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 HUDSON EDGE INVESTMENT PARTNERS

13F Portfolio OverlapQ1 2026HUDSON EDGE INVESTMENT PARTNERS portfolio →

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Most similar hedge funds by 13F overlap

HUDSON EDGE INVESTMENT PARTNERS INC. is an institutional investor managing $684M across 101 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 HUDSON EDGE INVESTMENT PARTNERS are Trinity Street Asset LLP, Ovata Ltd, SPRUCEGROVE INVESTMENT LTD, with shared positions in $INFY, $RYAAY, $HDB, $ICLR, $NUE, $WBD. The full ranking of 25 similar funds is below.

#1Trinity Street Asset Management LLPSmart money

Substantial overlap · 5 shared positions

$INFY $RYAAY $HDB $ICLR $NUE

$1.5B

22 positions

#2Ovata Capital Management LtdActive

Notable overlap · 3 shared positions

$RYAAY $HDB $WBD

$715M

38 positions

#3SPRUCEGROVE INVESTMENT MANAGEMENT LTDSmart money

Notable overlap · 4 shared positions

$RYAAY $SNA $DG $ACN

$625M

42 positions

#4Metropolis Capital LtdSmart money

Notable overlap · 3 shared positions

$RYAAY $HCA $CCZ

$3.0B

16 positions

#5Brave Warrior Advisors, LLCActive

Notable overlap · 4 shared positions

$ICLR $RYAAY $CCZ $HCA

$4.0B

36 positions

#6NINE MASTS CAPITAL LtdActive

Notable overlap · 3 shared positions

$HDB $WBD $RYAAY

$693M

249 positions

#7Brandywine Global Investment Management, LLC

Notable overlap · 9 shared positions

$C $DG $CVS $CCZ $MDT $MTB

$14.9B

601 positions

#8Robinson Value Management, Ltd.Passive

Notable overlap · 7 shared positions

$COP $EOG $MTB $MDT $ACN $GPC

$180M

73 positions

#9Stack Financial Management, IncActive

Notable overlap · 7 shared positions

$COP $EOG $LMT $DOV $MDT $AEP

$1.4B

52 positions

#10EDGAR LOMAX CO/VAActive

Some overlap · 7 shared positions

$COP $BMY $LMT $CVS $ACN $DUK

$1.4B

56 positions

#11Center for Wealth Management AdvisoryActive

Some overlap · 7 shared positions

$COP $EOG $LMT $ACN $DUK $CCZ

$139M

62 positions

#12CANTOR FITZGERALD INVESTMENT ADVISORS L.P.Active

Some overlap · 7 shared positions

$COP $BMY $MDT $CVS $SJM $DUK

$1.4B

178 positions

#13McKinney Capital Management, LLCActive

Some overlap · 7 shared positions

$OKE $COP $BMY $EOG $SNA $CCZ

$116M

46 positions

#14ALTRINSIC GLOBAL ADVISORS LLCSmart money

Some overlap · 4 shared positions

$HDB $MDT $EOG $STZ

$2.8B

43 positions

#15Birch Capital Management, LLCActive

Some overlap · 6 shared positions

$INFY $SNA $ACN $COR $GPC $OKE

$191M

78 positions

#16Granite Group Advisors, LLCActive

Some overlap · 7 shared positions

$MTB $LMT $MDT $AEP $CCZ $ACN

$165M

86 positions

#17RNC CAPITAL MANAGEMENT LLC

Some overlap · 6 shared positions

$BMY $MTB $LMT $MDT $CVS $CCZ

$2.2B

173 positions

#18Cullen Capital Management, LLCActive

Some overlap · 6 shared positions

$COP $C $MDT $GPC $DUK $CCZ

$9.8B

213 positions

#19Willis Investment CounselActive

Some overlap · 6 shared positions

$COP $LMT $MDT $ACN $AEP $DUK

$1.8B

123 positions

#20Principal Street Partners, LLCPassive

Some overlap · 6 shared positions

$BMY $SNA $LMT $CVS $DUK $CCZ

$613M

247 positions

#21L & S Advisors IncPassive

Some overlap · 6 shared positions

$C $DOV $LMT $OKE $AEP $DUK

$795M

233 positions

#22PZENA INVESTMENT MANAGEMENT LLCActive

Some overlap · 6 shared positions

$C $BMY $DG $ACN $CVS $MDT

$30.8B

158 positions

#23MATRIX ASSET ADVISORS INC/NYActive

Some overlap · 6 shared positions

$MTB $LMT $MDT $AEP $CCZ $STZ

$1.1B

105 positions

#24BENEDICT FINANCIAL ADVISORS INCPassive

Some overlap · 6 shared positions

$LMT $MDT $DUK $COR $BMY $DOV

$480M

133 positions

#25Miramar Capital, LLCPassive

Some overlap · 5 shared positions

$OKE $BMY $EOG $LMT $GPC

$449M

56 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.