13F Pro

Hedge Funds Similar to Potrero Research

13F Portfolio OverlapQ2 2026Potrero Research portfolio →
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Most similar hedge funds by 13F overlap

Potrero Capital Research LLC is an institutional investor managing $180M across 46 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 Potrero Research are REX Advisers, Katamaran LLP, Philosophy, with shared positions in $GLW, $HIMS, $ENPH, $SPCX, $STX, $AMBA. The full ranking of 25 similar funds is below.

#1REX Advisers, LLCPassive
Notable overlap · 4 shared positions
$GLW$HIMS$ENPH$SPCX
$56M
59 positions
#2Katamaran Capital LLPPassive
Notable overlap · 5 shared positions
$GLW$STX$AMBA$BE$NOK
$126M
36 positions
#3Philosophy Capital Management LLCActive
Notable overlap · 7 shared positions
$NOK$GLXY$TLN$HIMS$GLNG$GMTL
$2.1B
46 positions
#4WESTERLY CAPITAL MANAGEMENT, LLCActive
Notable overlap · 9 shared positions
$ENPH$NOK$NXDR$BL$AMBA$TAC
$542M
46 positions
#5Green Alpha Advisors, LLCPassive
Notable overlap · 3 shared positions
$GLW$STX$AEIS
$149M
113 positions
#6VMS Asset Management LimitedPassive
Notable overlap · 4 shared positions
$STX$GLW$BE$CRDO
$315M
33 positions
#7Anther Capital LtdSmart money
Notable overlap · 4 shared positions
$STX$GLW$NOK$BE
$3.9B
21 positions
#8BERKSHIRE CAPITAL HOLDINGS INCActive
Notable overlap · 4 shared positions
$GLW$STX$BE$CRDO
$462M
122 positions
#9Grand Alliance Asset Management LtdActive
Notable overlap · 3 shared positions
$GLW$NOK$BE
$167M
15 positions
#10Steadtrust LLCPassive
Notable overlap · 3 shared positions
$GLW$STX$CRDO
$198M
132 positions
#11Williamson Legacy Group, LLCPassive
Notable overlap · 4 shared positions
$STX$GLW$LGN$BE
$201M
75 positions
#12Panoramic Capital, LLCActive
Notable overlap · 4 shared positions
$STX$ATEX$GMTL$BLND
$232M
43 positions
#13Opti Capital Management, LPActive
Notable overlap · 3 shared positions
$BL$ENPH$BILL
$1.6B
46 positions
#14Sachem Head Capital Management LPActive
Notable overlap · 3 shared positions
$STX$TLN$GLNG
$4.8B
19 positions
#15APIS CAPITAL ADVISORS, LLCActive
Notable overlap · 4 shared positions
$STX$NOK$TLN$AMBA
$1.0B
60 positions
#16Hel Ved Capital Management LtdActive
Notable overlap · 4 shared positions
$GLW$NOK$GFS$BE
$1.4B
72 positions
#17Sunstone Asset Management, L.P.Passive
Notable overlap · 3 shared positions
$GLW$BILL$STX
$92M
57 positions
#18Evergreen Quality Fund GP, Ltd.Active
Notable overlap · 3 shared positions
$GLW$STX$BE
$6.2B
43 positions
#19Maytus Capital Management, LLCPassive
Notable overlap · 3 shared positions
$STX$NOK$TTWO
$636M
62 positions
#20GARNET EQUITY CAPITAL HOLDINGS, INC.Active
Notable overlap · 4 shared positions
$ATEX$TLN$NN$GLNG
$530M
29 positions
#21Geneva Partners, LLCPassive
Notable overlap · 3 shared positions
$GLW$STX$BE
$375M
75 positions
#22Talos Eurisko Asset Management LPActive
Notable overlap · 3 shared positions
$STX$NOK$CRDO
$703M
25 positions
#23Caitong International Asset Management Co., LtdPassive
Some overlap · 4 shared positions
$GLW$STX$BE$CRDO
$729M
2,999 positions
#24TRUEFG, LLCSmart money
Some overlap · 3 shared positions
$STX$KEEL$BE
$428M
75 positions
#25Avala Global LPActive
Some overlap · 3 shared positions
$STX$SPCX$BE
$2.7B
30 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.