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Hedge Funds Similar to Totem Point

13F Portfolio OverlapQ2 2026Totem Point portfolio →
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Most similar hedge funds by 13F overlap

Totem Point Management, LLC is an institutional investor managing $163M 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 Totem Point are Alta Park, Tensor Edge, BERKSHIRE, with shared positions in $TER, $MRVL, $ON, $WDC, $TTWO, $LSCC. The full ranking of 25 similar funds is below.

#1Alta Park Capital, LPActive
Notable overlap · 5 shared positions
$TER$MRVL$ON$WDC$TTWO
$1.1B
27 positions
#2Tensor Edge Capital, LLCActive
Notable overlap · 4 shared positions
$TER$MRVL$LSCC$CBRS
$1.5B
18 positions
#3BERKSHIRE CAPITAL HOLDINGS INCActive
Notable overlap · 5 shared positions
$MRVL$TER$AMKR$WDC$BE
$462M
122 positions
#4Grand Alliance Asset Management LtdActive
Notable overlap · 4 shared positions
$NOK$TER$WDC$BE
$167M
15 positions
#5Spear Advisors LLCActive
Notable overlap · 3 shared positions
$MRVL$NOK$TER
$291M
28 positions
#6Robeco Schweiz AGActive
Notable overlap · 5 shared positions
$MRVL$LSCC$ON$TER$BE
$6.2B
126 positions
#7Geneva Partners, LLCPassive
Notable overlap · 3 shared positions
$MRVL$TER$BE
$375M
75 positions
#8Talos Eurisko Asset Management LPActive
Notable overlap · 3 shared positions
$TER$CBRS$NOK
$703M
25 positions
#9VMS Asset Management LimitedPassive
Notable overlap · 5 shared positions
$MRVL$TER$AMKR$WDC$BE
$315M
33 positions
#10Maytree Asset Management LtdActive
Notable overlap · 5 shared positions
$MRVL$AMKR$WDC$CBRS$ON
$154M
44 positions
#11Ground Swell Capital, LLCActive
Notable overlap · 3 shared positions
$CBRS$MRVL$LSCC
$93M
145 positions
#12ClearAlpha Technologies LPPassive
Notable overlap · 4 shared positions
$TER$SPGI$ON$WDC
$58M
79 positions
#13Goldstream Capital Management LtdActive
Notable overlap · 5 shared positions
$TER$MRVL$WDC$NOK$BE
$132M
45 positions
#14Anther Capital LtdSmart money
Some overlap · 5 shared positions
$TER$WDC$MRVL$NOK$BE
$3.9B
21 positions
#15Tairen Capital LtdActive
Some overlap · 3 shared positions
$MRVL$NOK$TER
$1.1B
44 positions
#16Jericho Capital Asset Management L.P.Active
Some overlap · 3 shared positions
$LSCC$ON$WDC
$12.1B
29 positions
#17Hel Ved Capital Management LtdActive
Some overlap · 3 shared positions
$TER$NOK$BE
$1.4B
72 positions
#18Bosman Wealth Management, LLCPassive
Some overlap · 3 shared positions
$MRVL$WDC$BE
$161M
56 positions
#19M & L Capital Management LtdActive
Some overlap · 3 shared positions
$MRVL$AMKR$BE
$370M
17 positions
#20DYMON ASIA CAPITAL (SINGAPORE) PTE. LTD.Active
Some overlap · 3 shared positions
$NOK$MRVL$TER
$2.4B
236 positions
#21BIT Capital GmbHActive
Some overlap · 3 shared positions
$MRVL$NOK$BE
$3.4B
97 positions
#22TB Alternative Assets Ltd.Active
Some overlap · 3 shared positions
$MRVL$WDC$NOK
$623M
34 positions
#23Kultura Capital Management LPActive
Some overlap · 3 shared positions
$NOK$TER$BE
$553M
66 positions
#24Malaga Cove Capital, LLCPassive
Some overlap · 3 shared positions
$MRVL$ON$SPOT
$314M
185 positions
#25HANSEATIC MANAGEMENT SERVICES INCPassive
Some overlap · 4 shared positions
$AMKR$ON$MRVL$WDC
$136M
83 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.