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Hedge Funds Similar to Broad Bay ,

13F Portfolio OverlapQ1 2026Broad Bay , portfolio →
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Most similar hedge funds by 13F overlap

Broad Bay Capital Management, LP is an institutional investor managing $1.2B across 26 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 Broad Bay , are Bayberry Partners, CRAMER ROSENTHAL MCGLYNN, Clearline, with shared positions in $LION, $BATRA, $AIR, $PVH, $ROST, $CELH. The full ranking of 17 similar funds is below.

#1Bayberry Capital Partners LPPassive
Notable overlap · 7 shared positions
$LION$BATRA$AIR$PVH$ROST$CELH
$323M
30 positions
#2CRAMER ROSENTHAL MCGLYNN LLCPassive
Some overlap · 3 shared positions
$HUBG$SMTC$WSC
$1.4B
86 positions
#3Clearline Capital LPActive
Some overlap · 3 shared positions
$SMTC$AKAM$RKT
$1.9B
106 positions
#4Benchstone Capital Management LPPassive
Some overlap · 3 shared positions
$AKAM$ROST$NET
$860M
38 positions
#5DISCIPLINED GROWTH INVESTORS INC /MNActive
Some overlap · 3 shared positions
$SMTC$AKAM$CELH
$4.9B
61 positions
#6Fund 1 Investments, LLCActive
Some overlap · 4 shared positions
$VFC$CELH$ROST$CTRN
$872M
66 positions
#7VELA Investment Management, LLCPassive
Some overlap · 3 shared positions
$HUBG$GBX$BATRA
$436M
174 positions
#8Oribel Capital Management, LPPassive
Some overlap · 3 shared positions
$NET$MDLN$AKAM
$2.3B
118 positions
#9Cartenna Capital, LPPassive
Some overlap · 3 shared positions
$AKAM$ULTA$RKT
$2.7B
47 positions
#10Atreides Management, LPActive
Some overlap · 3 shared positions
$RKT$AKAM$SMTC
$5.0B
54 positions
#11BLUE JEAN FINANCIAL LLCPassive
Some overlap · 3 shared positions
$SMTC$RKT$ULTA
$121M
68 positions
#12Hook Mill Capital Partners, LPActive
Some overlap · 3 shared positions
$ROST$ULTA$RKT
$1.1B
39 positions
#13G2 Investment Partners Management LLCPassive
Some overlap · 3 shared positions
$AIR$NET$SMTC
$406M
71 positions
#14BW Gestao de Investimentos Ltda.Passive
Some overlap · 3 shared positions
$GSAT$MDLN$ROST
$3.0B
270 positions
#15CSS LLC/ILPassive
Slight overlap · 3 shared positions
$AKAM$NET$GPRE
$2.1B
961 positions
#16GROUP ONE TRADING, L.P.Passive
Slight overlap · 3 shared positions
$GSAT$VFC$RKT
$52.2B
7,822 positions
#17FIRST TRUST ADVISORS LPPassive
Slight overlap · 3 shared positions
$ROST$NET$AKAM
$140.0B
2,602 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.