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Hedge Funds Similar to Holowesko Partners Ltd.

13F Portfolio OverlapQ1 2026Holowesko Partners Ltd. portfolio →
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Most similar hedge funds by 13F overlap

Holowesko Partners Ltd. is an institutional investor managing $357M across 31 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 Holowesko Partners Ltd. are Drummond Knight Asset Pty Ltd, Discerene Group, Sequent Asset ,, with shared positions in $SLB, $FANG, $DD, $BABA, $HAL, $MDLZ. The full ranking of 25 similar funds is below.

#1Drummond Knight Asset Management Pty LtdActive
Notable overlap · 3 shared positions
$SLB$FANG$DD
$283M
14 positions
#2Discerene Group LPSmart money
Notable overlap · 3 shared positions
$SLB$BABA$HAL
$946M
12 positions
#3Sequent Asset Management, LLC
Notable overlap · 4 shared positions
$SLB$MDLZ$EXE$GD
$225M
99 positions
#4Oceanic Investment Management LTDActive
Notable overlap · 3 shared positions
$EXE$SLB$HAL
$118M
43 positions
#5Mondrian Investment Partners LTDActive
Notable overlap · 3 shared positions
$YUMC$DD$KVUE
$6.7B
103 positions
#6Ruffer LLPActive
Notable overlap · 3 shared positions
$SW$SLB$BABA
$2.4B
176 positions
#7Clark & Stuart, IncActive
Notable overlap · 3 shared positions
$SJM$KMB$SLB
$148M
49 positions
#8Kennon-Green & Company, LLCActive
Notable overlap · 4 shared positions
$MDLZ$KVUE$KMB$UL
$122M
39 positions
#9GUARDCAP ASSET MANAGEMENT LtdSmart money
Notable overlap · 3 shared positions
$YUMC$ACN$BABA
$1.7B
27 positions
#10Ativo Capital Management LLCActive
Notable overlap · 3 shared positions
$YUMC$UL$ASML
$115M
55 positions
#11SCHWERIN BOYLE CAPITAL MANAGEMENT INCActive
Notable overlap · 4 shared positions
$AXP$ACN$SLB$OXY
$788M
47 positions
#12TIMUCUAN ASSET MANAGEMENT INC/FLActive
Notable overlap · 4 shared positions
$AXP$PGR$SW$KMB
$2.7B
28 positions
#13BIRCH FINANCIAL GROUP, LLCPassive
Notable overlap · 3 shared positions
$AXP$GD$PGR
$171M
136 positions
#14Goehring & Rozencwajg Associates, LLCActive
Notable overlap · 3 shared positions
$SLB$EXE$FANG
$1.9B
43 positions
#15Brooklands Fund Management LtdActive
Notable overlap · 3 shared positions
$EXE$SLB$PGR
$89M
57 positions
#16Concorde Financial CorpActive
Notable overlap · 3 shared positions
$EXE$FANG$OXY
$127M
26 positions
#17Sagefield Capital LPPassive
Notable overlap · 4 shared positions
$EXE$SDA$SLB$OXY
$1.4B
111 positions
#18EDGAR LOMAX CO/VAActive
Notable overlap · 3 shared positions
$MDLZ$GD$ACN
$1.4B
56 positions
#19Infusive Asset Management Inc.Active
Some overlap · 3 shared positions
$AXP$BABA$MDLZ
$207M
32 positions
#20apricus wealth, LLCPassive
Some overlap · 4 shared positions
$EXE$SLB$KMB$UL
$205M
120 positions
#21Davis Asset Management, L.P.Active
Some overlap · 4 shared positions
$PGR$BABA$ACN$AXP
$3.5B
85 positions
#22THOMAS STORY & SON LLCActive
Some overlap · 3 shared positions
$GD$ACN$ASML
$261M
51 positions
#23CLOUGH CAPITAL PARTNERS L PActive
Some overlap · 4 shared positions
$EXE$SLB$GD$HAL
$1.0B
96 positions
#24Saratoga Research & Investment ManagementActive
Some overlap · 4 shared positions
$GD$ACN$UL$ASML
$1.8B
46 positions
#25Drexel Morgan & Co.Active
Some overlap · 3 shared positions
$AXP$SLB$UL
$682M
60 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.