13F Pro

Hedge Funds Similar to BAMCO

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

BAMCO INC /NY/ is an institutional investor managing $66.6B across 345 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 BAMCO are Darsana Partners, D1 Partners, Ground Swell, with shared positions in $SPCX, $GWRE, $SCHW, $VRT, $SPOT, $IBKR. The full ranking of 25 similar funds is below.

#1Darsana Capital Partners LPSmart money
Highly similar · 4 shared positions
$SPCX$GWRE$SCHW$VRT
$22.3B
16 positions
#2D1 Capital Partners L.P.Smart money
Substantial overlap · 3 shared positions
$SPCX$SPOT$SCHW
$34.8B
55 positions
#3Ground Swell Capital, LLCActive
Substantial overlap · 3 shared positions
$SPCX$IBKR$EQIX
$93M
145 positions
#4Atreides Management, LPSmart money
Substantial overlap · 3 shared positions
$SPCX$APH$IOT
$14.3B
49 positions
#5Kinetic Partners Management, LPSmart money
Substantial overlap · 3 shared positions
$SPCX$SHOP$SITE
$4.2B
47 positions
#6XN LPActive
Notable overlap · 3 shared positions
$SPCX$SPOT$HEI
$3.8B
27 positions
#7BAILLIE GIFFORD & COActive
Notable overlap · 4 shared positions
$SPCX$SHOP$SPOT$IOT
$110.2B
273 positions
#8COATUE MANAGEMENT LLCActive
Notable overlap · 5 shared positions
$SPCX$SPOT$VRT$FPS$EQIX
$48.6B
66 positions
#9Tsai Capital CorpActive
Notable overlap · 3 shared positions
$SPCX$MSCI$CSGP
$135M
17 positions
#10POLEN CAPITAL MANAGEMENT LLCActive
Some overlap · 6 shared positions
$MSCI$SHOP$IDXX$CSGP$ABNB$SPOT
$11.6B
219 positions
#11Parkwood LLCActive
Some overlap · 5 shared positions
$SHOP$SPOT$SPCX$ACGL$APH
$1.4B
72 positions
#12EDGEWOOD MANAGEMENT LLCActive
Some overlap · 5 shared positions
$MSCI$SHOP$SPOT$APH$EQIX
$9.7B
90 positions
#13SANDS CAPITAL MANAGEMENT, LLCActive
Some overlap · 6 shared positions
$SHOP$SPOT$SPCX$ONON$IOT$PWR
$26.9B
71 positions
#14Dash Acquisitions Inc.Active
Some overlap · 5 shared positions
$MSCI$SHOP$IDXX$CSGP$SPCX
$494M
72 positions
#15Quantum Capital Management, LLC / NJActive
Some overlap · 5 shared positions
$MSCI$IDXX$IT$HEI$PRI
$798M
35 positions
#16Midway Capital Research & ManagementActive
Some overlap · 6 shared positions
$MSCI$SHOP$VRSK$MTN$APH$FDS
$126M
114 positions
#17Retail Employees Superannuation Pty Ltd as trustee for RetaiActive
Some overlap · 4 shared positions
$MSCI$IDXX$VRSK$APH
$373M
28 positions
#18Nutshell Asset Management LtdActive
Some overlap · 4 shared positions
$MSCI$IDXX$VRSK$APH
$300M
45 positions
#19Intrinsic Value Partners, LLCActive
Some overlap · 6 shared positions
$SCHW$KNSL$SHOP$ACGL$FIGS$ABNB
$146M
73 positions
#20Nikko Asset Management Americas, Inc.Passive
Some overlap · 3 shared positions
$SPCX$SHOP$SPOT
$7.7B
276 positions
#21RIVERBRIDGE PARTNERS LLCActive
Some overlap · 6 shared positions
$KNSL$VRSK$IDXX$GWRE$CSGP$HEI
$3.6B
198 positions
#22GENERATION INVESTMENT MANAGEMENT LLPActive
Some overlap · 3 shared positions
$MSCI$SPOT$SCHW
$10.3B
28 positions
#23Madison Asset Management, LLCPassive
Some overlap · 5 shared positions
$ACGL$SCHW$IT$VRSK$APH
$8.4B
347 positions
#24Artisan Partners Limited PartnershipActive
Some overlap · 4 shared positions
$ACGL$SCHW$SPOT$SHOP
$63.1B
341 positions
#25TOUNJIAN ADVISORY PARTNERS, LLCPassive
Some overlap · 3 shared positions
$SPCX$IDXX$SHOP
$234M
789 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.