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Hedge Funds Similar to Bastion Asset

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

Bastion Asset Management Inc. is an institutional investor managing $328M across 65 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 Bastion Asset are Simcoe, G2 Investment Partners, Montanaro Asset Ltd, with shared positions in $VPG, $HLX, $NOA, $VVX, $RNG, $CDNL. The full ranking of 9 similar funds is below.

#1Simcoe Capital LLCPassive
Some overlap · 3 shared positions
$VPG$HLX$NOA
$109M
31 positions
#2G2 Investment Partners Management LLCPassive
Some overlap · 4 shared positions
$VVX$VPG$RNG$CDNL
$406M
71 positions
#3Montanaro Asset Management LtdPassive
Some overlap · 3 shared positions
$TMDX$LRN$MIR
$334M
42 positions
#4Global Alpha Capital Management Ltd.Active
Some overlap · 4 shared positions
$THRM$KWR$EXP$CAE
$1.7B
54 positions
#5PCJ Investment Counsel Ltd.Passive
Some overlap · 3 shared positions
$IAG$TFII$CAE
$352M
59 positions
#6TENOR CAPITAL MANAGEMENT Co., L.P.Passive
Some overlap · 3 shared positions
$JBTM$TMDX$LRN
$6.5B
501 positions
#7Waratah Capital Advisors Ltd.Active
Some overlap · 3 shared positions
$IAG$CAE$RRX
$2.6B
127 positions
#8ArrowMark Colorado Holdings LLCPassive
Slight overlap · 3 shared positions
$COO$JBTM$MGM
$3.8B
293 positions
#9SIG North Trading, ULCActive
Slight overlap · 3 shared positions
$TRI$TFII$IAG
$5.0B
286 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.