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Hedge Funds Similar to 12th Street Asset Company

13F Portfolio OverlapQ2 202612th Street Asset Company portfolio →
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Most similar hedge funds by 13F overlap

12th Street Asset Management Company, LLC is an institutional investor managing $702M 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 12th Street Asset Company are M.D. Sass, Coyle Financial Counsel, Jefferson Bridge, with shared positions in $CLH, $SGI, $KNX, $DELL, $CRH, $HQY. The full ranking of 25 similar funds is below.

#1M.D. Sass, LLCActive
Notable overlap · 3 shared positions
$CLH$SGI$KNX
$1.5B
39 positions
#2Coyle Financial Counsel LLCActive
Notable overlap · 16 shared positions
$DELL$CLH$CRH$SGI$KNX$HQY
$548M
126 positions
#3Jefferson Bridge Capital, LLCPassive
Notable overlap · 4 shared positions
$DELL$PNFP$SNEX$HROW
$115M
53 positions
#4Nitorum Capital, L.P.Active
Notable overlap · 3 shared positions
$DELL$RBA$GNRC
$147M
23 positions
#54D Advisors, LLCPassive
Notable overlap · 3 shared positions
$KNX$CLH$FANG
$260M
37 positions
#6Guardian Wealth Management, Inc.Passive
Notable overlap · 4 shared positions
$AZO$POOL$SSNC$LKQ
$204M
66 positions
#7Highlander Partners, L.P.Smart money
Notable overlap · 3 shared positions
$SGI$DELL$SSNC
$298M
44 positions
#8HALLSTATT ADVISORS L.P.Active
Notable overlap · 3 shared positions
$CLH$GVA$EXP
$142M
13 positions
#9WOODMONT INVESTMENT COUNSEL LLCActive
Notable overlap · 5 shared positions
$DELL$SNEX$PNFP$FANG$HROW
$1.8B
287 positions
#10WILSON ASSET MANAGEMENT (INTERNATIONAL) PTY LTDActive
Notable overlap · 4 shared positions
$DY$RBA$SITE$LPX
$364M
37 positions
#11Hill City Capital, LPSmart money
Notable overlap · 4 shared positions
$DY$CRH$GVA$SITE
$3.9B
28 positions
#12Larry Mathis Financial Planning, LLCPassive
Notable overlap · 4 shared positions
$CRH$DELL$KNX$PGR
$131M
150 positions
#13SMA Capital LLCPassive
Notable overlap · 5 shared positions
$CRH$GNRC$SITE$SGI$CLH
$238M
121 positions
#14Cartenna Capital, LPActive
Notable overlap · 3 shared positions
$SGI$AZO$DY
$4.2B
49 positions
#15KIRR MARBACH & CO LLC /IN/Active
Notable overlap · 3 shared positions
$AZO$GNRC$SSNC
$594M
57 positions
#16DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INCActive
Some overlap · 4 shared positions
$DELL$AZO$BC$MAS
$2.4B
174 positions
#17VAN DEN BERG MANAGEMENT I, INCPassive
Some overlap · 3 shared positions
$DELL$GNRC$FANG
$473M
120 positions
#18Select Equity Group, L.P.Active
Some overlap · 3 shared positions
$SGI$CRH$CLH
$20.2B
157 positions
#19TECTONIC ADVISORS LLCPassive
Some overlap · 6 shared positions
$DELL$CRH$KNX$CLH$SGI$HQY
$2.1B
289 positions
#20EverSource Wealth Advisors, LLCPassive
Some overlap · 10 shared positions
$DELL$PGR$CRH$FANG$AZO$POOL
$3.0B
4,392 positions
#21HENNESSY ADVISORS INCPassive
Some overlap · 4 shared positions
$DY$SNEX$GVA$DELL
$3.1B
325 positions
#22Mizuho Markets Cayman LPActive
Some overlap · 3 shared positions
$DELL$GVA$KNX
$2.7B
95 positions
#23North Growth Management Ltd.Active
Some overlap · 3 shared positions
$CIEN$SGI$AZO
$780M
48 positions
#24First Washington CORPActive
Some overlap · 3 shared positions
$DY$GVA$GNRC
$418M
51 positions
#25NEW SOUTH CAPITAL MANAGEMENT INCActive
Some overlap · 4 shared positions
$AZO$SSNC$RUSHA$LKQ
$2.3B
48 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.