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Hedge Funds Similar to Polunin Partners Ltd

13F Portfolio OverlapQ2 2026Polunin Partners Ltd portfolio →
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Most similar hedge funds by 13F overlap

Polunin Capital Partners Ltd is an institutional investor managing $407M across 19 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 Polunin Partners Ltd are North of South LLP, CoreView Ltd, Krane Funds Advisors, with shared positions in $JD, $BIDU, $YMM, $ATHM, $MOMO, $WB. The full ranking of 5 similar funds is below.

#1North of South Capital LLPSmart money
Substantial overlap · 4 shared positions
$JD$BIDU$YMM$ATHM
$1.4B
28 positions
#2CoreView Capital Management LtdActive
Substantial overlap · 3 shared positions
$JD$BIDU$MOMO
$547M
8 positions
#3Krane Funds Advisors LLCActive
Notable overlap · 3 shared positions
$YMM$ATHM$WB
$2.8B
185 positions
#4MATTHEWS INTERNATIONAL CAPITAL MANAGEMENT LLCActive
Notable overlap · 3 shared positions
$ACMR$YMM$BIDU
$292M
32 positions
#5Ruffer LLPPassive
Some overlap · 3 shared positions
$YMM$JD$GAU
$2.8B
187 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.