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Hedge Funds Similar to Contour Asset

13F Portfolio OverlapQ2 2026Contour Asset portfolio →
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Most similar hedge funds by 13F overlap

Contour Asset Management LLC is an institutional investor managing $4.2B across 27 U.S. equity positions as of Q2 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Contour Asset are Nierenberg Investment Company, Tabor Asset, GOODNOW INVESTMENT GROUP, with shared positions in $RKT, $CART, $LYFT, $W, $FWONA, $SPHR. The full ranking of 25 similar funds is below.

#1Nierenberg Investment Management Company, Inc.Active
Notable overlap · 3 shared positions
$RKT$CART$LYFT
$201M
35 positions
#2Tabor Asset Management, LPActive
Notable overlap · 4 shared positions
$W$FWONA$CART$SPHR
$328M
47 positions
#3GOODNOW INVESTMENT GROUP, LLCActive
Notable overlap · 3 shared positions
$W$CART$ZBRA
$964M
23 positions
#4SPRUCE HOUSE INVESTMENT MANAGEMENT LLCSmart money
Notable overlap · 3 shared positions
$W$APP$DKNG
$3.4B
11 positions
#5DEEPWATER ASSET MANAGEMENT, LLCActive
Notable overlap · 4 shared positions
$RBLX$APP$GLBE$NET
$220M
35 positions
#6Arvin Capital Management LPPassive
Notable overlap · 3 shared positions
$RKT$W$STM
$766M
51 positions
#7GLYNN CAPITAL MANAGEMENT LLCActive
Notable overlap · 4 shared positions
$RBLX$APP$SNDK$NET
$363M
43 positions
#8No Street GP LPActive
Notable overlap · 3 shared positions
$APP$RKT$TRMB
$1.7B
32 positions
#9Wolf Hill Capital Management, LPActive
Notable overlap · 3 shared positions
$W$CART$HPE
$1.2B
34 positions
#10Jericho Capital Asset Management L.P.Active
Notable overlap · 3 shared positions
$FWONA$APP$SPHR
$12.1B
29 positions
#11Benchstone Capital Management LPActive
Notable overlap · 3 shared positions
$FWONA$W$SNDK
$828M
37 positions
#12Maytus Capital Management, LLCPassive
Notable overlap · 5 shared positions
$STM$T$W$XYZ$HPE
$636M
62 positions
#13RIPOSTE CAPITAL LLCActive
Notable overlap · 4 shared positions
$RACE$STM$SNDK$NET
$451M
27 positions
#14BLUE JEAN FINANCIAL LLCPassive
Some overlap · 3 shared positions
$XYZ$RKT$NET
$144M
70 positions
#15Ovata Capital Management LtdActive
Some overlap · 4 shared positions
$W$LYFT$NET$SNDK
$1.3B
43 positions
#16Nishkama Capital, LLCActive
Some overlap · 4 shared positions
$STM$FWONA$SNDK$APP
$3.2B
61 positions
#17MANE GLOBAL CAPITAL MANAGEMENT LPActive
Some overlap · 3 shared positions
$APP$W$SPHR
$1.2B
54 positions
#18KCM Capital IncActive
Some overlap · 3 shared positions
$APP$DKNG$SNDK
$618M
33 positions
#19Nikko Asset Management Americas, Inc.Passive
Some overlap · 3 shared positions
$XYZ$RBLX$NET
$7.7B
276 positions
#20SANDS CAPITAL MANAGEMENT, LLCActive
Some overlap · 5 shared positions
$APP$XYZ$SNDK$SPHR$NET
$26.9B
71 positions
#21BAILLIE GIFFORD & COActive
Some overlap · 4 shared positions
$APP$RACE$RBLX$NET
$110.2B
273 positions
#22STEADFAST CAPITAL MANAGEMENT LPActive
Some overlap · 4 shared positions
$RACE$SPHR$STM$DKNG
$3.3B
84 positions
#23SONA ASSET MANAGEMENT (US) LLCActive
Some overlap · 4 shared positions
$DKNG$RKT$BILL$W
$4.8B
424 positions
#24IEQ CAPITAL, LLCPassive
Some overlap · 4 shared positions
$RBLX$DKNG$SNDK$APP
$21.7B
2,011 positions
#25Opti Capital Management, LPActive
Some overlap · 3 shared positions
$DKNG$XYZ$BILL
$1.6B
46 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.