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Hedge Funds Similar to ATMOS GESTAO DE RECURSOS LTDA.

13F Portfolio OverlapQ1 2026ATMOS GESTAO DE RECURSOS LTDA. portfolio →
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Most similar hedge funds by 13F overlap

ATMOS CAPITAL GESTAO DE RECURSOS LTDA. is an institutional investor managing $714M across 16 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 ATMOS GESTAO DE RECURSOS LTDA. are SQUADRA INVESTMENTS - GESTAO DE RECURSOS LTDA., Navi International - Administradora e Gestora de Recursos Financeiros Ltda., Ribbit Company,, with shared positions in $NU, $MELI, $XP, $DLO, $BKNG, $ABNB. The full ranking of 22 similar funds is below.

#1SQUADRA INVESTMENTS - GESTAO DE RECURSOS LTDA.Active
Highly similar · 3 shared positions
$NU$MELI$XP
$894M
6 positions
#2Navi International - Administradora e Gestora de Recursos Financeiros Ltda.Active
Highly similar · 3 shared positions
$NU$MELI$XP
$222M
14 positions
#3Ribbit Management Company, LLCSmart money
Substantial overlap · 3 shared positions
$NU$MELI$DLO
$1.7B
14 positions
#4Coronation Fund Managers Ltd.Active
Substantial overlap · 3 shared positions
$NU$MELI$BKNG
$2.2B
53 positions
#5TB Capital Gestao de Recursos Ltda.Active
Notable overlap · 5 shared positions
$NU$DLO$MELI$ABNB$BKNG
$163M
17 positions
#6Investidor Profissional Gestao de Recursos Ltda.Active
Notable overlap · 4 shared positions
$MELI$NU$BKNG$ABNB
$306M
27 positions
#7MayTech Global Investments, LLCSmart money
Notable overlap · 3 shared positions
$MELI$NU$BKNG
$820M
23 positions
#8ABS Direct Equity Fund LLCPassive
Notable overlap · 3 shared positions
$MELI$NU$XP
$131M
109 positions
#9Absolute Gestao de Investimentos Ltda.Active
Some overlap · 4 shared positions
$MELI$NU$DLO$XP
$877M
74 positions
#10Proem Advisors LLCSmart money
Some overlap · 3 shared positions
$MELI$NU$DLO
$1.7B
36 positions
#11VPR Management LLCActive
Some overlap · 4 shared positions
$MELI$NU$DLO$XP
$250M
65 positions
#12Ninety One North America, Inc.Active
Some overlap · 3 shared positions
$BKNG$NU$XP
$2.2B
100 positions
#13Fairtree Asset Management (Pty) LtdPassive
Some overlap · 3 shared positions
$NU$BKNG$MELI
$218M
96 positions
#14MANNING & NAPIER ADVISORS LLCActive
Some overlap · 3 shared positions
$NU$MELI$BKNG
$7.1B
616 positions
#15INVESTMENT HOUSE LLCPassive
Some overlap · 3 shared positions
$NU$MELI$BKNG
$1.9B
223 positions
#16SHELTON WEALTH MANAGEMENT, LLCPassive
Some overlap · 3 shared positions
$MELI$NU$BKNG
$229M
137 positions
#17POLEN CAPITAL MANAGEMENT LLCActive
Slight overlap · 3 shared positions
$ABNB$MELI$NU
$14.5B
221 positions
#18WINTON GROUP LtdPassive
Slight overlap · 3 shared positions
$BKNG$NU$MELI
$2.9B
1,080 positions
#19Altrafin AGActive
Slight overlap · 3 shared positions
$MELI$BKNG$NU
$290M
52 positions
#20Assenagon Asset Management S.A.Active
Slight overlap · 3 shared positions
$MELI$NU$ABNB
$65.9B
1,095 positions
#21OSSIAMActive
Slight overlap · 3 shared positions
$MELI$ABNB$BKNG
$5.7B
388 positions
#22Black Swift Group, LLCActive
Slight overlap · 3 shared positions
$BKNG$MELI$NU
$571M
117 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.