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Hedge Funds Similar to New Vernon II

13F Portfolio OverlapQ2 2026New Vernon II portfolio →
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Most similar hedge funds by 13F overlap

New Vernon Capital Holdings II LLC is an institutional investor managing $181M across 73 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 New Vernon II are HELIOS PTE. LTD, XY Ltd, Trinity Street Asset LLP, with shared positions in $IBN, $HDB, $UBS, $INFY, $E, $BHP. The full ranking of 25 similar funds is below.

#1HELIOS CAPITAL MANAGEMENT PTE. LTDActive
Notable overlap · 3 shared positions
$IBN$HDB$UBS
$92M
25 positions
#2XY Capital LtdActive
Notable overlap · 6 shared positions
$HDB$IBN$INFY$E$BHP$WDS
$104M
72 positions
#3Trinity Street Asset Management LLPSmart money
Notable overlap · 3 shared positions
$HDB$INFY$CI
$1.9B
24 positions
#4OAK ASSOCIATES LTD /OH/Active
Some overlap · 3 shared positions
$KLAC$NVS$CI
$1.8B
139 positions
#5Ovata Capital Management LtdActive
Some overlap · 6 shared positions
$HDB$IBN$LNTH$PTCT$UPWK$INFY
$1.3B
43 positions
#6Shah Wealth Advisors, LLCActive
Some overlap · 3 shared positions
$HDB$NVS$CI
$433M
79 positions
#7CHANNING GLOBAL ADVISORS, LLCActive
Some overlap · 3 shared positions
$IBN$HDB$UBS
$193M
41 positions
#8Promethos Capital, LLCActive
Some overlap · 3 shared positions
$KLAC$NVS$UBS
$368M
54 positions
#9Optimist Retirement Group LLCActive
Some overlap · 4 shared positions
$KLAC$NVS$BHP$HPQ
$259M
118 positions
#10Henry James International Management Inc.Passive
Some overlap · 4 shared positions
$NVS$IBN$UBS$RACE
$330M
90 positions
#11Kendall Capital ManagementPassive
Some overlap · 3 shared positions
$KLAC$WLY$GEN
$605M
233 positions
#12RiverGlades Family Offices LLCActive
Some overlap · 3 shared positions
$KLAC$NVS$FTDR
$218M
108 positions
#13WCM INVESTMENT MANAGEMENT, LLCActive
Some overlap · 3 shared positions
$IBN$UBS$NVS
$55.2B
266 positions
#14HARDING LOEVNER LPActive
Some overlap · 3 shared positions
$HDB$NVS$BBVA
$10.6B
82 positions
#15NewEdge Wealth, LLCPassive
Some overlap · 3 shared positions
$KLAC$NVS$ALSN
$10.0B
1,232 positions
#16Summit Street Capital Management, LLCActive
Some overlap · 3 shared positions
$KLAC$LNTH$HPQ
$713M
31 positions
#17TEALWOOD ASSET MANAGEMENT INCPassive
Some overlap · 3 shared positions
$KLAC$NVS$ALSN
$251M
122 positions
#18OneAscent Investment Solutions LLCPassive
Some overlap · 3 shared positions
$KLAC$E$TS
$106M
144 positions
#19SALT Holding Corp.Active
Some overlap · 4 shared positions
$NVS$RACE$WDS$STLA
$189M
25 positions
#20Robeco Institutional Asset Management B.V.Passive
Slight overlap · 4 shared positions
$KLAC$IBN$INFY$HDB
$83.2B
837 positions
#21GQG Partners LLCActive
Slight overlap · 3 shared positions
$IBN$NVS$CI
$53.8B
102 positions
#22Five Oceans AdvisorsPassive
Slight overlap · 4 shared positions
$NVS$KLAC$SAN$BBVA
$262M
184 positions
#23MASSACHUSETTS FINANCIAL SERVICES CO /MA/Passive
Slight overlap · 3 shared positions
$KLAC$UBS$CI
$315.2B
1,005 positions
#24CogentBlue Wealth Advisors, LLCActive
Slight overlap · 4 shared positions
$KLAC$IBN$SAN$BBVA
$108M
52 positions
#25Value Partners Investments Inc.Active
Slight overlap · 4 shared positions
$UBS$HDB$RACE$KLAC
$1.4B
103 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.