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Hedge Funds Similar to Two Seas

13F Portfolio OverlapQ1 2026Two Seas portfolio →
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Most similar hedge funds by 13F overlap

Two Seas Capital LP is an institutional investor managing $7.2B across 47 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 Two Seas are Whitefort ,, Clearline, Rubric, with shared positions in $ROIV, $TDAY, $SOC, $ABUS, $QURE, $CORZ. The full ranking of 25 similar funds is below.

#1Whitefort Capital Management, LPSmart money
Substantial overlap · 5 shared positions
$ROIV$TDAY$SOC$ABUS$QURE
$339M
20 positions
#2Clearline Capital LPActive
Notable overlap · 6 shared positions
$CORZ$TLN$ECHO$GLNG$VST$WULF
$1.9B
106 positions
#3Rubric Capital Management LPActive
Notable overlap · 6 shared positions
$TLN$GLNG$FTAI$ROIV$VST$TAC
$9.4B
83 positions
#4Beartown Capital Management, LLCActive
Notable overlap · 6 shared positions
$CORZ$WULF$ECHO$CIFR$NBIS$HUT
$209M
42 positions
#5P SCHOENFELD ASSET MANAGEMENT LPPassive
Notable overlap · 4 shared positions
$CORZ$TDAY$TLN$WULF
$184M
35 positions
#6SCOGGIN MANAGEMENT LPSmart money
Notable overlap · 5 shared positions
$CORZ$WULF$ECHO$NBIS$SHAZ
$1.0B
51 positions
#7GARNET EQUITY CAPITAL HOLDINGS, INC.Smart money
Notable overlap · 4 shared positions
$TLN$GLNG$FTAI$CLMT
$642M
22 positions
#8Sachem Head Capital Management LPActive
Notable overlap · 4 shared positions
$TLN$SHC$ECHO$BTDR
$4.2B
19 positions
#9Deltroit Asset Management (UK) LLPActive
Notable overlap · 6 shared positions
$TLN$FTAI$CORZ$NBIS$BTDR$ABUS
$623M
42 positions
#10Helix Partners Management LPActive
Notable overlap · 3 shared positions
$CORZ$ECHO$CIFR
$374M
13 positions
#11Creek Drive Management Group LLCActive
Notable overlap · 4 shared positions
$CORZ$NKTR$QURE$NBIS
$439M
53 positions
#12Troluce Capital Advisors LLCPassive
Notable overlap · 7 shared positions
$FTAI$WULF$CORZ$ECHO$VST$CIFR
$1.6B
70 positions
#13Alta Fundamental Advisers LLCActive
Notable overlap · 3 shared positions
$INDV$TDAY$CORZ
$265M
23 positions
#14CLEARFIELD CAPITAL MANAGEMENT LPActive
Notable overlap · 5 shared positions
$TLN$WULF$VST$BTDR$CORZ
$188M
17 positions
#15Engle Capital Management, L.P.Active
Notable overlap · 5 shared positions
$TLN$WULF$CIFR$HUT$FRMI
$293M
22 positions
#16ADAR1 Capital Management, LLCPassive
Notable overlap · 4 shared positions
$ROIV$IMVT$ABUS$NKTR
$1.7B
310 positions
#17CARRONADE CAPITAL MANAGEMENT, LPSmart money
Notable overlap · 3 shared positions
$TLN$ECHO$CORZ
$7.7B
32 positions
#18Philosophy Capital Management LLCActive
Notable overlap · 4 shared positions
$TDAY$GLNG$TLN$VST
$1.6B
43 positions
#19Marnell Management LLCActive
Notable overlap · 5 shared positions
$TLN$WULF$CORZ$CIFR$NBIS
$288M
72 positions
#20Ripple Effect Asset Management LPSmart money
Notable overlap · 4 shared positions
$TLN$WULF$VST$HUT
$679M
24 positions
#21LONE PINE CAPITAL LLCActive
Notable overlap · 4 shared positions
$TLN$WULF$VST$HUT
$12.5B
36 positions
#22Situational Awareness LPActive
Notable overlap · 3 shared positions
$CORZ$BTDR$SHAZ
$13.7B
42 positions
#23Owl Creek Asset Management, L.P.Smart money
Notable overlap · 3 shared positions
$TLN$FTAI$VST
$1.4B
30 positions
#24Sandro Wealth Management LLCPassive
Notable overlap · 3 shared positions
$CORZ$INDV$ROIV
$125M
99 positions
#25Prosight Management, LPActive
Notable overlap · 3 shared positions
$NKTR$ROIV$IMVT
$610M
46 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.