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 Kohlberg Kravis Roberts &

13F Portfolio OverlapQ1 2026Kohlberg Kravis Roberts & portfolio →

Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Kohlberg Kravis Roberts & Co. L.P. is an institutional investor managing $5.3B across 92 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 Kohlberg Kravis Roberts & are Palestra, STEELHEAD PARTNERS, Legacy Wealth Managment, /ID, with shared positions in $HSIC, $PSKY, $STX, $BBIO, $ON, $VRNS. The full ranking of 25 similar funds is below.

#1Palestra Capital Management LLCActive

Notable overlap · 3 shared positions

$HSIC $PSKY $STX

$2.6B

23 positions

#2STEELHEAD PARTNERS LLCActive

Notable overlap · 5 shared positions

$BBIO $ON $VRNS $NTNX $ITRI

$1.4B

24 positions

#3Legacy Wealth Managment, LLC/IDPassive

Some overlap · 4 shared positions

$BTSG $FSK $WEC $WDC

$201M

1,043 positions

#4SILVERBACK ASSET MANAGEMENT LLCActive

Some overlap · 6 shared positions

$BBIO $TEM $ON $VRNS $NTNX $OMCL

$684M

58 positions

#5Boussard & Gavaudan Investment Management LLPActive

Some overlap · 6 shared positions

$BBIO $ON $LYV $STX $MKSI $WDC

$1.1B

89 positions

#6Eagle Health Investments LPActive

Some overlap · 3 shared positions

$BBIO $IMCR $TEM

$572M

28 positions

#7WOLVERINE ASSET MANAGEMENT LLCPassive

Some overlap · 6 shared positions

$BBIO $BTSG $PPL $JD $ON $ITRI

$10.4B

1,678 positions

#8PFM Health Sciences, LPActive

Some overlap · 3 shared positions

$BBIO $HSIC $JAZZ

$1.1B

83 positions

#9DIADEMA PARTNERS LPPassive

Some overlap · 3 shared positions

$BBIO $IMCR $JAZZ

$588M

144 positions

#10Context Capital Management, LLCPassive

Slight overlap · 4 shared positions

$BBIO $IMCR $TDOC $SNAP

$4.3B

392 positions

#11LINDEN ADVISORS LPPassive

Slight overlap · 4 shared positions

$BBIO $JAZZ $MKSI $LITE

$17.9B

563 positions

#12Dilation Capital Management LPActive

Slight overlap · 3 shared positions

$HSIC $LITE $WDC

$199M

20 positions

#13MACKAY SHIELDS LLCPassive

Slight overlap · 11 shared positions

$BBIO $NOG $NCLH $MTH $ON $LYV

$2.7B

111 positions

#14BlueCrest Capital Management LtdPassive

Slight overlap · 3 shared positions

$BTSG $ON $JAZZ

$1.7B

231 positions

#15ARISTEIA CAPITAL, L.L.C.Passive

Slight overlap · 3 shared positions

$BBIO $XYZ $MKSI

$4.8B

696 positions

#16SSI INVESTMENT MANAGEMENT LLCPassive

Slight overlap · 10 shared positions

$BTSG $PPL $WEC $ON $LYV $JAZZ

$1.4B

240 positions

#17CAMDEN ASSET MANAGEMENT L P /CAActive

Slight overlap · 8 shared positions

$XYZ $IMCR $WEC $TDOC $ON $LYV

$2.9B

69 positions

#18Ares Systematic Credit LtdPassive

Slight overlap · 8 shared positions

$XYZ $IMCR $WEC $SNAP $WGO $MKSI

$127M

150 positions

#19Slate Path Capital LPActive

Slight overlap · 4 shared positions

$PSKY $RKT $SNAP $ON

$6.7B

44 positions

#20KIM, LLCActive

Slight overlap · 8 shared positions

$XYZ $PPL $SNAP $ON $LYV $VRNS

$976M

64 positions

#21Lingotto Investment Management LLPSmart money

Slight overlap · 3 shared positions

$PSKY $TEM $RKT

$5.1B

35 positions

#22Polar Capital Holdings PlcActive

Slight overlap · 4 shared positions

$BBIO $STX $LITE $WDC

$28.2B

242 positions

#23SHENKMAN CAPITAL MANAGEMENT INCPassive

Slight overlap · 9 shared positions

$NOG $RKT $JD $MTH $ON $VRNS

$831M

81 positions

#24ZAZOVE ASSOCIATES LLC

Slight overlap · 9 shared positions

$NOG $PPL $LYV $VRNS $JAZZ $PSN

$1.2B

160 positions

#25Point72 Asset Management, L.P.Passive

Slight overlap · 3 shared positions

$XYZ $PPL $MKSI

$78.1B

3,704 positions

Compare Kohlberg Kravis Roberts &’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 Kohlberg Kravis Roberts &’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.