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 Linonia Partnership

13F Portfolio OverlapQ2 2026Linonia Partnership portfolio →

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Most similar hedge funds by 13F overlap

Linonia Partnership LP is an institutional investor managing $5.6B across 12 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 Linonia Partnership are MAKENA, Route One Investment Company, Anabranch, with shared positions in $VEEV, $GWRE, $LLYVA, $MELI, $NYT, $SGI. The full ranking of 23 similar funds is below.

#1MAKENA CAPITAL MANAGEMENT LLCSmart money

Substantial overlap · 5 shared positions

$VEEV $GWRE $LLYVA $MELI $NYT

$952M

26 positions

#2Route One Investment Company, L.P.Active

Substantial overlap · 4 shared positions

$GWRE $NYT $MELI $VEEV

$2.5B

20 positions

#3Anabranch Capital Management, LPActive

Substantial overlap · 3 shared positions

$GWRE $SGI $TDG

$131M

5 positions

#4Gavilan Investment Partners LLCActive

Notable overlap · 3 shared positions

$MELI $RBLX $GWRE

$411M

15 positions

#5Hudson Way Capital Management LLCActive

Notable overlap · 3 shared positions

$SGI $GWRE $TDG

$1.1B

18 positions

#6Ardmore Road Asset Management LPPassive

Notable overlap · 5 shared positions

$GWRE $FWONA $LYV $RBLX $LLYVA

$1.7B

70 positions

#7ValueAct Holdings, L.P.Active

Notable overlap · 3 shared positions

$LLYVA $RBLX $LYV

$5.6B

18 positions

#8Emmett Investment Management, LPActive

Notable overlap · 3 shared positions

$LLYVA $SGI $NYT

$143M

28 positions

#9Sculptor Capital LPPassive

Notable overlap · 3 shared positions

$FWONA $LLYVA $LYV

$12.3B

407 positions

#10Stockbridge Partners LLCActive

Some overlap · 4 shared positions

$FWONA $GWRE $VEEV $TDG

$4.8B

17 positions

#11Long Corridor Asset Management LtdActive

Some overlap · 3 shared positions

$RBLX $NYT $VEEV

$331M

35 positions

#12Third Point LLCActive

Some overlap · 3 shared positions

$SGI $LYV $TDG

$4.7B

43 positions

#13Select Equity Group, L.P.Active

Some overlap · 3 shared positions

$SGI $LYV $TDG

$20.2B

157 positions

#14Darsana Capital Partners LPSmart money

Some overlap · 3 shared positions

$FWONA $GWRE $NYT

$22.3B

16 positions

#15PARAGON CAPITAL MANAGEMENT INCPassive

Some overlap · 3 shared positions

$MELI $VEEV $TDG

$135M

80 positions

#162Xideas AGActive

Some overlap · 4 shared positions

$NYT $FWONA $LYV $MELI

$232M

48 positions

#17Kemnay Advisory Services Inc.Active

Some overlap · 3 shared positions

$MELI $GWRE $SGI

$791M

1,169 positions

#18WITTENBERG INVESTMENT MANAGEMENT, INC.Active

Some overlap · 3 shared positions

$LLYVA $LYV $FWONA

$292M

78 positions

#19DF DENT & CO INCPassive

Some overlap · 3 shared positions

$GWRE $VEEV $TDG

$5.3B

271 positions

#20Engineers Gate Manager LPPassive

Slight overlap · 3 shared positions

$FWONA $SGI $LYV

$7.7B

2,192 positions

#21Legal Advantage Investments, Inc.Active

Slight overlap · 3 shared positions

$MELI $VEEV $TDG

$285M

77 positions

#22PRINCIPAL FINANCIAL GROUP INCPassive

Slight overlap · 4 shared positions

$LYV $FWONA $VEEV $TDG

$203.6B

2,154 positions

#23Southeast Asset Advisors, LLCActive

Slight overlap · 3 shared positions

$SGI $LYV $TDG

$984M

225 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.