What hedge funds are most similar to Munro Partners?

The funds with the most similar 13F portfolios to Munro Partners are Rithm, Telligent Fund,, THAMES, based on overlapping conviction holdings in the latest SEC filings.

How is hedge fund similarity measured?

Similarity is computed from each fund's top conviction holdings in their latest 13F filing. Funds are scored by the overlap of distinctive shared positions (the mega-caps that nearly every fund owns are excluded), so the ranking reflects genuinely shared strategy rather than common index exposure.

Hedge Funds Similar to Munro Partners

13F Portfolio OverlapQ1 2026Munro Partners portfolio →

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Most similar hedge funds by 13F overlap

Munro Partners is an institutional investor managing $3.0B across 59 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 Munro Partners are Rithm, Telligent Fund,, THAMES, with shared positions in $GEV, $ETN, $NEE, $STRL, $PWR, $TRGP. The full ranking of 25 similar funds is below.

#1Rithm Capital Corp.Active

Notable overlap · 10 shared positions

$GEV $ETN $NEE $STRL $PWR $TRGP

$67M

38 positions

#2Telligent Fund, LPActive

Notable overlap · 5 shared positions

$GEV $HWM $GE $LITE $VRT

$94M

24 positions

#3THAMES CAPITAL MANAGEMENT LLCActive

Notable overlap · 7 shared positions

$GEV $GE $LITE $STRL $FIX $VRT

$558M

43 positions

#4Virtus Wealth Solutions LLCActive

Notable overlap · 5 shared positions

$GEV $CIEN $LITE $PWR $VRT

$525M

54 positions

#5MARSICO CAPITAL MANAGEMENT LLCActive

Notable overlap · 6 shared positions

$GEV $JCI $GE $TKO $HEI $AIR

$3.4B

65 positions

#6COATUE MANAGEMENT LLCActive

Notable overlap · 4 shared positions

$GEV $ETN $VRT $CEG

$29.1B

62 positions

#7Terra Nova Asset Management LLCPassive

Notable overlap · 7 shared positions

$GEV $HWM $GE $MCK $VRT $LIN

$135M

83 positions

#8Night Owl Capital Management, LLCActive

Notable overlap · 5 shared positions

$GEV $HWM $GE $LIN $CEG

$858M

30 positions

#9KADENSA CAPITAL LtdActive

Notable overlap · 6 shared positions

$JCI $GEV $GE $HWM $PWR $LITE

$718M

39 positions

#10Williamson Legacy Group, LLCPassive

Notable overlap · 6 shared positions

$CIEN $GEV $HWM $LITE $BWXT $VRT

$133M

81 positions

#11BECK CAPITAL MANAGEMENT, LLCPassive

Notable overlap · 7 shared positions

$GEV $TRGP $BWXT $GE $MCK $VRT

$437M

115 positions

#12TREMBLANT CAPITAL GROUPActive

Notable overlap · 5 shared positions

$TKO $HWM $LITE $BWXT $TRGP

$3.1B

57 positions

#13Codex Capital Asset Management L.L.C.Active

Notable overlap · 3 shared positions

$GEV $GE $ETN

$259M

31 positions

#14RH Tailwind Management, LLCPassive

Notable overlap · 3 shared positions

$GEV $HWM $VRT

$781M

57 positions

#15Valiant Capital Management, L.P.Active

Notable overlap · 3 shared positions

$GEV $TKO $PWR

$1.7B

34 positions

#16Andrew Hill Investment Advisors, Inc.Passive

Notable overlap · 4 shared positions

$GEV $NEE $GE $CEG

$112M

54 positions

#17Tribune Investment Group LPActive

Notable overlap · 6 shared positions

$GEV $JCI $BWXT $LIN $CCJ $CW

$261M

30 positions

#18CAPITAL MANAGEMENT ASSOCIATES /NY/Passive

Notable overlap · 7 shared positions

$GEV $MCK $NEE $PWR $LIN $CW

$60M

36 positions

#19Gunderson Capital Management Inc.Passive

Notable overlap · 6 shared positions

$GEV $GE $TRGP $PWR $CCJ $ETN

$239M

46 positions

#20One Madison Group LLCActive

Notable overlap · 5 shared positions

$GEV $GE $JCI $IBKR $HEI

$866M

28 positions

#2111 Capital Partners LPActive

Notable overlap · 4 shared positions

$GEV $GE $PWR $LIN

$348M

20 positions

#22NWK Group, Inc.Active

Notable overlap · 5 shared positions

$GEV $HWM $GE $FIX $MCK

$261M

66 positions

#23Settian Capital LPActive

Notable overlap · 6 shared positions

$GEV $GE $MCK $PWR $HWM $CEG

$143M

26 positions

#24Legacy Bridge, LLCPassive

Notable overlap · 6 shared positions

$GEV $STRL $ETN $JCI $PWR $VRT

$262M

320 positions

#25BLUE JEAN FINANCIAL LLCPassive

Notable overlap · 6 shared positions

$GEV $TKO $GE $JCI $VRT $CCJ

$121M

68 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.