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Hedge Funds Similar to Route One Investment Company

13F Portfolio OverlapQ2 2026Route One Investment Company portfolio →
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Most similar hedge funds by 13F overlap

Route One Investment Company, L.P. is an institutional investor managing $2.5B across 20 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 Route One Investment Company are Linonia Partnership, MAKENA, Clarkston Partners, with shared positions in $GWRE, $NYT, $MELI, $VEEV, $PCOR, $POST. The full ranking of 25 similar funds is below.

#1Linonia Partnership LPActive
Substantial overlap · 4 shared positions
$GWRE$NYT$MELI$VEEV
$5.6B
12 positions
#2MAKENA CAPITAL MANAGEMENT LLCSmart money
Notable overlap · 5 shared positions
$GWRE$MELI$NYT$VEEV$PCOR
$952M
26 positions
#3Clarkston Capital Partners, LLCActive
Notable overlap · 3 shared positions
$POST$SCHW$VEEV
$1.2B
96 positions
#4FLOSSBACH VON STORCH SEActive
Notable overlap · 3 shared positions
$SCHW$TMO$MELI
$22.1B
106 positions
#5Lakehouse Capital Pty LtdActive
Notable overlap · 3 shared positions
$MELI$SCHW$VEEV
$90M
12 positions
#6Gemsstock Ltd.Active
Notable overlap · 3 shared positions
$MELI$VIST$BMA
$337M
14 positions
#7Gavilan Investment Partners LLCActive
Notable overlap · 3 shared positions
$MELI$GWRE$PCOR
$411M
15 positions
#8White Oak Capital Partners Pte. Ltd.Smart money
Notable overlap · 3 shared positions
$MELI$TBBB$VIST
$425M
17 positions
#9Cohen Capital Management, Inc.Active
Some overlap · 3 shared positions
$TMO$SCHW$POST
$735M
152 positions
#10Giverny Capital Inc.Active
Some overlap · 3 shared positions
$SCHW$NYT$VEEV
$3.0B
51 positions
#11Coronation Fund Managers Ltd.Active
Some overlap · 3 shared positions
$MELI$SCHW$TMO
$2.6B
48 positions
#12BRIGHT ROCK CAPITAL MANAGEMENT, LLCPassive
Some overlap · 3 shared positions
$TMO$SCHW$VEEV
$499M
73 positions
#13Legal Advantage Investments, Inc.Active
Some overlap · 4 shared positions
$SCHW$TMO$MELI$VEEV
$285M
77 positions
#14Kemnay Advisory Services Inc.Active
Some overlap · 3 shared positions
$TMO$MELI$GWRE
$791M
1,169 positions
#15ABS Investment Management LLCPassive
Some overlap · 4 shared positions
$MELI$BMA$VIST$GGAL
$159M
111 positions
#16ABS Direct Equity Fund LLCPassive
Some overlap · 4 shared positions
$MELI$BMA$VIST$GGAL
$159M
111 positions
#17Absolute Gestao de Investimentos Ltda.Active
Some overlap · 3 shared positions
$MELI$BMA$GGAL
$994M
41 positions
#18PARAGON CAPITAL MANAGEMENT INCPassive
Some overlap · 3 shared positions
$MELI$SCHW$VEEV
$135M
80 positions
#19NORTH STAR ASSET MANAGEMENT INCPassive
Some overlap · 3 shared positions
$SCHW$TMO$VEEV
$2.5B
372 positions
#20ROCKLAND TRUST COPassive
Some overlap · 3 shared positions
$SCHW$TMO$VEEV
$2.5B
317 positions
#21PING CAPITAL MANAGEMENT, INC.Active
Some overlap · 4 shared positions
$VIST$BMA$GGAL$MELI
$401M
93 positions
#22Darsana Capital Partners LPSmart money
Some overlap · 3 shared positions
$GWRE$NYT$SCHW
$22.3B
16 positions
#23D1 Capital Partners L.P.Smart money
Some overlap · 4 shared positions
$MELI$TMO$KRC$SCHW
$34.8B
55 positions
#24Point Break Capital Management, LLCActive
Some overlap · 3 shared positions
$VIST$BMA$GGAL
$92M
20 positions
#25Athena Wealth Management, LLCActive
Some overlap · 3 shared positions
$SCHW$TMO$MELI
$134M
104 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.