13F Pro

Hedge Funds Similar to Barton Investment

13F Portfolio OverlapQ2 2026Barton Investment portfolio →
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Most similar hedge funds by 13F overlap

Barton Investment Management is an institutional investor managing $738M across 60 U.S. equity positions as of Q2 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Barton Investment are Ampersand Group, Islander Partners, Nishkama, with shared positions in $SHOP, $GLBE, $DASH, $KVYO, $EQIX, $OKTA. The full ranking of 25 similar funds is below.

#1Ampersand Capital Group, L.P.Active
Notable overlap · 3 shared positions
$SHOP$GLBE$DASH
$222M
7 positions
#2Islander Capital Partners, L.P.Active
Notable overlap · 3 shared positions
$SHOP$KVYO$DASH
$276M
13 positions
#3Nishkama Capital, LLCActive
Notable overlap · 3 shared positions
$EQIX$OKTA$QCOM
$3.2B
61 positions
#4DEEPWATER ASSET MANAGEMENT, LLCActive
Some overlap · 4 shared positions
$SHOP$GLBE$DASH$VRT
$220M
35 positions
#5Selective Wealth Management, Inc.Smart money
Some overlap · 3 shared positions
$OKTA$GTLB$PYPL
$381M
136 positions
#6DigitalBridge Group, Inc.Active
Some overlap · 4 shared positions
$EQIX$AMT$VRT$DIS
$1.7B
61 positions
#7LDR Capital Management LLCActive
Some overlap · 3 shared positions
$EQIX$AMT$VRT
$87M
45 positions
#8Gross & Hartman Investments LLCActive
Some overlap · 3 shared positions
$EQIX$AMT$DIS
$226M
80 positions
#9Partners Group Holding AGActive
Some overlap · 4 shared positions
$EQIX$AMT$OWL$RPRX
$1.5B
52 positions
#10Synergy Financial Group, LTDPassive
Some overlap · 3 shared positions
$SHOP$OKTA$DIS
$139M
119 positions
#11Bienville Capital Management, LLCPassive
Some overlap · 4 shared positions
$KVYO$GLBE$SHOP$DASH
$750M
95 positions
#12Ardmore Road Asset Management LPPassive
Some overlap · 5 shared positions
$AMT$EQIX$SHOP$QCOM$DASH
$1.7B
70 positions
#13EDGEWOOD MANAGEMENT LLCActive
Some overlap · 3 shared positions
$SHOP$EQIX$ABT
$9.7B
90 positions
#14Foresight Group Ltd Liability PartnershipPassive
Some overlap · 3 shared positions
$EQIX$AMT$VRT
$556M
62 positions
#15Benchstone Capital Management LPActive
Some overlap · 3 shared positions
$SHOP$AMT$DASH
$828M
37 positions
#16Sunstone Asset Management, L.P.Passive
Some overlap · 4 shared positions
$EQIX$AMT$SHOP$DASH
$92M
57 positions
#17Optimus Prime Fund Management Co., Ltd.Smart money
Some overlap · 3 shared positions
$OKTA$GTLB$KVYO
$1.4B
26 positions
#18Lummis Asset Management, LPPassive
Some overlap · 3 shared positions
$EQIX$AMT$ABT
$167M
221 positions
#19Spyglass Capital Management LLCActive
Some overlap · 3 shared positions
$GLBE$DASH$QXO
$1.8B
25 positions
#20ICONIQ Capital, LLCSmart money
Some overlap · 4 shared positions
$OWL$SHOP$BL$DASH
$3.5B
76 positions
#21ARBOR CAPITAL MANAGEMENT INC /ADVPassive
Some overlap · 4 shared positions
$EQIX$AMT$QCOM$AXP
$102M
87 positions
#22SORA INVESTORS LLCPassive
Some overlap · 3 shared positions
$EQIX$QCOM$DASH
$1.3B
76 positions
#23Douglas Lane & Associates, LLCActive
Some overlap · 4 shared positions
$EQIX$QCOM$AMT$AXP
$7.4B
250 positions
#24COATUE MANAGEMENT LLCActive
Some overlap · 4 shared positions
$EQIX$QCOM$DASH$VRT
$48.6B
66 positions
#25MIDDLETON & CO INC/MAActive
Some overlap · 3 shared positions
$EQIX$AMT$QCOM
$942M
170 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.