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Hedge Funds Similar to Triveni Investments

13F Portfolio OverlapQ2 2026Triveni Investments portfolio →
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Most similar hedge funds by 13F overlap

Triveni Capital Investments LP is an institutional investor managing $84M across 15 U.S. equity positions as of Q2 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Triveni Investments are Cander Asset, Meritage Group, Hudson Way, with shared positions in $COF, $KKR, $MSCI, $SPGI, $RKT, $FHN. The full ranking of 25 similar funds is below.

#1Cander Asset Management LPActive
Substantial overlap · 7 shared positions
$COF$KKR$MSCI$SPGI$RKT$FHN
$540M
48 positions
#2Meritage Group LPSmart money
Substantial overlap · 3 shared positions
$COF$SPGI$MSCI
$2.6B
12 positions
#3Hudson Way Capital Management LLCActive
Notable overlap · 3 shared positions
$KKR$SPGI$RKT
$1.1B
18 positions
#4Triavera Capital LLCActive
Notable overlap · 3 shared positions
$KKR$RKT$SPGI
$184M
15 positions
#5Algebris (UK) LtdActive
Notable overlap · 4 shared positions
$KKR$COF$HBAN$IBN
$1.5B
73 positions
#6Carlson Capital, L.P.Passive
Notable overlap · 3 shared positions
$HBAN$COF$FHN
$494M
74 positions
#7LB Partners LLCActive
Notable overlap · 3 shared positions
$COF$KKR$SPGI
$147M
34 positions
#8140 Summer Partners LPActive
Notable overlap · 3 shared positions
$COF$HBAN$BOH
$1.4B
22 positions
#9FJ Capital Management LLCActive
Notable overlap · 4 shared positions
$BOH$HBAN$UMBF$RGA
$770M
120 positions
#10Prana Capital Management, LPActive
Notable overlap · 4 shared positions
$HBAN$SPGI$RGA$RKT
$3.3B
122 positions
#11BASSWOOD CAPITAL MANAGEMENT, L.L.C.Active
Notable overlap · 5 shared positions
$RKT$COF$BOH$HBAN$UMBF
$2.5B
111 positions
#12Gillson Capital LPActive
Some overlap · 3 shared positions
$COF$MSCI$KKR
$1.7B
80 positions
#13Heron Bay Capital ManagementActive
Some overlap · 3 shared positions
$KKR$SPGI$MSCI
$1.1B
97 positions
#14Galaxy Digital Capital Management GP LLCPassive
Some overlap · 3 shared positions
$COF$MSCI$RKT
$206M
67 positions
#15SALZHAUER MICHAELSmart money
Some overlap · 3 shared positions
$COF$FHN$HBAN
$292M
89 positions
#16Progressive Investment Management CorpActive
Some overlap · 3 shared positions
$SPGI$MSCI$URI
$454M
56 positions
#17Temasek Holdings (Private) LtdActive
Some overlap · 3 shared positions
$IBN$SPGI$KKR
$37.3B
196 positions
#18Junto Capital Management LPPassive
Some overlap · 3 shared positions
$MSCI$COF$UMBF
$5.7B
81 positions
#19COMGEST GLOBAL INVESTORS S.A.S.Active
Some overlap · 3 shared positions
$SPGI$MSCI$URI
$4.5B
55 positions
#20Ninety One North America, Inc.Active
Some overlap · 3 shared positions
$XP$SPGI$IBN
$2.1B
106 positions
#21MALTESE CAPITAL MANAGEMENT LLCActive
Some overlap · 3 shared positions
$HBAN$UMBF$COF
$549M
100 positions
#22HUDSON EDGE INVESTMENT PARTNERS INC.Active
Some overlap · 3 shared positions
$HBAN$URI$COF
$732M
123 positions
#23Fisher Funds Management LTDActive
Some overlap · 3 shared positions
$MSCI$KKR$SPGI
$3.5B
174 positions
#24NFC Investments, LLCActive
Slight overlap · 3 shared positions
$COF$FHN$KKR
$389M
43 positions
#25Newport Trust Company, LLCActive
Slight overlap · 3 shared positions
$COF$SPGI$HBAN
$41.5B
63 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.