Hedge Funds Similar to Crow's Nest

13F Portfolio OverlapQ1 2026Crow's Nest portfolio →
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Most similar hedge funds by 13F overlap

Crow's Nest Holdings LP is an institutional investor managing $428M across 11 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 Crow's Nest are Turtle Creek Asset, Giverny, ARGENT, with shared positions in $SUNB, $ENSG, $MEDP, $FERG, $TDG, $LPX. The full ranking of 4 similar funds is below.

Notable overlap · 3 shared positions
$3.9B
40 positions
Some overlap · 3 shared positions
$2.7B
51 positions
Some overlap · 3 shared positions
$3.2B
158 positions
Some overlap · 3 shared positions
$5.0B
47 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.