13F Pro

Hedge Funds Similar to BAMCO /NY/

13F Portfolio OverlapQ1 2026BAMCO /NY/ portfolio →
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Most similar hedge funds by 13F overlap

BAMCO INC /NY/ is an institutional investor managing $33.1B across 326 U.S. equity positions as of Q1 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to BAMCO /NY/ are POLEN, Quantum , / NJ, EDGEWOOD, with shared positions in $MSCI, $IDXX, $CSGP, $SHOP, $ABNB, $SPOT. The full ranking of 25 similar funds is below.

#1POLEN CAPITAL MANAGEMENT LLCActive
Notable overlap · 6 shared positions
$MSCI$IDXX$CSGP$SHOP$ABNB$SPOT
$14.5B
221 positions
#2Quantum Capital Management, LLC / NJActive
Notable overlap · 4 shared positions
$MSCI$IDXX$IT$PRI
$781M
34 positions
#3EDGEWOOD MANAGEMENT LLCActive
Notable overlap · 5 shared positions
$MSCI$SPOT$SHOP$APH$EQIX
$15.5B
87 positions
#4Retail Employees Superannuation Pty Ltd as trustee for RetaiActive
Some overlap · 3 shared positions
$MSCI$IDXX$VRSK
$672M
27 positions
#5Maren Capital LLCSmart money
Some overlap · 3 shared positions
$ACGL$KNSL$APH
$1.9B
19 positions
#6Artisan Partners Limited PartnershipActive
Some overlap · 4 shared positions
$ACGL$SCHW$SPOT$SHOP
$62.3B
334 positions
#7Intrinsic Value Partners, LLCActive
Some overlap · 6 shared positions
$SCHW$KNSL$SHOP$ACGL$FIGS$ABNB
$130M
69 positions
#8Orvieto Partners, L.P.Active
Some overlap · 4 shared positions
$H$RRR$MTN$WYNN
$117M
44 positions
#9Malaga Cove Capital, LLCPassive
Some overlap · 6 shared positions
$FIGS$SPOT$SCHW$MTN$SHOP$PWR
$278M
192 positions
#10WCM INVESTMENT MANAGEMENT, LLCActive
Some overlap · 4 shared positions
$ACGL$SPOT$SHOP$WELL
$43.8B
263 positions
#11AMERICAN CAPITAL MANAGEMENT INCActive
Some overlap · 3 shared positions
$IDXX$GWRE$CSGP
$1.9B
75 positions
#12Bristol Gate Capital Partners Inc.Active
Some overlap · 4 shared positions
$MSCI$VRSK$IBKR$APH
$1.6B
31 positions
#13Tsai Capital CorpActive
Some overlap · 3 shared positions
$MSCI$IDXX$CSGP
$134M
19 positions
#14Midway Capital Research & ManagementPassive
Some overlap · 6 shared positions
$MSCI$VRSK$SHOP$MTN$APH$FDS
$106M
117 positions
#15Madison Asset Management, LLCPassive
Some overlap · 3 shared positions
$ACGL$IT$APH
$8.1B
349 positions
#16RIVERBRIDGE PARTNERS LLCActive
Some overlap · 5 shared positions
$KNSL$VRSK$CSGP$IDXX$GWRE
$4.1B
192 positions
#17Gavilan Investment Partners LLCActive
Some overlap · 3 shared positions
$GWRE$SPOT$SHOP
$372M
14 positions
#18YCG, LLCActive
Some overlap · 3 shared positions
$MSCI$VRSK$CSGP
$1.1B
42 positions
#19JACOBSON & SCHMITT ADVISORS, LLCPassive
Some overlap · 4 shared positions
$SCHW$KNSL$IDXX$APH
$551M
78 positions
#20GCQ FUNDS MANAGEMENT PTY LtdActive
Some overlap · 3 shared positions
$MSCI$VRSK$ABNB
$753M
11 positions
#21COMGEST GLOBAL INVESTORS S.A.S.Active
Some overlap · 4 shared positions
$IDXX$SPOT$VRSK$MSCI
$4.6B
52 positions
#22Heron Bay Capital ManagementActive
Some overlap · 3 shared positions
$FDS$SCHW$MSCI
$1.1B
78 positions
#23Darsana Capital Partners LPSmart money
Some overlap · 3 shared positions
$GWRE$SCHW$VRT
$4.7B
14 positions
#24GENERATION INVESTMENT MANAGEMENT LLPSmart money
Some overlap · 3 shared positions
$MSCI$SCHW$SPOT
$11.2B
29 positions
#25DF DENT & CO INCPassive
Some overlap · 4 shared positions
$GWRE$KNSL$MSCI$CSGP
$5.2B
262 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.