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Hedge Funds Similar to Totem Point ,

13F Portfolio OverlapQ1 2026Totem Point , portfolio →
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Most similar hedge funds by 13F overlap

Totem Point Management, LLC is an institutional investor managing $78M across 17 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 Totem Point , are Tensor Edge ,, Once ,, Robocap Asset Ltd, with shared positions in $TER, $MRVL, $LSCC, $MU, $AMD, $SPOT. The full ranking of 25 similar funds is below.

#1Tensor Edge Capital, LLCActive
Notable overlap · 4 shared positions
$TER$MRVL$LSCC$MU
$582M
17 positions
#2Once Capital Management, LLCActive
Notable overlap · 3 shared positions
$AMD$SPOT$MRVL
$374M
22 positions
#3Robocap Asset Management LtdActive
Notable overlap · 4 shared positions
$TER$AMD$MU$MRVL
$94M
23 positions
#4Trivest Advisors LtdSmart money
Notable overlap · 3 shared positions
$TER$LRCX$MU
$1.4B
29 positions
#5SOMA EQUITY PARTNERS LPActive
Notable overlap · 3 shared positions
$SPOT$AMD$FWONA
$1.4B
20 positions
#6AI-Squared Management LtdActive
Notable overlap · 3 shared positions
$AMD$TER$MU
$137M
19 positions
#7Andar Capital Management HK LtdActive
Notable overlap · 3 shared positions
$TER$AMD$MU
$117M
13 positions
#8Emmett Investment Management, LPPassive
Notable overlap · 3 shared positions
$SPOT$LRCX$CME
$131M
24 positions
#9Slate Path Capital LPActive
Notable overlap · 3 shared positions
$ON$HPE$GEV
$6.7B
44 positions
#10Spear Advisors LLCActive
Notable overlap · 4 shared positions
$LRCX$TER$MRVL$AMD
$134M
26 positions
#11Islander Capital Partners, L.P.Active
Notable overlap · 3 shared positions
$SPOT$TTWO$FWONA
$308M
17 positions
#12McGuire Investment Group, LLCActive
Notable overlap · 3 shared positions
$LRCX$AMD$CME
$885M
121 positions
#13Rafferty Asset Management, LLCActive
Notable overlap · 6 shared positions
$AMD$MRVL$LRCX$TER$MU$ON
$24.6B
1,057 positions
#14TIGER GLOBAL MANAGEMENT LLCActive
Notable overlap · 5 shared positions
$LRCX$SPOT$TTWO$FWONA$GEV
$22.8B
54 positions
#15DEEPWATER ASSET MANAGEMENT, LLCPassive
Notable overlap · 4 shared positions
$MRVL$LRCX$TTWO$MU
$158M
39 positions
#16Kurv Investment Management LLCPassive
Notable overlap · 3 shared positions
$AMD$TER$SPOT
$173M
62 positions
#17Markin Volterra Fund LPActive
Notable overlap · 5 shared positions
$LRCX$AMD$MRVL$MU$GEV
$65M
34 positions
#18MAPLELANE CAPITAL, LLCActive
Notable overlap · 4 shared positions
$LRCX$AMD$FWONA$MU
$2.8B
64 positions
#19Tairen Capital LtdActive
Notable overlap · 4 shared positions
$AMD$LRCX$TER$MU
$924M
44 positions
#20PRIMORIS WEALTH ADVISORS, LLCPassive
Notable overlap · 3 shared positions
$LRCX$AMD$MU
$143M
96 positions
#21Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna InsuranActive
Notable overlap · 3 shared positions
$AMD$MRVL$MU
$262M
28 positions
#22Napean Trading & Investment Co (Singapore) PTE LtdActive
Notable overlap · 3 shared positions
$LRCX$ON$LSCC
$233M
16 positions
#23DISCOVERY CAPITAL MANAGEMENT, LLC / CTPassive
Notable overlap · 4 shared positions
$ON$LRCX$MU$TER
$1.9B
77 positions
#24Generali Powszechne Towarzystwo EmerytalneActive
Notable overlap · 3 shared positions
$AMD$TTWO$MU
$566M
28 positions
#25DUTCH ASSET CorpPassive
Notable overlap · 3 shared positions
$AMD$GEV$LRCX
$149M
95 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.