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 Trivest Advisors Ltd

13F Portfolio OverlapQ2 2026Trivest Advisors Ltd portfolio →

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Most similar hedge funds by 13F overlap

Trivest Advisors Ltd is an institutional investor managing $3.2B across 15 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 Trivest Advisors Ltd are Central Asset Investments & (HK) Ltd, Amanah, Anther Ltd, with shared positions in $STX, $WDC, $SNDK, $CIFR, $BE, $QCOM. The full ranking of 25 similar funds is below.

#1Central Asset Investments & Management Holdings (HK) LtdActive

Highly similar · 4 shared positions

$STX $WDC $SNDK $CIFR

$253M

20 positions

#2Amanah Holdings TrustSmart money

Substantial overlap · 3 shared positions

$STX $WDC $SNDK

$1.7B

20 positions

#3Anther Capital LtdSmart money

Substantial overlap · 4 shared positions

$WDC $SNDK $STX $BE

$3.9B

21 positions

#4WT Asset Management LtdActive

Substantial overlap · 3 shared positions

$STX $WDC $SNDK

$5.1B

29 positions

#5VMS Asset Management LimitedPassive

Substantial overlap · 4 shared positions

$SNDK $WDC $STX $BE

$315M

33 positions

#6EXCHANGE TRADED CONCEPTS, LLCPassive

Substantial overlap · 4 shared positions

$SNDK $WDC $STX $QCOM

$21.9B

1,580 positions

#7Rivermont Capital Management LPActive

Substantial overlap · 3 shared positions

$STX $WDC $CIFR

$705M

20 positions

#8Aragon Global Management, LPActive

Notable overlap · 4 shared positions

$SNDK $STX $BE $ZM

$264M

23 positions

#9Williamson Legacy Group, LLCPassive

Notable overlap · 4 shared positions

$SNDK $WDC $STX $BE

$201M

75 positions

#10TB Alternative Assets Ltd.Active

Notable overlap · 4 shared positions

$SNDK $WDC $STX $ZM

$623M

34 positions

#11UNICOM Systems, Inc.Active

Notable overlap · 4 shared positions

$SNDK $WDC $STX $BE

$1.5B

39 positions

#12Grand Alliance Asset Management LtdActive

Notable overlap · 3 shared positions

$SNDK $WDC $BE

$167M

15 positions

#13Avala Global LPActive

Notable overlap · 4 shared positions

$STX $WDC $BE $CIFR

$2.7B

30 positions

#14Whale Rock Capital Management LLCActive

Notable overlap · 4 shared positions

$SNDK $BE $WDC $STX

$12.5B

35 positions

#15Financial Synergies Wealth Advisors, Inc.Smart money

Notable overlap · 4 shared positions

$SNDK $WDC $QCOM $STX

$1.2B

116 positions

#16CHAPIN DAVIS, INC.Passive

Notable overlap · 3 shared positions

$WDC $STX $SNDK

$569M

256 positions

#17BERKSHIRE CAPITAL HOLDINGS INCActive

Notable overlap · 4 shared positions

$BE $WDC $STX $SNDK

$462M

122 positions

#18Goldstream Capital Management LtdActive

Notable overlap · 5 shared positions

$SNDK $STX $BE $WDC $QCOM

$132M

45 positions

#19Polymer Capital Management (HK) LTDActive

Notable overlap · 4 shared positions

$SNDK $BE $WDC $STX

$2.0B

143 positions

#20APEIRON CAPITAL LtdActive

Notable overlap · 3 shared positions

$WDC $STX $SNDK

$156M

14 positions

#21Franchise GP LtdActive

Notable overlap · 3 shared positions

$SNDK $WDC $STX

$215M

39 positions

#22Pinpoint Asset Management (Singapore) Pte. Ltd.Passive

Notable overlap · 3 shared positions

$STX $WDC $SNDK

$493M

151 positions

#23Stone Wealth PartnersActive

Notable overlap · 3 shared positions

$WDC $STX $SNDK

$137M

63 positions

#24Rakuten Securities, Inc.Active

Notable overlap · 5 shared positions

$SNDK $WDC $STX $BE $QCOM

$430M

914 positions

#25Value Aligned Research Advisors, LLC

Notable overlap · 6 shared positions

$BE $SNDK $STX $WDC $CIFR $ZM

$40.1B

123 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.