How is hedge fund similarity measured?

Similarity is computed from each fund's top conviction holdings in their latest 13F filing. Funds are scored by the overlap of distinctive shared positions (the mega-caps that nearly every fund owns are excluded), so the ranking reflects genuinely shared strategy rather than common index exposure.

Hedge Funds Similar to Caledonia (Private) Investments Pty Ltd

13F Portfolio OverlapQ2 2026Caledonia (Private) Investments Pty Ltd portfolio →

Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Caledonia (Private) Investments Pty Ltd is an institutional investor managing $2.9B across 17 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 Caledonia (Private) Investments Pty Ltd are Regal Partners Ltd, COOPER INVESTORS PTY LTD, Deltroit Asset (UK) LLP, with shared positions in $RPRX, $CCJ, $WFC, $FWONA, $CME, $Z. The full ranking of 17 similar funds is below.

#1Regal Partners LtdActive

Notable overlap · 3 shared positions

$RPRX $CCJ $WFC

$1.8B

122 positions

#2COOPER INVESTORS PTY LTDPassive

Some overlap · 3 shared positions

$RPRX $FWONA $CME

$218M

39 positions

#3Deltroit Asset Management (UK) LLPActive

Some overlap · 3 shared positions

$CCJ $Z $FWONA

$695M

34 positions

#4MSA Advisors, LLCActive

Some overlap · 3 shared positions

$LYV $FWONA $RKT

$389M

43 positions

#5Sea Cliff Partners Management, LPActive

Some overlap · 3 shared positions

$COUR $JHX $BTSG

$226M

14 positions

#6S&CO INCPassive

Some overlap · 3 shared positions

$CCJ $RPRX $FWONA

$1.7B

222 positions

#7SSI INVESTMENT MANAGEMENT LLCPassive

Some overlap · 4 shared positions

$LYV $FWONA $WFC $BTSG

$1.7B

248 positions

#8WITTENBERG INVESTMENT MANAGEMENT, INC.Active

Slight overlap · 3 shared positions

$LYV $FWONA $WFC

$292M

78 positions

#9HORIZON KINETICS ASSET MANAGEMENT LLCSmart money

Slight overlap · 4 shared positions

$CCJ $RPRX $LYV $CME

$8.8B

351 positions

#10Virtus Fixed Income Advisers, LLCActive

Slight overlap · 3 shared positions

$LYV $WFC $BTSG

$158M

85 positions

#11Aspen Grove Capital, LLCPassive

Slight overlap · 4 shared positions

$FWONA $LYV $RKT $WFC

$694M

214 positions

#12Engineers Gate Manager LPPassive

Slight overlap · 3 shared positions

$FWONA $LYV $WFC

$7.7B

2,192 positions

#13Qsemble Capital Management, LPPassive

Slight overlap · 3 shared positions

$Z $CME $WFC

$781M

371 positions

#14Y-Intercept (Hong Kong) LtdPassive

Slight overlap · 3 shared positions

$Z $LYV $CME

$5.1B

1,651 positions

#15Headlands Technologies LLCPassive

Slight overlap · 3 shared positions

$RPRX $CME $WFC

$943M

695 positions

#16Oak Thistle LLCPassive

Slight overlap · 3 shared positions

$Z $CME $WFC

$1.0B

466 positions

#17WINTON GROUP LtdPassive

Slight overlap · 3 shared positions

$CCJ $CME $WFC

$3.1B

1,137 positions

Compare Caledonia (Private) Investments Pty Ltd’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View Caledonia (Private) Investments Pty Ltd’s holdings

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.