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Hedge Funds Similar to HELIOS PTE. LTD

13F Portfolio OverlapQ2 2026HELIOS PTE. LTD portfolio →
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Most similar hedge funds by 13F overlap

HELIOS CAPITAL MANAGEMENT PTE. LTD is an institutional investor managing $102M across 26 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 HELIOS PTE. LTD are New Vernon II, CHANNING GLOBAL ADVISORS, NINE MASTS Ltd, with shared positions in $IBN, $HDB, $UBS, $BABA, $DG, $NDAQ. The full ranking of 25 similar funds is below.

#1New Vernon Capital Holdings II LLCActive
Notable overlap · 3 shared positions
$IBN$HDB$UBS
$181M
73 positions
#2CHANNING GLOBAL ADVISORS, LLCActive
Notable overlap · 5 shared positions
$UBS$IBN$HDB$BABA$DG
$193M
41 positions
#3NINE MASTS CAPITAL LtdActive
Notable overlap · 3 shared positions
$HDB$BABA$NDAQ
$995M
170 positions
#4North of South Capital LLPSmart money
Notable overlap · 3 shared positions
$IBN$HDB$BABA
$1.4B
28 positions
#5Ovata Capital Management LtdActive
Notable overlap · 3 shared positions
$HDB$BABA$IBN
$1.3B
43 positions
#6Henry James International Management Inc.Passive
Some overlap · 3 shared positions
$UBS$IBN$BABA
$334M
91 positions
#7Liontrust Investment Partners LLP
Some overlap · 5 shared positions
$SPOT$UBS$NDAQ$CTAS$VRSN
$6.8B
194 positions
#8First Fiduciary Investment Counsel, Inc.Passive
Some overlap · 5 shared positions
$DIS$NDAQ$WM$HON$HONA
$529M
75 positions
#9Forum Finance Group S.A.Passive
Some overlap · 4 shared positions
$BABA$WM$DIS$DG
$278M
344 positions
#10WCM INVESTMENT MANAGEMENT, LLCActive
Some overlap · 3 shared positions
$IBN$SPOT$UBS
$55.2B
266 positions
#11Fore Capital, LLCActive
Some overlap · 3 shared positions
$BABA$IBN$HDB
$338M
67 positions
#12Infusive Asset Management Inc.Passive
Some overlap · 3 shared positions
$DIS$BABA$SPOT
$220M
30 positions
#13Limestone Investment Advisors LPPassive
Some overlap · 3 shared positions
$BABA$SPOT$DIS
$1.3B
558 positions
#14Vontobel Holding Ltd.Passive
Some overlap · 3 shared positions
$UBS$WM$CTAS
$31.4B
1,469 positions
#15BIRCHBROOK, INC.Active
Some overlap · 4 shared positions
$DIS$WM$BABA$HONA
$213M
305 positions
#16NOMURA HOLDINGS INCActive
Some overlap · 3 shared positions
$BABA$HON$HONA
$85.4B
1,763 positions
#17Edge Wealth Management LLCActive
Some overlap · 4 shared positions
$DIS$WM$HON$HONA
$594M
87 positions
#18AMI ASSET MANAGEMENT CORPActive
Some overlap · 3 shared positions
$SPOT$WM$CTAS
$1.7B
99 positions
#19ARWA LLCPassive
Some overlap · 3 shared positions
$NDAQ$WM$CTAS
$241M
139 positions
#20Saratoga Research & Investment ManagementActive
Some overlap · 3 shared positions
$DIS$HON$HONA
$1.8B
46 positions
#21WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INCActive
Some overlap · 3 shared positions
$DIS$HON$HONA
$2.1B
131 positions
#22J. Stern & Co. LLPActive
Some overlap · 3 shared positions
$DIS$HON$HONA
$1.1B
51 positions
#23Palmer Knight CoPassive
Some overlap · 4 shared positions
$WM$CTAS$HON$HONA
$260M
36 positions
#24GFS Advisors, LLCActive
Some overlap · 3 shared positions
$DIS$BABA$DG
$1.7B
266 positions
#25DELTA ASSET MANAGEMENT LLC/TNActive
Some overlap · 3 shared positions
$DIS$HON$HONA
$1.2B
599 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.