How is hedge fund similarity measured?

Similarity is computed from each fund's top conviction holdings in their latest 13F filing. Funds are scored by the overlap of distinctive shared positions (the mega-caps that nearly every fund owns are excluded), so the ranking reflects genuinely shared strategy rather than common index exposure.

Hedge Funds Similar to Conversant

13F Portfolio OverlapQ2 2026Conversant portfolio →

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Most similar hedge funds by 13F overlap

Conversant Capital LLC is an institutional investor managing $852M across 17 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 Conversant are Irenic, Green Street Investors, Land & Buildings Investment, with shared positions in $SNDA, $COMP, $CTRI, $INVH, $DOC, $CURB. The full ranking of 17 similar funds is below.

#1Irenic Capital Management LPActive

Notable overlap · 3 shared positions

$SNDA $COMP $CTRI

$2.1B

49 positions

#2Green Street Investors, LLCActive

Some overlap · 4 shared positions

$INVH $DOC $CURB $BXDC

$212M

29 positions

#3Land & Buildings Investment Management, LLCActive

Some overlap · 4 shared positions

$INVH $CURB $CBRE $BXDC

$583M

19 positions

#4Long Pond Capital, LPActive

Some overlap · 3 shared positions

$COMP $JAN $DOC

$1.0B

31 positions

#5LuminArx Capital Management LPActive

Some overlap · 3 shared positions

$SNDA $SHAZ $WHK

$224M

90 positions

#6Norwood Investment Partners, LPActive

Some overlap · 3 shared positions

$CTRI $SNDA $DRVN

$72M

14 positions

#7RUSH ISLAND MANAGEMENT, LPActive

Some overlap · 3 shared positions

$INVH $DOC $BXDC

$1.5B

22 positions

#8LANDMARK INVESTMENT PARTNERS, L.P.Passive

Some overlap · 3 shared positions

$COMP $CBRE $HPP

$399M

54 positions

#9Timbercreek Asset Management Ltd.Active

Some overlap · 5 shared positions

$SNDA $JAN $CBRE $INVH $DOC

$722M

83 positions

#10Pillsbury Lake Capital LLCPassive

Some overlap · 3 shared positions

$COMP $HNI $SHAZ

$366M

43 positions

#11HEITMAN REAL ESTATE SECURITIES LLCActive

Some overlap · 3 shared positions

$JAN $CURB $DOC

$1.6B

57 positions

#12AEW CAPITAL MANAGEMENT L PActive

Some overlap · 4 shared positions

$CURB $BXDC $INVH $JAN

$1.7B

39 positions

#13GRS Advisors, LLCActive

Some overlap · 3 shared positions

$CURB $CBRE $INVH

$1.2B

27 positions

#14Adelante Capital Management LLCActive

Slight overlap · 3 shared positions

$DOC $JAN $CBRE

$1.5B

42 positions

#15DigitalBridge Group, Inc.Active

Slight overlap · 3 shared positions

$INVH $JAN $SNDA

$1.7B

61 positions

#16Sophron Capital Management L.P.Active

Slight overlap · 3 shared positions

$INVH $JAN $DOC

$323M

43 positions

#17Vanderbilt UniversityActive

Slight overlap · 3 shared positions

$HPP $INVH $DOC

$728M

74 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.