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Hedge Funds Similar to Mudita Advisors LLP

13F Portfolio OverlapQ2 2026Mudita Advisors LLP portfolio →
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Most similar hedge funds by 13F overlap

Mudita Advisors LLP is an institutional investor managing $481M across 24 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 Mudita Advisors LLP are THOMIST, Extract Advisors, Goehring & Rozencwajg Associates, with shared positions in $DAR, $CNR, $IAG, $HBM, $TGB, $HCC. The full ranking of 25 similar funds is below.

#1THOMIST CAPITAL MANAGEMENT, LPActive
Notable overlap · 5 shared positions
$DAR$CNR$IAG$HBM$TGB
$315M
45 positions
#2Extract Advisors LLCActive
Notable overlap · 3 shared positions
$IAG$HCC$HBM
$358M
31 positions
#3Goehring & Rozencwajg Associates, LLCActive
Notable overlap · 4 shared positions
$CNQ$HCC$CNR$ORLA
$1.7B
41 positions
#4EPACRIA CAPITAL PARTNERS, LLCActive
Notable overlap · 3 shared positions
$CNQ$HCC$BSM
$130M
24 positions
#5Hartree Partners, LPPassive
Notable overlap · 4 shared positions
$DAR$CNR$IAG$KGC
$469M
118 positions
#6PCJ Investment Counsel Ltd.Passive
Some overlap · 5 shared positions
$IAG$TGB$HBM$CNQ$B
$348M
62 positions
#7Helikon Investments LtdActive
Some overlap · 3 shared positions
$MGM$FLUT$AAUC
$3.3B
18 positions
#8Addenda Capital Inc.Active
Some overlap · 4 shared positions
$CNQ$HBM$AGI$KGC
$3.7B
128 positions
#9SPROTT INC.Active
Some overlap · 4 shared positions
$IAG$AGI$KGC$B
$3.2B
268 positions
#10MUFG SECURITIES (CANADA), LTD.Active
Some overlap · 3 shared positions
$CNQ$KGC$B
$3.7B
43 positions
#11L1 Capital Pty LtdActive
Some overlap · 3 shared positions
$TGB$HBM$IAG
$3.0B
24 positions
#12Old West Investment Management, LLCPassive
Some overlap · 3 shared positions
$CNQ$CNR$AGI
$944M
124 positions
#13GMT CAPITAL CORPActive
Some overlap · 4 shared positions
$AGI$HBM$OGG$ORLA
$1.9B
68 positions
#14Euro Pacific Asset Management, LLCActive
Some overlap · 4 shared positions
$IAG$ORLA$KGC$B
$880M
96 positions
#15McAlvany Wealth Management LLCPassive
Some overlap · 3 shared positions
$AGI$CNQ$B
$134M
48 positions
#16GeoSphere Capital Management, LLCActive
Some overlap · 3 shared positions
$CNR$IAG$B
$306M
46 positions
#17Ninepoint Partners LPActive
Some overlap · 5 shared positions
$CNQ$KGC$AGI$IAG$B
$1.3B
165 positions
#18Steadtrust LLCPassive
Some overlap · 3 shared positions
$DAR$AGI$CNQ
$198M
132 positions
#19PICTON MAHONEY ASSET MANAGEMENTPassive
Some overlap · 4 shared positions
$CNQ$HBM$IAG$B
$13.5B
1,378 positions
#20Nokomis Capital, L.L.C.Active
Some overlap · 4 shared positions
$HBM$MGM$OGG$AGI
$298M
57 positions
#21Hillsdale Investment Management Inc.Passive
Some overlap · 4 shared positions
$CNQ$IAG$KGC$B
$4.4B
647 positions
#22Condire Management, LPSmart money
Slight overlap · 3 shared positions
$CNR$OGG$AAUC
$855M
20 positions
#23Jones Collombin Investment Counsel IncActive
Slight overlap · 3 shared positions
$CNQ$HBM$B
$326M
113 positions
#24Scheer, Rowlett & Associates Investment Management Ltd.Active
Slight overlap · 3 shared positions
$CNQ$AGI$B
$1.4B
30 positions
#25SIG North Trading, ULCActive
Slight overlap · 3 shared positions
$CNQ$KGC$B
$5.4B
286 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.