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Hedge Funds Similar to Senator Investment Group

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

Senator Investment Group LP is an institutional investor managing $2.2B across 59 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 Senator Investment Group are Avala Global, BWCP,, CLEARFIELD, with shared positions in $UAL, $BA, $CVNA, $AS, $NU, $SN. The full ranking of 25 similar funds is below.

#1Avala Global LPActive
Notable overlap · 5 shared positions
$UAL$BA$CVNA$AS$NU
$2.1B
22 positions
#2BWCP, LPActive
Notable overlap · 4 shared positions
$UAL$SN$AS$JHX
$656M
27 positions
#3CLEARFIELD CAPITAL MANAGEMENT LPActive
Notable overlap · 4 shared positions
$UAL$VRT$VST$RIOT
$188M
17 positions
#4Shellback Capital, LPPassive
Notable overlap · 5 shared positions
$SN$AS$DHR$VIK$C
$703M
79 positions
#5Pentwater Capital Management LPActive
Notable overlap · 4 shared positions
$BA$WBD$TECK$UAL
$19.3B
92 positions
#6BOURGEON CAPITAL MANAGEMENT LLCPassive
Notable overlap · 6 shared positions
$DHR$BA$C$PFE$VST$COP
$578M
108 positions
#7Kinetic Partners Management, LPActive
Notable overlap · 5 shared positions
$WWD$CVNA$NU$AMAT$JHX
$1.8B
49 positions
#8Generali Powszechne Towarzystwo EmerytalneActive
Notable overlap · 5 shared positions
$DHR$BA$HAL$COP$C
$566M
28 positions
#9D1 Capital Partners L.P.Active
Notable overlap · 5 shared positions
$DHR$CVNA$NU$APO$JHX
$11.2B
44 positions
#10Palestra Capital Management LLCActive
Notable overlap · 4 shared positions
$DHR$CVNA$NU$AMAT
$2.6B
23 positions
#11MOUNTAIN PACIFIC INVESTMENT ADVISERS LLCActive
Notable overlap · 4 shared positions
$DHR$VRT$APH$COP
$584M
141 positions
#12Boothe Investment Group, Inc.Active
Notable overlap · 4 shared positions
$VRT$SN$C$PFE
$311M
40 positions
#13Wealth High Governance Capital LtdaPassive
Notable overlap · 5 shared positions
$SN$CVNA$C$VIK$AS
$333M
46 positions
#14PAR CAPITAL MANAGEMENT INCSmart money
Notable overlap · 3 shared positions
$UAL$CVNA$C
$3.5B
48 positions
#15CAXTON ASSOCIATES LLPActive
Notable overlap · 3 shared positions
$WBD$BA$TECK
$4.4B
755 positions
#16Hillman Capital Management, Inc.Passive
Notable overlap · 3 shared positions
$WBD$BA$PFE
$144M
56 positions
#17Beacon Harbor Wealth Advisors, Inc.Passive
Notable overlap · 5 shared positions
$VRT$TECK$C$PFE$APH
$477M
70 positions
#18SMA Capital LLCPassive
Notable overlap · 3 shared positions
$BA$WWD$APH
$232M
95 positions
#19MH & ASSOCIATES SECURITIES MANAGEMENT CORP /ADVPassive
Notable overlap · 5 shared positions
$BA$PFE$HAL$LHX$COP
$115M
98 positions
#20EAGLE CAPITAL MANAGEMENT LLCActive
Notable overlap · 3 shared positions
$DHR$WWD$COP
$29.8B
60 positions
#21THAMES CAPITAL MANAGEMENT LLCActive
Notable overlap · 5 shared positions
$VRT$BKD$AEIS$APH$RKT
$558M
43 positions
#22SIERRA SUMMIT ADVISORS LLCPassive
Some overlap · 5 shared positions
$VRT$UAL$C$BA$RKT
$688M
180 positions
#23WESTBOURNE INVESTMENTS, INC.Passive
Some overlap · 4 shared positions
$VRT$C$PFE$VST
$210M
141 positions
#24guardian investment managementActive
Some overlap · 5 shared positions
$DHR$BA$AMAT$C$WBD
$127M
60 positions
#25SCOPUS ASSET MANAGEMENT, L.P.Passive
Some overlap · 5 shared positions
$AS$CVNA$ULS$VST$VIK
$5.8B
280 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.