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Hedge Funds Similar to Kerrisdale Advisers

13F Portfolio OverlapQ2 2026Kerrisdale Advisers portfolio →
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Most similar hedge funds by 13F overlap

Kerrisdale Advisers, LLC is an institutional investor managing $399M across 114 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 Kerrisdale Advisers are KIDS, Crestwood, Slow, with shared positions in $MELI, $ILMN, $ETN, $FPS, $AKAM, $DV. The full ranking of 25 similar funds is below.

#1KIDS CAPITAL MANAGEMENT, L.P.Active
Some overlap · 3 shared positions
$MELI$ILMN$ETN
$127M
12 positions
#2Crestwood Capital Management, L.P.Active
Some overlap · 5 shared positions
$FPS$AKAM$DV$CART$DT
$153M
16 positions
#3Slow Capital, Inc.Active
Some overlap · 3 shared positions
$MELI$ILMN$SNPS
$857M
111 positions
#4BENDER ROBERT & ASSOCIATESActive
Some overlap · 3 shared positions
$MELI$ILMN$LULU
$481M
39 positions
#5Old West Investment Management, LLCPassive
Some overlap · 4 shared positions
$SWKS$UNP$ILMN$NOK
$944M
124 positions
#6Arvin Capital Management LPPassive
Some overlap · 3 shared positions
$RRX$AKAM$UNP
$766M
51 positions
#7LAKEWOOD CAPITAL MANAGEMENT, LPActive
Some overlap · 3 shared positions
$SHC$UNP$AMRZ
$1.9B
65 positions
#8CapitalatWork S.A.Active
Some overlap · 3 shared positions
$MELI$AMRZ$ZTS
$4.0B
93 positions
#9DB Fitzpatrick & Co, IncActive
Some overlap · 3 shared positions
$MELI$ETN$SNPS
$124M
100 positions
#10Bellecapital International Ltd.Passive
Some overlap · 3 shared positions
$MELI$AMRZ$SNPS
$625M
123 positions
#11CAMBIAR INVESTORS LLCActive
Some overlap · 4 shared positions
$SYY$UNP$AMRZ$DEO
$2.3B
150 positions
#12SCHARF INVESTMENTS, LLCActive
Some overlap · 4 shared positions
$UHAL$UNP$ZTS$MELI
$3.0B
79 positions
#13WESTPORT ASSET MANAGEMENT INCActive
Some overlap · 4 shared positions
$AKAM$IPGP$UNP$SNPS
$245M
80 positions
#14ABS Investment Management LLCPassive
Some overlap · 3 shared positions
$MELI$SHC$LRN
$159M
111 positions
#15ABS Direct Equity Fund LLCPassive
Some overlap · 3 shared positions
$MELI$SHC$LRN
$159M
111 positions
#16YACKTMAN ASSET MANAGEMENT LPActive
Some overlap · 3 shared positions
$UHAL$SYY$KVUE
$8.1B
74 positions
#17Gem Investment Advisors, LLCSmart money
Some overlap · 3 shared positions
$SHC$UHAL$LRN
$163M
36 positions
#18DISCIPLINED GROWTH INVESTORS INC /MNActive
Some overlap · 4 shared positions
$AKAM$IPGP$DV$DT
$5.9B
58 positions
#19Rithm Capital Corp.Active
Some overlap · 3 shared positions
$BDC$FPS$ETN
$81M
38 positions
#20DMKC Advisory Services, LLCActive
Some overlap · 4 shared positions
$SYY$AMRZ$ETN$DEO
$530M
92 positions
#21Voss Capital, LPActive
Some overlap · 3 shared positions
$SHC$ETN$LRN
$2.2B
59 positions
#22Irenic Capital Management LPActive
Some overlap · 3 shared positions
$SHC$ADEA$NOK
$2.1B
49 positions
#23HARRIS ASSOCIATES L PActive
Some overlap · 3 shared positions
$SYY$UNP$AMRZ
$75.4B
162 positions
#24CYPRESS ASSET MANAGEMENT INC/TXActive
Some overlap · 3 shared positions
$MELI$UNP$ETN
$514M
107 positions
#25First Nebraska Trust CoActive
Some overlap · 3 shared positions
$SYY$UNP$ETN
$1.2B
231 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.