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Hedge Funds Similar to TFJ ,

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

TFJ Management, LLC is an institutional investor managing $141M across 14 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 TFJ , are Keenan ,, HMI ,, General Catalyst Group ,, with shared positions in $APP, $APPF, $SAIL, $CPNG, $GTLB, $TOST. The full ranking of 14 similar funds is below.

#1Keenan Capital, LLCActive
Substantial overlap · 3 shared positions
$APP$APPF$SAIL
$474M
9 positions
#2HMI Capital, LLCActive
Substantial overlap · 3 shared positions
$CPNG$GTLB$TOST
$754M
11 positions
#3General Catalyst Group Management, LLCActive
Notable overlap · 4 shared positions
$GTLB$IOT$CPNG$FIG
$184M
12 positions
#4LIGHT STREET CAPITAL MANAGEMENT, LLCActive
Notable overlap · 3 shared positions
$GTLB$CPNG$IOT
$534M
24 positions
#5Sands Capital Ventures, LLCSmart money
Notable overlap · 4 shared positions
$CPNG$IOT$TOST$FIG
$421M
21 positions
#6GLYNN CAPITAL MANAGEMENT LLCActive
Notable overlap · 3 shared positions
$IOT$APP$TOST
$209M
42 positions
#7BAILLIE GIFFORD & COActive
Some overlap · 3 shared positions
$APP$CPNG$IOT
$97.9B
271 positions
#8Park West Asset Management LLCActive
Some overlap · 3 shared positions
$OPLN$CPNG$TOST
$1.2B
52 positions
#9Bienville Capital Management, LLCPassive
Some overlap · 3 shared positions
$IOT$TOST$APP
$550M
74 positions
#10SANDS CAPITAL MANAGEMENT, LLCActive
Some overlap · 3 shared positions
$IOT$APP$CPNG
$25.5B
67 positions
#11HAMILTON LANE ADVISORS LLCActive
Some overlap · 3 shared positions
$IOT$TOST$FIG
$140M
20 positions
#12ZEVENBERGEN CAPITAL INVESTMENTS LLCActive
Some overlap · 3 shared positions
$TOST$APP$IOT
$3.5B
110 positions
#13ALLEN OPERATIONS LLCSmart money
Slight overlap · 3 shared positions
$CPNG$IOT$FIG
$670M
35 positions
#14State of WyomingPassive
Slight overlap · 3 shared positions
$CPNG$TOST$GTLB
$844M
1,783 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.