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Hedge Funds Similar to Ulysses

13F Portfolio OverlapQ2 2026Ulysses portfolio →
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Most similar hedge funds by 13F overlap

Ulysses Management LLC is an institutional investor managing $506M across 42 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 Ulysses are Dorsey Asset, GCQ FUNDS PTY Ltd, TITAN GLOBAL USA, with shared positions in $UBER, $SPGI, $ASML, $MSCI, $MCO, $FCX. The full ranking of 25 similar funds is below.

#1Dorsey Asset Management, LLCSmart money
Some overlap · 3 shared positions
$UBER$SPGI$ASML
$1.6B
11 positions
#2GCQ FUNDS MANAGEMENT PTY LtdSmart money
Some overlap · 3 shared positions
$UBER$SPGI$MSCI
$721M
14 positions
#3TITAN GLOBAL CAPITAL MANAGEMENT USA LLCActive
Some overlap · 4 shared positions
$UBER$SPGI$MCO$FCX
$785M
68 positions
#4Lotus Technology Management, LPPassive
Some overlap · 3 shared positions
$SMWB$MS$ASML
$81M
78 positions
#5Advocacy Wealth Management, LLCActive
Some overlap · 6 shared positions
$UBER$SPGI$ASML$MSCI$EW$APH
$2.8B
151 positions
#6CANTILLON CAPITAL MANAGEMENT LLCActive
Some overlap · 3 shared positions
$UBER$MCO$SPGI
$665M
27 positions
#7AMG National Trust BankActive
Some overlap · 3 shared positions
$BALL$AXP$EW
$4.9B
444 positions
#8Pekao Towarzystwo Funduszy Inwestycyjnych S.A.Passive
Some overlap · 4 shared positions
$UBER$FCX$B$APH
$157M
85 positions
#9Warther Private Wealth, LLCActive
Some overlap · 3 shared positions
$UBER$ASML$AXP
$456M
50 positions
#10CLOVERFIELDS CAPITAL GROUP, LPPassive
Some overlap · 4 shared positions
$UBER$MCO$SPGI$ASML
$331M
90 positions
#11Douglass Winthrop Advisors, LLCActive
Some overlap · 4 shared positions
$UBER$SPGI$ASML$AXP
$5.8B
308 positions
#12Egerton Capital (UK) LLPActive
Some overlap · 5 shared positions
$UBER$MCO$SPGI$EMBJ$APH
$10.4B
23 positions
#13PKO BP BANKOWY Universal Pension Society JSCSmart money
Some overlap · 3 shared positions
$UBER$FCX$NEM
$350M
13 positions
#14GFG Capital, LLCPassive
Some overlap · 3 shared positions
$UBER$FCX$AXP
$363M
100 positions
#15Iron Gate Global Advisors LLCActive
Some overlap · 4 shared positions
$UBER$AXP$MS$ASML
$1.0B
109 positions
#16BANYAN CAPITAL MANAGEMENT, INC.Active
Some overlap · 4 shared positions
$HSIC$AXP$B$NEM
$230M
55 positions
#17Sandhill Capital Partners LLCActive
Some overlap · 3 shared positions
$UBER$AXP$APH
$1.2B
98 positions
#18SCHOLTZ & COMPANY, LLCPassive
Some overlap · 4 shared positions
$UBER$SPGI$MS$ASML
$200M
48 positions
#19Waterway Wealth Management, LLCActive
Some overlap · 5 shared positions
$MCO$SPGI$UBER$MSCI$APH
$490M
96 positions
#20Altrafin AGActive
Some overlap · 3 shared positions
$UBER$MCO$SPGI
$255M
44 positions
#21Long Corridor Asset Management LtdActive
Some overlap · 4 shared positions
$MCO$SPGI$UBER$AXP
$331M
35 positions
#22P.A.W. CAPITAL CORPPassive
Some overlap · 3 shared positions
$SMWB$MS$AMGN
$133M
66 positions
#23Galvin, Gaustad & Stein, LLCPassive
Some overlap · 3 shared positions
$UBER$ASML$AXP
$1.4B
262 positions
#24Sterling Investment Management, Inc.Passive
Some overlap · 3 shared positions
$UBER$MCO$SPGI
$182M
66 positions
#25Albar Capital Partners LLPActive
Some overlap · 3 shared positions
$BALL$FCX$ASML
$767M
38 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.