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 OverlapQ2 2026South Street Advisors portfolio →

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Most similar hedge funds by 13F overlap

South Street Advisors LLC is an institutional investor managing $769M across 84 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 South Street Advisors are FOSTER DYKEMA CABOT & PARTNERS, HFR Wealth, JLB & ASSOCIATES, with shared positions in $APH, $PWR, $ETN, $TJX, $WEC, $ORLY. The full ranking of 25 similar funds is below.

#1FOSTER DYKEMA CABOT & PARTNERS, LLCActive

Notable overlap · 3 shared positions

$APH $PWR $ETN

$1.7B

324 positions

#2HFR Wealth Management, LLCActive

Notable overlap · 4 shared positions

$APH $TJX $WEC $ETN

$410M

53 positions

#3JLB & ASSOCIATES INCPassive

Notable overlap · 3 shared positions

$APH $TJX $ORLY

$748M

68 positions

#4Pelham Capital Ltd.Active

Notable overlap · 3 shared positions

$APH $HLT $ORLY

$176M

12 positions

#5CARDEROCK CAPITAL MANAGEMENT INCPassive

Notable overlap · 4 shared positions

$APH $PWR $ORLY $TJX

$456M

67 positions

#6Alcosta Capital Management, Inc.Active

Notable overlap · 3 shared positions

$APH $HWM $TJX

$148M

22 positions

#7Reliant Investment Management, LLCPassive

Notable overlap · 3 shared positions

$PWR $APH $ETN

$281M

55 positions

#8AMJ Financial Wealth ManagementActive

Notable overlap · 4 shared positions

$PWR $ORLY $TJX $ETN

$424M

86 positions

#9RESOURCES MANAGEMENT CORP /CT/ /ADVPassive

Notable overlap · 4 shared positions

$APH $TJX $ORLY $QCOM

$794M

188 positions

#10BRANT POINT INVESTMENT MANAGEMENT LLCActive

Notable overlap · 3 shared positions

$APH $USFD $ORLY

$813M

120 positions

#11HARVEY INVESTMENT CO LLCActive

Notable overlap · 3 shared positions

$APH $TJX $ORLY

$918M

99 positions

#12Cartenna Capital, LPActive

Notable overlap · 3 shared positions

$HWM $APH $ORLY

$4.2B

49 positions

#13McKinley Carter Wealth Services, Inc.Active

Notable overlap · 4 shared positions

$PWR $TJX $ORLY $APH

$1.9B

322 positions

#14Ayrshire Capital Management LLCPassive

Notable overlap · 3 shared positions

$APH $TJX $ETN

$214M

50 positions

#15Union Heritage Capital, LLCPassive

Notable overlap · 3 shared positions

$APH $ORLY $TJX

$295M

65 positions

#16Shelter Rock Management, LLCActive

Notable overlap · 4 shared positions

$TJX $HLT $ORLY $ETN

$103M

37 positions

#17CTC Alternative Strategies, Ltd.Passive

Notable overlap · 5 shared positions

$HWM $HLT $PWR $ORLY $QCOM

$69M

83 positions

#18HENDLEY & CO INCActive

Notable overlap · 4 shared positions

$APH $TJX $HWM $ETN

$283M

47 positions

#19Munro PartnersActive

Notable overlap · 4 shared positions

$PWR $HWM $ONTO $QCOM

$4.5B

61 positions

#20HOWLAND CAPITAL MANAGEMENT LLCActive

Notable overlap · 3 shared positions

$APH $TJX $ORLY

$2.8B

278 positions

#21Robbins FarleyPassive

Notable overlap · 4 shared positions

$TJX $PWR $USFD $ETN

$260M

157 positions

#22COOKSON PEIRCE & CO INCPassive

Notable overlap · 3 shared positions

$APH $HWM $USFD

$3.0B

317 positions

#23Raub Brock Capital Management LPActive

Notable overlap · 3 shared positions

$APH $TJX $ETN

$363M

45 positions

#24Dorsey Wright & AssociatesPassive

Notable overlap · 3 shared positions

$APH $HWM $PWR

$590M

131 positions

#25AVITY INVESTMENT MANAGEMENT INC.Active

Notable overlap · 3 shared positions

$APH $TJX $ETN

$1.6B

118 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.