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Hedge Funds Similar to Pennant Investors,

13F Portfolio OverlapQ1 2026Pennant Investors, portfolio →
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Most similar hedge funds by 13F overlap

Pennant Investors, LP is an institutional investor managing $361M across 17 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 Pennant Investors, are Pennant Select,, East Coast Asset ,, BERKSHIRE, with shared positions in $ECHO, $AR, $EXE, $TDG, $VMI, $FLS. The full ranking of 22 similar funds is below.

#1Pennant Select, LLCActive
Substantial overlap · 9 shared positions
$ECHO$AR$EXE$TDG$VMI$FLS
$199M
15 positions
#2East Coast Asset Management, LLC.Active
Notable overlap · 3 shared positions
$PRM$TDG$ECHO
$303M
68 positions
#3BERKSHIRE CAPITAL HOLDINGS INCActive
Notable overlap · 3 shared positions
$VRT$GEV$ECHO
$277M
114 positions
#4Crystal Rock Capital ManagementActive
Notable overlap · 3 shared positions
$VRT$TDG$GEV
$168M
32 positions
#5Atika Capital Management LLCActive
Notable overlap · 3 shared positions
$VRT$ECHO$QXO
$796M
60 positions
#6SIR Capital Management, L.P.Passive
Notable overlap · 3 shared positions
$AR$EXE$VRT
$1.1B
88 positions
#7Merrion Investment Management Co, LLCPassive
Notable overlap · 3 shared positions
$ECHO$VRT$GEV
$186M
109 positions
#8OAKTREE CAPITAL MANAGEMENT LPActive
Notable overlap · 3 shared positions
$EXE$CORZ$ECHO
$6.3B
142 positions
#9FISHMAN JAY A LTD/MIActive
Some overlap · 3 shared positions
$VRT$QXO$GEV
$1.1B
76 positions
#10MAR VISTA INVESTMENT PARTNERS LLCActive
Some overlap · 3 shared positions
$TDG$GEV$QXO
$1000M
35 positions
#11COATUE MANAGEMENT LLCActive
Some overlap · 3 shared positions
$GEV$VRT$SOLS
$29.1B
62 positions
#12ALKEON CAPITAL MANAGEMENT LLCSmart money
Some overlap · 3 shared positions
$VRT$SOLS$TDG
$59.5B
102 positions
#13Rokos Capital Management LLPActive
Some overlap · 3 shared positions
$ECHO$EXE$GEV
$13.2B
176 positions
#14Archon Partners LLCActive
Some overlap · 3 shared positions
$TDG$QXO$GEV
$845M
39 positions
#15Cladis Investment Advisory, LLCPassive
Some overlap · 3 shared positions
$GEV$QXO$VRT
$182M
159 positions
#16Value Aligned Research Advisors, LLCActive
Some overlap · 3 shared positions
$VRT$CORZ$GEV
$20.7B
107 positions
#17FRED ALGER MANAGEMENT, LLCActive
Some overlap · 3 shared positions
$QXO$GEV$VRT
$22.8B
444 positions
#18Mezzasalma Advisors, LLCPassive
Some overlap · 3 shared positions
$VRT$TDG$ECHO
$391M
155 positions
#19Delta Investment Management, LLCPassive
Some overlap · 3 shared positions
$TDG$VRT$GEV
$559M
273 positions
#20WASHBURN CAPITAL MANAGEMENT, INC.Smart money
Some overlap · 3 shared positions
$GEV$QXO$VRT
$172M
56 positions
#21Lombard Odier Asset Management (USA) CorpActive
Slight overlap · 3 shared positions
$QXO$EXE$TDG
$957M
263 positions
#22Silverleafe Capital Partners, LLCPassive
Slight overlap · 3 shared positions
$GEV$VRT$CORZ
$367M
99 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.