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Hedge Funds Similar to Night Owl ,

13F Portfolio OverlapQ1 2026Night Owl , portfolio →
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Most similar hedge funds by 13F overlap

Night Owl Capital Management, LLC is an institutional investor managing $858M across 30 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 Night Owl , are One Madison Group, 11 Partners, Codex Asset L.L.C., with shared positions in $GEV, $GE, $WWD, $UNP, $SPOT, $LIN. The full ranking of 25 similar funds is below.

#1One Madison Group LLCActive
Notable overlap · 5 shared positions
$GEV$GE$WWD$UNP$SPOT
$866M
28 positions
#211 Capital Partners LPActive
Notable overlap · 3 shared positions
$GEV$GE$LIN
$348M
20 positions
#3Codex Capital Asset Management L.L.C.Active
Notable overlap · 3 shared positions
$GEV$GE$GEHC
$259M
31 positions
#4Munro PartnersActive
Notable overlap · 5 shared positions
$GEV$HWM$GE$LIN$CEG
$3.0B
59 positions
#5Tempus Wealth Planning, LLCPassive
Notable overlap · 4 shared positions
$GEV$GE$AMAT$GEHC
$435M
270 positions
#6Obion Capital Management LPActive
Notable overlap · 3 shared positions
$GE$AON$LIN
$101M
15 positions
#7Tribune Investment Group LPActive
Notable overlap · 4 shared positions
$GEV$LIN$UNP$CRS
$261M
30 positions
#8Whitford Management LLCActive
Notable overlap · 4 shared positions
$GE$GEV$WWD$HWM
$98M
25 positions
#9MARSICO CAPITAL MANAGEMENT LLCActive
Notable overlap · 3 shared positions
$GEV$GE$SAP
$3.4B
65 positions
#10TANDEM CAPITAL MANAGEMENT CORP /ADVPassive
Notable overlap · 4 shared positions
$GE$GEV$GEHC$AMAT
$200M
110 positions
#11TRUSTCO BANK CORP N YPassive
Notable overlap · 3 shared positions
$GE$GEV$AMAT
$113M
71 positions
#12Telligent Fund, LPActive
Notable overlap · 3 shared positions
$GEV$GE$HWM
$94M
24 positions
#13Palestra Capital Management LLCActive
Notable overlap · 4 shared positions
$UNP$LIN$SPOT$AMAT
$2.6B
23 positions
#14THAMES CAPITAL MANAGEMENT LLCActive
Notable overlap · 3 shared positions
$GEV$GE$SPOT
$558M
43 positions
#15RWQ Financial Management Services, Inc.Active
Notable overlap · 3 shared positions
$GEV$GE$CEG
$153M
22 positions
#16HFM Investment Advisors, LLCActive
Notable overlap · 4 shared positions
$GE$GEV$CEG$GEHC
$260M
1,210 positions
#17COATUE MANAGEMENT LLCActive
Notable overlap · 4 shared positions
$GEV$SPOT$CEG$AMAT
$29.1B
62 positions
#18XN LPActive
Notable overlap · 4 shared positions
$GE$CRS$SPOT$AMAT
$2.7B
23 positions
#19Ironvine Capital Partners, LLCActive
Notable overlap · 4 shared positions
$UNP$AON$AMAT$CSGP
$910M
56 positions
#20Newport Trust Company, LLCSmart money
Notable overlap · 3 shared positions
$GE$GEV$WWD
$40.7B
64 positions
#21Terra Nova Asset Management LLCPassive
Notable overlap · 4 shared positions
$GEV$GE$HWM$LIN
$135M
83 positions
#22NWK Group, Inc.Active
Notable overlap · 3 shared positions
$GEV$GE$HWM
$261M
66 positions
#23London & Capital Asset Management LtdActive
Notable overlap · 4 shared positions
$GEV$GE$MELI$GEHC
$9.2B
223 positions
#24Next Level Private LLCPassive
Notable overlap · 3 shared positions
$GE$GEV$AMAT
$443M
175 positions
#25COMGEST GLOBAL INVESTORS S.A.S.Active
Notable overlap · 4 shared positions
$AON$LIN$SPOT$MELI
$4.6B
52 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.