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Hedge Funds Similar to ThornTree Partners

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

ThornTree Capital Partners LP is an institutional investor managing $731M across 19 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 ThornTree Partners are Unison Asset, Manchester Global (UK) Ltd, Islander Partners, with shared positions in $NU, $AXP, $ONON, $ADI, $FWONA, $SHOP. The full ranking of 25 similar funds is below.

#1Unison Asset Management LLCActive
Notable overlap · 3 shared positions
$NU$AXP$ONON
$246M
32 positions
#2Manchester Global Management (UK) LtdActive
Notable overlap · 4 shared positions
$ADI$FWONA$SHOP$ONON
$906M
23 positions
#3Islander Capital Partners, L.P.Active
Notable overlap · 3 shared positions
$AFRM$SHOP$FWONA
$276M
13 positions
#4CENTRAL SECURITIES CORPActive
Notable overlap · 3 shared positions
$ADI$AXP$MELI
$1.3B
29 positions
#5Foxhaven Asset Management, LPActive
Notable overlap · 5 shared positions
$FWONA$AFRM$NU$MELI$SHOP
$3.7B
16 positions
#6a16z Perennial Management, L.P.Active
Notable overlap · 3 shared positions
$NU$AXP$AFRM
$1.2B
63 positions
#7Dundas Partners LLPActive
Notable overlap · 3 shared positions
$ADI$AXP$INTU
$1.4B
31 positions
#8Ravenswood Partners LPActive
Notable overlap · 4 shared positions
$NU$SHOP$MELI$INTU
$313M
36 positions
#9LONE PINE CAPITAL LLCActive
Notable overlap · 3 shared positions
$NU$MTZ$ONON
$16.4B
34 positions
#10DEEPWATER ASSET MANAGEMENT, LLCActive
Notable overlap · 3 shared positions
$SHOP$NU$MELI
$220M
35 positions
#11Jericho Capital Asset Management L.P.Active
Notable overlap · 3 shared positions
$FWONA$LION$CIEN
$12.1B
29 positions
#12Durable Capital Partners LPActive
Notable overlap · 3 shared positions
$AFRM$SHOP$MELI
$10.3B
36 positions
#13Baer Investment Advisory LLCPassive
Notable overlap · 3 shared positions
$ADI$SHOP$INTU
$119M
43 positions
#14Norman Fields, Gottscho Capital Management, LLCActive
Notable overlap · 3 shared positions
$AXP$FWONA$ONON
$330M
64 positions
#15Nikko Asset Management Americas, Inc.Passive
Notable overlap · 4 shared positions
$SHOP$MELI$NTRA$NU
$7.7B
276 positions
#16AlpenGlobal Capital LLCActive
Notable overlap · 3 shared positions
$AXP$MELI$ONON
$156M
35 positions
#17BAILLIE GIFFORD & COActive
Notable overlap · 3 shared positions
$SHOP$NU$MELI
$110.2B
273 positions
#18ABSHER WEALTH MANAGEMENT, LLCActive
Notable overlap · 3 shared positions
$ADI$RL$INTU
$878M
73 positions
#1912 West Capital Management LPActive
Some overlap · 3 shared positions
$AFRM$SHOP$NU
$535M
18 positions
#20Tabor Asset Management, LPActive
Some overlap · 4 shared positions
$FWONA$ONON$RL$VIK
$328M
47 positions
#21Warther Private Wealth, LLCActive
Some overlap · 3 shared positions
$NU$MELI$AXP
$456M
50 positions
#22INTERCAPITAL, LLCPassive
Some overlap · 4 shared positions
$AFRM$MELI$SHOP$ONON
$401M
121 positions
#23ZEVENBERGEN CAPITAL INVESTMENTS LLCActive
Some overlap · 3 shared positions
$SHOP$MELI$NTRA
$4.4B
109 positions
#24SANDS CAPITAL MANAGEMENT, LLCActive
Some overlap · 4 shared positions
$SHOP$MELI$ONON$NU
$26.9B
71 positions
#25SWS PartnersPassive
Some overlap · 3 shared positions
$NTRA$CIEN$MELI
$463M
108 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.