMT$SBAC$EQIX
$1.7B
61 positions
#14Overbrook Management CorpActive
Some overlap · 3 shared positions
$ORLY$COHR$EPD
$663M
68 positions
#15Heard Capital LLCActive
Some overlap · 3 shared positions
$AMT$EQIX$ADBE
$2.3B
21 positions
#16Partners Group Holding AGActive
Some overlap · 4 shared positions
$AMT$SBAC$KMI$EQIX
$1.5B
52 positions
#17Alapocas Investment Partners, Inc.Active
Some overlap · 3 shared positions
$CPRT$ADBE$AMT
$102M
25 positions
#18Lord & Richards Wealth Management, LLCActive
Some overlap · 3 shared positions
$CPRT$AMT$LMT
$128M
49 positions
#19COHEN & STEERS, INC.Active
Some overlap · 3 shared positions
$AMT$SBAC$EQIX
$63.2B
442 positions
#20Vantage Investment Partners, LLC
Some overlap · 3 shared positions
$ORLY$LMT$AMT
$1.4B
64 positions
#21LASALLE INVESTMENT MANAGEMENT SECURITIES LLCActive
Some overlap · 3 shared positions
$AMT$EQIX$SBAC
$2.8B
44 positions
#22SORA INVESTORS LLCPassive
Some overlap · 4 shared positions
$OLED$SBAC$EQIX$COHR
$1.3B
76 positions
#23Meixler Investment Management, Ltd.Passive
Some overlap · 5 shared positions
$LMT$ET$KMI$EPD$PHYS
$181M
90 positions
#24SL ADVISORS, LLCActive
Some overlap · 5 shared positions
$MPLX$ET$LMT$KMI$EPD
$57M
32 positions
#25Vancity Investment Management Ltd
Some overlap · 3 shared positions
$CPRT$AMT$LAMR
$629M
94 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.