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Hedge Funds Similar to De Lisle Partners LLP

13F Portfolio OverlapQ2 2026De Lisle Partners LLP portfolio →
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Most similar hedge funds by 13F overlap

De Lisle Partners LLP is an institutional investor managing $916M across 178 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 De Lisle Partners LLP are Beirne Wealth Consulting Services, Goehring & Rozencwajg Associates, GeoSphere, with shared positions in $CCJ, $DE, $RKT, $TDW, $NXE, $DNN. The full ranking of 25 similar funds is below.

#1Beirne Wealth Consulting Services, LLCActive
Notable overlap · 4 shared positions
$CCJ$DE$RKT$TDW
$503M
102 positions
#2Goehring & Rozencwajg Associates, LLCActive
Some overlap · 5 shared positions
$CCJ$NXE$DNN$BORR$FCX
$1.7B
41 positions
#3GeoSphere Capital Management, LLCActive
Some overlap · 5 shared positions
$CCJ$DNN$GLNG$NXE$BORR
$306M
46 positions
#4KINGDON CAPITAL MANAGEMENT, L.L.C.Active
Some overlap · 4 shared positions
$ECG$GTX$FLEX$NXE
$976M
74 positions
#5CLIFFORD CAPITAL PARTNERS LLCActive
Some overlap · 3 shared positions
$ECG$RKT$SANM
$727M
43 positions
#6Rithm Capital Corp.Active
Some overlap · 4 shared positions
$ECG$FLEX$VMI$NXT
$81M
38 positions
#7Orion Resource Partners LPActive
Some overlap · 4 shared positions
$CCJ$DNN$NXE$FCX
$219M
24 positions
#8GARNET EQUITY CAPITAL HOLDINGS, INC.Active
Some overlap · 3 shared positions
$CCJ$GLNG$NXE
$530M
29 positions
#9BOWEN HANES & CO INCActive
Some overlap · 5 shared positions
$CCJ$HWKN$FN$SOLS$DE
$4.1B
151 positions
#10KETTLE HILL CAPITAL MANAGEMENT, LLCPassive
Some overlap · 3 shared positions
$RKT$TOL$GLNG
$406M
35 positions
#11Hudson Value Partners, LLCPassive
Some overlap · 3 shared positions
$ECG$DE$AMTM
$399M
113 positions
#12Kennondale Capital Management LLCPassive
Some overlap · 3 shared positions
$RKT$BBW$TDW
$150M
80 positions
#13Old West Investment Management, LLCPassive
Some overlap · 4 shared positions
$CCJ$NXE$TDW$FCX
$944M
124 positions
#14BLUE JEAN FINANCIAL LLCPassive
Some overlap · 3 shared positions
$RKT$CCJ$FCX
$144M
70 positions
#15PARADIGM CAPITAL MANAGEMENT INC/NYActive
Some overlap · 4 shared positions
$PNTG$FN$MBC$BBW
$3.7B
115 positions
#16One Fin Capital Management LPActive
Some overlap · 3 shared positions
$RKT$SOLS$NXT
$310M
23 positions
#17Azarias Capital Management, L.P.Smart money
Some overlap · 3 shared positions
$CCJ$DNN$NXE
$230M
23 positions
#18LEUTHOLD GROUP, LLCPassive
Some overlap · 3 shared positions
$GTX$FLEX$SANM
$995M
237 positions
#19Stirlingshire Investments, Inc.Passive
Some overlap · 4 shared positions
$VMI$FN$NXT$BLBD
$135M
221 positions
#20ALPS ADVISORS INCActive
Some overlap · 4 shared positions
$CCJ$NXE$DNN$FCX
$21.3B
1,170 positions
#21Dorsey Wright & AssociatesPassive
Some overlap · 3 shared positions
$FLEX$FTI$FN
$590M
131 positions
#22Montanaro Asset Management LtdPassive
Some overlap · 3 shared positions
$VMI$HWKN$FN
$317M
42 positions
#23COOKSON PEIRCE & CO INCPassive
Some overlap · 3 shared positions
$FLEX$FTI$NXT
$3.0B
317 positions
#24FORMULA GROWTH LTDPassive
Some overlap · 4 shared positions
$FN$AIR$CECO$ORN
$284M
145 positions
#25Alight Capital Management LPPassive
Some overlap · 3 shared positions
$FLEX$RKT$DE
$712M
83 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.