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Hedge Funds Similar to Truffle Hound ,

13F Portfolio OverlapQ1 2026Truffle Hound , portfolio →
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Most similar hedge funds by 13F overlap

Truffle Hound Capital, LLC is an institutional investor managing $386M across 51 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 Truffle Hound , are ABS Direct Equity Fund, Mink Brook Asset, MUHLENKAMP &, with shared positions in $KSPI, $STNE, $VIST, $PAGS, $LGCY, $FRD. The full ranking of 17 similar funds is below.

#1ABS Direct Equity Fund LLCPassive
Notable overlap · 4 shared positions
$KSPI$STNE$VIST$PAGS
$131M
109 positions
#2Mink Brook Asset Management LLCActive
Some overlap · 5 shared positions
$LGCY$FRD$CHCI$HGBL$AXR
$179M
54 positions
#3MUHLENKAMP & CO INCActive
Some overlap · 3 shared positions
$SLB$ALPS$ICLR
$380M
29 positions
#4CoreCommodity Management, LLCSmart money
Some overlap · 3 shared positions
$SM$EOG$SLB
$538M
119 positions
#5Robinson Value Management, Ltd.Passive
Some overlap · 3 shared positions
$ADBE$SLB$EOG
$180M
73 positions
#6Tejara Capital LtdPassive
Some overlap · 3 shared positions
$TFX$SLB$ADBE
$303M
73 positions
#7Collar Capital Management, LLCPassive
Some overlap · 3 shared positions
$ADBE$SM$ALPS
$155M
72 positions
#8Fulcrum Capital LLCActive
Some overlap · 4 shared positions
$ADBE$EOG$PINS$PYPL
$461M
101 positions
#9AEGIS FINANCIAL CORPActive
Some overlap · 3 shared positions
$SM$BSET$HNNA
$580M
37 positions
#10COLRAIN CAPITAL LLCActive
Some overlap · 3 shared positions
$SLB$ADBE$EOG
$259M
26 positions
#11EQUITY INVESTMENT CORPActive
Some overlap · 3 shared positions
$ICLR$ADBE$PYPL
$5.1B
71 positions
#12CEERA INVESTMENTS, LLCPassive
Some overlap · 3 shared positions
$ADBE$EOG$PYPL
$228M
93 positions
#13Quartz Partners, LLCPassive
Some overlap · 3 shared positions
$ADBE$ICLR$ALPS
$259M
168 positions
#14BOURNE LENT ASSET MANAGEMENT INCActive
Some overlap · 3 shared positions
$ADBE$SLB$EOG
$272M
63 positions
#15JB CAPITAL PARTNERS LPActive
Slight overlap · 3 shared positions
$LCUT$AXR$SND
$581M
85 positions
#16Audent Global Asset Management, LLCPassive
Slight overlap · 3 shared positions
$PYPL$EOG$SLB
$100M
51 positions
#179823 Capital, L.P.Active
Slight overlap · 3 shared positions
$STNE$PAGS$CRGY
$132M
45 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.