13F Pro

Hedge Funds Similar to SELDON

13F Portfolio OverlapQ1 2026SELDON portfolio →
Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

SELDON CAPITAL LP is an institutional investor managing $272M across 65 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 SELDON are SCALAR GAUGE ,, LONE PINE, Value Aligned Research Advisors,, with shared positions in $CLS, $TER, $VRT, $TLN, $NU, $INTC. The full ranking of 25 similar funds is below.

#1SCALAR GAUGE MANAGEMENT, LLCActive
Notable overlap · 3 shared positions
$CLS$TER$VRT
$104M
26 positions
#2LONE PINE CAPITAL LLCActive
Notable overlap · 3 shared positions
$TLN$NU$TER
$12.5B
36 positions
#3Value Aligned Research Advisors, LLCActive
Notable overlap · 5 shared positions
$INTC$CLS$VRT$EQT$AMAT
$20.7B
107 positions
#4Tensor Edge Capital, LLCActive
Notable overlap · 3 shared positions
$INTC$TER$BSY
$582M
17 positions
#5VMS Asset Management LimitedActive
Notable overlap · 3 shared positions
$TLN$TER$VRT
$164M
23 positions
#6Gordian Capital Singapore Pte LtdPassive
Notable overlap · 5 shared positions
$INTC$NU$CF$TER$FSLY
$60M
124 positions
#7Wealth High Governance Capital LtdaPassive
Some overlap · 3 shared positions
$SQM$CLS$PAM
$333M
46 positions
#8Telligent Fund, LPActive
Some overlap · 3 shared positions
$INTC$VRT$CLS
$94M
24 positions
#9Alta Park Capital, LPActive
Some overlap · 3 shared positions
$NU$TER$AMAT
$642M
25 positions
#10Kurv Investment Management LLCPassive
Some overlap · 3 shared positions
$INTC$TER$AMAT
$173M
62 positions
#11Himension FundSmart money
Some overlap · 5 shared positions
$INTC$EQT$PDD$VRT$AMAT
$1.3B
135 positions
#12ABS Direct Equity Fund LLCPassive
Some overlap · 3 shared positions
$NU$PAM$PDD
$131M
109 positions
#13BERKSHIRE CAPITAL HOLDINGS INCActive
Some overlap · 4 shared positions
$TER$VRT$FSLY$AMAT
$277M
114 positions
#14Walleye Trading LLCPassive
Some overlap · 3 shared positions
$INTC$VRT$PDD
$60.0B
4,047 positions
#15Evergreen Quality Fund GP, Ltd.Smart money
Some overlap · 3 shared positions
$INTC$PDD$TER
$4.4B
40 positions
#16Maytree Asset Management LtdActive
Some overlap · 3 shared positions
$INTC$PDD$U
$141M
20 positions
#17Tairen Capital LtdActive
Some overlap · 4 shared positions
$INTC$TER$U$AMAT
$924M
44 positions
#18TB Alternative Assets Ltd.Active
Some overlap · 4 shared positions
$INTC$PDD$EQT$CF
$481M
36 positions
#19Kora Management LPSmart money
Some overlap · 3 shared positions
$NU$PDD$U
$702M
9 positions
#20Bouvel Investment Partners, LLCPassive
Some overlap · 3 shared positions
$INTC$TER$VRT
$345M
78 positions
#21Truxt Investmentos Ltda.Active
Some overlap · 3 shared positions
$NU$VRT$U
$156M
23 positions
#22Maytus Capital Management, LLCPassive
Some overlap · 4 shared positions
$INTC$CLS$U$AMAT
$562M
62 positions
#23Warther Private Wealth, LLCPassive
Some overlap · 3 shared positions
$NU$EQT$AMAT
$427M
40 positions
#24Anther Capital LtdActive
Some overlap · 3 shared positions
$INTC$TER$AMAT
$3.8B
31 positions
#25Aubrey Capital Management LtdPassive
Some overlap · 3 shared positions
$NU$VRT$AU
$186M
50 positions

Compare SELDON’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View SELDON’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.