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Hedge Funds Similar to VELA Investment

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

VELA Investment Management, LLC is an institutional investor managing $468M across 165 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 VELA Investment are LAWSON KROEKER INVESTMENT, COOKE & BIELER, KAYNE ANDERSON RUDNICK INVESTMENT, with shared positions in $LECO, $DIS, $TMO, $PEP, $BRKR, $ACGL. The full ranking of 25 similar funds is below.

#1LAWSON KROEKER INVESTMENT MANAGEMENT INC/NEActive
Some overlap · 5 shared positions
$LECO$DIS$TMO$PEP$BRKR
$361M
59 positions
#2COOKE & BIELER LPActive
Some overlap · 5 shared positions
$DIS$ACGL$CSL$GIL$VVV
$8.6B
100 positions
#3KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLCPassive
Some overlap · 5 shared positions
$JKHY$POOL$SSD$EFX$ALGN
$32.2B
967 positions
#4Kinsale Capital Group, Inc.Active
Some overlap · 4 shared positions
$POOL$DIS$ACGL$CSL
$754M
41 positions
#5Cornerstone Capital, Inc.Active
Some overlap · 5 shared positions
$DIS$TMO$ABT$PEP$SSD
$1.1B
120 positions
#6LATHROP INVESTMENT MANAGEMENT COActive
Some overlap · 3 shared positions
$KEX$DIS$TMO
$565M
89 positions
#7WATERS PARKERSON & CO., LLCActive
Some overlap · 5 shared positions
$TMO$DIS$ABT$PEP$POOL
$2.0B
200 positions
#8GREAT LAKES ADVISORS, LLCPassive
Some overlap · 5 shared positions
$CSX$DIS$ABT$PEP$TMO
$13.1B
825 positions
#9FIDUCIARY MANAGEMENT INC /WI/Active
Some overlap · 4 shared positions
$CSL$ACGL$VVV$BKNG
$7.0B
56 positions
#10OSBORNE PARTNERS CAPITAL MANAGEMENT, LLCPassive
Some overlap · 5 shared positions
$TMO$DIS$ABT$BKNG$POOL
$1.8B
203 positions
#11GRAYBILL WEALTH MANAGEMENT, LTD.Passive
Some overlap · 4 shared positions
$DIS$TMO$ABT$PEP
$372M
82 positions
#12Marathon Asset Management LtdActive
Some overlap · 4 shared positions
$CPA$TMO$GIL$ALGN
$2.5B
74 positions
#13NEW SOUTH CAPITAL MANAGEMENT INCActive
Some overlap · 4 shared positions
$ZBRA$TMO$GIL$MSM
$2.3B
48 positions
#14BOSTON RESEARCH & MANAGEMENT INCPassive
Some overlap · 4 shared positions
$TMO$DIS$ABT$PEP
$453M
121 positions
#15RBO & CO LLCActive
Some overlap · 4 shared positions
$DIS$ABT$PEP$EFX
$628M
56 positions
#16Arvin Capital Management LPPassive
Some overlap · 3 shared positions
$HUBG$TMO$EFX
$766M
51 positions
#17SOUND SHORE MANAGEMENT INC /CT/Active
Some overlap · 3 shared positions
$CSX$DIS$TMO
$3.2B
40 positions
#18SMA Capital LLCPassive
Some overlap · 3 shared positions
$CSX$CPA$GIL
$238M
121 positions
#19Laurus Global Equity Management Inc.
Some overlap · 4 shared positions
$JKHY$CSL$IPAR$GIL
$102M
45 positions
#20M3 Wealth Management, LLCActive
Some overlap · 3 shared positions
$CSX$DIS$PEP
$154M
35 positions
#21Ramsay, Stattman, Vela & Price, Inc.Passive
Some overlap · 4 shared positions
$TMO$ABT$PEP$DIS
$562M
84 positions
#22FOUNDERS CAPITAL MANAGEMENT, LLCSmart money
Some overlap · 4 shared positions
$CSX$DIS$PEP$ABT
$670M
79 positions
#23ABSHER WEALTH MANAGEMENT, LLCActive
Some overlap · 3 shared positions
$LECO$ABT$PEP
$878M
73 positions
#24Ally Financial Inc.Active
Some overlap · 4 shared positions
$TMO$PEP$ABT$DIS
$775M
131 positions
#25Tandem Investment Advisors, Inc.Passive
Some overlap · 3 shared positions
$JKHY$ABT$PEP
$1.5B
68 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.