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Hedge Funds Similar to Summit Street

13F Portfolio OverlapQ2 2026Summit Street portfolio →
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Most similar hedge funds by 13F overlap

Summit Street Capital Management, LLC is an institutional investor managing $713M across 31 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 Summit Street are Polaris, Mader & Shannon Wealth, Horizon Advisory Services, with shared positions in $LNTH, $UTHR, $MPC, $ELV, $VLO, $DINO. The full ranking of 25 similar funds is below.

#1Polaris Capital Management, LLCActive
Notable overlap · 4 shared positions
$LNTH$UTHR$MPC$ELV
$1.1B
84 positions
#2Mader & Shannon Wealth Management, Inc.Active
Notable overlap · 3 shared positions
$VLO$MPC$DINO
$214M
21 positions
#3Horizon Advisory Services, Inc.Smart money
Notable overlap · 4 shared positions
$CF$MOH$FOX$CCZ
$238M
50 positions
#4High Ground Investment Management LLPActive
Notable overlap · 3 shared positions
$HUM$ELV$HCC
$1.1B
7 positions
#5Oceanic Investment Management LTDActive
Notable overlap · 3 shared positions
$WFRD$VLO$MPC
$78M
26 positions
#6Marnell Management LLCActive
Notable overlap · 4 shared positions
$HCC$CNR$TNK$STNG
$260M
69 positions
#7Hi-Line Capital Management, LLCActive
Notable overlap · 3 shared positions
$CCZ$CF$HCC
$355M
32 positions
#8Harbor Island Capital LLCSmart money
Some overlap · 3 shared positions
$KLAC$CCZ$HPQ
$376M
16 positions
#9Permit Capital, LLCSmart money
Some overlap · 3 shared positions
$HPQ$IDCC$SIG
$357M
20 positions
#10ADAMS NATURAL RESOURCES FUND, INC.Smart money
Some overlap · 4 shared positions
$VLO$MPC$TPL$CF
$763M
51 positions
#11Maple Rock Capital Partners Inc.Active
Some overlap · 3 shared positions
$HUM$ELV$MOH
$5.1B
51 positions
#12Long Focus Capital Management, LLCActive
Some overlap · 3 shared positions
$MOH$CCZ$HUM
$3.9B
87 positions
#13PFM Health Sciences, LPActive
Some overlap · 3 shared positions
$HUM$UTHR$LNTH
$1.2B
98 positions
#14Geneva Partners, LLCPassive
Some overlap · 3 shared positions
$KLAC$VLO$MPC
$375M
75 positions
#15McKinney Capital Management, LLCActive
Some overlap · 5 shared positions
$KLAC$HUM$ELV$HPQ$CCZ
$254M
87 positions
#16Center For Asset Management LLCPassive
Some overlap · 4 shared positions
$KLAC$UTHR$FOX$CF
$225M
151 positions
#17Unison Advisors LLCActive
Some overlap · 6 shared positions
$DDS$MPC$VLO$HUM$CCZ$ELV
$1.4B
173 positions
#18Hosking Partners LLPActive
Some overlap · 4 shared positions
$ELV$MPC$HCC$LYB
$3.0B
98 positions
#19Axecap Investments, LLCPassive
Some overlap · 3 shared positions
$KLAC$MPC$VLO
$181M
73 positions
#20Applied Finance Capital Management, LLCPassive
Some overlap · 3 shared positions
$KLAC$HPQ$VLO
$1.3B
218 positions
#21Robertson Opportunity Capital, LLCActive
Some overlap · 3 shared positions
$DINO$ELV$CF
$258M
29 positions
#22Mork Capital Management, LLCPassive
Some overlap · 4 shared positions
$MOH$CNR$UTHR$CCZ
$156M
104 positions
#23DYMON ASIA CAPITAL (SINGAPORE) PTE. LTD.Active
Some overlap · 3 shared positions
$VLO$MPC$KLAC
$2.4B
236 positions
#24EAGLE CAPITAL MANAGEMENT LLCActive
Some overlap · 3 shared positions
$HUM$ELV$CCZ
$32.7B
56 positions
#25O'Domhnaill Enterprises, Inc.Passive
Some overlap · 3 shared positions
$MPC$TPL$VLO
$125M
61 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.