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Hedge Funds Similar to Positano Wealth Ltd

13F Portfolio OverlapQ2 2026Positano Wealth Ltd portfolio →
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Most similar hedge funds by 13F overlap

Positano Wealth Management Ltd is an institutional investor managing $185M across 24 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 Positano Wealth Ltd are WestEnd Advisors, NEW VERNON INVESTMENT, Troy Asset Ltd, with shared positions in $CB, $CRM, $QCOM, $INTU, $SPGI, $MAR. The full ranking of 25 similar funds is below.

#1WestEnd Advisors, LLCActive
Notable overlap · 5 shared positions
$CB$CRM$QCOM$INTU$SPGI
$4.5B
408 positions
#2NEW VERNON INVESTMENT MANAGEMENT LLCActive
Notable overlap · 4 shared positions
$CB$MAR$UBER$AJG
$82M
37 positions
#3Troy Asset Management LtdActive
Notable overlap · 5 shared positions
$CB$MKL$INTU$ADBE$SPGI
$3.6B
29 positions
#4Asset Advisors Investment Management, LLCActive
Notable overlap · 3 shared positions
$MAR$CB$INTU
$1.1B
102 positions
#5Platform Wealth Management, LLCActive
Some overlap · 3 shared positions
$MAR$CRM$FISV
$273M
57 positions
#6Atala Financial IncPassive
Some overlap · 4 shared positions
$MAR$QCOM$CRM$ADBE
$165M
121 positions
#7LITTLEJOHN FINANCIAL SERVICES, INC.Passive
Some overlap · 4 shared positions
$CB$CRM$UBER$INTU
$138M
71 positions
#8VIRGINIA WEALTH MANAGEMENT GROUP, INC.Passive
Some overlap · 3 shared positions
$CB$QCOM$MKL
$201M
57 positions
#9Regency Capital Management Inc.\DEPassive
Some overlap · 3 shared positions
$CB$MKL$ADBE
$251M
64 positions
#10RD Finance LtdActive
Some overlap · 4 shared positions
$CRM$QCOM$UBER$ADBE
$101M
27 positions
#11Minneapolis Portfolio Management Group, LLCActive
Some overlap · 3 shared positions
$HPE$QCOM$UBER
$1.1B
34 positions
#12Prana Capital Management, LPActive
Some overlap · 4 shared positions
$CB$FISV$AJG$SPGI
$3.3B
122 positions
#13DigitalBridge Group, Inc.Active
Some overlap · 3 shared positions
$HPE$CRM$CIEN
$1.7B
61 positions
#14Deane Retirement Strategies, Inc.Passive
Some overlap · 3 shared positions
$CRM$CB$ADBE
$236M
52 positions
#15CapitalatWork S.A.Active
Some overlap · 5 shared positions
$CB$CRM$UBER$ADBE$SPGI
$4.0B
93 positions
#16DB Fitzpatrick & Co, IncActive
Some overlap · 3 shared positions
$CB$CRM$INTU
$124M
100 positions
#17Montaka Global Pty LtdActive
Some overlap · 3 shared positions
$CRM$UBER$SPGI
$178M
20 positions
#18Hi-Line Capital Management, LLCActive
Some overlap · 3 shared positions
$CB$UBER$ADBE
$355M
32 positions
#19BLS CAPITAL FONDSMAEGLERSELSKAB A/SSmart money
Some overlap · 3 shared positions
$CRM$AJG$SPGI
$2.6B
11 positions
#20Foyston, Gordon, & Payne IncPassive
Some overlap · 3 shared positions
$CRM$QCOM$UBER
$468M
68 positions
#21Boit C F DavidPassive
Some overlap · 3 shared positions
$CB$QCOM$INTU
$238M
85 positions
#22MCRAE CAPITAL MANAGEMENT INCPassive
Some overlap · 3 shared positions
$CB$CRM$FISV
$508M
113 positions
#23Castlefield Investment Partners LLPActive
Some overlap · 3 shared positions
$CB$CRM$INTU
$147M
35 positions
#24TCTC Holdings, LLCActive
Some overlap · 3 shared positions
$CB$QCOM$UBER
$3.8B
240 positions
#25SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLCPassive
Some overlap · 4 shared positions
$QCOM$CB$HPE$UBER
$5.3B
737 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.