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Hedge Funds Similar to Trinity Street Asset LLP

13F Portfolio OverlapQ1 2026Trinity Street Asset LLP portfolio →
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Most similar hedge funds by 13F overlap

Trinity Street Asset Management LLP is an institutional investor managing $1.9B across 23 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 Trinity Street Asset LLP are HUDSON EDGE INVESTMENT PARTNERS, Brave Warrior Advisors,, White Oak Partners Pte. Ltd., with shared positions in $INFY, $RYAAY, $HDB, $ICLR, $NUE, $DHI. The full ranking of 25 similar funds is below.

#1HUDSON EDGE INVESTMENT PARTNERS INC.Active
Substantial overlap · 5 shared positions
$INFY$RYAAY$HDB$ICLR$NUE
$684M
101 positions
#2Brave Warrior Advisors, LLCActive
Notable overlap · 3 shared positions
$ICLR$RYAAY$DHI
$4.0B
36 positions
#3White Oak Capital Partners Pte. Ltd.Active
Notable overlap · 3 shared positions
$HDB$INFY$CTSH
$264M
18 positions
#4Watchman Group, Inc.Active
Some overlap · 4 shared positions
$UBER$DHI$INTU$AMD
$413M
73 positions
#5William B. Walkup & Associates, Inc.Active
Some overlap · 3 shared positions
$NOC$NUE$DHI
$167M
163 positions
#6Ardmore Road Asset Management LPPassive
Some overlap · 4 shared positions
$UBER$INTU$COHR$AMD
$1.5B
64 positions
#7Distillate Capital Partners LLCPassive
Some overlap · 4 shared positions
$UBER$CI$CTSH$DHI
$1.9B
118 positions
#8Dundas Partners LLPActive
Some overlap · 3 shared positions
$EFX$HDB$INTU
$1.3B
49 positions
#9LYRICAL ASSET MANAGEMENT LPActive
Some overlap · 3 shared positions
$UBER$ICLR$CI
$6.6B
39 positions
#10Hudson Capital Management LLCPassive
Some overlap · 3 shared positions
$NUE$CTSH$CI
$387M
75 positions
#11Fulcrum Capital LLCActive
Some overlap · 3 shared positions
$UBER$DHI$INTU
$461M
101 positions
#12Westside Investment Management, Inc.Passive
Some overlap · 4 shared positions
$UBER$COHR$NOC$AMD
$653M
1,477 positions
#13Nishkama Capital, LLCActive
Some overlap · 3 shared positions
$COHR$UBER$AMD
$1.6B
52 positions
#14BCWM, LLCPassive
Some overlap · 3 shared positions
$NOC$DHI$AMD
$353M
57 positions
#15STEADFAST CAPITAL MANAGEMENT LPActive
Some overlap · 4 shared positions
$INTU$HDB$UBER$COHR
$2.9B
69 positions
#16LYELL WEALTH MANAGEMENT, LPPassive
Some overlap · 4 shared positions
$DHI$UBER$INTU$AMD
$1.4B
216 positions
#17SPIREPOINT PRIVATE CLIENT, LLCPassive
Some overlap · 3 shared positions
$CLH$NOC$UBER
$1.1B
322 positions
#18LETSON INVESTMENT MANAGEMENT, INC.Active
Some overlap · 3 shared positions
$EFX$INTU$NOC
$260M
101 positions
#19CHANNEL WEALTH LLCPassive
Some overlap · 3 shared positions
$UBER$INTU$HDB
$413M
174 positions
#20Overbrook Management CorpActive
Some overlap · 3 shared positions
$UBER$DHI$AMD
$529M
51 positions
#21Fairbanks Capital Management, Inc.Passive
Some overlap · 3 shared positions
$EFX$INTU$AMD
$160M
50 positions
#22BRANDES INVESTMENT PARTNERS, LPActive
Some overlap · 3 shared positions
$CI$CTSH$ICLR
$14.1B
186 positions
#23ITHAKA GROUP LLCActive
Some overlap · 3 shared positions
$UBER$INTU$AMD
$482M
38 positions
#24SOMA EQUITY PARTNERS LPActive
Some overlap · 3 shared positions
$UBER$INTU$AMD
$1.4B
20 positions
#25GLENVIEW CAPITAL MANAGEMENT, LLCActive
Some overlap · 3 shared positions
$UBER$CI$AMD
$4.0B
44 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.