How is hedge fund similarity measured?

Similarity is computed from each fund's top conviction holdings in their latest 13F filing. Funds are scored by the overlap of distinctive shared positions (the mega-caps that nearly every fund owns are excluded), so the ranking reflects genuinely shared strategy rather than common index exposure.

Hedge Funds Similar to SONA ASSET (US)

13F Portfolio OverlapQ2 2026SONA ASSET (US) portfolio →

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Most similar hedge funds by 13F overlap

SONA ASSET MANAGEMENT (US) LLC is an institutional investor managing $4.8B across 424 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 SONA ASSET (US) are Marble Bar Asset LLP, Compass Rose Asset, Birnam Oak Advisors, with shared positions in $ECHO, $WBD, $CHTR, $NSC, $RKT, $SHAZ. The full ranking of 25 similar funds is below.

#1Marble Bar Asset Management LLPActive

Substantial overlap · 4 shared positions

$ECHO $WBD $CHTR $NSC

$144M

42 positions

#2Compass Rose Asset Management, LPSmart money

Notable overlap · 6 shared positions

$WBD $ECHO $RKT $SHAZ $CHTR $CCZ

$3.6B

25 positions

#3Birnam Oak Advisors, LPActive

Notable overlap · 7 shared positions

$WBD $ECHO $AES $VSAT $ROKU $NSC

$616M

40 positions

#4PLUSTICK MANAGEMENT LLCActive

Notable overlap · 3 shared positions

$ECHO $SHAZ $NN

$269M

25 positions

#5DLD Asset Management, LPPassive

Notable overlap · 6 shared positions

$ECHO $SMCI $NSC $DLR $WBD $BTDR

$1.5B

448 positions

#6FOURSIXTHREE CAPITAL LPActive

Notable overlap · 6 shared positions

$ECHO $VSAT $SVC $IHRT $BTDR $WBD

$485M

17 positions

#7STONEHILL CAPITAL MANAGEMENT LLCActive

Notable overlap · 3 shared positions

$ECHO $SVC $VSAT

$350M

15 positions

#8Potomac Capital Management, Inc.Passive

Notable overlap · 3 shared positions

$ECHO $SVC $NN

$147M

68 positions

#9SHENKMAN CAPITAL MANAGEMENT INCActive

Notable overlap · 6 shared positions

$ETSY $WBD $SMCI $ECHO $TCOM $CELC

$721M

80 positions

#10Beartown Capital Management, LLCActive

Notable overlap · 3 shared positions

$ECHO $BTDR $SHAZ

$227M

41 positions

#11Fort Baker Capital Management LPActive

Notable overlap · 5 shared positions

$WBD $AES $SMCI $NSC $KEYY

$1.4B

121 positions

#12Pentwater Capital Management LPActive

Notable overlap · 5 shared positions

$WBD $ECHO $ROKU $NSC $AES

$16.4B

90 positions

#13Melqart Asset Management (UK) LtdActive

Notable overlap · 5 shared positions

$WBD $AES $NSC $RVMD $IHRT

$1.1B

40 positions

#14Opti Capital Management, LPActive

Notable overlap · 4 shared positions

$ETSY $TCOM $BILL $DKNG

$1.6B

46 positions

#15Sand Grove Capital Management LLPActive

Notable overlap · 4 shared positions

$WBD $AES $ROKU $NSC

$383M

14 positions

#16P SCHOENFELD ASSET MANAGEMENT LPActive

Notable overlap · 5 shared positions

$WBD $VSAT $BTDR $ROKU $NSC

$244M

34 positions

#17Kryger Capital LLCActive

Notable overlap · 7 shared positions

$WBD $AES $ROKU $NSC $ILLU $BILL

$1.8B

109 positions

#18Ovata Capital Management LtdActive

Notable overlap · 5 shared positions

$ECHO $ETSY $FOUR $W $WBD

$1.3B

43 positions

#19WHITEBOX ADVISORS LLCPassive

Notable overlap · 4 shared positions

$ECHO $TCOM $SMCI $WBD

$7.7B

667 positions

#20CSS LLC/ILPassive

Notable overlap · 4 shared positions

$ECHO $SMCI $CELC $OHAC

$2.6B

1,001 positions

#21Aequim Alternative Investments LPActive

Notable overlap · 5 shared positions

$ECHO $ETSY $SMCI $TCOM $WBD

$6.4B

102 positions

#22Westchester Capital Management, LLCPassive

Notable overlap · 4 shared positions

$WBD $AES $ROKU $NSC

$2.0B

310 positions

#23Context Capital Management, LLCPassive

Notable overlap · 5 shared positions

$ECHO $SMCI $FOUR $CELC $BILL

$5.1B

427 positions

#24Symmetry Investments LPActive

Notable overlap · 3 shared positions

$WBD $ECHO $NSC

$1.5B

152 positions

#25SCOGGIN MANAGEMENT LPActive

Notable overlap · 7 shared positions

$ECHO $SHAZ $WBD $BTDR $NN $DLR

$935M

69 positions

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View SONA ASSET (US)’s holdings

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.