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Hedge Funds Similar to Dorsey Asset

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

Dorsey Asset Management, LLC is an institutional investor managing $1.6B across 11 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 Dorsey Asset are Triple Frond Partners, LRZ, Rothschild & Wealth UK Ltd, with shared positions in $ASML, $SPGI, $LYV, $UBER, $DHR, $BKNG. The full ranking of 25 similar funds is below.

#1Triple Frond Partners LLCSmart money
Substantial overlap · 3 shared positions
$ASML$SPGI$LYV
$1.1B
13 positions
#2LRZ CAPITAL LLCActive
Substantial overlap · 4 shared positions
$SPGI$UBER$DHR$BKNG
$197M
18 positions
#3Rothschild & Co Wealth Management UK LtdSmart money
Substantial overlap · 3 shared positions
$BKNG$SPGI$SUNB
$6.9B
25 positions
#4L1 Capital International Pty LtdActive
Substantial overlap · 4 shared positions
$AER$BKNG$DHR$UBER
$1.7B
21 positions
#5Coalescence Partners Investment Management, LPActive
Substantial overlap · 3 shared positions
$ASML$SPGI$DHR
$341M
12 positions
#6KENSICO CAPITAL MANAGEMENT CORPSmart money
Notable overlap · 3 shared positions
$APP$BKNG$SPGI
$5.8B
25 positions
#7MayTech Global Investments, LLCActive
Notable overlap · 3 shared positions
$ASML$BKNG$UBER
$900M
22 positions
#8COOPER INVESTORS PTY LTDPassive
Notable overlap · 3 shared positions
$UBER$RPRX$SPGI
$218M
39 positions
#9EAGLE CAPITAL MANAGEMENT LLCActive
Notable overlap · 4 shared positions
$DHR$SPGI$ASML$AER
$32.7B
56 positions
#10JACOBSON & SCHMITT ADVISORS, LLCPassive
Notable overlap · 3 shared positions
$ASML$DHR$APP
$612M
81 positions
#11Phraction Management LLCActive
Notable overlap · 3 shared positions
$ASML$DHR$SPGI
$596M
66 positions
#12Trust Co of KansasActive
Notable overlap · 3 shared positions
$ASML$BKNG$DHR
$195M
59 positions
#13Triavera Capital LLCActive
Notable overlap · 3 shared positions
$UBER$SPGI$BKNG
$184M
15 positions
#14Bowie Capital Management, LLCActive
Notable overlap · 3 shared positions
$ASML$SPGI$BKNG
$2.4B
37 positions
#15ENGLISH CAPITAL MANAGEMENT LLCPassive
Notable overlap · 3 shared positions
$AER$BKNG$ASML
$217M
36 positions
#16MANE GLOBAL CAPITAL MANAGEMENT LPActive
Notable overlap · 3 shared positions
$LYV$ASML$APP
$1.2B
54 positions
#17BloombergSen Inc.Smart money
Notable overlap · 3 shared positions
$SUNB$BKNG$UBER
$1.3B
31 positions
#18Metatron Capital SICAV plc - Metatron Long Term Equity FundPassive
Notable overlap · 4 shared positions
$AER$SUNB$UBER$BKNG
$220M
65 positions
#19CANTILLON CAPITAL MANAGEMENT LLCActive
Notable overlap · 3 shared positions
$SPGI$LYV$UBER
$665M
27 positions
#20NORTH POINT PORTFOLIO MANAGERS CORP/OHPassive
Notable overlap · 3 shared positions
$ASML$UBER$DHR
$606M
79 positions
#21EDGEWOOD MANAGEMENT LLCActive
Notable overlap · 3 shared positions
$ASML$SPGI$APP
$9.7B
90 positions
#22Ahara Advisors LLCActive
Notable overlap · 3 shared positions
$UBER$BKNG$ASML
$152M
56 positions
#23Arrow Capital Pty LtdActive
Notable overlap · 3 shared positions
$UBER$ASML$DHR
$118M
25 positions
#24Sterling Investment Management, Inc.Passive
Notable overlap · 3 shared positions
$SPGI$UBER$DHR
$182M
66 positions
#25Ironvine Capital Partners, LLCActive
Notable overlap · 4 shared positions
$SPGI$DHR$ASML$SUNB
$1.1B
57 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.