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Hedge Funds Similar to OAKMONT

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

OAKMONT Corp is an institutional investor managing $526M across 31 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 OAKMONT are Stockbridge Partners, YCG,, Skye Global, with shared positions in $TDG, $WCN, $DE, $FICO, $SYK, $UNP. The full ranking of 25 similar funds is below.

#1Stockbridge Partners LLCSmart money
Notable overlap · 3 shared positions
$TDG$WCN$DE
$4.1B
16 positions
#2YCG, LLCActive
Some overlap · 3 shared positions
$FICO$TDG$SYK
$1.1B
42 positions
#3Skye Global Management LPSmart money
Some overlap · 3 shared positions
$WCN$TDG$UNP
$5.0B
47 positions
#4East Coast Asset Management, LLC.Active
Some overlap · 4 shared positions
$TDG$DE$AMGN$UNP
$303M
68 positions
#5ARGENT CAPITAL MANAGEMENT LLCActive
Some overlap · 3 shared positions
$TDG$WCN$AMGN
$3.2B
158 positions
#6NICOLA WEALTH MANAGEMENT LTD.Passive
Some overlap · 3 shared positions
$WCN$DE$UNP
$833M
62 positions
#7EULAV Asset ManagementActive
Some overlap · 3 shared positions
$WCN$TDG$SYK
$3.1B
133 positions
#8Sender Co & Partners, Inc.Active
Slight overlap · 3 shared positions
$FICO$BKSY$INTC
$165M
53 positions
#9Chicago Capital, LLCActive
Slight overlap · 3 shared positions
$TDG$FICO$SYK
$3.7B
355 positions
#10BCV Asset Management Inc.Active
Slight overlap · 4 shared positions
$WCN$DE$BAC$UNP
$2.9B
120 positions
#11Kimelman & Baird, LLCActive
Slight overlap · 4 shared positions
$WCN$IBM$BAC$UNP
$1.2B
263 positions
#12KP Management LLCPassive
Slight overlap · 3 shared positions
$TDG$INTC$CMI
$409M
83 positions
#13Barbara Oil Co.Passive
Slight overlap · 5 shared positions
$TDG$INTC$BAC$UNP$NSC
$259M
69 positions
#14GKV Capital Management Co., Inc.Passive
Slight overlap · 3 shared positions
$TDG$DE$AMGN
$201M
165 positions
#15Mill Capital Management, LLCActive
Slight overlap · 3 shared positions
$TDG$OTIS$UNP
$1.3B
130 positions
#16BRISTOL JOHN W & CO INC /NY/Active
Slight overlap · 3 shared positions
$TDG$DE$UNP
$6.1B
61 positions
#17Taylor Hoffman Capital Management LLCPassive
Slight overlap · 3 shared positions
$FICO$DE$UNP
$325M
116 positions
#18Boreal Capital Management LLCPassive
Slight overlap · 3 shared positions
$WCN$FICO$BAC
$123M
501 positions
#19SIRIOS CAPITAL MANAGEMENT L PPassive
Slight overlap · 3 shared positions
$WCN$CARR$UNP
$825M
81 positions
#20Fiera Capital CorpActive
Slight overlap · 3 shared positions
$WCN$CARR$OTIS
$29.2B
412 positions
#21Third Point LLCActive
Slight overlap · 3 shared positions
$TDG$UNP$NSC
$2.1B
33 positions
#22Snider Financial GroupPassive
Slight overlap · 3 shared positions
$TDG$BAC$SYK
$331M
102 positions
#23Northwest & Ethical Investments L.P.Passive
Slight overlap · 3 shared positions
$WCN$BAC$UNP
$4.3B
526 positions
#24Biondo Investment Advisors, LLCActive
Slight overlap · 4 shared positions
$FICO$IBM$AFL$AMGN
$780M
82 positions
#25CAPITAL INTERNATIONAL LTD /CA/Active
Slight overlap · 3 shared positions
$TDG$DE$BAC
$2.7B
146 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.