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Hedge Funds Similar to Conversant

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

Conversant Capital LLC is an institutional investor managing $745M across 16 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 Conversant are Long Pond ,, LuminArx, RUSH ISLAND ,, with shared positions in $JAN, $SMA, $COLD, $KREF, $H, $SNDA. The full ranking of 12 similar funds is below.

#1Long Pond Capital, LPActive
Notable overlap · 5 shared positions
$JAN$SMA$COLD$KREF$H
$1.0B
33 positions
#2LuminArx Capital Management LPActive
Notable overlap · 3 shared positions
$SNDA$INVH$APC
$136M
83 positions
#3RUSH ISLAND MANAGEMENT, LPActive
Some overlap · 4 shared positions
$INVH$COLD$JAN$SNDA
$1.5B
22 positions
#4Timbercreek Asset Management Ltd.Active
Some overlap · 5 shared positions
$SNDA$CCI$INVH$SMA$COLD
$537M
45 positions
#5Presima Securities ULCActive
Some overlap · 3 shared positions
$INVH$COLD$CCI
$178M
48 positions
#6Irenic Capital Management LPActive
Some overlap · 3 shared positions
$SNDA$PKST$CTRI
$1.5B
46 positions
#7Sophron Capital Management L.P.Active
Some overlap · 3 shared positions
$INVH$CCI$JAN
$339M
41 positions
#8HEITMAN REAL ESTATE SECURITIES LLCActive
Some overlap · 4 shared positions
$INVH$JAN$COLD$CCI
$1.4B
57 positions
#9LASALLE INVESTMENT MANAGEMENT SECURITIES LLCActive
Slight overlap · 3 shared positions
$COLD$INVH$JAN
$2.5B
48 positions
#10GRS Advisors, LLCActive
Slight overlap · 4 shared positions
$H$JAN$CCI$INVH
$1.0B
32 positions
#11DigitalBridge Group, Inc.Active
Slight overlap · 3 shared positions
$INVH$JAN$SNDA
$1.6B
64 positions
#12Adelante Capital Management LLCActive
Slight overlap · 3 shared positions
$COLD$JAN$CCI
$1.5B
42 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.