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Hedge Funds Similar to Blue Grotto ,

13F Portfolio OverlapQ1 2026Blue Grotto , portfolio →
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Most similar hedge funds by 13F overlap

Blue Grotto Capital, LLC is an institutional investor managing $868M across 21 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 Blue Grotto , are Tyro, DENDUR, Expect Equity, with shared positions in $SN, $CELH, $MKSI, $COF, $TLN, $CACI. The full ranking of 25 similar funds is below.

#1Tyro Capital Management LLCSmart money
Notable overlap · 3 shared positions
$SN$CELH$MKSI
$921M
26 positions
#2DENDUR CAPITAL LPActive
Notable overlap · 3 shared positions
$COF$MKSI$TLN
$1.4B
22 positions
#3Expect Equity LLCPassive
Notable overlap · 3 shared positions
$MKSI$CACI$SN
$104M
48 positions
#4LONE PINE CAPITAL LLCActive
Notable overlap · 3 shared positions
$TLN$COF$BKNG
$12.5B
36 positions
#5Fund 1 Investments, LLCActive
Some overlap · 3 shared positions
$CELH$TLN$SE
$872M
66 positions
#6Provident Investment Management, Inc.Active
Some overlap · 3 shared positions
$CACI$TTWO$BKNG
$1.0B
82 positions
#7SAMLYN CAPITAL, LLCActive
Some overlap · 3 shared positions
$COF$MKSI$RBA
$5.9B
76 positions
#8Delta Global Management LPPassive
Some overlap · 3 shared positions
$COF$MKSI$AKAM
$1.2B
154 positions
#9DISCIPLINED GROWTH INVESTORS INC /MNActive
Some overlap · 4 shared positions
$AKAM$TTWO$CELH$SN
$4.9B
61 positions
#10Smith Group Asset Management, LLCActive
Some overlap · 3 shared positions
$FIX$HAS$BKNG
$2.0B
162 positions
#114D Advisors, LLCPassive
Some overlap · 3 shared positions
$FIX$CACI$CELH
$158M
34 positions
#12Contour Asset Management LLCActive
Some overlap · 3 shared positions
$MKSI$TTWO$AKAM
$3.1B
27 positions
#13Owlhouse Capital LPActive
Some overlap · 3 shared positions
$HAS$CELH$BKNG
$75M
21 positions
#14Benchstone Capital Management LPPassive
Some overlap · 4 shared positions
$AKAM$TTWO$FIX$BKNG
$860M
38 positions
#15BW Gestao de Investimentos Ltda.Passive
Some overlap · 3 shared positions
$RBA$FIX$TLN
$3.0B
270 positions
#16Steamboat Capital Partners, LLCPassive
Some overlap · 3 shared positions
$COF$TLN$SN
$403M
56 positions
#17ONTARIO TEACHERS PENSION PLAN BOARDActive
Some overlap · 3 shared positions
$COF$TTWO$SE
$3.5B
162 positions
#18Potrero Capital Research LLCActive
Some overlap · 3 shared positions
$TLN$AKAM$BIRK
$163M
31 positions
#19ENGLISH CAPITAL MANAGEMENT LLCPassive
Some overlap · 3 shared positions
$COF$SE$BKNG
$171M
36 positions
#20TimesSquare Capital Management, LLCActive
Some overlap · 3 shared positions
$FIX$MKSI$TTWO
$5.9B
151 positions
#21Wakefield Asset Management LLLPPassive
Some overlap · 3 shared positions
$HAS$CELH$FIX
$377M
211 positions
#22Cornerstone Investment Partners, LLCActive
Slight overlap · 3 shared positions
$TTWO$MKSI$FIX
$2.4B
291 positions
#23Point72 Asset Management, L.P.Passive
Slight overlap · 4 shared positions
$AKAM$MKSI$FIX$COF
$78.1B
3,704 positions
#24Monolith Management LtdActive
Slight overlap · 3 shared positions
$SE$FIX$MKSI
$332M
33 positions
#25Mawer Investment Management Ltd.Active
Slight overlap · 3 shared positions
$CDW$CACI$BKNG
$15.4B
126 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.