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Hedge Funds Similar to Unison Asset

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

Unison Asset Management LLC is an institutional investor managing $246M across 32 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 Unison Asset are ThornTree Partners, TB Gestao de Recursos Ltda., Maj Invest Holding A/S, with shared positions in $NU, $AXP, $ONON, $BKNG, $ADBE, $SPOT. The full ranking of 25 similar funds is below.

#1ThornTree Capital Partners LPActive
Notable overlap · 3 shared positions
$NU$AXP$ONON
$731M
19 positions
#2TB Capital Gestao de Recursos Ltda.Active
Notable overlap · 4 shared positions
$NU$BKNG$ADBE$SPOT
$183M
19 positions
#3Maj Invest Holding A/SActive
Notable overlap · 3 shared positions
$AXP$ELV$LOW
$2.2B
40 positions
#4Focused Investors LLCActive
Notable overlap · 3 shared positions
$AXP$ELV$LOW
$3.0B
23 positions
#5Coronation Fund Managers Ltd.Active
Notable overlap · 5 shared positions
$NU$ELV$SPOT$BKNG$UBER
$2.6B
48 positions
#6Infusive Asset Management Inc.Passive
Notable overlap · 6 shared positions
$AXP$BKNG$LOW$SPOT$ADBE$UBER
$220M
30 positions
#7Rothschild & Co Wealth Management UK LtdSmart money
Notable overlap · 3 shared positions
$AXP$BKNG$DE
$6.9B
25 positions
#8GREATMARK INVESTMENT PARTNERS, INC.Active
Notable overlap · 4 shared positions
$AXP$LOW$ELV$BKNG
$906M
153 positions
#9Longview Partners (Guernsey) LTDActive
Notable overlap · 3 shared positions
$AXP$CDW$BKNG
$6.2B
23 positions
#10Allen Mooney & Barnes Investment Advisors LLCPassive
Notable overlap · 4 shared positions
$ELV$AXP$LOW$ADBE
$658M
152 positions
#11MFF Capital Investments LtdActive
Notable overlap · 3 shared positions
$AXP$LOW$KKR
$1.6B
19 positions
#12AlpenGlobal Capital LLCActive
Notable overlap · 5 shared positions
$AXP$BKNG$ADBE$ONON$UBER
$156M
35 positions
#13Shelter Mutual Insurance CoActive
Notable overlap · 4 shared positions
$AXP$LOW$DE$BKNG
$473M
58 positions
#14North Berkeley Wealth Management, LLCActive
Notable overlap · 3 shared positions
$NU$WFC$AXP
$247M
77 positions
#15HS Management Partners, LLCActive
Notable overlap · 5 shared positions
$AXP$BKNG$SPOT$UBER$NKE
$291M
24 positions
#16Palisades Hudson Asset Management, L.P.Active
Notable overlap · 3 shared positions
$NU$AXP$DE
$286M
108 positions
#17Long Corridor Asset Management LtdActive
Notable overlap · 3 shared positions
$AXP$ADBE$UBER
$331M
35 positions
#18Evergreen Wealth Management, LLCPassive
Some overlap · 3 shared positions
$ELV$ADBE$BKNG
$213M
55 positions
#19Hosking Partners LLPActive
Some overlap · 4 shared positions
$AXP$BKNG$ELV$WFC
$3.0B
98 positions
#20DB Fitzpatrick & Co, IncActive
Some overlap · 3 shared positions
$ELV$ORLY$DE
$124M
100 positions
#21PROFESSIONAL ADVISORY SERVICES INCActive
Some overlap · 3 shared positions
$ELV$BKNG$ADBE
$836M
93 positions
#22Foyston, Gordon, & Payne IncPassive
Some overlap · 4 shared positions
$AXP$BKNG$CDW$UBER
$468M
68 positions
#23Darwins River Capital, LPActive
Some overlap · 3 shared positions
$ORLY$BKNG$ONON
$182M
26 positions
#24VESTOR CAPITAL, LLCActive
Some overlap · 3 shared positions
$AXP$WFC$UBER
$486M
276 positions
#25BONTEMPO OHLY CAPITAL MGMT LLCSmart money
Some overlap · 3 shared positions
$ELV$LOW$NKE
$235M
33 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.