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Hedge Funds Similar to Owlhouse

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

Owlhouse Capital LP is an institutional investor managing $65M across 40 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 Owlhouse are OAKMONT, YCG, Econ Financial Services, with shared positions in $TDG, $FICO, $WCN, $BA, $HSY, $F. The full ranking of 25 similar funds is below.

#1OAKMONT CorpSmart money
Notable overlap · 3 shared positions
$TDG$FICO$WCN
$503M
31 positions
#2YCG, LLCActive
Notable overlap · 3 shared positions
$FICO$TDG$WCN
$1.1B
41 positions
#3Econ Financial Services CorpPassive
Notable overlap · 5 shared positions
$BA$HSY$F$COP$DOW
$214M
72 positions
#4Newport Trust Company, LLCActive
Notable overlap · 4 shared positions
$BA$F$HON$UAL
$41.5B
63 positions
#5Themes Management Co LLCPassive
Notable overlap · 4 shared positions
$BA$TDG$HON$HONA
$151M
120 positions
#6Baskin Financial Services Inc.Active
Notable overlap · 3 shared positions
$WCN$FICO$TDG
$1.3B
54 positions
#7Hook Mill Capital Partners, LPActive
Notable overlap · 4 shared positions
$MDLZ$AS$SN$CART
$1.1B
37 positions
#8Senator Investment Group LPActive
Notable overlap · 5 shared positions
$BA$AS$SN$COP$UAL
$2.7B
58 positions
#9Unifi Asset Management LPActive
Notable overlap · 6 shared positions
$TDG$BA$F$TMUS$OXY$DOW
$251M
62 positions
#10Lionhunter Capital Management, LLCPassive
Notable overlap · 3 shared positions
$BA$HON$HONA
$222M
109 positions
#11VALUEWORKS LLCActive
Some overlap · 5 shared positions
$BA$HON$HONA$YOU$CART
$479M
38 positions
#12Ilex Capital Partners (UK) LLPActive
Some overlap · 3 shared positions
$MDLZ$TMUS$ROL
$4.9B
147 positions
#13Financial Sense Advisors, Inc.Passive
Some overlap · 3 shared positions
$BA$EOG$COP
$508M
137 positions
#14Broyhill Asset Management, LLCPassive
Some overlap · 3 shared positions
$DLTR$HON$HONA
$112M
77 positions
#15Kimelman & Baird, LLCActive
Some overlap · 5 shared positions
$WCN$BA$HON$HONA$NUE
$1.3B
261 positions
#16Tabor Asset Management, LPActive
Some overlap · 4 shared positions
$MDLZ$AS$SN$CART
$328M
47 positions
#17MONIMUS CAPITAL MANAGEMENT, LPPassive
Some overlap · 3 shared positions
$PLNT$DLTR$FICO
$432M
56 positions
#18HOERTKORN RICHARD CHARLESActive
Some overlap · 3 shared positions
$BA$F$TMUS
$149M
71 positions
#19WAYCROSS PARTNERS, LLCActive
Some overlap · 3 shared positions
$BA$HON$HONA
$1.2B
72 positions
#20CONFLUENCE INVESTMENT MANAGEMENT LLCPassive
Some overlap · 4 shared positions
$MDLZ$HSY$HON$HONA
$6.4B
290 positions
#21Signature Wealth Management Group
Some overlap · 4 shared positions
$HSY$GIS$VLO$BA
$263M
128 positions
#22CINCINNATI FINANCIAL CORPActive
Some overlap · 5 shared positions
$MDLZ$HON$HONA$VLO$HAS
$5.2B
56 positions
#23NFJ INVESTMENT GROUP, LLCPassive
Some overlap · 5 shared positions
$HSY$NUE$MPC$EOG$PSX
$3.0B
208 positions
#24MFG WEALTH MANAGEMENT, INC.Passive
Some overlap · 3 shared positions
$BA$F$VLO
$140M
63 positions
#25ADAMS NATURAL RESOURCES FUND, INC.Smart money
Some overlap · 9 shared positions
$NUE$VLO$MPC$EOG$CF$PSX
$763M
51 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.