How is hedge fund similarity measured?

Similarity is computed from each fund's top conviction holdings in their latest 13F filing. Funds are scored by the overlap of distinctive shared positions (the mega-caps that nearly every fund owns are excluded), so the ranking reflects genuinely shared strategy rather than common index exposure.

Hedge Funds Similar to South Street Advisors

13F Portfolio OverlapQ1 2026South Street Advisors portfolio →

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Most similar hedge funds by 13F overlap

South Street Advisors LLC is an institutional investor managing $690M across 83 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 South Street Advisors are MARVIN & PALMER ASSOCIATES, HFR Wealth ,, JLB & ASSOCIATES, with shared positions in $APH, $PWR, $TJX, $WEC, $ETN, $ORLY. The full ranking of 25 similar funds is below.

#1MARVIN & PALMER ASSOCIATES INCPassive

Notable overlap · 3 shared positions

$APH $PWR $TJX

$84M

21 positions

#2HFR Wealth Management, LLCActive

Notable overlap · 4 shared positions

$APH $TJX $WEC $ETN

$407M

49 positions

#3JLB & ASSOCIATES INCPassive

Notable overlap · 3 shared positions

$APH $TJX $ORLY

$696M

70 positions

#4Telligent Fund, LPActive

Notable overlap · 3 shared positions

$APH $HWM $NOW

$94M

24 positions

#5Pelham Capital Ltd.Active

Notable overlap · 3 shared positions

$APH $HLT $ORLY

$128M

9 positions

#6Alcosta Capital Management, Inc.Active

Notable overlap · 3 shared positions

$HWM $APH $TJX

$131M

23 positions

#7HOWLAND CAPITAL MANAGEMENT LLCActive

Notable overlap · 5 shared positions

$TJX $APH $ORLY $NOW $HLT

$2.5B

262 positions

#8Reliant Investment Management, LLCPassive

Notable overlap · 3 shared positions

$PWR $APH $ETN

$207M

53 positions

#9GARRISON BRADFORD & ASSOCIATES INCActive

Notable overlap · 3 shared positions

$PWR $TJX $LOW

$88M

38 positions

#10BRANT POINT INVESTMENT MANAGEMENT LLCActive

Notable overlap · 3 shared positions

$APH $USFD $ORLY

$776M

130 positions

#11Shelter Rock Management, LLCActive

Notable overlap · 4 shared positions

$TJX $HLT $ORLY $ETN

$94M

35 positions

#12FOSTER DYKEMA CABOT & PARTNERS, LLCActive

Notable overlap · 3 shared positions

$APH $PWR $ETN

$1.6B

323 positions

#13AVITY INVESTMENT MANAGEMENT INC.Active

Notable overlap · 4 shared positions

$APH $TJX $NOW $ETN

$1.4B

114 positions

#14CAMPBELL NEWMAN ASSET MANAGEMENT INCActive

Notable overlap · 5 shared positions

$APH $WEC $LOW $ETN $ONTO

$1.2B

103 positions

#15AMJ Financial Wealth ManagementPassive

Notable overlap · 5 shared positions

$PWR $ORLY $TJX $OKE $ETN

$424M

86 positions

#16CARDEROCK CAPITAL MANAGEMENT INCPassive

Notable overlap · 3 shared positions

$APH $PWR $ORLY

$405M

73 positions

#17Robbins FarleyPassive

Notable overlap · 4 shared positions

$TJX $PWR $USFD $ETN

$226M

143 positions

#18Blue Chip Partners, LLCActive

Notable overlap · 4 shared positions

$PWR $TJX $ORLY $ETN

$1.4B

170 positions

#19COOKSON PEIRCE & CO INCPassive

Notable overlap · 3 shared positions

$APH $HWM $USFD

$2.4B

303 positions

#20ALTA CAPITAL MANAGEMENT LLC/Active

Notable overlap · 4 shared positions

$APH $TJX $LOW $ETN

$1.3B

100 positions

#21Ayrshire Capital Management LLCPassive

Notable overlap · 3 shared positions

$APH $TJX $ETN

$193M

50 positions

#22Union Heritage Capital, LLCPassive

Notable overlap · 3 shared positions

$APH $ORLY $TJX

$269M

62 positions

#23AXIOM INVESTORS LLC /DEActive

Some overlap · 3 shared positions

$APH $TJX $HWM

$9.0B

121 positions

#24Port Capital LLCActive

Some overlap · 3 shared positions

$APH $ORLY $ETN

$2.2B

82 positions

#25Baker Chad RActive

Some overlap · 3 shared positions

$APH $TJX $LOW

$530M

56 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.