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Hedge Funds Similar to Dalton Investments,

13F Portfolio OverlapQ1 2026Dalton Investments, portfolio →
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Most similar hedge funds by 13F overlap

Dalton Investments, Inc. is an institutional investor managing $103M across 17 U.S. equity positions as of Q1 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Dalton Investments, are KEYSTONE INVESTORS PTE LTD, BAILLIE GIFFORD &, Ballast Asset ,, with shared positions in $SE, $CTSH, $MMYT, $ISRG, $EPSN, $G. The full ranking of 7 similar funds is below.

#1KEYSTONE INVESTORS PTE LTD
Some overlap · 3 shared positions
$SE$CTSH$MMYT
$1.1B
77 positions
#2BAILLIE GIFFORD & COActive
Some overlap · 3 shared positions
$SE$ISRG$MMYT
$97.9B
271 positions
#3Ballast Asset Management, LPPassive
Some overlap · 3 shared positions
$EPSN$G$KOS
$225M
52 positions
#4Bank of MarinPassive
Some overlap · 3 shared positions
$SE$ANET$ISRG
$137M
135 positions
#5SHELTON CAPITAL MANAGEMENTPassive
Slight overlap · 3 shared positions
$ANET$ISRG$CTSH
$4.6B
717 positions
#6RESTON WEALTH MANAGEMENT LLCSmart money
Slight overlap · 3 shared positions
$SE$ANET$ISRG
$326M
62 positions
#7GENERATION INVESTMENT MANAGEMENT LLPSmart money
Slight overlap · 3 shared positions
$CTSH$SE$FRSH
$11.2B
29 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.