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Hedge Funds Similar to Cartenna

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

Cartenna Capital, LP is an institutional investor managing $4.2B across 49 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 Cartenna are SMA, M.D. Sass, FENIMORE ASSET, with shared positions in $AME, $JBHT, $APH, $WSC, $SGI, $SPOT. The full ranking of 25 similar funds is below.

#1SMA Capital LLCPassive
Notable overlap · 7 shared positions
$AME$JBHT$APH$WSC$SGI$SPOT
$238M
121 positions
#2M.D. Sass, LLCActive
Notable overlap · 4 shared positions
$AME$SGI$ADI$APH
$1.5B
39 positions
#3FENIMORE ASSET MANAGEMENT INCActive
Notable overlap · 5 shared positions
$ADI$APH$KEYS$AZO$AME
$4.8B
92 positions
#4Dundas Partners LLPActive
Notable overlap · 4 shared positions
$ADI$APH$AME$GWW
$1.4B
31 positions
#5CENTRAL SECURITIES CORPActive
Notable overlap · 3 shared positions
$ADI$MSI$KEYS
$1.3B
29 positions
#6Katamaran Capital LLPPassive
Notable overlap · 4 shared positions
$ADI$MSI$SPOT$APH
$126M
36 positions
#7DUDLEY & SHANLEY, INC.Active
Notable overlap · 3 shared positions
$AME$ADI$APH
$662M
37 positions
#8Port Capital LLCActive
Notable overlap · 5 shared positions
$AME$APH$WTS$ORLY$MSI
$2.5B
108 positions
#9SANDLER CAPITAL MANAGEMENTPassive
Notable overlap · 7 shared positions
$KEYS$AME$SBUX$PLXS$SPOT$EQIX
$201M
126 positions
#10Raub Brock Capital Management LPActive
Notable overlap · 3 shared positions
$AME$MSI$APH
$363M
45 positions
#11CAMPBELL NEWMAN ASSET MANAGEMENT INCActive
Notable overlap · 5 shared positions
$APH$ADI$MSI$SBUX$DY
$1.3B
99 positions
#12Birch Hill Investment Advisors LLCActive
Notable overlap · 5 shared positions
$APH$WTS$LECO$ADI$GWW
$2.5B
211 positions
#13CARDEROCK CAPITAL MANAGEMENT INCPassive
Notable overlap · 5 shared positions
$APH$AME$GWW$MSI$ORLY
$456M
67 positions
#14Tribune Investment Group LPActive
Notable overlap · 5 shared positions
$AME$KEYS$DY$TKR$KRMN
$247M
34 positions
#15MAR VISTA INVESTMENT PARTNERS LLCActive
Notable overlap · 3 shared positions
$AME$APH$ADI
$1.0B
33 positions
#16Midway Capital Research & ManagementActive
Notable overlap · 4 shared positions
$ADI$APH$LECO$SBUX
$126M
114 positions
#17Oribel Capital Management, LPPassive
Notable overlap · 3 shared positions
$ADI$MMM$KEYS
$3.3B
143 positions
#18Analog Century Management LPActive
Notable overlap · 3 shared positions
$ADI$APH$MSI
$2.7B
25 positions
#19Baker Chad RActive
Notable overlap · 3 shared positions
$ADI$APH$SN
$620M
51 positions
#20BRANT POINT INVESTMENT MANAGEMENT LLCActive
Notable overlap · 5 shared positions
$APH$CR$ORLY$ADI$EQIX
$813M
120 positions
#21FIFTHDELTA LtdActive
Notable overlap · 3 shared positions
$ADI$APH$ALLE
$853M
11 positions
#22Regency Capital Management Inc.\DEPassive
Notable overlap · 3 shared positions
$AME$APH$ALLE
$251M
64 positions
#23South Street Advisors LLCActive
Notable overlap · 3 shared positions
$HWM$APH$ORLY
$769M
84 positions
#24North Growth Management Ltd.Active
Notable overlap · 4 shared positions
$MSI$WTS$SGI$AZO
$780M
48 positions
#25MARIETTA INVESTMENT PARTNERS LLCPassive
Notable overlap · 5 shared positions
$HWM$GWW$APH$AME$SPOT
$582M
170 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.