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Hedge Funds Similar to ESSEX INVESTMENT

13F Portfolio OverlapQ2 2026ESSEX INVESTMENT portfolio →
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Most similar hedge funds by 13F overlap

ESSEX INVESTMENT MANAGEMENT CO LLC is an institutional investor managing $763M across 306 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 ESSEX INVESTMENT are Penn Company, Lisanti Growth, Herald Investment Ltd, with shared positions in $OUST, $LGND, $MIRM, $KNSA, $CECO, $WERN. The full ranking of 25 similar funds is below.

#1Penn Capital Management Company, LLCPassive
Notable overlap · 6 shared positions
$OUST$LGND$MIRM$KNSA$CECO$WERN
$1.6B
185 positions
#2Lisanti Capital Growth, LLCPassive
Notable overlap · 7 shared positions
$MIRM$ADPT$CECO$LGND$KNSA$TVTX
$455M
109 positions
#3Herald Investment Management LtdActive
Notable overlap · 5 shared positions
$TSEM$AIP$DRS$OUST$AVPT
$737M
92 positions
#4NEXT CENTURY GROWTH INVESTORS LLCPassive
Notable overlap · 5 shared positions
$LINC$LGND$MIRM$STRL$AIP
$1.9B
113 positions
#5Ranger Investment Management, L.P.Active
Some overlap · 6 shared positions
$LGND$STRL$AGX$AMSC$OII$WLDN
$1.6B
83 positions
#6Legato Capital Management LLCPassive
Some overlap · 11 shared positions
$AGX$LYTS$LINC$GHM$MIRM$CECO
$1.2B
678 positions
#7EMERALD ADVISERS, LLCPassive
Some overlap · 6 shared positions
$AGX$CECO$MIRM$COHU$TVTX$SMTC
$4.2B
237 positions
#8EMERALD MUTUAL FUND ADVISERS TRUSTPassive
Some overlap · 6 shared positions
$AGX$CECO$COHU$MIRM$TVTX$SMTC
$2.8B
197 positions
#9NEEDHAM INVESTMENT MANAGEMENT LLCActive
Some overlap · 5 shared positions
$LINC$CECO$AIP$TTI$ECG
$3.3B
176 positions
#10G2 Investment Partners Management LLCPassive
Some overlap · 5 shared positions
$TSEM$AIP$STRL$LYTS$SMTC
$549M
73 positions
#11Alta Park Capital, LPActive
Some overlap · 4 shared positions
$TSEM$MRVL$ASML$SMTC
$1.1B
27 positions
#12Gunderson Capital Management Inc.Active
Some overlap · 4 shared positions
$TSEM$AGX$MRVL$ASML
$370M
52 positions
#13Geneva Partners, LLCPassive
Some overlap · 4 shared positions
$STRL$AGX$MRVL$ASML
$375M
75 positions
#14KP Management LLCPassive
Some overlap · 3 shared positions
$TSEM$ASML$SMTC
$532M
86 positions
#15Nicholas Investment Partners, LPPassive
Some overlap · 3 shared positions
$MIRM$LINC$STRL
$1.8B
204 positions
#16Informed Momentum Co LLCPassive
Some overlap · 6 shared positions
$CECO$SMTC$COHU$AIP$AGX$GHM
$1.1B
268 positions
#17Kings Path Partners LLCActive
Some overlap · 4 shared positions
$LGND$AGX$WLDN$TTI
$376M
353 positions
#18Meros Investment Management, LPPassive
Some overlap · 3 shared positions
$CECO$WERN$COHU
$315M
50 positions
#19Goldstream Capital Management LtdActive
Some overlap · 4 shared positions
$TSEM$MRVL$ASML$SMTC
$132M
45 positions
#20LONE PINE CAPITAL LLCActive
Some overlap · 3 shared positions
$STRL$AGX$ASML
$16.4B
34 positions
#21Stanley-Laman Group, Ltd.Passive
Some overlap · 4 shared positions
$COHU$TTI$MRVL$ASML
$984M
298 positions
#22Y.D. More Investments LtdActive
Some overlap · 3 shared positions
$TSEM$ASML$DRS
$3.2B
510 positions
#23Katamaran Capital LLPPassive
Some overlap · 3 shared positions
$TSEM$AMBA$SMTC
$126M
36 positions
#24SYSTEMATIC FINANCIAL MANAGEMENT LPPassive
Some overlap · 3 shared positions
$TSEM$COHU$LYTS
$5.0B
243 positions
#25Palisades Investment Partners, LLCPassive
Some overlap · 3 shared positions
$STRL$AMSC$TVTX
$352M
53 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.