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Hedge Funds Similar to M.D. Sass

13F Portfolio OverlapQ2 2026M.D. Sass portfolio →
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Most similar hedge funds by 13F overlap

M.D. Sass, LLC is an institutional investor managing $1.5B across 39 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 M.D. Sass are SNYDER L P, Cartenna, Palestra, with shared positions in $CLH, $AME, $ENTG, $HSIC, $ADI, $APG. The full ranking of 25 similar funds is below.

#1SNYDER CAPITAL MANAGEMENT L PActive
Notable overlap · 9 shared positions
$CLH$AME$ENTG$HSIC$ADI$APG
$5.8B
69 positions
#2Cartenna Capital, LPActive
Notable overlap · 4 shared positions
$AME$SGI$ADI$APH
$4.2B
49 positions
#3Palestra Capital Management LLCActive
Notable overlap · 3 shared positions
$HSIC$ADI$PRMB
$2.9B
21 positions
#412th Street Asset Management Company, LLCActive
Notable overlap · 3 shared positions
$CLH$SGI$KNX
$702M
32 positions
#5Select Equity Group, L.P.Active
Notable overlap · 7 shared positions
$SGI$MLM$ENTG$CLH$CHRW$APH
$20.2B
157 positions
#6Third Point LLCActive
Notable overlap · 4 shared positions
$SGI$COF$APG$DHR
$4.7B
43 positions
#7Tribune Investment Group LPActive
Notable overlap · 4 shared positions
$AME$SNDK$Q$BWXT
$247M
34 positions
#8Candelo Capital Management LPPassive
Notable overlap · 4 shared positions
$WMB$AME$ADI$PWR
$162M
34 positions
#9Bullseye Asset Management LLCPassive
Notable overlap · 3 shared positions
$CLH$PRMB$FLS
$197M
56 positions
#10140 Summer Partners LPActive
Notable overlap · 3 shared positions
$SGI$COF$FLS
$1.4B
22 positions
#11DUDLEY & SHANLEY, INC.Active
Notable overlap · 4 shared positions
$AME$ADI$APH$DHR
$662M
37 positions
#12PointState Capital LPActive
Notable overlap · 5 shared positions
$FLS$COF$KNX$Q$WMB
$7.8B
50 positions
#13Saraza Management, LPActive
Notable overlap · 3 shared positions
$COF$ADI$APH
$251M
19 positions
#14Southpoint Capital Advisors LPActive
Notable overlap · 4 shared positions
$HSIC$SNDK$WMB$DHR
$4.4B
33 positions
#15Heights Point Management, LPActive
Notable overlap · 3 shared positions
$SGI$SNDK$ENTG
$126M
21 positions
#16Durable Capital Partners LPActive
Notable overlap · 5 shared positions
$APG$CLH$FLS$Q$ENTG
$10.3B
36 positions
#1759 North Capital Management, LPActive
Notable overlap · 3 shared positions
$COF$MLM$FLS
$4.5B
19 positions
#18Karl Kapital LLCActive
Notable overlap · 3 shared positions
$COF$SGI$ICE
$168M
25 positions
#19STEADFAST CAPITAL MANAGEMENT LPActive
Notable overlap · 3 shared positions
$SGI$CLH$COF
$3.3B
84 positions
#20RIPOSTE CAPITAL LLCActive
Notable overlap · 6 shared positions
$SNDK$KNX$ENTG$Q$DHR$PWR
$451M
27 positions
#21MAR VISTA INVESTMENT PARTNERS LLCActive
Notable overlap · 5 shared positions
$AME$ADI$SARO$APH$DHR
$1.0B
33 positions
#22Phraction Management LLCActive
Notable overlap · 5 shared positions
$ADI$ENTG$WMB$DHR$ICE
$596M
66 positions
#23SMA Capital LLCPassive
Notable overlap · 4 shared positions
$AME$SGI$CLH$APH
$238M
121 positions
#24MARVIN & PALMER ASSOCIATES INCActive
Notable overlap · 4 shared positions
$AME$SNDK$ADI$PWR
$159M
28 positions
#25FENIMORE ASSET MANAGEMENT INCActive
Notable overlap · 5 shared positions
$ADI$AME$ENTG$MLM$APH
$4.8B
92 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.