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Hedge Funds Similar to North of South LLP

13F Portfolio OverlapQ2 2026North of South LLP portfolio →
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Most similar hedge funds by 13F overlap

North of South Capital LLP is an institutional investor managing $1.4B across 28 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 North of South LLP are Polunin Partners Ltd, White Oak Partners Pte. Ltd., VR Advisory Services Ltd, with shared positions in $JD, $BIDU, $YMM, $ATHM, $IBN, $HDB. The full ranking of 25 similar funds is below.

#1Polunin Capital Partners LtdActive
Substantial overlap · 4 shared positions
$JD$BIDU$YMM$ATHM
$407M
19 positions
#2White Oak Capital Partners Pte. Ltd.Smart money
Substantial overlap · 5 shared positions
$IBN$HDB$YUMC$VIST$BAP
$425M
17 positions
#3VR Advisory Services LtdActive
Substantial overlap · 4 shared positions
$YPF$KSPI$TGS$VIST
$1.1B
43 positions
#4PING CAPITAL MANAGEMENT, INC.Active
Notable overlap · 9 shared positions
$YPF$TGS$JD$BIDU$VIST$BABA
$401M
93 positions
#5AI-Squared Management LtdActive
Notable overlap · 3 shared positions
$BIDU$JD$BABA
$187M
19 positions
#6Yiheng Capital Management, L.P.Active
Notable overlap · 3 shared positions
$JD$YMM$JOYY
$291M
28 positions
#7Aquamarine Financial (Cayman) LtdSmart money
Notable overlap · 3 shared positions
$YPF$TGS$BBAR
$1.8B
17 positions
#8Gemsstock Ltd.Active
Notable overlap · 4 shared positions
$KSPI$YPF$VIST$PBR
$337M
14 positions
#9MATTHEWS INTERNATIONAL CAPITAL MANAGEMENT LLCActive
Notable overlap · 8 shared positions
$YUMC$YMM$IBN$HDB$BIDU$PBR
$292M
32 positions
#10HELIOS CAPITAL MANAGEMENT PTE. LTDActive
Notable overlap · 3 shared positions
$IBN$HDB$BABA
$102M
26 positions
#11TT International Asset Management LTDActive
Notable overlap · 7 shared positions
$IBN$PBR$AXIA$BAP$VIST$BABA
$783M
49 positions
#12Krane Funds Advisors LLCActive
Notable overlap · 3 shared positions
$YMM$ATHM$JOYY
$2.8B
185 positions
#13Think Investments LPActive
Notable overlap · 3 shared positions
$BIDU$IBN$BABA
$847M
22 positions
#14Westwood Global Investments, LLCSmart money
Some overlap · 4 shared positions
$YUMC$HDB$BAP$BBAR
$2.8B
11 positions
#15ABS Direct Equity Fund LLCPassive
Some overlap · 5 shared positions
$KSPI$TGS$YMM$VIST$LOMA
$159M
111 positions
#16ABS Investment Management LLCPassive
Some overlap · 5 shared positions
$KSPI$TGS$YMM$VIST$LOMA
$159M
111 positions
#17Mondrian Investment Partners LTDActive
Some overlap · 5 shared positions
$YUMC$HDB$YMM$KT$PBR
$6.5B
111 positions
#18Fore Capital, LLCActive
Some overlap · 4 shared positions
$JD$IBN$HDB$BABA
$338M
67 positions
#19Aurora Investment Managers, LLC.Passive
Some overlap · 3 shared positions
$JD$BIDU$BABA
$164M
52 positions
#20Carrhae Capital LLPSmart money
Some overlap · 3 shared positions
$IBN$BABA$PBR
$3.6B
29 positions
#21CHANNING GLOBAL ADVISORS, LLCActive
Some overlap · 4 shared positions
$IBN$HDB$BABA$BBAR
$193M
41 positions
#22Ativo Capital Management LLCPassive
Some overlap · 3 shared positions
$YUMC$HMY$BAP
$131M
56 positions
#23ALTRINSIC GLOBAL ADVISORS LLCActive
Some overlap · 3 shared positions
$HDB$YUMC$BAP
$2.7B
55 positions
#24ARGA Investment Management, LPActive
Some overlap · 4 shared positions
$BIDU$HDB$BABA$PBR
$3.9B
121 positions
#25Aubrey Capital Management LtdPassive
Some overlap · 4 shared positions
$LAUR$IBN$BABA$UMC
$160M
39 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.