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Hedge Funds Similar to OAKMONT

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

OAKMONT Corp is an institutional investor managing $503M across 31 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 OAKMONT are Coalescence Partners Investment, CYPRESS FUNDS, Hudson Way, with shared positions in $TDG, $SPGI, $FICO, $WCN, $SYK, $UNP. The full ranking of 25 similar funds is below.

#1Coalescence Partners Investment Management, LPActive
Notable overlap · 3 shared positions
$TDG$SPGI$FICO
$341M
12 positions
#2CYPRESS FUNDS LLCActive
Notable overlap · 3 shared positions
$TDG$SPGI$FICO
$314M
14 positions
#3Hudson Way Capital Management LLCActive
Notable overlap · 3 shared positions
$SPGI$TDG$WCN
$1.1B
18 positions
#4Owlhouse Capital LPPassive
Notable overlap · 3 shared positions
$TDG$FICO$WCN
$65M
40 positions
#5Investidor Profissional Gestao de Recursos Ltda.Active
Notable overlap · 3 shared positions
$SPGI$TDG$FICO
$172M
23 positions
#6YCG, LLCActive
Notable overlap · 5 shared positions
$TDG$FICO$SPGI$WCN$SYK
$1.1B
41 positions
#7Skye Global Management LPSmart money
Notable overlap · 4 shared positions
$SPGI$WCN$TDG$UNP
$5.1B
30 positions
#8Stockbridge Partners LLCActive
Notable overlap · 3 shared positions
$TDG$WCN$DE
$4.8B
17 positions
#9TITAN GLOBAL CAPITAL MANAGEMENT USA LLCActive
Notable overlap · 3 shared positions
$TDG$SPGI$FICO
$785M
68 positions
#10Bluegrass Capital Partners LPSmart money
Notable overlap · 3 shared positions
$TDG$SPGI$WCN
$154M
11 positions
#11Veritas Asset Management LLPActive
Notable overlap · 4 shared positions
$SPGI$TDG$OTIS$SYK
$5.6B
21 positions
#12Baskin Financial Services Inc.Active
Notable overlap · 4 shared positions
$WCN$FICO$TDG$SYK
$1.3B
54 positions
#13EDGEWOOD MANAGEMENT LLCActive
Notable overlap · 3 shared positions
$FICO$TDG$SPGI
$9.7B
90 positions
#14PYA Waltman Capital, LLCActive
Some overlap · 3 shared positions
$TDG$SPGI$AMGN
$421M
67 positions
#15East Coast Asset Management, LLC.Active
Some overlap · 4 shared positions
$TDG$DE$AMGN$UNP
$339M
67 positions
#16DF DENT & CO INCPassive
Some overlap · 3 shared positions
$TDG$WCN$SPGI
$5.3B
271 positions
#17Snider Financial GroupPassive
Some overlap · 3 shared positions
$TDG$SPGI$SYK
$393M
103 positions
#18Gates Capital Management, Inc.Active
Some overlap · 3 shared positions
$SPGI$CARR$OTIS
$4.2B
35 positions
#19Douglass Winthrop Advisors, LLCActive
Some overlap · 3 shared positions
$TDG$SPGI$DE
$5.8B
308 positions
#20NICOLA WEALTH MANAGEMENT LTD.Passive
Some overlap · 4 shared positions
$WCN$DE$UNP$SYK
$868M
61 positions
#21DELTA ASSET MANAGEMENT LLC/TNActive
Some overlap · 3 shared positions
$SPGI$CARR$OTIS
$1.2B
599 positions
#22ARGENT CAPITAL MANAGEMENT LLCActive
Some overlap · 3 shared positions
$TDG$WCN$AMGN
$3.2B
168 positions
#23PENINSULA ASSET MANAGEMENT INCActive
Some overlap · 3 shared positions
$SPGI$AFL$SYK
$209M
54 positions
#24CULLINAN ASSOCIATES INCActive
Some overlap · 4 shared positions
$SPGI$AFL$DE$AMGN
$1.3B
204 positions
#25Ironvine Capital Partners, LLCActive
Some overlap · 3 shared positions
$SPGI$DE$UNP
$1.1B
57 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.