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Hedge Funds Similar to Krensavage Asset

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

Krensavage Asset Management, LLC is an institutional investor managing $263M across 18 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 Krensavage Asset are Vestal Point, Palo Alto Investors, Sofinnova Ventures, with shared positions in $BMRN, $UTHR, $ABT, $SNY, $REGN, $RARE. The full ranking of 25 similar funds is below.

#1Vestal Point Capital, LPActive
Notable overlap · 5 shared positions
$BMRN$UTHR$ABT$SNY$REGN
$4.3B
68 positions
#2Palo Alto Investors LPActive
Notable overlap · 5 shared positions
$BMRN$UTHR$RARE$BIIB$BNTX
$724M
52 positions
#3Sofinnova Ventures IncActive
Notable overlap · 6 shared positions
$JAZZ$RARE$SUPN$UTHR$BMRN$ABT
$1.9B
57 positions
#4DIADEMA PARTNERS LPPassive
Notable overlap · 4 shared positions
$UTHR$BMRN$BIIB$BNTX
$791M
149 positions
#5Eversept Partners, LPActive
Notable overlap · 3 shared positions
$UTHR$GSK$BMRN
$1.9B
120 positions
#6SECTOR GAMMA ASActive
Notable overlap · 5 shared positions
$BMRN$ABT$BIIB$REGN$ARDX
$461M
40 positions
#7SPHERA FUNDS MANAGEMENT LTD.Active
Notable overlap · 4 shared positions
$RARE$BMRN$BIIB$SNY
$767M
105 positions
#8Sio Capital Management, LLCActive
Some overlap · 4 shared positions
$SNY$ABT$GSK$REGN
$604M
59 positions
#9Bellevue Group AGActive
Some overlap · 4 shared positions
$UTHR$ABT$REGN$RARE
$4.8B
148 positions
#10Rhenman & Partners Asset Management ABActive
Some overlap · 4 shared positions
$JAZZ$BIIB$BMRN$REGN
$1.1B
99 positions
#11Stonepine Capital Management, LLCActive
Some overlap · 4 shared positions
$RARE$ABT$BMRN$EOLS
$214M
97 positions
#12Altrius Capital Management IncPassive
Some overlap · 3 shared positions
$SNY$GSK$ABT
$526M
89 positions
#13Soleus Capital Management, L.P.Active
Some overlap · 3 shared positions
$UTHR$SUPN$BMRN
$2.9B
97 positions
#14ARMISTICE CAPITAL, LLCActive
Some overlap · 3 shared positions
$SUPN$REGN$SNY
$8.2B
333 positions
#15Sivik Global Healthcare LLCActive
Some overlap · 3 shared positions
$ABT$BIIB$REGN
$132M
34 positions
#16Privium Fund Management B.V.Active
Some overlap · 4 shared positions
$RARE$BIIB$BMRN$BNTX
$544M
61 positions
#17SECTORAL ASSET MANAGEMENT INCActive
Some overlap · 3 shared positions
$BNTX$ABT$REGN
$143M
82 positions
#18TrueMark Investments, LLCPassive
Some overlap · 3 shared positions
$GSK$SNY$ABT
$798M
187 positions
#19Elmind Capital, LPActive
Some overlap · 3 shared positions
$UTHR$SUPN$BMRN
$398M
35 positions
#20EAGLE HARBOR ASSET MANAGEMENT INC /ADVPassive
Some overlap · 3 shared positions
$EXEL$ABT$JAZZ
$127M
135 positions
#21Integral Health Asset Management, LLCActive
Some overlap · 3 shared positions
$ABT$REGN$BIIB
$2.5B
92 positions
#22OPAL CAPITAL LLCPassive
Slight overlap · 3 shared positions
$GSK$SNY$ABT
$560M
136 positions
#23L2 Asset Management, LLCPassive
Slight overlap · 3 shared positions
$EXEL$JAZZ$UTHR
$963M
411 positions
#24Hudson Portfolio Management LLCPassive
Slight overlap · 3 shared positions
$GSK$JAZZ$UTHR
$132M
117 positions
#25FRONTIER CAPITAL MANAGEMENT CO LLCPassive
Slight overlap · 3 shared positions
$UTHR$RARE$JAZZ
$10.7B
300 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.