13F Pro

Hedge Funds Similar to Southpoint Advisors

13F Portfolio OverlapQ1 2026Southpoint Advisors portfolio →
Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Southpoint Capital Advisors LP is an institutional investor managing $4.9B across 41 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 Southpoint Advisors are SOMA EQUITY PARTNERS, CANTILLON, Veritas Asset LLP, with shared positions in $UBER, $SPOT, $AMD, $FWONA, $FERG, $TMO. The full ranking of 25 similar funds is below.

#1SOMA EQUITY PARTNERS LPActive
Notable overlap · 4 shared positions
$UBER$SPOT$AMD$FWONA
$1.4B
20 positions
#2CANTILLON CAPITAL MANAGEMENT LLCActive
Notable overlap · 7 shared positions
$FERG$TMO$UBER$AON$SPOT$ALC
$15.1B
38 positions
#3Veritas Asset Management LLPActive
Notable overlap · 4 shared positions
$TMO$AON$BDX$ZTS
$5.9B
21 positions
#4ECOFI INVESTISSEMENTS SAPassive
Notable overlap · 4 shared positions
$ZTS$TMO$DHR$CEG
$55M
36 positions
#5Nishkama Capital, LLCActive
Notable overlap · 6 shared positions
$EQIX$AMD$UBER$AKAM$FWONA$W
$1.6B
52 positions
#6Arvin Capital Management LPActive
Notable overlap · 5 shared positions
$TMO$DHR$CEG$OPCH$AKAM
$819M
50 positions
#7Nikko Asset Management Americas, Inc.Active
Notable overlap · 5 shared positions
$CRCL$AMD$COIN$ILMN$SPOT
$7.1B
186 positions
#8WORMSER FRERES GESTIONActive
Notable overlap · 5 shared positions
$ALC$TMO$DHR$ZTS$ILMN
$139M
42 positions
#9Hidden Lake Asset Management LPActive
Notable overlap · 4 shared positions
$EQIX$AMD$AKAM$W
$331M
28 positions
#10First Pacific Advisors, LPActive
Notable overlap · 5 shared positions
$BDX$AON$FERG$TMO$UBER
$7.1B
86 positions
#11Ardmore Road Asset Management LPPassive
Notable overlap · 5 shared positions
$EQIX$UBER$SPOT$AMD$SNDK
$1.5B
64 positions
#12EMINENCE CAPITAL, LPActive
Notable overlap · 5 shared positions
$AMD$FERG$DHR$AON$FWONA
$4.4B
33 positions
#13Palestra Capital Management LLCActive
Notable overlap · 3 shared positions
$HSIC$SPOT$DHR
$2.6B
23 positions
#14GLENVIEW CAPITAL MANAGEMENT, LLCActive
Notable overlap · 5 shared positions
$AMD$TMO$UBER$DHR$AKAM
$4.0B
44 positions
#15LRZ CAPITAL LLCActive
Notable overlap · 3 shared positions
$UBER$TMO$DHR
$200M
16 positions
#16Benchstone Capital Management LPPassive
Notable overlap · 4 shared positions
$SPOT$EQIX$AKAM$FWONA
$860M
38 positions
#17London & Capital Asset Management LtdActive
Notable overlap · 4 shared positions
$TMO$AMD$FERG$ZTS
$9.2B
223 positions
#18COMGEST GLOBAL INVESTORS S.A.S.Active
Notable overlap · 6 shared positions
$AON$ZTS$SPOT$UBER$FERG$BDX
$4.6B
52 positions
#19Longview Partners (Guernsey) LTDActive
Notable overlap · 3 shared positions
$TMO$AON$BDX
$7.1B
25 positions
#20Hyperion Capital Advisors LPActive
Notable overlap · 6 shared positions
$ZTS$AON$KSPI$FWONA$UHAL$DAL
$208M
68 positions
#21M.D. Sass, LLCActive
Notable overlap · 3 shared positions
$HSIC$AON$DHR
$1.3B
36 positions
#22ARK Investment Management LLCActive
Notable overlap · 4 shared positions
$AMD$CRCL$COIN$ILMN
$12.9B
182 positions
#23Ulysses Management LLCSmart money
Notable overlap · 3 shared positions
$HSIC$UBER$TMO
$802M
35 positions
#24SCHARF INVESTMENTS, LLCActive
Notable overlap · 4 shared positions
$ZTS$AON$TMO$UHAL
$3.2B
70 positions
#25WEITZ INVESTMENT MANAGEMENT, INC.Active
Notable overlap · 3 shared positions
$TMO$AON$DHR
$1.4B
49 positions

Compare Southpoint Advisors’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 Southpoint Advisors’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.