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Hedge Funds Similar to Stony Point

13F Portfolio OverlapQ1 2026Stony Point portfolio →
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Most similar hedge funds by 13F overlap

Stony Point Capital LLC is an institutional investor managing $1.2B across 32 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 Stony Point are Ampersand Group,, Connective ,, ZEVENBERGEN INVESTMENTS, with shared positions in $SHOP, $DASH, $AXON, $PANW, $SNOW, $TOST. The full ranking of 25 similar funds is below.

#1Ampersand Capital Group, L.P.Active
Notable overlap · 3 shared positions
$SHOP$DASH$AXON
$183M
7 positions
#2Connective Capital Management, LLCPassive
Notable overlap · 4 shared positions
$PANW$SHOP$DASH$SNOW
$121M
66 positions
#3ZEVENBERGEN CAPITAL INVESTMENTS LLCActive
Notable overlap · 6 shared positions
$SHOP$AXON$TOST$SNOW$NOW$DDOG
$3.5B
110 positions
#4Ashe Capital Management, LPActive
Notable overlap · 3 shared positions
$SHOP$DASH$DDOG
$797M
7 positions
#5Capital Impact Advisors, LLCPassive
Notable overlap · 5 shared positions
$DASH$AXON$TOST$IBKR$RDDT
$247M
30 positions
#6Sunstone Asset Management, L.P.Passive
Notable overlap · 5 shared positions
$PANW$DASH$SNDK$SHOP$SNOW
$85M
61 positions
#7SANDS CAPITAL MANAGEMENT, LLCActive
Notable overlap · 4 shared positions
$SHOP$AXON$DASH$DDOG
$25.5B
67 positions
#8Strategy Capital LLCSmart money
Notable overlap · 3 shared positions
$SHOP$AXON$DDOG
$1.2B
11 positions
#9Delta Global Management LPPassive
Notable overlap · 7 shared positions
$PANW$TOST$SNDK$COF$DASH$SNOW
$1.2B
154 positions
#10Meadowbrook Wealth Management, LLCPassive
Notable overlap · 4 shared positions
$SHOP$TJX$RDDT$TMUS
$75M
65 positions
#11DEEPWATER ASSET MANAGEMENT, LLCPassive
Notable overlap · 6 shared positions
$SHOP$AXON$RDDT$SNOW$DDOG$TOST
$158M
39 positions
#12SQUARE PEG CAPITAL PTY LTDActive
Notable overlap · 4 shared positions
$SHOP$RDDT$SNOW$DDOG
$75M
10 positions
#13Ravenswood Partners LPPassive
Notable overlap · 5 shared positions
$SHOP$AXON$TJX$NOW$RACE
$271M
35 positions
#14Mirova US LLCActive
Notable overlap · 4 shared positions
$SHOP$PANW$TJX$NDAQ
$8.8B
42 positions
#15TREMBLANT CAPITAL GROUPActive
Notable overlap · 4 shared positions
$DASH$PANW$RDDT$AXON
$3.1B
57 positions
#16EDGEWOOD MANAGEMENT LLCActive
Notable overlap · 4 shared positions
$SHOP$AXON$NOW$DLR
$15.5B
87 positions
#17Castlefield Investment Partners LLPActive
Notable overlap · 3 shared positions
$NDAQ$SHOP$TMUS
$131M
35 positions
#18Exane Asset ManagementActive
Notable overlap · 5 shared positions
$DASH$SHOP$DDOG$SNOW$NOW
$489M
32 positions
#19BAILLIE GIFFORD & COActive
Notable overlap · 5 shared positions
$SHOP$RACE$DASH$AXON$RDDT
$97.9B
271 positions
#20Fortune Financial Advisors, LLCPassive
Some overlap · 3 shared positions
$GRMN$ORLY$TJX
$196M
148 positions
#21ITHAKA GROUP LLCActive
Some overlap · 4 shared positions
$SHOP$PANW$AXON$NOW
$482M
38 positions
#22Bienville Capital Management, LLCPassive
Some overlap · 5 shared positions
$DASH$TOST$SNOW$DDOG$RDDT
$550M
74 positions
#23Volterra Technologies LPPassive
Some overlap · 6 shared positions
$PANW$DASH$SNOW$RDDT$DDOG$ORLY
$823M
301 positions
#24Cyr Financial Inc.Active
Some overlap · 4 shared positions
$SHOP$HLT$TJX$DDOG
$170M
58 positions
#25Oribel Capital Management, LPPassive
Some overlap · 3 shared positions
$GRMN$PANW$DDOG
$2.3B
118 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.