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Hedge Funds Similar to Coalescence Partners Investment

13F Portfolio OverlapQ2 2026Coalescence Partners Investment portfolio →
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Most similar hedge funds by 13F overlap

Coalescence Partners Investment Management, LP is an institutional investor managing $341M across 12 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 Coalescence Partners Investment are Valley Forge, YCG, Dorsey Asset, with shared positions in $ASML, $MCO, $SPGI, $FICO, $TDG, $DHR. The full ranking of 25 similar funds is below.

#1Valley Forge Capital Management, LPSmart money
Substantial overlap · 4 shared positions
$ASML$MCO$SPGI$FICO
$3.1B
7 positions
#2YCG, LLCActive
Substantial overlap · 4 shared positions
$MCO$FICO$TDG$SPGI
$1.1B
41 positions
#3Dorsey Asset Management, LLCSmart money
Substantial overlap · 3 shared positions
$ASML$SPGI$DHR
$1.6B
11 positions
#4Heard Capital LLCActive
Substantial overlap · 3 shared positions
$TDG$FICO$BX
$2.3B
21 positions
#5Triple Frond Partners LLCSmart money
Notable overlap · 3 shared positions
$ASML$TDG$SPGI
$1.1B
13 positions
#6CYPRESS FUNDS LLCActive
Notable overlap · 3 shared positions
$FICO$TDG$SPGI
$314M
14 positions
#7EDGEWOOD MANAGEMENT LLCActive
Notable overlap · 5 shared positions
$ASML$FICO$TDG$BX$SPGI
$9.7B
90 positions
#8Bluegrass Capital Partners LPSmart money
Notable overlap · 3 shared positions
$TDG$MCO$SPGI
$154M
11 positions
#9OAKMONT CorpSmart money
Notable overlap · 3 shared positions
$TDG$SPGI$FICO
$503M
31 positions
#1011 Capital Partners LPActive
Notable overlap · 3 shared positions
$ASML$MCO$BX
$368M
22 positions
#11PRAGMA GESTAO DE PATRIMONIO LTDActive
Notable overlap · 3 shared positions
$TDG$DHR$ASML
$127M
16 positions
#12Investidor Profissional Gestao de Recursos Ltda.Active
Notable overlap · 3 shared positions
$SPGI$TDG$FICO
$172M
23 positions
#13Phraction Management LLCActive
Notable overlap · 4 shared positions
$ASML$DHR$TDG$SPGI
$596M
66 positions
#14Sterling Investment Management, Inc.Passive
Notable overlap · 3 shared positions
$SPGI$MCO$DHR
$182M
66 positions
#15JACOBSON & SCHMITT ADVISORS, LLCPassive
Notable overlap · 4 shared positions
$ASML$DHR$BX$IDXX
$612M
81 positions
#16EAGLE CAPITAL MANAGEMENT LLCActive
Notable overlap · 3 shared positions
$DHR$SPGI$ASML
$32.7B
56 positions
#17Progressive Investment Management CorpActive
Notable overlap · 5 shared positions
$MCO$ASML$SPGI$IDXX$DHR
$454M
56 positions
#18Bowie Capital Management, LLCActive
Notable overlap · 3 shared positions
$ASML$FICO$SPGI
$2.4B
37 positions
#19Ironvine Capital Partners, LLCActive
Notable overlap · 4 shared positions
$SPGI$MCO$DHR$ASML
$1.1B
57 positions
#20Skye Global Management LPSmart money
Notable overlap · 4 shared positions
$SPGI$TDG$MCO$DHR
$5.1B
30 positions
#21PYA Waltman Capital, LLCActive
Notable overlap · 3 shared positions
$DHR$TDG$SPGI
$421M
67 positions
#22TITAN GLOBAL CAPITAL MANAGEMENT USA LLCActive
Notable overlap · 4 shared positions
$TDG$SPGI$FICO$MCO
$785M
68 positions
#23MAR VISTA INVESTMENT PARTNERS LLCActive
Notable overlap · 4 shared positions
$MCO$ASML$TDG$DHR
$1.0B
33 positions
#24Koa Wealth Management, LLCActive
Notable overlap · 3 shared positions
$DHR$BX$FICO
$147M
54 positions
#25Vancity Investment Management LtdPassive
Notable overlap · 3 shared positions
$MCO$SPGI$DHR
$666M
92 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.