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Hedge Funds Similar to TB Gestao de Recursos Ltda.

13F Portfolio OverlapQ2 2026TB Gestao de Recursos Ltda. portfolio →
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Most similar hedge funds by 13F overlap

TB Capital Gestao de Recursos Ltda. is an institutional investor managing $183M across 19 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 TB Gestao de Recursos Ltda. are Coronation Fund Managers Ltd., Investidor Profissional Gestao de Recursos Ltda., ATMOS GESTAO DE RECURSOS LTDA., with shared positions in $NU, $CPNG, $MELI, $SPGI, $SPOT, $BKNG. The full ranking of 25 similar funds is below.

#1Coronation Fund Managers Ltd.Active
Substantial overlap · 6 shared positions
$NU$CPNG$MELI$SPGI$SPOT$BKNG
$2.6B
48 positions
#2Investidor Profissional Gestao de Recursos Ltda.Active
Substantial overlap · 4 shared positions
$BKNG$SPGI$MELI$NU
$172M
23 positions
#3ATMOS CAPITAL GESTAO DE RECURSOS LTDA.Smart money
Substantial overlap · 5 shared positions
$NU$DLO$MELI$ABNB$BKNG
$832M
17 positions
#4UNTITLED INVESTMENTS LPActive
Notable overlap · 3 shared positions
$NU$CPNG$MELI
$257M
18 positions
#5AMS Capital LtdaActive
Notable overlap · 3 shared positions
$NU$CPNG$MELI
$291M
14 positions
#6LONG WALK MANAGEMENT LPActive
Notable overlap · 3 shared positions
$NU$CPNG$SPOT
$441M
14 positions
#7Ribbit Management Company, LLCSmart money
Notable overlap · 4 shared positions
$NU$MELI$DLO$CPNG
$2.1B
15 positions
#8PBCay One RSC LtdActive
Notable overlap · 3 shared positions
$NU$SPGI$MELI
$1.7B
19 positions
#9Spear Holdings RSC LtdActive
Notable overlap · 3 shared positions
$NU$SPGI$MELI
$1.7B
18 positions
#10Unison Asset Management LLCActive
Notable overlap · 4 shared positions
$NU$BKNG$ADBE$SPOT
$246M
32 positions
#11CapitalatWork S.A.Active
Notable overlap · 5 shared positions
$APO$MELI$ABNB$SPGI$ADBE
$4.0B
93 positions
#12EAGLE CAPITAL MANAGEMENT LLCActive
Notable overlap · 3 shared positions
$SPGI$SAP$MELI
$32.7B
56 positions
#13Milestones Administradora de Recursos Ltda.Active
Notable overlap · 3 shared positions
$NU$MELI$SPGI
$518M
21 positions
#14MAKENA CAPITAL MANAGEMENT LLCSmart money
Notable overlap · 3 shared positions
$SPGI$CPNG$MELI
$952M
26 positions
#15Foxhaven Asset Management, LPActive
Notable overlap · 3 shared positions
$CPNG$MELI$NU
$3.7B
16 positions
#16Palestra Capital Management LLCActive
Notable overlap · 3 shared positions
$NU$CPNG$SPOT
$2.9B
21 positions
#17LRZ CAPITAL LLCActive
Notable overlap · 3 shared positions
$SPGI$MELI$BKNG
$197M
18 positions
#18Gavilan Investment Partners LLCActive
Notable overlap · 3 shared positions
$CPNG$MELI$SPOT
$411M
15 positions
#19VPR Management LLCActive
Notable overlap · 4 shared positions
$NU$MELI$CPNG$DLO
$249M
66 positions
#20Carmignac GestionActive
Notable overlap · 3 shared positions
$SPGI$MELI$ABNB
$7.7B
100 positions
#21National Philanthropic TrustActive
Notable overlap · 4 shared positions
$APO$ABNB$NU$CPNG
$6.9B
409 positions
#22RD Finance LtdActive
Notable overlap · 3 shared positions
$BKNG$MELI$ADBE
$101M
27 positions
#23Absolute Gestao de Investimentos Ltda.Active
Notable overlap · 3 shared positions
$MELI$NU$DLO
$994M
41 positions
#24MayTech Global Investments, LLCSmart money
Notable overlap · 3 shared positions
$MELI$BKNG$NU
$900M
22 positions
#25BAILLIE GIFFORD & COActive
Notable overlap · 4 shared positions
$MELI$NU$CPNG$SPOT
$110.2B
273 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.