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Hedge Funds Similar to Telemark Asset

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

Telemark Asset Management, LLC is an institutional investor managing $1.4B across 57 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 Telemark Asset are Lansing, Merrion Investment, SIRIOS L P, with shared positions in $HEI, $WCN, $CLH, $ODFL, $CCJ, $GLW. The full ranking of 25 similar funds is below.

#1Lansing Management LPActive
Notable overlap · 4 shared positions
$HEI$WCN$CLH$ODFL
$165M
13 positions
#2Merrion Investment Management Co, LLCPassive
Notable overlap · 4 shared positions
$CCJ$GLW$HAL$BWXT
$211M
106 positions
#3SIRIOS CAPITAL MANAGEMENT L PActive
Notable overlap · 6 shared positions
$HEI$CLH$WCN$ODFL$ADI$TXN
$822M
86 positions
#4Ironvine Capital Partners, LLCActive
Notable overlap · 3 shared positions
$HEI$ADI$ASML
$1.1B
57 positions
#5JOHNSTON ASSET MANAGEMENT CORPActive
Notable overlap · 3 shared positions
$CCJ$ASML$SLB
$2.9B
77 positions
#6Arrow Capital Pty LtdActive
Notable overlap · 3 shared positions
$MRNA$CCJ$ASML
$118M
25 positions
#7BECK CAPITAL MANAGEMENT, LLCPassive
Notable overlap · 4 shared positions
$GLW$CCJ$ASML$BWXT
$543M
140 positions
#8Green Alpha Advisors, LLCPassive
Notable overlap · 5 shared positions
$GLW$ADI$MRNA$GRMN$NXT
$149M
113 positions
#9DF DENT & CO INCPassive
Notable overlap · 4 shared positions
$HEI$WCN$ASML$NOVT
$5.3B
271 positions
#10Geneva Partners, LLCPassive
Notable overlap · 4 shared positions
$GLW$TER$MOD$ASML
$375M
75 positions
#11Williamson Legacy Group, LLCPassive
Notable overlap · 4 shared positions
$GLW$TER$DOCN$NXT
$201M
75 positions
#12Resolute Capital Asset Partners LLCPassive
Notable overlap · 5 shared positions
$NOVT$CLH$SLB$CCJ$BWXT
$234M
48 positions
#13WEITZ INVESTMENT MANAGEMENT, INC.Active
Notable overlap · 4 shared positions
$HEI$ADI$TXN$ASML
$1.4B
50 positions
#14Oceanic Investment Management LTDActive
Some overlap · 4 shared positions
$HAL$SLB$BKR$CCJ
$78M
26 positions
#15Canoe Financial LPActive
Some overlap · 4 shared positions
$HAL$SLB$ADI$TXN
$8.1B
110 positions
#16Tairen Capital LtdActive
Some overlap · 6 shared positions
$GLW$BKR$TER$SLB$BWXT$ASML
$1.1B
44 positions
#17BOWEN HANES & CO INCActive
Some overlap · 4 shared positions
$GLW$TXN$CCJ$ASML
$4.1B
151 positions
#18Harvey Partners, LLCActive
Some overlap · 4 shared positions
$NOVT$WCN$BWXT$BV
$1.5B
48 positions
#19Sunstone Asset Management, L.P.Passive
Some overlap · 4 shared positions
$GLW$ADI$ASML$TER
$92M
57 positions
#20Rafferty Asset Management, LLCActive
Some overlap · 5 shared positions
$ADI$TER$TXN$ASML$PLTR
$43.9B
1,133 positions
#21SNYDER CAPITAL MANAGEMENT L PActive
Some overlap · 4 shared positions
$WCN$CLH$ADI$BWXT
$5.8B
69 positions
#22VAN ECK ASSOCIATES CORPActive
Some overlap · 6 shared positions
$ADI$TXN$ASML$FNV$TER$CCJ
$164.1B
1,337 positions
#23KLEIN PAVLIS & PEASLEY FINANCIAL, INC.Passive
Some overlap · 3 shared positions
$CCJ$TER$FNV
$192M
89 positions
#24ALKEON CAPITAL MANAGEMENT LLCSmart money
Some overlap · 4 shared positions
$TER$ADI$PLTR$BWXT
$74.1B
109 positions
#25Anther Capital LtdSmart money
Some overlap · 3 shared positions
$GLW$TER$ASML
$3.9B
21 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.