Hedge Funds Similar to Atom Investors

13F Portfolio OverlapQ1 2026Atom Investors portfolio →

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Most similar hedge funds by 13F overlap

Atom Investors LP is an institutional investor managing $1.4B across 641 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 Atom Investors are SG, REAVES W H &, DUFF & PHELPS INVESTMENT, with shared positions in $TECH, $SMG, $LKQ, $WEX, $RVTY, $WTTR. The full ranking of 25 similar funds is below.

#1SG Capital Management LLCPassive

Some overlap · 6 shared positions

$TECH $SMG $LKQ $WEX $RVTY $WTTR

$1.5B

88 positions

#2REAVES W H & CO INCActive

Some overlap · 6 shared positions

$EQIX $AEE $LNT $CNP $NRG $PPL

$6.0B

90 positions

#3DUFF & PHELPS INVESTMENT MANAGEMENT COActive

Some overlap · 5 shared positions

$EQIX $AEE $LNT $CNP $PPL

$9.6B

148 positions

#4SILVERARC CAPITAL MANAGEMENT, LLCActive

Slight overlap · 5 shared positions

$DNTH $CELC $KOD $PRAX $IMNM

$980M

73 positions

#5Aventail Capital Group, LPPassive

Slight overlap · 5 shared positions

$AEE $LNT $CNP $NRG $PPL

$2.1B

170 positions

#6Sofinnova Ventures IncActive

Slight overlap · 5 shared positions

$CELC $BMY $PRAX $IMNM $UTHR

$2.6B

74 positions

#7Lodge Hill Capital, LLCActive

Slight overlap · 4 shared positions

$CSL $HRB $ALK $BLDR

$518M

22 positions

#8SEIZERT CAPITAL PARTNERS, LLCPassive

Slight overlap · 4 shared positions

$LKQ $BLDR $BMY $UTHR

$2.2B

170 positions

#9DEERFIELD MANAGEMENT COMPANY, L.P. (SERIES C)Active

Slight overlap · 4 shared positions

$DNTH $CELC $PRAX $UTHR

$8.5B

82 positions

#10First Turn Management, LLCActive

Slight overlap · 4 shared positions

$DNTH $CELC $PRAX $UTHR

$895M

33 positions

#11Energy Income Partners, LLCActive

Slight overlap · 4 shared positions

$AEE $LNT $CNP $PPL

$6.2B

87 positions

#12Greenland Capital Management LPPassive

Slight overlap · 4 shared positions

$AEE $LNT $CNP $PPL

$787M

278 positions

#13Point72 Asset Management, L.P.Passive

Slight overlap · 4 shared positions

$EQIX $STZ $PCG $PPL

$78.1B

3,704 positions

#14FRONTIER CAPITAL MANAGEMENT CO LLCPassive

Slight overlap · 4 shared positions

$ALK $BLDR $BURL $UTHR

$9.7B

291 positions

#15Tabor Asset Management, LPActive

Slight overlap · 4 shared positions

$BLDR $STZ $BURL $FND

$249M

39 positions

#16T. Rowe Price Investment Management, Inc.Passive

Slight overlap · 4 shared positions

$AEE $RVTY $CNP $BURL

$145M

643 positions

#17LEGACY FINANCIAL INDEPENDENT ADVISORS LLCPassive

Slight overlap · 4 shared positions

$AEE $NRG $PPL $LMT

$192M

113 positions

#18HUDSON EDGE INVESTMENT PARTNERS INC.Active

Slight overlap · 4 shared positions

$BMY $HBAN $STZ $LMT

$684M

101 positions

#19BAKER BROS. ADVISORS LPSmart money

Slight overlap · 4 shared positions

$CELC $KOD $PRAX $DNTH

$17.4B

84 positions

#20Hook Mill Capital Partners, LPActive

Slight overlap · 4 shared positions

$STZ $PFGC $BURL $FND

$1.1B

39 positions

#21Webs Creek Capital Management LPActive

Slight overlap · 4 shared positions

$WHD $WTTR $NRG $PTEN

$578M

14 positions

#22GAGNON SECURITIES LLCPassive

Slight overlap · 3 shared positions

$EQIX $CELC $PTEN

$433M

85 positions

#23ARDSLEY ADVISORY PARTNERS LPPassive

Slight overlap · 3 shared positions

$EQIX $ALK $UTHR

$784M

151 positions

#24DEAN INVESTMENT ASSOCIATES, LLCPassive

Slight overlap · 3 shared positions

$710M

190 positions

#25CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLCActive

Slight overlap · 3 shared positions

$EQIX $PCG $PPL

$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.