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Hedge Funds Similar to Trinity Street Asset LLP

13F Portfolio OverlapQ2 2026Trinity Street Asset LLP portfolio →
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Most similar hedge funds by 13F overlap

Trinity Street Asset Management LLP is an institutional investor managing $1.9B across 23 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 Trinity Street Asset LLP are HUDSON EDGE INVESTMENT PARTNERS, Brave Warrior Advisors, Ovata Ltd, with shared positions in $ICLR, $RYAAY, $HDB, $INFY, $DHI, $UBER. The full ranking of 25 similar funds is below.

#1HUDSON EDGE INVESTMENT PARTNERS INC.Active
Substantial overlap · 4 shared positions
$ICLR$RYAAY$HDB$INFY
$732M
123 positions
#2Brave Warrior Advisors, LLCActive
Notable overlap · 3 shared positions
$ICLR$RYAAY$DHI
$4.6B
40 positions
#3Ovata Capital Management LtdActive
Notable overlap · 4 shared positions
$HDB$RYAAY$UBER$INFY
$1.3B
43 positions
#4New Vernon Capital Holdings II LLCActive
Notable overlap · 3 shared positions
$HDB$INFY$CI
$181M
73 positions
#5Maple Rock Capital Partners Inc.Active
Notable overlap · 3 shared positions
$ICLR$SW$NUE
$5.1B
51 positions
#6Shah Wealth Advisors, LLCActive
Notable overlap · 3 shared positions
$HDB$UBER$CI
$433M
79 positions
#7LAKEWOOD CAPITAL MANAGEMENT, LPActive
Some overlap · 3 shared positions
$ICLR$SW$CI
$1.9B
65 positions
#8BRANDES INVESTMENT PARTNERS, LPActive
Some overlap · 4 shared positions
$CNH$ICLR$EFX$CI
$14.3B
193 positions
#9Intermede Investment Partners LtdActive
Some overlap · 4 shared positions
$HDB$UBER$EFX$INTU
$2.4B
30 positions
#10VAN DEN BERG MANAGEMENT I, INCPassive
Some overlap · 4 shared positions
$COHR$SW$CI$INTU
$473M
120 positions
#11Theleme Partners LLPActive
Some overlap · 3 shared positions
$HDB$UBER$EFX
$1.7B
9 positions
#12Distillate Capital Partners LLCPassive
Some overlap · 5 shared positions
$UBER$DHI$CI$CTSH$INTU
$1.9B
118 positions
#13Arnhold LLCActive
Some overlap · 3 shared positions
$COHR$SW$UBER
$1.4B
113 positions
#14LYRICAL ASSET MANAGEMENT LPActive
Some overlap · 3 shared positions
$ICLR$UBER$CI
$7.9B
41 positions
#15William B. Walkup & Associates, Inc.Passive
Some overlap · 3 shared positions
$NUE$DHI$NOC
$208M
258 positions
#16CLOUGH CAPITAL PARTNERS L PPassive
Some overlap · 3 shared positions
$HDB$DHI$NOC
$1.2B
102 positions
#17Unison Advisors LLCActive
Some overlap · 3 shared positions
$NUE$DHI$CI
$1.4B
173 positions
#18Oak Harvest Investment ServicesPassive
Some overlap · 3 shared positions
$NUE$COHR$CI
$1.1B
168 positions
#19Westside Investment Management, Inc.Passive
Some overlap · 3 shared positions
$COHR$UBER$NOC
$761M
1,446 positions
#20First Pacific Advisors, LPActive
Some overlap · 4 shared positions
$ICLR$CNH$UBER$INTU
$8.1B
75 positions
#21PHILADELPHIA TRUST COActive
Some overlap · 3 shared positions
$COHR$UBER$DHI
$1.6B
269 positions
#22Ardmore Road Asset Management LPPassive
Some overlap · 3 shared positions
$COHR$UBER$INTU
$1.7B
70 positions
#23Coign Capital Advisors LLCActive
Some overlap · 3 shared positions
$UBER$NOC$CI
$222M
88 positions
#24Hudson Capital Management LLCPassive
Some overlap · 3 shared positions
$NUE$CI$CTSH
$414M
74 positions
#25W.G. Shaheen & Associates DBA Whitney & CoActive
Some overlap · 3 shared positions
$RYAAY$CI$CNH
$1.4B
179 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.