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Hedge Funds Similar to North of South LLP

13F Portfolio OverlapQ1 2026North of South LLP portfolio →
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Most similar hedge funds by 13F overlap

North of South Capital LLP is an institutional investor managing $1.1B across 29 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 North of South LLP are White Oak Partners Pte. Ltd., VR Advisory Services Ltd, PING ,, with shared positions in $IBN, $VIST, $BAP, $AUGO, $YPF, $KSPI. The full ranking of 25 similar funds is below.

#1White Oak Capital Partners Pte. Ltd.Active
Substantial overlap · 4 shared positions
$IBN$VIST$BAP$AUGO
$264M
18 positions
#2VR Advisory Services LtdActive
Notable overlap · 4 shared positions
$YPF$KSPI$TGS$VIST
$845M
40 positions
#3PING CAPITAL MANAGEMENT, INC.Active
Notable overlap · 9 shared positions
$YPF$TGS$JD$PBR$BABA$BIDU
$350M
83 positions
#4TT International Asset Management LTDActive
Notable overlap · 10 shared positions
$BIDU$YPF$TGS$IBN$PBR$BABA
$916M
48 positions
#5Aquamarine Financial (Cayman) LtdSmart money
Notable overlap · 3 shared positions
$YPF$TGS$BBAR
$1.4B
17 positions
#6Massar Capital Management, LPActive
Notable overlap · 4 shared positions
$JD$YMM$PAAS$BABA
$934M
246 positions
#7Carrhae Capital LLPSmart money
Notable overlap · 4 shared positions
$IBN$BABA$VIST$TS
$3.3B
29 positions
#8Cape Ann Asset Management LtdSmart money
Some overlap · 4 shared positions
$LAUR$KSPI$VIST$BAP
$440M
11 positions
#9ABS Direct Equity Fund LLCPassive
Some overlap · 6 shared positions
$KSPI$TGS$VIST$BAP$LOMA$AMX
$131M
109 positions
#10Aubrey Capital Management LtdPassive
Some overlap · 5 shared positions
$LAUR$IBN$BABA$VIST$LTM
$186M
50 positions
#11MATTHEWS INTERNATIONAL CAPITAL MANAGEMENT LLCPassive
Some overlap · 6 shared positions
$IBN$BIDU$YMM$PBR$UMC$BAP
$246M
37 positions
#12Long Corridor Asset Management LtdActive
Some overlap · 4 shared positions
$ATHM$YMM$JD$BIDU
$411M
38 positions
#13Monaco Asset Management SAMActive
Some overlap · 3 shared positions
$BIDU$JD$BABA
$542M
66 positions
#14Gordian Capital Singapore Pte LtdPassive
Some overlap · 3 shared positions
$YMM$KSPI$BABA
$60M
124 positions
#15SIH Partners, LLLPActive
Some overlap · 3 shared positions
$JD$BIDU$BABA
$7.6B
291 positions
#16GROUP ONE TRADING, L.P.Passive
Some overlap · 3 shared positions
$YMM$PAAS$PBR
$52.2B
7,822 positions
#17WEXFORD CAPITAL LPActive
Some overlap · 5 shared positions
$YPF$TGS$KSPI$VIST$AMX
$690M
164 positions
#18Glenorchy Capital LtdSmart money
Some overlap · 3 shared positions
$YPF$LOMA$BBAR
$1.7B
67 positions
#19Fourth Sail Capital LPActive
Some overlap · 3 shared positions
$YPF$VIST$LOMA
$608M
25 positions
#20Moneda S.A. Administradora General de FondosActive
Some overlap · 5 shared positions
$TGS$PBR$VIST$LTM$LOMA
$123M
25 positions
#21Kapitalo Investimentos LtdaActive
Some overlap · 4 shared positions
$YPF$PBR$LOMA$AXIA
$531M
57 positions
#22Contrarius Group Holdings LtdActive
Slight overlap · 3 shared positions
$BIDU$JD$BABA
$1.8B
39 positions
#23SPX Gestao de Recursos LtdaActive
Slight overlap · 4 shared positions
$TGS$PBR$BAP$LTM
$1.2B
82 positions
#24Limestone Investment Advisors LPActive
Slight overlap · 4 shared positions
$JD$YMM$PBR$BABA
$1.2B
399 positions
#25Fundamenta Capital S.A.Active
Slight overlap · 4 shared positions
$TGS$VIST$BAP$LOMA
$116M
11 positions

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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.