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 XY Ltd

13F Portfolio OverlapQ1 2026XY Ltd portfolio →

Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

XY Capital Ltd is an institutional investor managing $101M across 95 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 XY Ltd are True Light Pte. Ltd., NINE MASTS Ltd, MATTHEWS INTERNATIONAL, with shared positions in $YUMC, $BABA, $HTHT, $HDB, $NIO, $NSC. The full ranking of 25 similar funds is below.

#1True Light Capital Pte. Ltd.Active

Notable overlap · 3 shared positions

$YUMC $BABA $HTHT

$198M

8 positions

#2NINE MASTS CAPITAL LtdActive

Notable overlap · 4 shared positions

$BABA $HDB $NIO $NSC

$693M

249 positions

#3MATTHEWS INTERNATIONAL CAPITAL MANAGEMENT LLCPassive

Notable overlap · 4 shared positions

$YUMC $IBN $HDB $KC

$246M

37 positions

#4HELIOS CAPITAL MANAGEMENT PTE. LTDActive

Notable overlap · 4 shared positions

$BABA $HDB $IBN $UBS

$95M

21 positions

#5Ovata Capital Management LtdActive

Notable overlap · 4 shared positions

$BABA $HDB $HTHT $NIO

$715M

38 positions

#6Mondrian Investment Partners LTDActive

Notable overlap · 4 shared positions

$YUMC $SHEL $INFY $HDB

$6.7B

103 positions

#7White Oak Capital Partners Pte. Ltd.Active

Notable overlap · 4 shared positions

$HDB $IBN $INFY $YUMC

$264M

18 positions

#8Aubrey Capital Management LtdPassive

Notable overlap · 5 shared positions

$BABA $HTHT $EDU $IBN $HDB

$186M

50 positions

#9Henry James International Management Inc.Passive

Notable overlap · 10 shared positions

$TME $MUFG $BABA $IBN $NVS $ERIC

$277M

94 positions

#10SERENITY CAPITAL MANAGEMENT PTE. LTD.Active

Notable overlap · 4 shared positions

$HTHT $MNSO $EDU $BABA

$414M

10 positions

#11DV EQUITIES, LLC

Notable overlap · 9 shared positions

$MUFG $SHEL $NVS $TME $NIO $ERIC

$558M

756 positions

#12SIH Partners, LLLPActive

Notable overlap · 6 shared positions

$BABA $BILI $XPEV $UBS $INFY $RACE

$7.6B

291 positions

#13GUARDCAP ASSET MANAGEMENT LtdSmart money

Notable overlap · 4 shared positions

$YUMC $HDB $BABA $INFY

$1.7B

27 positions

#14Carrhae Capital LLPSmart money

Notable overlap · 3 shared positions

$BABA $IBN $HSAI

$3.3B

29 positions

#15Triata Capital LtdSmart money

Notable overlap · 3 shared positions

$BABA $HTHT $EDU

$552M

14 positions

#16Oasis Management Co Ltd.Active

Notable overlap · 4 shared positions

$BABA $EDU $HTHT $NIO

$1.7B

110 positions

#17Templeton & Phillips Capital Management, LLCActive

Notable overlap · 4 shared positions

$YUMC $IBN $SHEL $HDB

$123M

55 positions

#18Yiheng Capital Management, L.P.Active

Notable overlap · 3 shared positions

$HTHT $EDU $BILI

$231M

24 positions

#19New Vernon Capital Holdings II LLCActive

Notable overlap · 6 shared positions

$IBN $INFY $NVS $E $UBS $RACE

$136M

77 positions

#20DAVIDSON KEMPNER CAPITAL MANAGEMENT LPActive

Notable overlap · 4 shared positions

$BABA $WB $HTHT $NIO

$7.3B

231 positions

#21Paloma Partners Management CoActive

Notable overlap · 3 shared positions

$BABA $NIO $STM

$510M

61 positions

#22L1 Capital Pty LtdActive

Notable overlap · 3 shared positions

$AMCR $NWS $HDB

$2.5B

22 positions

#23Perseverance Asset Management InternationalActive

Notable overlap · 4 shared positions

$YUMC $HTHT $XPEV $NIO

$909M

21 positions

#24WOLVERINE ASSET MANAGEMENT LLCPassive

Notable overlap · 3 shared positions

$BABA $NIO $HTHT

$10.4B

1,678 positions

#25AUGUSTINE ASSET MANAGEMENT INCActive

Some overlap · 5 shared positions

$IBN $SHEL $MFG $MUFG $SMFG

$444M

112 positions

Compare XY Ltd’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 XY Ltd’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.