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Hedge Funds Similar to Long Pond ,

13F Portfolio OverlapQ1 2026Long Pond , portfolio →
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Most similar hedge funds by 13F overlap

Long Pond Capital, LP is an institutional investor managing $1.0B across 33 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 Long Pond , are Orvieto Partners,, Argosy-Lionbridge ,, Starwood Group , L.L.C., with shared positions in $PRKS, $H, $WH, $WYNN, $NCLH, $FUN. The full ranking of 25 similar funds is below.

#1Orvieto Partners, L.P.Active
Notable overlap · 6 shared positions
$PRKS$H$WH$WYNN$NCLH$FUN
$117M
44 positions
#2Argosy-Lionbridge Management, LLCActive
Notable overlap · 3 shared positions
$IRT$CPT$KRC
$143M
14 positions
#3Starwood Capital Group Management, L.L.C.Active
Notable overlap · 4 shared positions
$JAN$CPT$NXRT$MAA
$188M
6 positions
#4GRS Advisors, LLCActive
Notable overlap · 5 shared positions
$WH$H$LINE$JAN$CUBE
$1.0B
32 positions
#5RUSH ISLAND MANAGEMENT, LPActive
Notable overlap · 5 shared positions
$IRT$KRC$COLD$FUN$JAN
$1.5B
22 positions
#6Bayhunt Capital LLCActive
Notable overlap · 4 shared positions
$COLD$KRC$CUBE$TMHC
$106M
20 positions
#7Conversant Capital LLCActive
Notable overlap · 5 shared positions
$JAN$SMA$COLD$KREF$H
$745M
16 positions
#8Sophron Capital Management L.P.Active
Notable overlap · 6 shared positions
$AMH$WH$CUBE$DOC$IRT$JAN
$339M
41 positions
#9GOLDENTREE ASSET MANAGEMENT LPActive
Notable overlap · 3 shared positions
$PRKS$NCLH$SMA
$1.7B
29 positions
#10Presima Securities ULCActive
Notable overlap · 4 shared positions
$DOC$COLD$CUBE$CPT
$178M
48 positions
#11LASALLE INVESTMENT MANAGEMENT SECURITIES LLCActive
Notable overlap · 6 shared positions
$AMH$COLD$CUBE$DOC$JAN$KRC
$2.5B
48 positions
#12Waterfall Asset Management, LLCActive
Notable overlap · 3 shared positions
$CPT$KREF$LINE
$179M
20 positions
#13Savoir Faire Capital Management, L.P.Active
Some overlap · 4 shared positions
$WYNN$NCLH$WH$FUN
$166M
44 positions
#14Marnell Management LLCActive
Some overlap · 3 shared positions
$JBGS$NXRT$COMP
$288M
72 positions
#15D1 Capital Partners L.P.Active
Some overlap · 3 shared positions
$KRC$JHX$LINE
$11.2B
44 positions
#16AEW CAPITAL MANAGEMENT L PActive
Some overlap · 8 shared positions
$AMH$CUBE$MAA$CPT$IRT$JAN
$1.4B
40 positions
#17HEITMAN REAL ESTATE SECURITIES LLCActive
Some overlap · 6 shared positions
$DOC$CUBE$JAN$COLD$MAA$SLG
$1.4B
57 positions
#18LANDMARK INVESTMENT PARTNERS, L.P.Active
Some overlap · 3 shared positions
$CPT$CUBE$NXRT
$139M
30 positions
#19CENTERSQUARE INVESTMENT MANAGEMENT LLCActive
Some overlap · 4 shared positions
$CPT$AMH$CUBE$MAA
$9.7B
79 positions
#20Vert Asset Management LLCActive
Some overlap · 7 shared positions
$DOC$CPT$MAA$COLD$KRC$SLG
$315M
45 positions
#21Timbercreek Asset Management Ltd.Active
Some overlap · 5 shared positions
$CPT$CUBE$SLG$SMA$COLD
$537M
45 positions
#22Green Street Investors, LLCActive
Some overlap · 3 shared positions
$CPT$CUBE$COLD
$184M
29 positions
#23Taproot Management LPPassive
Some overlap · 4 shared positions
$AMH$CUBE$KRC$H
$530M
180 positions
#24B&I Capital AGActive
Some overlap · 4 shared positions
$AMH$IRT$MAA$SLG
$294M
24 positions
#25CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLCActive
Some overlap · 3 shared positions
$CUBE$AMH$CPT
$6.7B
96 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.