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Hedge Funds Similar to Barton Investment

13F Portfolio OverlapQ1 2026Barton Investment portfolio →
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Most similar hedge funds by 13F overlap

Barton Investment Management is an institutional investor managing $797M across 54 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 Barton Investment are Ampersand Group,, Islander Partners,, ICONIQ ,, with shared positions in $SHOP, $GLBE, $DASH, $KVYO, $OWL, $BL. The full ranking of 25 similar funds is below.

#1Ampersand Capital Group, L.P.Active
Notable overlap · 3 shared positions
$SHOP$GLBE$DASH
$183M
7 positions
#2Islander Capital Partners, L.P.Active
Notable overlap · 3 shared positions
$SHOP$KVYO$DASH
$308M
17 positions
#3ICONIQ Capital, LLCSmart money
Notable overlap · 4 shared positions
$SHOP$OWL$BL$DASH
$4.5B
82 positions
#4Partners Group Holding AGActive
Some overlap · 4 shared positions
$EQIX$AMT$OWL$RPRX
$1.4B
50 positions
#5LDR Capital Management LLCActive
Some overlap · 3 shared positions
$EQIX$AMT$VRT
$74M
44 positions
#6DEEPWATER ASSET MANAGEMENT, LLCPassive
Some overlap · 3 shared positions
$SHOP$GLBE$VRT
$158M
39 positions
#7Sunstone Asset Management, L.P.Passive
Some overlap · 5 shared positions
$EQIX$AMT$SHOP$DASH$BILL
$85M
61 positions
#8Foresight Group Ltd Liability PartnershipPassive
Some overlap · 3 shared positions
$EQIX$AMT$VRT
$566M
59 positions
#9EDGEWOOD MANAGEMENT LLCActive
Some overlap · 3 shared positions
$SHOP$EQIX$ABT
$15.5B
87 positions
#10HARBER ASSET MANAGEMENT LLCPassive
Some overlap · 3 shared positions
$OKTA$AMT$GTLB
$156M
41 positions
#11Contour Asset Management LLCActive
Some overlap · 3 shared positions
$GLBE$PYPL$BILL
$3.1B
27 positions
#12DigitalBridge Group, Inc.Active
Some overlap · 3 shared positions
$EQIX$DIS$VRT
$1.6B
64 positions
#13Lummis Asset Management, LPActive
Some overlap · 3 shared positions
$EQIX$AMT$ABT
$167M
192 positions
#14COATUE MANAGEMENT LLCActive
Some overlap · 4 shared positions
$EQIX$PYPL$DASH$VRT
$29.1B
62 positions
#15BAILLIE GIFFORD & COActive
Some overlap · 4 shared positions
$SHOP$SYM$RPRX$DASH
$97.9B
271 positions
#16Alpine Global Management, LLCPassive
Some overlap · 3 shared positions
$OWL$EA$AL
$668M
226 positions
#17DoubleLine ETF Adviser LPPassive
Some overlap · 5 shared positions
$EQIX$EA$AMT$ABT$DIS
$263M
176 positions
#18TriaGen Wealth Management LLCPassive
Some overlap · 3 shared positions
$OKTA$EA$DIS
$366M
171 positions
#19Cornerstone Capital, Inc.Active
Some overlap · 4 shared positions
$SHOP$ABT$DIS$VRT
$1.0B
118 positions
#20NZS Capital, LLCActive
Some overlap · 3 shared positions
$SHOP$GLBE$DASH
$3.0B
58 positions
#21HARTLINE INVESTMENT CORP/Active
Some overlap · 4 shared positions
$OKTA$SHOP$VRT$AXP
$909M
112 positions
#22RIVERPARK CAPITAL MANAGEMENT LLC
Some overlap · 3 shared positions
$SHOP$ADBE$DIS
$52M
36 positions
#23Financial Avengers, Inc.Active
Slight overlap · 4 shared positions
$SHOP$ADBE$DIS$AXP
$219M
151 positions
#24Douglas Lane & Associates, LLCActive
Slight overlap · 3 shared positions
$EQIX$AMT$AXP
$6.9B
241 positions
#25LOOMIS SAYLES & CO L PActive
Slight overlap · 3 shared positions
$SHOP$PYPL$DIS
$74.3B
718 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.