Hedge Funds Similar to Bayforest Ltd

13F Portfolio OverlapQ2 2026Bayforest Ltd portfolio →

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Most similar hedge funds by 13F overlap

Bayforest Capital Ltd is an institutional investor managing $108M across 917 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 Bayforest Ltd are Adelante, HEITMAN REAL ESTATE SECURITIES, Vert Asset, with shared positions in $MRP, $FRT, $BKD, $IRM, $ARE, $AKR. The full ranking of 25 similar funds is below.

#1Adelante Capital Management LLCActive

Slight overlap · 5 shared positions

$MRP $FRT $BKD $IRM $ARE

$1.5B

42 positions

#2HEITMAN REAL ESTATE SECURITIES LLCActive

Slight overlap · 4 shared positions

$ARE $FRT $AKR $IRM

$1.6B

57 positions

#3Vert Asset Management LLCActive

Slight overlap · 3 shared positions

$365M

44 positions

#4NUANCE INVESTMENTS, LLCActive

Slight overlap · 3 shared positions

$588M

52 positions

#5CoreCommodity Management, LLCSmart money

Slight overlap · 3 shared positions

$TALO $CHRD $CNH

$502M

124 positions

#6OnyxPoint Global Management LPActive

Slight overlap · 3 shared positions

$TALO $CHRD $NBIS

$439M

34 positions

#7Senator Investment Group LPActive

Slight overlap · 3 shared positions

$2.7B

58 positions

#8MILLER VALUE PARTNERS, LLCActive

Slight overlap · 3 shared positions

$MRP $CHRD $JXN

$423M

56 positions

#9JB Capital LLCActive

Slight overlap · 3 shared positions

$NTAP $FRT $VST

$2.9B

280 positions

#10Lisanti Capital Growth, LLCPassive

Slight overlap · 3 shared positions

$HNGE $XMTR $ENVA

$455M

109 positions

#11LAWSON KROEKER INVESTMENT MANAGEMENT INC/NEActive

Slight overlap · 3 shared positions

$361M

59 positions

#12Blue Grotto Capital, LLCActive

Slight overlap · 3 shared positions

$SEDG $BKD $VST

$1.2B

29 positions

#13APG Asset Management US Inc.Smart money

Slight overlap · 3 shared positions

$14.3B

61 positions

#14Kiker Wealth Management, LLCPassive

Slight overlap · 3 shared positions

$GOLD $ENVA $JXN

$256M

161 positions

#15LDR Capital Management LLCActive

Slight overlap · 3 shared positions

$87M

45 positions

#16OLD NATIONAL BANCORP /IN/Active

Slight overlap · 3 shared positions

$5.0B

625 positions

#17GILDER GAGNON HOWE & CO LLCPassive

Slight overlap · 3 shared positions

$GAP $XMTR $NBIS

$9.7B

274 positions

#18Cambria Investment Management, L.P.Passive

Slight overlap · 3 shared positions

$CFG $JXN $PHIN

$2.0B

731 positions

#19WILLIAM JOHN SEMPOLINSKIActive

Slight overlap · 3 shared positions

$CFG $JXN $NBIS

$248M

106 positions

#20AlphaCentric Advisors LLCPassive

Slight overlap · 3 shared positions

$ONDS $XMTR $APGE

$118M

259 positions

#21Park West Asset Management LLCActive

Slight overlap · 3 shared positions

$BKD $ENVA $CRL

$1.5B

47 positions

#22Marathon Asset Management LtdActive

Slight overlap · 3 shared positions

$CNH $TMO $LAUR

$2.5B

74 positions

#23MorganRosel Wealth Management, LLCActive

Slight overlap · 3 shared positions

$JXN $PHIN $LAUR

$296M

104 positions

#24Yiheng Capital Management, L.P.Active

Slight overlap · 3 shared positions

$HNGE $VRDN $BEAM

$291M

28 positions

#25SYMMETRY PEAK MANAGEMENT LLCActive

Slight overlap · 3 shared positions

$NTAP $NBIS $SLDE

$369M

85 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.