13F Pro

Hedge Funds Similar to NEW SOUTH

13F Portfolio OverlapQ1 2026NEW SOUTH portfolio →
Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

NEW SOUTH CAPITAL MANAGEMENT INC is an institutional investor managing $2.1B across 51 U.S. equity positions as of Q1 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to NEW SOUTH are Highlander Partners,, Guardian Wealth ,, KIRR MARBACH & /IN/, with shared positions in $VRT, $SSNC, $ARCC, $AZO, $BN, $NICE. The full ranking of 25 similar funds is below.

#1Highlander Partners, L.P.Active
Notable overlap · 3 shared positions
$VRT$SSNC$ARCC
$256M
45 positions
#2Guardian Wealth Management, Inc.Passive
Notable overlap · 5 shared positions
$AZO$BN$SSNC$NICE$LKQ
$183M
61 positions
#3KIRR MARBACH & CO LLC /IN/Active
Notable overlap · 4 shared positions
$AZO$RPRX$BN$SSNC
$549M
57 positions
#4Turtle Creek Asset Management Inc.Active
Notable overlap · 6 shared positions
$EEFT$FISV$WEX$SSNC$GIL$OTEX
$3.9B
40 positions
#5Stanley Capital Management, LLCActive
Notable overlap · 3 shared positions
$VRT$FISV$AVTR
$598M
40 positions
#6MOUNTAIN PACIFIC INVESTMENT ADVISERS LLCActive
Notable overlap · 3 shared positions
$VRT$TMO$FISV
$584M
141 positions
#7GUARDIAN CAPITAL LPActive
Notable overlap · 4 shared positions
$BN$OTEX$GIB$GIL
$3.8B
177 positions
#8America First Investment Advisors, LLCActive
Notable overlap · 3 shared positions
$TMO$BN$FISV
$536M
41 positions
#9Carmel Capital Management L.L.C.Active
Some overlap · 3 shared positions
$ENS$AZO$GTX
$349M
25 positions
#10Spears Abacus Advisors LLCPassive
Some overlap · 5 shared positions
$VRT$BN$GIL$TMO$FDX
$5.0B
398 positions
#11LYRICAL ASSET MANAGEMENT LPActive
Some overlap · 4 shared positions
$WCC$SSNC$WEX$LKQ
$6.6B
39 positions
#12SUMMITRY LLCPassive
Some overlap · 3 shared positions
$TMO$FISV$ZBRA
$2.3B
266 positions
#13Marathon Asset Management LtdActive
Some overlap · 4 shared positions
$BN$TMO$GIL$FISV
$2.6B
74 positions
#14Gates Capital Management, Inc.Active
Some overlap · 3 shared positions
$ESI$GTX$CCSI
$3.7B
34 positions
#1512th Street Asset Management Company, LLCActive
Some overlap · 3 shared positions
$AZO$LKQ$RUSHA
$611M
32 positions
#16FENIMORE ASSET MANAGEMENT INCActive
Some overlap · 3 shared positions
$BN$AZO$ZBRA
$4.5B
92 positions
#17Rempart Asset Management Inc.Active
Some overlap · 4 shared positions
$TMO$GIB$BEPC$SWK
$475M
36 positions
#18DAVIS-REA LTD.Passive
Some overlap · 4 shared positions
$TMO$BN$BEPC$GIB
$384M
54 positions
#19Silverleafe Capital Partners, LLCPassive
Some overlap · 3 shared positions
$AZO$FDX$VRT
$367M
99 positions
#20Blue Zone Wealth Advisors, LLCPassive
Some overlap · 4 shared positions
$BN$AZO$TMO$ESI
$491M
130 positions
#21FSA Advisors, Inc.Passive
Some overlap · 3 shared positions
$TMO$VRT$ARCC
$152M
192 positions
#22Oak Grove Capital LLCSmart money
Some overlap · 3 shared positions
$VRT$BN$BEPC
$1.2B
92 positions
#23FIRST MANHATTAN CO. LLC.Active
Some overlap · 3 shared positions
$BN$AZO$TMO
$36.1B
753 positions
#24Robeco Schweiz AGActive
Some overlap · 3 shared positions
$VRT$TMO$BEPC
$4.7B
126 positions
#25COOKE & BIELER LPActive
Some overlap · 4 shared positions
$GIL$BN$FISV$LKQ
$8.8B
103 positions

Compare NEW SOUTH’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View NEW SOUTH’s holdings

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.