How is hedge fund similarity measured?

Similarity is computed from each fund's top conviction holdings in their latest 13F filing. Funds are scored by the overlap of distinctive shared positions (the mega-caps that nearly every fund owns are excluded), so the ranking reflects genuinely shared strategy rather than common index exposure.

Hedge Funds Similar to Ovata Ltd

13F Portfolio OverlapQ2 2026Ovata Ltd portfolio →

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Most similar hedge funds by 13F overlap

Ovata Capital Management Ltd is an institutional investor managing $1.3B across 43 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 Ovata Ltd are INCOME RESEARCH, PIER 88 INVESTMENT PARTNERS, CAMDEN ASSET L P, with shared positions in $WEC, $AKAM, $SO, $ETSY, $PNW, $UBER. The full ranking of 25 similar funds is below.

#1INCOME RESEARCH & MANAGEMENTPassive

Substantial overlap · 6 shared positions

$WEC $AKAM $SO $ETSY $PNW $UBER

$184M

30 positions

#2PIER 88 INVESTMENT PARTNERS LLCPassive

Substantial overlap · 7 shared positions

$PPL $WEC $ETSY $SO $UBER $FOUR

$421M

110 positions

#3CAMDEN ASSET MANAGEMENT L P /CAActive

Notable overlap · 8 shared positions

$AKAM $SO $ETSY $WEC $LNTH $UBER

$3.4B

73 positions

#4HIGHBRIDGE CAPITAL MANAGEMENT LLCPassive

Notable overlap · 9 shared positions

$NET $SO $BABA $ETSY $IBIT $FOUR

$4.1B

433 positions

#5Aequim Alternative Investments LPActive

Notable overlap · 7 shared positions

$WEC $ECHO $BABA $ETSY $SO $PPL

$6.4B

102 positions

#6Portman Square Capital LLPActive

Notable overlap · 6 shared positions

$W $SO $BABA $AKAM $PPL $STWD

$2.1B

94 positions

#7ZAZOVE ASSOCIATES LLCActive

Notable overlap · 7 shared positions

$SO $BABA $PPL $UBER $WEC $LNTH

$1.2B

151 positions

#8AEGON USA Investment Management, LLCSmart money

Notable overlap · 5 shared positions

$PPL $SO $WEC $UBER $PNW

$140M

42 positions

#9Mint Tower Capital Management B.V.Active

Notable overlap · 4 shared positions

$ECHO $IBIT $BABA $UBER

$871M

346 positions

#10WOLVERINE ASSET MANAGEMENT LLCPassive

Notable overlap · 8 shared positions

$AKAM $BABA $UBER $PPL $LYFT $FOUR

$11.4B

1,668 positions

#11ADVENT CAPITAL MANAGEMENT /DE/Passive

Notable overlap · 6 shared positions

$SO $AKAM $PPL $UBER $WEC $FOUR

$4.5B

236 positions

#12Wellesley Asset ManagementPassive

Notable overlap · 7 shared positions

$SO $AKAM $LNTH $LYFT $PPL $ETSY

$1.1B

64 positions

#13NINE MASTS CAPITAL LtdActive

Notable overlap · 6 shared positions

$HDB $BABA $AKAM $ASX $WBD $DBRG

$995M

170 positions

#14STEELHEAD PARTNERS LLCActive

Notable overlap · 4 shared positions

$NET $AKAM $UBER $ALRM

$1.4B

25 positions

#15SHENKMAN CAPITAL MANAGEMENT INCActive

Notable overlap · 7 shared positions

$ETSY $WEC $PNW $ECHO $SO $UBER

$721M

80 positions

#16MARINER INVESTMENT GROUP LLCActive

Notable overlap · 4 shared positions

$IBIT $BABA $AKAM $FOUR

$514M

124 positions

#17Trinity Street Asset Management LLPSmart money

Notable overlap · 4 shared positions

$HDB $RYAAY $UBER $INFY

$1.9B

23 positions

#18Ares Systematic Credit LtdPassive

Notable overlap · 6 shared positions

$AKAM $SO $PNW $ETSY $WEC $ALRM

$165M

242 positions

#19DAVIDSON KEMPNER CAPITAL MANAGEMENT LPPassive

Notable overlap · 5 shared positions

$ECHO $BABA $ETSY $UBER $ALRM

$8.4B

241 positions

#20PenderFund Capital Management Ltd.Passive

Notable overlap · 3 shared positions

$SO $BABA $PPL

$780M

231 positions

#21TENOR CAPITAL MANAGEMENT Co., L.P.Passive

Notable overlap · 7 shared positions

$ETSY $AKAM $LNTH $SO $UPWK $PEB

$7.1B

549 positions

#22DLD Asset Management, LPPassive

Notable overlap · 4 shared positions

$ECHO $AKAM $STWD $WBD

$1.5B

448 positions

#23WHITEBOX ADVISORS LLCPassive

Notable overlap · 5 shared positions

$ECHO $BABA $UBER $WBD $LLYVA

$7.7B

667 positions

#24HUDSON EDGE INVESTMENT PARTNERS INC.Active

Notable overlap · 4 shared positions

$HDB $RYAAY $WBD $INFY

$732M

123 positions

#25SSI INVESTMENT MANAGEMENT LLCPassive

Notable overlap · 6 shared positions

$AKAM $WEC $SO $PPL $UBER $NET

$1.7B

248 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.