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Hedge Funds Similar to Delta Investment

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

Delta Investment Management, LLC is an institutional investor managing $608M across 293 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 Delta Investment are PARAGON, NZS, PYA Waltman, with shared positions in $TDG, $MELI, $ROP, $DASH, $CRWD, $KLAC. The full ranking of 25 similar funds is below.

#1PARAGON CAPITAL MANAGEMENT INCPassive
Some overlap · 4 shared positions
$TDG$MELI$ROP$DASH
$135M
80 positions
#2NZS Capital, LLCActive
Some overlap · 5 shared positions
$DASH$ROP$MELI$CRWD$KLAC
$3.9B
61 positions
#3PYA Waltman Capital, LLCActive
Some overlap · 3 shared positions
$TDG$ROP$CEF
$421M
67 positions
#4GenTrust, LLCActive
Some overlap · 4 shared positions
$DASH$EPD$MELI$CRWD
$2.6B
201 positions
#5CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENTActive
Some overlap · 4 shared positions
$EPD$AGX$MPLX$CRWD
$2.2B
73 positions
#6OUTFITTERS FINANCIAL LLCPassive
Some overlap · 3 shared positions
$EPD$MPLX$ETN
$143M
80 positions
#7TORTOISE CAPITAL ADVISORS, L.L.C.Active
Some overlap · 3 shared positions
$EPD$MPLX$VRT
$9.8B
91 positions
#8KIDS CAPITAL MANAGEMENT, L.P.Active
Some overlap · 3 shared positions
$DASH$MELI$ETN
$127M
12 positions
#9Crystal Rock Capital ManagementActive
Some overlap · 3 shared positions
$TDG$VRT$CRWD
$196M
34 positions
#10GraniteShares Advisors LLCPassive
Some overlap · 3 shared positions
$EPD$DMLP$MPLX
$156M
90 positions
#11Nellore Capital Management LLCSmart money
Some overlap · 3 shared positions
$DASH$MELI$CPNG
$901M
10 positions
#12Foxhaven Asset Management, LPActive
Some overlap · 3 shared positions
$DASH$MELI$CPNG
$3.7B
16 positions
#13Durable Capital Partners LPActive
Some overlap · 3 shared positions
$DASH$MELI$CPNG
$10.3B
36 positions
#14Americana Partners, LLCPassive
Some overlap · 3 shared positions
$EPD$MPLX$ETN
$4.4B
596 positions
#15Adams Asset Advisors, LLCActive
Some overlap · 3 shared positions
$EPD$DMLP$MPLX
$882M
88 positions
#16Pekao Towarzystwo Funduszy Inwestycyjnych S.A.Passive
Some overlap · 3 shared positions
$TDG$VRT$KLAC
$157M
85 positions
#17TenCore Partners, LPActive
Some overlap · 3 shared positions
$DASH$MELI$TDG
$128M
15 positions
#18Generate Investment Management LtdActive
Some overlap · 4 shared positions
$TDG$DASH$VRT$ETN
$2.4B
90 positions
#19Skye Global Management LPSmart money
Some overlap · 4 shared positions
$TDG$DASH$CPNG$MELI
$5.1B
30 positions
#20ZEVENBERGEN CAPITAL INVESTMENTS LLCActive
Some overlap · 4 shared positions
$MELI$VRT$CRWD$KLAC
$4.4B
109 positions
#21Legacy Advisory Services, LLCActive
Some overlap · 3 shared positions
$EPD$CRWD$ETN
$142M
54 positions
#22Hollow Brook Wealth Management LLCActive
Some overlap · 3 shared positions
$EPD$DMLP$VRT
$504M
78 positions
#23Accuvest Global AdvisorsPassive
Some overlap · 3 shared positions
$MELI$TDG$ETN
$116M
78 positions
#24Argyle Capital Partners, LLCPassive
Some overlap · 3 shared positions
$EPD$MPLX$CRWD
$159M
177 positions
#25Forefront Wealth Partners, LLCPassive
Some overlap · 4 shared positions
$MELI$VRT$CRWD$ETN
$323M
177 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.