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Hedge Funds Similar to Route One Investment Company,

13F Portfolio OverlapQ1 2026Route One Investment Company, portfolio →
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Most similar hedge funds by 13F overlap

Route One Investment Company, L.P. is an institutional investor managing $2.3B across 19 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 Route One Investment Company, are Linonia Partnership, Darsana Partners, OBERNDORF WILLIAM E, with shared positions in $GWRE, $NYT, $MELI, $VEEV, $SCHW, $UNH. The full ranking of 25 similar funds is below.

#1Linonia Partnership LPSmart money
Substantial overlap · 4 shared positions
$GWRE$NYT$MELI$VEEV
$5.4B
14 positions
#2Darsana Capital Partners LPSmart money
Substantial overlap · 3 shared positions
$GWRE$NYT$SCHW
$4.7B
14 positions
#3OBERNDORF WILLIAM EActive
Notable overlap · 3 shared positions
$GWRE$UNH$VEEV
$53M
7 positions
#4Solel Partners LPActive
Notable overlap · 3 shared positions
$UNH$HLF$ESS
$468M
19 positions
#5Warther Private Wealth, LLCPassive
Notable overlap · 3 shared positions
$UNH$SCHW$MELI
$427M
40 positions
#6GARRISON BRADFORD & ASSOCIATES INCActive
Notable overlap · 3 shared positions
$UNH$TMO$SCHW
$88M
38 positions
#7Gavilan Investment Partners LLCActive
Notable overlap · 3 shared positions
$GWRE$MELI$PCOR
$372M
14 positions
#8D1 Capital Partners L.P.Active
Notable overlap · 4 shared positions
$MELI$TMO$KRC$SCHW
$11.2B
44 positions
#9Cohen Capital Management, Inc.Passive
Notable overlap · 4 shared positions
$TMO$SCHW$UNH$POST
$644M
154 positions
#10Allen Investment Management, LLCActive
Notable overlap · 3 shared positions
$SCHW$UNH$MELI
$8.1B
221 positions
#11FLOSSBACH VON STORCH SEActive
Notable overlap · 3 shared positions
$SCHW$TMO$MELI
$21.4B
109 positions
#12White Oak Capital Partners Pte. Ltd.Active
Notable overlap · 3 shared positions
$VIST$MELI$TBBB
$264M
18 positions
#13GENERATION INVESTMENT MANAGEMENT LLPSmart money
Notable overlap · 3 shared positions
$TMO$MELI$SCHW
$11.2B
29 positions
#14Legal Advantage Investments, Inc.Passive
Notable overlap · 4 shared positions
$SCHW$TMO$MELI$VEEV
$194M
79 positions
#15Aureus Asset Management, LLCPassive
Notable overlap · 3 shared positions
$SCHW$TMO$UNH
$1.5B
225 positions
#16FARALLON CAPITAL MANAGEMENT LLCActive
Notable overlap · 3 shared positions
$UNH$TMO$SCHW
$17.5B
172 positions
#17Spear Holdings RSC LtdActive
Notable overlap · 3 shared positions
$MELI$TMO$UNH
$1.0B
18 positions
#18PBCay One RSC LtdSmart money
Notable overlap · 3 shared positions
$MELI$TMO$UNH
$1.3B
18 positions
#19London & Capital Asset Management LtdActive
Some overlap · 3 shared positions
$TMO$UNH$MELI
$9.2B
223 positions
#20BROWN CAPITAL MANAGEMENT LLCActive
Some overlap · 3 shared positions
$MELI$GWRE$VEEV
$704M
56 positions
#21Gemsstock Ltd.Active
Some overlap · 3 shared positions
$VIST$MELI$GGAL
$949M
28 positions
#22MAKENA CAPITAL MANAGEMENT LLCSmart money
Some overlap · 3 shared positions
$GWRE$PCOR$VEEV
$866M
27 positions
#23Gs Investments, Inc.Passive
Some overlap · 4 shared positions
$TMO$SCHW$MELI$UNH
$175M
134 positions
#24TITAN GLOBAL CAPITAL MANAGEMENT USA LLCActive
Some overlap · 3 shared positions
$SCHW$TMO$VIST
$671M
59 positions
#25Coronation Fund Managers Ltd.Active
Some overlap · 4 shared positions
$MELI$SCHW$UNH$TMO
$2.2B
53 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.