13F Pro

Hedge Funds Similar to Helix Partners

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

Most similar hedge funds by 13F overlap

Helix Partners Management LP is an institutional investor managing $374M across 13 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 Helix Partners are Taconic Advisors, Beartown ,, Troluce Advisors, with shared positions in $ECHO, $GNL, $OPTU, $CORZ, $CIFR, $COF. The full ranking of 12 similar funds is below.

#1Taconic Capital Advisors LPActive
Substantial overlap · 3 shared positions
$ECHO$GNL$OPTU
$229M
15 positions
#2Beartown Capital Management, LLCActive
Notable overlap · 3 shared positions
$CORZ$ECHO$CIFR
$209M
42 positions
#3Troluce Capital Advisors LLCPassive
Notable overlap · 4 shared positions
$ECHO$COF$CORZ$CIFR
$1.6B
70 positions
#4Two Seas Capital LPSmart money
Notable overlap · 3 shared positions
$CORZ$ECHO$CIFR
$7.2B
47 positions
#5CARRONADE CAPITAL MANAGEMENT, LPSmart money
Notable overlap · 4 shared positions
$ECHO$OPTU$CYH$CORZ
$7.7B
32 positions
#6140 Summer Partners LPActive
Notable overlap · 3 shared positions
$COF$ECHO$OPTU
$1.6B
25 positions
#7Sentinel Dome Partners, LLCActive
Some overlap · 3 shared positions
$ECHO$CORZ$OPTU
$105M
29 positions
#8BASSWOOD CAPITAL MANAGEMENT, L.L.C.Active
Some overlap · 3 shared positions
$PFSI$COF$SYF
$2.1B
108 positions
#9Steamboat Capital Partners, LLCPassive
Some overlap · 3 shared positions
$COF$CORZ$ECHO
$403M
56 positions
#10STEADFAST CAPITAL MANAGEMENT LPActive
Some overlap · 3 shared positions
$ECHO$COF$RCL
$2.9B
69 positions
#11Alta Fundamental Advisers LLCActive
Some overlap · 3 shared positions
$CORZ$OPTU$CYH
$265M
23 positions
#12WealthTrust Asset Management, LLCActive
Slight overlap · 3 shared positions
$SYF$COF$RCL
$167M
98 positions

Compare Helix Partners’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 Helix Partners’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.