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Hedge Funds Similar to ValueAct

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

ValueAct Holdings, L.P. is an institutional investor managing $5.6B across 18 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 ValueAct are Triavera, Hudson Way, Temasek (Private) Ltd, with shared positions in $RKT, $KKR, $TOST, $CBRE, $SPOT, $BLK. The full ranking of 25 similar funds is below.

#1Triavera Capital LLCActive
Notable overlap · 4 shared positions
$RKT$KKR$TOST$CBRE
$184M
15 positions
#2Hudson Way Capital Management LLCActive
Notable overlap · 3 shared positions
$KKR$SPOT$RKT
$1.1B
18 positions
#3Temasek Holdings (Private) LtdActive
Notable overlap · 3 shared positions
$BLK$RBLX$KKR
$37.3B
196 positions
#4Cander Asset Management LPActive
Notable overlap · 4 shared positions
$BLK$KKR$RKT$TOST
$540M
48 positions
#5Montaka Global Pty LtdActive
Notable overlap · 3 shared positions
$KKR$CRM$MDB
$178M
20 positions
#6Linonia Partnership LPActive
Notable overlap · 3 shared positions
$LLYVA$RBLX$LYV
$5.6B
12 positions
#7CANTILLON CAPITAL MANAGEMENT LLCActive
Some overlap · 4 shared positions
$BLK$CBRE$SPOT$LYV
$665M
27 positions
#8Ardmore Road Asset Management LPPassive
Some overlap · 5 shared positions
$SPOT$RBLX$LLYVA$MDB$LYV
$1.7B
70 positions
#9TREMBLANT CAPITAL GROUPActive
Some overlap · 3 shared positions
$SPOT$MDB$LYV
$3.5B
58 positions
#10SOMA EQUITY PARTNERS LPActive
Some overlap · 3 shared positions
$SPOT$RKT$MDB
$1.4B
24 positions
#11SRS Investment Management, LLCSmart money
Some overlap · 3 shared positions
$RBLX$SPOT$MDB
$10.8B
33 positions
#12Next Capital Management LLCActive
Some overlap · 3 shared positions
$KKR$CRM$MDB
$370M
138 positions
#13Evercore Wealth Management, LLCActive
Some overlap · 3 shared positions
$CBRE$BLK$SPOT
$7.1B
433 positions
#14Nikko Asset Management Americas, Inc.Passive
Some overlap · 3 shared positions
$RBLX$TOST$SPOT
$7.7B
276 positions
#15MANNING & NAPIER ADVISORS LLCPassive
Some overlap · 3 shared positions
$SPOT$BLK$CBRE
$7.8B
865 positions
#16MSA Advisors, LLCActive
Some overlap · 3 shared positions
$SPOT$LYV$RKT
$389M
43 positions
#17Jasper Ridge Partners, L.P.Smart money
Some overlap · 3 shared positions
$RBLX$CRM$SPOT
$4.7B
151 positions
#18Investment Research & Advisory Group, Inc.Active
Some overlap · 3 shared positions
$BLK$CRM$KKR
$324M
314 positions
#19Volterra Technologies LPPassive
Some overlap · 3 shared positions
$KKR$RBLX$BLK
$694M
303 positions
#20WITTENBERG INVESTMENT MANAGEMENT, INC.Active
Some overlap · 3 shared positions
$LLYVA$LYV$SPOT
$292M
78 positions
#21Generali Investments Towarzystwo Funduszy InwestycyjnychPassive
Some overlap · 3 shared positions
$TOST$MDB$CRM
$249M
151 positions
#22GREENWOOD GEARHART INCActive
Some overlap · 3 shared positions
$CRM$KKR$TOST
$2.1B
168 positions
#23CHAPMAN FINANCIAL GROUP, LLCPassive
Some overlap · 3 shared positions
$TOST$CBRE$CRM
$150M
260 positions
#24Sender Co & Partners, Inc.Passive
Slight overlap · 3 shared positions
$CRM$LYV$SPOT
$345M
120 positions
#25PRINCIPAL FINANCIAL GROUP INCPassive
Slight overlap · 3 shared positions
$LYV$KKR$CBRE
$203.6B
2,154 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.