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Hedge Funds Similar to Fosun International Ltd

13F Portfolio OverlapQ1 2026Fosun International Ltd portfolio →
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Most similar hedge funds by 13F overlap

Fosun International Ltd is an institutional investor managing $399M across 66 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 Fosun International Ltd are Buska Wealth ,, SWAN, Piedmont ,, with shared positions in $KKR, $USB, $QUBT, $WM, $UNH, $SNPS. The full ranking of 25 similar funds is below.

#1Buska Wealth Management, LLCActive
Notable overlap · 5 shared positions
$KKR$USB$QUBT$WM$UNH
$249M
74 positions
#2SWAN Capital LLCPassive
Notable overlap · 4 shared positions
$KKR$USB$SNPS$AMD
$272M
554 positions
#3Piedmont Capital Management, LLCActive
Some overlap · 3 shared positions
$KKR$USB$UNH
$197M
50 positions
#4Crews Bank & TrustPassive
Some overlap · 4 shared positions
$KKR$USB$GLW$MS
$690M
673 positions
#5Estuary Capital Management LPActive
Some overlap · 4 shared positions
$ARES$KKR$AMD$GPN
$598M
22 positions
#6White Lighthouse Investment Management Inc.Active
Some overlap · 3 shared positions
$KKR$USB$SNPS
$721M
145 positions
#7Quaker Wealth Management, LLCActive
Some overlap · 3 shared positions
$KKR$USB$WM
$320M
972 positions
#8Charter Capital Management, LLC\DESmart money
Some overlap · 4 shared positions
$KKR$USB$AMD$MS
$200M
70 positions
#9BEACON ADVISORS HOLDINGS, LLCActive
Some overlap · 4 shared positions
$KKR$USB$SNPS$MS
$187M
37 positions
#10INFRASTRUCTURE CAPITAL ADVISORS, LLCActive
Some overlap · 3 shared positions
$KKR$ARES$MRVL
$1.4B
149 positions
#11Partners Group Holding AGActive
Some overlap · 3 shared positions
$ARES$KKR$WM
$1.4B
50 positions
#12DeDora Capital, Inc.Active
Some overlap · 3 shared positions
$KKR$AMD$UNH
$408M
123 positions
#13Ballast, Inc.Active
Some overlap · 3 shared positions
$KKR$AMD$UNH
$432M
133 positions
#14Montis Financial, LLCActive
Some overlap · 3 shared positions
$KKR$USB$MS
$484M
150 positions
#15LOUNTZIS ASSET MANAGEMENT, LLCSmart money
Some overlap · 3 shared positions
$KKR$USB$UNH
$273M
52 positions
#16Financial Perspectives, IncPassive
Some overlap · 4 shared positions
$KKR$UNH$USB$MS
$358M
716 positions
#17APS Management Group, Inc.Passive
Some overlap · 4 shared positions
$KKR$GSAT$QUBT$MS
$117M
72 positions
#18Focused Wealth Management, IncActive
Some overlap · 3 shared positions
$KKR$USB$UNH
$964M
228 positions
#19Curran Financial Partners, LLCActive
Some overlap · 3 shared positions
$KKR$USB$GSAT
$559M
127 positions
#20Seneca Financial Advisors LLCActive
Some overlap · 3 shared positions
$KKR$USB$BFLY
$341M
64 positions
#21Decker Wealth Management LLCPassive
Some overlap · 3 shared positions
$KKR$GSAT$WM
$441M
105 positions
#22Rooted Wealth Advisors, Inc.Active
Some overlap · 7 shared positions
$KKR$USB$GSAT$UNH$AMD$QUBT
$379M
144 positions
#23Tepp RIA, LLCActive
Some overlap · 3 shared positions
$KKR$GSAT$MS
$128M
41 positions
#24Operose Advisors LLCActive
Some overlap · 3 shared positions
$KKR$AMD$MS
$431M
593 positions
#25Granite FO LLCActive
Some overlap · 3 shared positions
$KKR$ARES$WM
$169M
170 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.