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Hedge Funds Similar to Tsai

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

Tsai Capital Corp is an institutional investor managing $135M across 17 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 Tsai are BAMCO, Midway Research &amp, Buttonwood Financial Advisors, with shared positions in $SPCX, $MSCI, $CSGP, $BN, $MCD, $QXO. The full ranking of 6 similar funds is below.

#1BAMCO INC /NY/Smart money
Notable overlap · 3 shared positions
$SPCX$MSCI$CSGP
$66.6B
345 positions
#2Midway Capital Research & ManagementActive
Some overlap · 3 shared positions
$BN$MSCI$MCD
$126M
114 positions
#3Buttonwood Financial Advisors Inc.Active
Some overlap · 3 shared positions
$BN$CSGP$MCD
$329M
110 positions
#4Dash Acquisitions Inc.Active
Some overlap · 3 shared positions
$MSCI$CSGP$SPCX
$494M
72 positions
#5BANK OF HAWAIIActive
Slight overlap · 3 shared positions
$QXO$SPCX$MCD
$2.0B
233 positions
#6RAINEY & RANDALL WEALTH ADVISORS INC.Active
Slight overlap · 3 shared positions
$SPCX$MCD$MSCI
$700M
77 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.