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Hedge Funds Similar to IRONWOOD INVESTMENT

13F Portfolio OverlapQ1 2026IRONWOOD INVESTMENT portfolio →
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Most similar hedge funds by 13F overlap

IRONWOOD INVESTMENT MANAGEMENT LLC is an institutional investor managing $240M across 179 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 IRONWOOD INVESTMENT are DONALD SMITH & ,, NEUMEIER POMA INVESTMENT COUNSEL, NEEDHAM INVESTMENT, with shared positions in $C, $GM, $TPC, $SM, $MYRG, $DY. The full ranking of 25 similar funds is below.

#1DONALD SMITH & CO., INC.Active
Some overlap · 4 shared positions
$C$GM$TPC$SM
$5.6B
62 positions
#2NEUMEIER POMA INVESTMENT COUNSEL LLCActive
Some overlap · 3 shared positions
$MYRG$DY$TTMI
$1.2B
41 positions
#3NEEDHAM INVESTMENT MANAGEMENT LLCActive
Some overlap · 4 shared positions
$VICR$COHR$SMCI$ATRO
$2.0B
176 positions
#4BRANDES INVESTMENT PARTNERS, LPActive
Some overlap · 4 shared positions
$C$EPAM$MCK$PFE
$14.1B
186 positions
#5Cartenna Capital, LPPassive
Some overlap · 4 shared positions
$GM$COHR$ASML$WTS
$2.7B
47 positions
#6Herald Investment Management LtdActive
Some overlap · 3 shared positions
$VICR$PEGA$SMCI
$718M
97 positions
#7EMERALD MUTUAL FUND ADVISERS TRUSTPassive
Some overlap · 4 shared positions
$TTMI$MRCY$BBIO$ATRO
$2.1B
199 positions
#8Arnhold LLCActive
Some overlap · 4 shared positions
$GM$COHR$DAR$PFE
$1.4B
118 positions
#9Covalis Capital LLPPassive
Some overlap · 3 shared positions
$GPI$GM$MYRG
$1.6B
123 positions
#10Skylands Capital, LLCPassive
Some overlap · 3 shared positions
$C$GM$COHR
$763M
155 positions
#11Monashee Investment Management LLCPassive
Some overlap · 3 shared positions
$BBIO$CYTK$COHR
$184M
45 positions
#12ACR Alpine Capital Research, LLCSmart money
Some overlap · 3 shared positions
$C$GM$ARW
$6.7B
36 positions
#13NEXT CENTURY GROWTH INVESTORS LLCPassive
Some overlap · 3 shared positions
$MYRG$COHR$ATRO
$1.4B
112 positions
#14Tevis Investment ManagementPassive
Some overlap · 4 shared positions
$ARW$ASML$FNV$C
$176M
99 positions
#15G2 Investment Partners Management LLCPassive
Some overlap · 3 shared positions
$DY$TTMI$EVLV
$406M
71 positions
#16Informed Momentum Co LLCPassive
Some overlap · 5 shared positions
$TTMI$VICR$MYRG$ATRO$DY
$866M
273 positions
#17Hedeker Wealth, LLCPassive
Some overlap · 3 shared positions
$C$COHR$ASML
$474M
87 positions
#18Bruce & Co., Inc.Active
Some overlap · 3 shared positions
$VICR$DAR$PFE
$350M
41 positions
#19Shellback Capital, LPPassive
Some overlap · 3 shared positions
$C$COHR$GPI
$703M
79 positions
#20SOUND SHORE MANAGEMENT INC /CT/Active
Some overlap · 3 shared positions
$C$GM$PFE
$3.0B
40 positions
#21Optimize Financial IncPassive
Some overlap · 3 shared positions
$TTMI$COHR$ARW
$203M
297 positions
#22KR Capital LPPassive
Some overlap · 3 shared positions
$DY$ASML$COHR
$499M
49 positions
#23Mork Capital Management, LLCPassive
Some overlap · 3 shared positions
$GM$MCK$ARW
$141M
103 positions
#24HANSEATIC MANAGEMENT SERVICES INCPassive
Some overlap · 3 shared positions
$TTMI$COHR$DAR
$104M
80 positions
#25EMERALD ADVISERS, LLCPassive
Some overlap · 3 shared positions
$TTMI$MRCY$BBIO
$3.2B
248 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.