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 Portman Square LLP

13F Portfolio OverlapQ2 2026Portman Square LLP portfolio →

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Most similar hedge funds by 13F overlap

Portman Square Capital LLP is an institutional investor managing $2.1B across 94 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 Portman Square LLP are INCOME RESEARCH, Aequim Alternative Investments, ZAZOVE ASSOCIATES, with shared positions in $SO, $MCHP, $NEE, $FE, $EVRG, $AKAM. The full ranking of 25 similar funds is below.

#1INCOME RESEARCH & MANAGEMENTPassive

Substantial overlap · 8 shared positions

$SO $MCHP $NEE $FE $EVRG $AKAM

$184M

30 positions

#2Aequim Alternative Investments LPActive

Substantial overlap · 11 shared positions

$BABA $EVRG $PCG $MCHP $FE $ALB

$6.4B

102 positions

#3ZAZOVE ASSOCIATES LLCPassive

Substantial overlap · 9 shared positions

$SO $BABA $MCHP $EVRG $GPN $PCG

$1.2B

151 positions

#4ADVENT CAPITAL MANAGEMENT /DE/Passive

Notable overlap · 13 shared positions

$NEE $SO $AKAM $MCHP $GPN $PCG

$4.5B

236 positions

#5CAMDEN ASSET MANAGEMENT L P /CAActive

Notable overlap · 5 shared positions

$NEE $FE $SO $EVRG $AKAM

$3.4B

73 positions

#6Wellesley Asset ManagementPassive

Notable overlap · 8 shared positions

$SO $MCHP $AKAM $PCG $WGO $GPN

$1.1B

64 positions

#7SSI INVESTMENT MANAGEMENT LLCPassive

Notable overlap · 13 shared positions

$NEE $AKAM $SO $FE $ALB $PCG

$1.7B

248 positions

#8AEGON USA Investment Management, LLCSmart money

Notable overlap · 8 shared positions

$SO $NEE $EVRG $GPN $ARES $PPL

$140M

42 positions

#9Ares Systematic Credit LtdPassive

Notable overlap · 10 shared positions

$FE $AKAM $MCHP $SO $NEE $EVRG

$165M

242 positions

#10Mirabaud Asset Management (France) SASActive

Notable overlap · 4 shared positions

$BABA $NEE $AKAM $UPST

$222M

28 positions

#11Ovata Capital Management LtdActive

Notable overlap · 6 shared positions

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

$1.3B

43 positions

#12WOLVERINE ASSET MANAGEMENT LLCPassive

Notable overlap · 8 shared positions

$BABA $AKAM $PCG $BBIO $ALB $FE

$11.4B

1,668 positions

#13MARINER INVESTMENT GROUP LLCActive

Notable overlap · 3 shared positions

$BABA $AKAM $GPN

$514M

124 positions

#14PIER 88 INVESTMENT PARTNERS LLCPassive

Notable overlap · 9 shared positions

$NEE $SO $GPN $WDC $ARES $ON

$421M

110 positions

#15HIGHBRIDGE CAPITAL MANAGEMENT LLCPassive

Notable overlap · 4 shared positions

$SO $BABA $PCG $FE

$4.1B

433 positions

#16Electron Capital Partners, LLCActive

Notable overlap · 4 shared positions

$NEE $FE $PCG $ALB

$2.5B

46 positions

#17ARISTEIA CAPITAL, L.L.C.Active

Notable overlap · 5 shared positions

$FE $EVRG $AKAM $BBIO $BABA

$7.7B

788 positions

#18Virtus Fixed Income Advisers, LLCActive

Notable overlap · 8 shared positions

$AKAM $NEE $ALB $BBIO $EVRG $ENOV

$158M

85 positions

#19MACKAY SHIELDS LLCActive

Notable overlap · 8 shared positions

$NEE $PCG $MCHP $AKAM $BBIO $WDC

$3.0B

108 positions

#20PenderFund Capital Management Ltd.

Notable overlap · 4 shared positions

$SO $BABA $PPL $KKR

$780M

231 positions

#21Harrison Street Private Wealth LLCActive

Notable overlap · 3 shared positions

$NEE $PCG $FE

$71M

21 positions

#22High Point Wealth Management, LLCPassive

Notable overlap · 3 shared positions

$SO $FE $EVRG

$122M

250 positions

#23Arvin Capital Management LPPassive

Notable overlap · 5 shared positions

$W $AKAM $RDDT $STX $BABA

$766M

51 positions

#24Warberg Asset Management LLCActive

Notable overlap · 6 shared positions

$MCHP $AKAM $ALNY $EVRG $ALB $APO

$551M

170 positions

#25CREDIT INDUSTRIEL ET COMMERCIALPassive

Notable overlap · 6 shared positions

$PCG $NEE $ALB $NOVT $ARES $KKR

$1.6B

338 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.