Hedge Funds Similar to Hudson Way

13F Portfolio OverlapQ1 2026Hudson Way portfolio →

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Most similar hedge funds by 13F overlap

Hudson Way Capital Management LLC is an institutional investor managing $1.0B across 16 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 Hudson Way are Anabranch ,, Oakcliff Partners,, Linonia Partnership, with shared positions in $SGI, $HLT, $GWRE, $TDG, $GIL, $KKR. The full ranking of 25 similar funds is below.

#1Anabranch Capital Management, LPActive

Substantial overlap · 4 shared positions

$SGI $HLT $GWRE $TDG

$115M

5 positions

#2Oakcliff Capital Partners, LPActive

Notable overlap · 3 shared positions

$GWRE $TDG $GIL

$227M

8 positions

#3Linonia Partnership LPSmart money

Notable overlap · 3 shared positions

$SGI $GWRE $TDG

$5.4B

14 positions

#4LYNWOOD PRICE CAPITAL MANAGEMENT LPActive

Notable overlap · 3 shared positions

$KKR $TDG $SPOT

$186M

14 positions

#5SOMA EQUITY PARTNERS LPActive

Notable overlap · 3 shared positions

$SPOT $GWRE $RKT

$1.4B

20 positions

#6EDGEWOOD MANAGEMENT LLCActive

Notable overlap · 3 shared positions

$TDG $SPOT $AXON

$15.5B

87 positions

#7Bayberry Capital Partners LPPassive

Notable overlap · 3 shared positions

$CHDN $WWD $GWRE

$323M

30 positions

#8ZAZOVE ASSOCIATES LLCActive

Notable overlap · 3 shared positions

$SPOT $TYL $GWRE

$1.2B

160 positions

#9One Madison Group LLCActive

Notable overlap · 3 shared positions

$HLT $WWD $SPOT

$866M

28 positions

#10ValueAct Holdings, L.P.Active

Notable overlap · 3 shared positions

$KKR $SPOT $RKT

$5.7B

18 positions

#11FACT Capital, LPActive

Notable overlap · 3 shared positions

$SPOT $WWD $RKT

$150M

17 positions

#12GOODNOW INVESTMENT GROUP, LLCSmart money

Notable overlap · 3 shared positions

$913M

29 positions

#13EULAV Asset ManagementActive

Some overlap · 4 shared positions

$WWD $TYL $CTAS $TDG

$3.1B

133 positions

#14Night Owl Capital Management, LLCActive

Some overlap · 3 shared positions

$WWD $SPOT $GWRE

$858M

30 positions

#15Skye Global Management LPSmart money

Some overlap · 4 shared positions

$TDG $HLT $SPOT $WWD

$5.0B

47 positions

#16M.D. Sass, LLCActive

Some overlap · 3 shared positions

$SGI $GIL $GWRE

$1.3B

36 positions

#17Shellback Capital, LPPassive

Some overlap · 3 shared positions

$HLT $SPOT $CHDN

$703M

79 positions

#18DF DENT & CO INCPassive

Some overlap · 3 shared positions

$TDG $GWRE $TYL

$5.2B

262 positions

#19Accuvest Global AdvisorsPassive

Some overlap · 3 shared positions

$SPOT $TDG $KKR

$107M

57 positions

#20Capital Investment Services of America, Inc.Active

Some overlap · 3 shared positions

$TYL $SSNC $AXON

$958M

80 positions

#21Delta Global Management LPPassive

Some overlap · 3 shared positions

$SPOT $RKT $KKR

$1.2B

154 positions

#22Rockingstone Advisors LLCPassive

Some overlap · 3 shared positions

$SPOT $TDG $KKR

$218M

113 positions

#23Highlander Partners, L.P.Active

Some overlap · 3 shared positions

$SSNC $GWRE $SGI

$256M

45 positions

#24RIVERBRIDGE PARTNERS LLCActive

Some overlap · 3 shared positions

$TYL $CTAS $GWRE

$4.1B

192 positions

#25Broadleaf Partners, LLCActive

Some overlap · 3 shared positions

$CTAS $TDG $SPOT

$429M

84 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.