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Hedge Funds Similar to No Street GP

13F Portfolio OverlapQ2 2026No Street GP portfolio →
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Most similar hedge funds by 13F overlap

No Street GP LP is an institutional investor managing $1.7B across 32 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 No Street GP are Freshford, Spyglass, General Equity, with shared positions in $FICO, $APP, $UBER, $CVNA, $U, $GNRC. The full ranking of 25 similar funds is below.

#1Freshford Capital Management, LLCActive
Notable overlap · 3 shared positions
$FICO$APP$UBER
$292M
22 positions
#2Spyglass Capital Management LLCActive
Notable overlap · 3 shared positions
$APP$FICO$CVNA
$1.8B
25 positions
#3General Equity Holdings LPActive
Notable overlap · 3 shared positions
$APP$CVNA$U
$167M
13 positions
#4Goodlander Investment Management, LLCActive
Notable overlap · 3 shared positions
$GNRC$DAR$SEI
$331M
15 positions
#5Durable Capital Partners LPActive
Notable overlap · 3 shared positions
$CVNA$TWLO$RKT
$10.3B
36 positions
#6Jericho Capital Asset Management L.P.Active
Notable overlap · 3 shared positions
$APP$TWLO$TTAN
$12.1B
29 positions
#7Park West Asset Management LLCActive
Notable overlap · 3 shared positions
$ENVA$OPLN$RKT
$1.5B
47 positions
#8Metavasi Capital LPActive
Notable overlap · 3 shared positions
$APP$CVNA$U
$287M
25 positions
#9CAMDEN ASSET MANAGEMENT L P /CAActive
Notable overlap · 3 shared positions
$UBER$ETSY$U
$3.4B
73 positions
#10Contour Asset Management LLCActive
Notable overlap · 3 shared positions
$APP$RKT$TRMB
$4.2B
27 positions
#11SELDON CAPITAL LPPassive
Notable overlap · 4 shared positions
$APP$U$CROX$TWLO
$320M
74 positions
#12Prospect Capital Advisors, LLCActive
Notable overlap · 3 shared positions
$ENVA$LOPE$OPLN
$220M
30 positions
#13Orchard Capital Management, LLCPassive
Some overlap · 3 shared positions
$ENVA$GDOT$SEI
$103M
44 positions
#14Fundsmith LLPActive
Some overlap · 3 shared positions
$UBER$APP$FICO
$13.6B
41 positions
#15CROWN ADVISORS MANAGEMENT, INC.Active
Some overlap · 3 shared positions
$ENVA$LOPE$APEI
$182M
43 positions
#16BEACONLIGHT CAPITAL, LLCActive
Some overlap · 3 shared positions
$TWLO$SGI$U
$283M
33 positions
#17Hedeker Wealth, LLCPassive
Some overlap · 4 shared positions
$GNRC$URI$TWLO$UBER
$524M
92 positions
#18ATWOOD & PALMER INCPassive
Some overlap · 3 shared positions
$GNRC$URI$UBER
$1.9B
495 positions
#19683 Capital Management, LLCActive
Some overlap · 3 shared positions
$CVNA$U$ENVA
$2.0B
153 positions
#20Divisadero Street Capital Management, LPActive
Some overlap · 3 shared positions
$CVNA$APEI$ENVA
$4.4B
142 positions
#21RBF Capital, LLCPassive
Some overlap · 5 shared positions
$APP$DAC$FICO$URI$UBER
$2.4B
511 positions
#22GOLDENTREE ASSET MANAGEMENT LPActive
Some overlap · 3 shared positions
$CVNA$ESTC$CE
$1.7B
31 positions
#23Broad Bay Capital Management, LPActive
Some overlap · 3 shared positions
$RKT$ETSY$SGI
$1.1B
24 positions
#24Benchmark Investment Advisors LLCPassive
Some overlap · 3 shared positions
$APP$URI$UBER
$228M
70 positions
#25X-Square Capital, LLCPassive
Some overlap · 4 shared positions
$APP$URI$GNRC$CROX
$394M
176 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.