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Hedge Funds Similar to Kerrisdale Advisers,

13F Portfolio OverlapQ1 2026Kerrisdale Advisers, portfolio →
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Most similar hedge funds by 13F overlap

Kerrisdale Advisers, LLC is an institutional investor managing $263M across 112 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 Kerrisdale Advisers, are Shannon River Fund, LAKEWOOD ,, Nellore, with shared positions in $MRVL, $ADTN, $LGN, $SHC, $UNP, $AMRZ. The full ranking of 25 similar funds is below.

#1Shannon River Fund Management LLCActive
Notable overlap · 3 shared positions
$MRVL$ADTN$LGN
$524M
28 positions
#2LAKEWOOD CAPITAL MANAGEMENT, LPActive
Notable overlap · 5 shared positions
$SHC$UNP$AMRZ$CPNG$ICLR
$1.6B
69 positions
#3Nellore Capital Management LLCSmart money
Notable overlap · 3 shared positions
$MELI$APPF$CPNG
$783M
11 positions
#4D1 Capital Partners L.P.Active
Notable overlap · 3 shared positions
$MELI$CART$CPNG
$11.2B
44 positions
#5WESTERLY CAPITAL MANAGEMENT, LLCPassive
Some overlap · 3 shared positions
$MRVL$ADTN$NOK
$368M
37 positions
#6Moneda S.A. Administradora General de FondosActive
Some overlap · 3 shared positions
$MELI$CIB$PBR
$123M
25 positions
#7BAILLIE GIFFORD & COActive
Some overlap · 3 shared positions
$MELI$CPNG$PBR
$97.9B
271 positions
#8Coronation Fund Managers Ltd.Active
Some overlap · 3 shared positions
$MELI$CPNG$UNH
$2.2B
53 positions
#9DEEPWATER ASSET MANAGEMENT, LLCPassive
Some overlap · 3 shared positions
$MRVL$MELI$SNPS
$158M
39 positions
#10Massar Capital Management, LPActive
Some overlap · 3 shared positions
$MELI$INTC$CPNG
$934M
246 positions
#11RDST Capital LLCActive
Some overlap · 3 shared positions
$MRVL$UNP$CPNG
$1.0B
20 positions
#12WILSON ASSET MANAGEMENT (INTERNATIONAL) PTY LTDPassive
Some overlap · 3 shared positions
$MRVL$SNPS$AMRZ
$354M
43 positions
#13CAMBIAR INVESTORS LLCActive
Some overlap · 5 shared positions
$SYY$UNP$AMRZ$DEO$ON
$2.2B
145 positions
#14Tensor Edge Capital, LLCActive
Some overlap · 3 shared positions
$MRVL$SNPS$INTC
$582M
17 positions
#15YACKTMAN ASSET MANAGEMENT LPActive
Some overlap · 5 shared positions
$UHAL$CNQ$SYY$KVUE$UNH
$7.5B
76 positions
#16BROWN CAPITAL MANAGEMENT LLCActive
Some overlap · 4 shared positions
$MELI$APPF$DV$ICLR
$704M
56 positions
#17Gem Investment Advisors, LLCActive
Some overlap · 3 shared positions
$SHC$LRN$UHAL
$102M
35 positions
#18BCV Asset Management Inc.Active
Some overlap · 4 shared positions
$UNP$MRVL$CNQ$UNH
$2.9B
120 positions
#19Sunstone Asset Management, L.P.Passive
Some overlap · 3 shared positions
$TDS$SNPS$NOK
$85M
61 positions
#20BOURGEON CAPITAL MANAGEMENT LLCPassive
Some overlap · 3 shared positions
$MRVL$UNP$ETN
$578M
108 positions
#21Slow Capital, Inc.Passive
Some overlap · 3 shared positions
$MELI$SNPS$ON
$770M
104 positions
#22Nordwand Advisors, LLCPassive
Some overlap · 4 shared positions
$UNP$MRVL$AMRZ$ETN
$572M
150 positions
#23Sculptor Capital LPPassive
Some overlap · 3 shared positions
$SHC$KVUE$ON
$9.6B
363 positions
#24HARTLINE INVESTMENT CORP/Active
Some overlap · 3 shared positions
$MRVL$ETN$UNP
$909M
112 positions
#25Gordian Capital Singapore Pte LtdPassive
Some overlap · 4 shared positions
$ACMR$SNPS$INTC$UNH
$60M
124 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.