How is hedge fund similarity measured?

Similarity is computed from each fund's top conviction holdings in their latest 13F filing. Funds are scored by the overlap of distinctive shared positions (the mega-caps that nearly every fund owns are excluded), so the ranking reflects genuinely shared strategy rather than common index exposure.

Hedge Funds Similar to Carmel L.L.C.

13F Portfolio OverlapQ2 2026Carmel L.L.C. portfolio →

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Most similar hedge funds by 13F overlap

Carmel Capital Management L.L.C. is an institutional investor managing $456M across 28 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 Carmel L.L.C. are Arrow Pty Ltd, Geneva Partners, OAK ASSOCIATES LTD, with shared positions in $C, $VLO, $ASML, $TER, $KLAC, $NXPI. The full ranking of 25 similar funds is below.

#1Arrow Capital Pty LtdActive

Notable overlap · 3 shared positions

$C $VLO $ASML

$118M

25 positions

#2Geneva Partners, LLCPassive

Notable overlap · 4 shared positions

$TER $KLAC $VLO $ASML

$375M

75 positions

#3OAK ASSOCIATES LTD /OH/Active

Notable overlap · 3 shared positions

$KLAC $NXPI $ASML

$1.8B

139 positions

#4Talos Eurisko Asset Management LPActive

Notable overlap · 3 shared positions

$TER $NXPI $ASML

$703M

25 positions

#5NEW SOUTH CAPITAL MANAGEMENT INCActive

Notable overlap · 3 shared positions

$GTX $ENS $AZO

$2.3B

48 positions

#6Gibraltar Capital Management, Inc.Active

Notable overlap · 5 shared positions

$KLAC $ASML $NXPI $TXN $EMR

$650M

125 positions

#7JOHNSTON ASSET MANAGEMENT CORPActive

Notable overlap · 3 shared positions

$ASML $IBN $C

$2.9B

77 positions

#8Bensler, LLCPassive

Notable overlap · 3 shared positions

$KLAC $VST $ASML

$1.1B

198 positions

#9EAGLE ROCK INVESTMENT COMPANY, LLCActive

Notable overlap · 3 shared positions

$KLAC $AZO $C

$808M

156 positions

#10Lafayette Investments, Inc.Active

Notable overlap · 4 shared positions

$KLAC $AZO $ASML $TXN

$542M

162 positions

#11Walter Public Investments Inc.Passive

Notable overlap · 4 shared positions

$ASML $AZO $KLAC $TXN

$416M

53 positions

#12Rafferty Asset Management, LLCActive

Notable overlap · 5 shared positions

$KLAC $TER $NXPI $ASML $TXN

$43.9B

1,133 positions

#13KP Management LLCPassive

Notable overlap · 3 shared positions

$ASML $KLAC $TER

$532M

86 positions

#14Covenant Asset Management, LLCPassive

Notable overlap · 3 shared positions

$KLAC $ASML $RBC

$595M

164 positions

#15MARSICO CAPITAL MANAGEMENT LLCActive

Some overlap · 3 shared positions

$ASML $C $KLAC

$3.8B

69 positions

#16SOUND SHORE MANAGEMENT INC /CT/Active

Some overlap · 3 shared positions

$VST $C $NXPI

$3.2B

40 positions

#17Tamar Securities, LLCActive

Some overlap · 3 shared positions

$ASML $VST $TXN

$1.1B

98 positions

#18Buttonwood Financial Advisors Inc.Active

Some overlap · 3 shared positions

$TER $ASML $EMR

$329M

110 positions

#19Ifrah Financial Services, Inc.Passive

Some overlap · 3 shared positions

$KLAC $TER $TXN

$409M

214 positions

#20Local Pensions Partnership Investment LtdActive

Some overlap · 3 shared positions

$KLAC $AZO $TXN

$4.8B

32 positions

#21E Fund Management Co., Ltd.Active

Some overlap · 3 shared positions

$ASML $KLAC $TXN

$4.5B

488 positions

#22Bluebird Wealth Management LLCPassive

Some overlap · 4 shared positions

$TER $C $ASML $VST

$115M

89 positions

#23LifePlan Financial, LLCPassive

Some overlap · 3 shared positions

$NXPI $TER $C

$143M

89 positions

#24RBA Wealth Management, LLCPassive

Some overlap · 3 shared positions

$ASML $EWBC $NXPI

$273M

80 positions

#25COLTON GROOME FINANCIAL ADVISORS, LLCActive

Some overlap · 3 shared positions

$KLAC $NXPI $EMR

$414M

164 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.