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Hedge Funds Similar to South Shore Advisors

13F Portfolio OverlapQ1 2026South Shore Advisors portfolio →
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Most similar hedge funds by 13F overlap

South Shore Capital Advisors is an institutional investor managing $137M across 139 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 South Shore Advisors are Promethos ,, Henry James International, WOODLEY FARRA MANION PORTFOLIO, with shared positions in $NVS, $ASML, $UBS, $SAP, $NOK, $DOV. The full ranking of 25 similar funds is below.

#1Promethos Capital, LLCActive
Some overlap · 4 shared positions
$NVS$ASML$UBS$SAP
$372M
46 positions
#2Henry James International Management Inc.Passive
Some overlap · 5 shared positions
$NVS$ASML$UBS$NOK$SAP
$277M
94 positions
#3WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INCActive
Some overlap · 4 shared positions
$DOV$NVS$ASML$NEE
$2.1B
122 positions
#4Colter Lewis Investment Partners LLCPassive
Some overlap · 6 shared positions
$DOV$AXP$NVS$UNP$IAU$NEE
$106M
111 positions
#5Martin Investment Management, LLCActive
Some overlap · 4 shared positions
$NVS$AXP$AZO$ASML
$334M
46 positions
#6Timber Creek Capital Management LLCPassive
Some overlap · 6 shared positions
$ASML$NVS$WTW$UBS$IAU$SAP
$412M
78 positions
#7Eldred Rock Partners, LLCActive
Some overlap · 3 shared positions
$NVS$ASML$COF
$393M
31 positions
#8Alaethes Wealth, LLCPassive
Some overlap · 6 shared positions
$ASML$UBS$WMB$IAU$NEE$AMAT
$351M
124 positions
#9Minot DeBlois Advisors LLCPassive
Some overlap · 5 shared positions
$AXP$ASML$NVS$UNP$NEE
$110M
226 positions
#10SALT Holding Corp.Smart money
Some overlap · 4 shared positions
$NVS$NOK$ASML$SAP
$165M
24 positions
#11Fisher Asset Management, LLCActive
Some overlap · 5 shared positions
$ASML$AXP$UBS$NVS$SAP
$294.9B
1,016 positions
#12Albar Capital Partners LLPActive
Some overlap · 3 shared positions
$DOV$ASML$TT
$618M
36 positions
#13Mill Capital Management, LLCActive
Some overlap · 4 shared positions
$ASML$AXP$UNP$TT
$1.3B
130 positions
#14Matthew Goff Investment Advisor, LLCPassive
Some overlap · 3 shared positions
$NVS$AXP$UNP
$600M
107 positions
#15Brendel Financial Advisors LLCPassive
Some overlap · 3 shared positions
$DOV$AXP$NEE
$202M
95 positions
#16Evelyn Partners Asset Management LtdPassive
Some overlap · 4 shared positions
$DOV$AZO$ASML$IAU
$406M
308 positions
#17CRAWFORD INVESTMENT COUNSEL INCPassive
Some overlap · 4 shared positions
$AXP$WTW$DOV$SAP
$5.9B
300 positions
#18GRIFFIN ASSET MANAGEMENT, INC.Passive
Some overlap · 3 shared positions
$ASML$AXP$DOV
$887M
228 positions
#19Stanley Capital Management, LLCActive
Some overlap · 3 shared positions
$ASML$AXP$AMAT
$598M
40 positions
#20Karani Asset Management LLCPassive
Some overlap · 3 shared positions
$ASML$AXP$AMAT
$122M
54 positions
#21BLUE SQUARE ASSET MANAGEMENT, LLCPassive
Some overlap · 3 shared positions
$NVS$ASML$AXP
$211M
70 positions
#22Perennial Advisors, LLCPassive
Some overlap · 4 shared positions
$AXP$NVS$UNP$AMAT
$587M
122 positions
#23Artisan Partners Limited PartnershipActive
Some overlap · 3 shared positions
$WTW$AXP$NOK
$62.3B
334 positions
#24Stokes Capital Advisors, LLCPassive
Some overlap · 4 shared positions
$AXP$WMB$UNP$NEE
$446M
104 positions
#25FAIRFIELD, BUSH & CO.Passive
Some overlap · 3 shared positions
$ASML$NVS$UNP
$180M
119 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.