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Hedge Funds Similar to IRONWOOD INVESTMENT

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

IRONWOOD INVESTMENT MANAGEMENT LLC is an institutional investor managing $289M across 177 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 IRONWOOD INVESTMENT are NEUMEIER POMA INVESTMENT COUNSEL, MAPLELANE, NEEDHAM INVESTMENT, with shared positions in $MYRG, $DY, $TTMI, $ASML, $SGI, $COHR. The full ranking of 25 similar funds is below.

#1NEUMEIER POMA INVESTMENT COUNSEL LLCActive
Notable overlap · 3 shared positions
$MYRG$DY$TTMI
$1.5B
42 positions
#2MAPLELANE CAPITAL, LLCActive
Some overlap · 5 shared positions
$TTMI$ASML$SGI$COHR$WSM
$5.5B
86 positions
#3NEEDHAM INVESTMENT MANAGEMENT LLCActive
Some overlap · 4 shared positions
$VICR$SMCI$COHR$ATRO
$3.3B
176 positions
#4AWM Investment Company, Inc.Passive
Some overlap · 3 shared positions
$VICR$PI$KOPN
$1.2B
106 positions
#5Herald Investment Management LtdActive
Some overlap · 3 shared positions
$VICR$SMCI$PEGA
$737M
92 positions
#6Heights Point Management, LPActive
Some overlap · 3 shared positions
$TTMI$MRCY$SGI
$126M
21 positions
#7Shellback Capital, LPPassive
Some overlap · 3 shared positions
$DY$ARW$COHR
$1.1B
89 positions
#8Shannon River Fund Management LLCActive
Some overlap · 3 shared positions
$EXTR$DY$COHR
$1.1B
37 positions
#9Athena Wealth Management, LLCActive
Some overlap · 4 shared positions
$C$GM$ASML$MCK
$134M
104 positions
#10ACR Alpine Capital Research, LLCActive
Some overlap · 3 shared positions
$C$ARW$GM
$7.0B
38 positions
#11Sandro Wealth Management LLCPassive
Some overlap · 3 shared positions
$VICR$ASML$C
$138M
103 positions
#12Hedeker Wealth, LLCPassive
Some overlap · 3 shared positions
$C$ASML$COHR
$524M
92 positions
#13DONALD SMITH & CO., INC.Active
Some overlap · 4 shared positions
$C$GM$SM$TPC
$5.6B
66 positions
#14Mirador Capital Partners LPPassive
Some overlap · 3 shared positions
$CYTK$EXTR$C
$817M
218 positions
#15Third Point LLCActive
Some overlap · 3 shared positions
$TTMI$SGI$ASML
$4.7B
43 positions
#16EMERALD ADVISERS, LLCPassive
Some overlap · 4 shared positions
$MRCY$ATRO$TTMI$FRPT
$4.2B
237 positions
#17EMERALD MUTUAL FUND ADVISERS TRUSTPassive
Some overlap · 4 shared positions
$MRCY$ATRO$TTMI$FRPT
$2.8B
197 positions
#18Massar Capital Management, LPActive
Some overlap · 4 shared positions
$VICR$ONTO$CYTK$ARW
$1.0B
265 positions
#19Whale Rock Capital Management LLCActive
Some overlap · 3 shared positions
$TTMI$COHR$PI
$12.5B
35 positions
#20Williamson Legacy Group, LLCPassive
Some overlap · 4 shared positions
$COHR$C$ONTO$DY
$201M
75 positions
#21Skylands Capital, LLCPassive
Some overlap · 3 shared positions
$C$GM$COHR
$814M
166 positions
#22LONE PINE CAPITAL LLCActive
Some overlap · 3 shared positions
$TTMI$ASML$MCK
$16.4B
34 positions
#23North Growth Management Ltd.Active
Some overlap · 3 shared positions
$SGI$COHR$WTS
$780M
48 positions
#24Mork Capital Management, LLCPassive
Some overlap · 3 shared positions
$ARW$GM$MCK
$156M
104 positions
#25Optimize Financial IncPassive
Some overlap · 3 shared positions
$TTMI$ARW$COHR
$557M
588 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.