When one great fund bets big on a stock, that's interesting.
When three independent funds all make it a top position — that's a signal worth acting on.
Any single manager can get one stock right. Convergence across multiple independent hedge funds is far harder to explain away as noise.
Set a minimum portfolio weight per fund — so only positions large enough to be intentional bets are included, not index filler below 1–2%.
Add 10 funds, require overlap in just 3 — get a focused shortlist without manually cross-referencing every 13F portfolio.
Hedge fund portfolio overlap occurs when two or more funds hold the same stock in their quarterly 13F-reported portfolios. High overlap in large positions signals independent managers reached the same conviction — a stronger signal than any single fund's bet.
Select 2–20 hedge funds — for example David Tepper's Appaloosa, Philippe Laffont's Coatue, Stanley Druckenmiller's Duquesne Family Office, or Leopold Aschenbrenner's Situational Awareness LP — set a minimum portfolio weight per fund, and choose how many must share the position. The tool queries 13F filing data and returns every overlapping stock ranked by combined weight.
Independent managers often converge on the same high-conviction positions through separate research. When they do, it typically reflects a genuine fundamental thesis — strong earnings, a sector tailwind, or a valuation gap — rather than coincidence.
Combined weight is the sum of each fund's portfolio allocation to that stock. If Fund A holds 8% in NVDA and Fund B holds 6%, the combined weight is 14% — letting you rank by total conviction, not just headcount.
13F filings are due within 45 days after each quarter end. 13Foresight processes new filings as they arrive, so overlap data always reflects the most recently reported positions.