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 Delta Global

13F Portfolio OverlapQ1 2026Delta Global portfolio →

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Most similar hedge funds by 13F overlap

Delta Global Management LP is an institutional investor managing $1.2B across 154 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 Delta Global are TREMBLANT GROUP, HARRIS ASSOCIATES L P, Ruane, Cunniff & Goldfarb, with shared positions in $SPOT, $MKSI, $CMG, $PANW, $DASH, $MDB. The full ranking of 25 similar funds is below.

#1TREMBLANT CAPITAL GROUPActive

Notable overlap · 7 shared positions

$SPOT $MKSI $CMG $PANW $DASH $MDB

$3.1B

57 positions

#2HARRIS ASSOCIATES L PActive

Notable overlap · 6 shared positions

$ICE $SCHW $COF $C $BAC $CBRE

$75.0B

158 positions

#3Ruane, Cunniff & Goldfarb L.P.Active

Notable overlap · 3 shared positions

$ICE $SCHW $COF

$6.0B

50 positions

#4Parsonex Advisory Services, Inc.Passive

Notable overlap · 5 shared positions

$ICE $SCHW $SPOT $BAC $RCL

$102M

56 positions

#5KELLY LAWRENCE W & ASSOCIATES INC/CAActive

Notable overlap · 5 shared positions

$ICE $COF $PANW $AMD $SCHW

$360M

124 positions

#6Blume Capital Management, Inc.Passive

Notable overlap · 4 shared positions

$C $SCHW $COF $BAC

$588M

337 positions

#7Cander Asset Management LPActive

Notable overlap · 6 shared positions

$COF $TOST $JLL $BAC $RKT $KKR

$557M

43 positions

#8Caldwell Investment Management Ltd.Active

Notable overlap · 5 shared positions

$ICE $C $BAC $MIAX $KKR

$255M

57 positions

#9Safe Harbor Fiduciary, LLCPassive

Notable overlap · 5 shared positions

$SCHW $PNC $BAC $AMD $PANW

$105M

56 positions

#10M.D. Sass, LLCActive

Notable overlap · 4 shared positions

$ICE $COF $CBRE $PANW

$1.3B

36 positions

#11Hosking Partners LLPActive

Notable overlap · 5 shared positions

$C $COF $BAC $CBRE $SCHW

$2.8B

99 positions

#12ONTARIO TEACHERS PENSION PLAN BOARDActive

Notable overlap · 5 shared positions

$COF $PNC $CMG $SNOW $SPOT

$3.5B

162 positions

#13Prana Capital Management, LPPassive

Notable overlap · 4 shared positions

$ICE $HBAN $BAC $COF

$3.3B

131 positions

#14Provident Investment Management, Inc.Active

Notable overlap · 3 shared positions

$ICE $SCHW $DASH

$1.0B

82 positions

#15Stony Point Capital LLCActive

Notable overlap · 7 shared positions

$PANW $TOST $SNDK $COF $DASH $SNOW

$1.2B

32 positions

#16Westbourne Investment Advisors, Inc.Passive

Notable overlap · 4 shared positions

$SCHW $C $TOST $BAC

$343M

115 positions

#17Montaka Global Pty LtdActive

Notable overlap · 5 shared positions

$ICE $SPOT $DASH $MDB $KKR

$167M

21 positions

#18SALZHAUER MICHAELSmart money

Notable overlap · 5 shared positions

$C $BAC $COF $PNC $HBAN

$212M

75 positions

#19Generali Investments Towarzystwo Funduszy InwestycyjnychPassive

Notable overlap · 8 shared positions

$PANW $AMD $SNOW $TOST $BAC $MDB

$194M

146 positions

#20Spahn Wealth & Retirement LLCActive

Notable overlap · 4 shared positions

$C $PANW $BAC $SNOW

$79M

25 positions

#21AMI ASSET MANAGEMENT CORPActive

Notable overlap · 4 shared positions

$SCHW $SPOT $PANW $SNOW

$1.6B

96 positions

#22Triveni Capital Investments LPActive

Notable overlap · 4 shared positions

$COF $HBAN $RKT $KKR

$101M

14 positions

#23SOMA EQUITY PARTNERS LPActive

Notable overlap · 5 shared positions

$SPOT $PANW $AMD $DASH $RKT

$1.4B

20 positions

#24Karl Kapital LLCActive

Notable overlap · 3 shared positions

$COF $ICE $RKT

$144M

22 positions

#25Sunstone Asset Management, L.P.Passive

Notable overlap · 6 shared positions

$PANW $SNDK $AMD $SNOW $DASH $MDB

$85M

61 positions

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View Delta Global’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.