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Hedge Funds Similar to Tsai

13F Portfolio OverlapQ1 2026Tsai portfolio →
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Most similar hedge funds by 13F overlap

Tsai Capital Corp is an institutional investor managing $134M across 19 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 Tsai are POLEN, BAMCO /NY/, Midway Research &, with shared positions in $CSGP, $MSCI, $IDXX, $BN, $MCD, $TYL. The full ranking of 15 similar funds is below.

#1POLEN CAPITAL MANAGEMENT LLCActive
Notable overlap · 3 shared positions
$CSGP$MSCI$IDXX
$14.5B
221 positions
#2BAMCO INC /NY/Active
Some overlap · 3 shared positions
$MSCI$IDXX$CSGP
$33.1B
326 positions
#3Midway Capital Research & ManagementPassive
Some overlap · 3 shared positions
$BN$MSCI$MCD
$106M
117 positions
#4Quantum Capital Management, LLC / NJActive
Some overlap · 3 shared positions
$MSCI$IDXX$TYL
$781M
34 positions
#5AMERICAN CAPITAL MANAGEMENT INCActive
Some overlap · 3 shared positions
$IDXX$CSGP$TYL
$1.9B
75 positions
#6EULAV Asset ManagementActive
Some overlap · 3 shared positions
$MSCI$TYL$IDXX
$3.1B
133 positions
#7RIVERBRIDGE PARTNERS LLCActive
Some overlap · 3 shared positions
$TYL$CSGP$IDXX
$4.1B
192 positions
#8DF DENT & CO INCPassive
Some overlap · 3 shared positions
$MSCI$CSGP$TYL
$5.2B
262 positions
#9Dash Acquisitions Inc.Active
Some overlap · 3 shared positions
$MSCI$CSGP$IDXX
$480M
68 positions
#10Local Pensions Partnership Investment LtdActive
Some overlap · 3 shared positions
$TYL$MSCI$IDXX
$4.6B
32 positions
#11Marble Harbor Investment Counsel, LLCActive
Some overlap · 3 shared positions
$IDXX$TYL$MCD
$923M
192 positions
#12Buttonwood Financial Advisors Inc.Active
Some overlap · 3 shared positions
$BN$CSGP$MCD
$299M
108 positions
#13CORTLAND ASSOCIATES INC/MOActive
Slight overlap · 3 shared positions
$CSGP$IDXX$BN
$697M
62 positions
#14Tandem Investment Advisors, Inc.Active
Slight overlap · 3 shared positions
$MCD$IDXX$TYL
$2.0B
83 positions
#15Tenon Financial LLCSmart money
Slight overlap · 3 shared positions
$TYL$BN$QXO
$255M
54 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.