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Hedge Funds Similar to TRAN

13F Portfolio OverlapQ3 2026TRAN portfolio →
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Most similar hedge funds by 13F overlap

TRAN CAPITAL MANAGEMENT, L.P. is an institutional investor managing $873M across 67 U.S. equity positions as of Q3 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to TRAN are Socorro Asset, Manchester Global (UK) Ltd, 59 North, with shared positions in $MLM, $DHR, $FERG, $ALC, $NET, $AER. The full ranking of 25 similar funds is below.

#1Socorro Asset Management LPActive
Notable overlap · 4 shared positions
$MLM$DHR$FERG$ALC
$223M
33 positions
#2Manchester Global Management (UK) LtdActive
Notable overlap · 3 shared positions
$FERG$DHR$NET
$906M
23 positions
#359 North Capital Management, LPActive
Notable overlap · 3 shared positions
$FERG$MLM$AER
$4.5B
19 positions
#4NZS Capital, LLCActive
Some overlap · 5 shared positions
$DHR$ARM$PGR$TYL$NET
$3.9B
61 positions
#5First Pacific Advisors, LPActive
Some overlap · 4 shared positions
$IFF$FERG$DHR$LPLA
$8.1B
75 positions
#6DUDLEY & SHANLEY, INC.Active
Some overlap · 3 shared positions
$FERG$DHR$PGR
$629M
36 positions
#7MBB PUBLIC MARKETS I LLCSmart money
Some overlap · 3 shared positions
$FERG$PGR$AER
$926M
26 positions
#8Lagoda Investment Management, L.P.Active
Some overlap · 3 shared positions
$ARM$QXO$TPL
$182M
25 positions
#9Bank of MarinPassive
Some overlap · 6 shared positions
$DHR$ARM$PSX$FERG$ATI$TYL
$143M
133 positions
#10AGMAN CAPITAL LLCActive
Some overlap · 4 shared positions
$TYL$PSX$CF$QXO
$159M
19 positions
#11Defender Capital, LLC.Active
Some overlap · 4 shared positions
$DHR$ARM$MLM$PSX
$319M
38 positions
#12Robeco Schweiz AGActive
Some overlap · 3 shared positions
$ARM$FERG$DHR
$5.5B
135 positions
#13Southpoint Capital Advisors LPActive
Some overlap · 3 shared positions
$DHR$FERG$ALC
$4.4B
33 positions
#14Metatron Capital SICAV plc - Metatron Long Term Equity FundActive
Some overlap · 5 shared positions
$CF$AER$TLN$ARM$PGR
$220M
65 positions
#15Select Equity Group, L.P.Active
Some overlap · 3 shared positions
$MLM$BWXT$ALC
$20.2B
157 positions
#16Meridiem Capital Partners LPPassive
Some overlap · 3 shared positions
$DHR$THC$NET
$2.2B
85 positions
#17Merewether Investment Management, LPActive
Some overlap · 3 shared positions
$PSX$WCC$TLN
$5.3B
81 positions
#18Quantum Capital Management, LLC / NJActive
Some overlap · 3 shared positions
$MLM$TYL$GGG
$798M
35 positions
#19Skye Global Management LPSmart money
Some overlap · 3 shared positions
$MLM$DHR$FERG
$5.1B
30 positions
#20ADAMS NATURAL RESOURCES FUND, INC.Smart money
Some overlap · 5 shared positions
$PSX$TPL$IFF$CF$MLM
$857M
50 positions
#21ZWJ INVESTMENT COUNSEL INCPassive
Some overlap · 3 shared positions
$BWXT$PSX$PGR
$3.2B
293 positions
#22LATHROP INVESTMENT MANAGEMENT COActive
Some overlap · 3 shared positions
$MLM$ALC$DHR
$565M
89 positions
#23NORTH POINT PORTFOLIO MANAGERS CORP/OHPassive
Some overlap · 3 shared positions
$TLN$DHR$TPL
$595M
264 positions
#24OSTERWEIS CAPITAL MANAGEMENT INCPassive
Some overlap · 3 shared positions
$DHR$PGR$FERG
$2.1B
231 positions
#25Summit Place Financial Advisors, LLCPassive
Some overlap · 3 shared positions
$MLM$DHR$ALC
$221M
117 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.