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Hedge Funds Similar to Gates

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

Gates Capital Management, Inc. is an institutional investor managing $4.2B across 35 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 Gates are Clean Energy Transition LLP, LOCUST WOOD ADVISERS, SOUTHERNSUN ASSET, with shared positions in $PNR, $RAL, $FTV, $OTIS, $SPGI, $ESI. The full ranking of 25 similar funds is below.

#1Clean Energy Transition LLPActive
Notable overlap · 4 shared positions
$PNR$RAL$FTV$OTIS
$1.4B
14 positions
#2LOCUST WOOD CAPITAL ADVISERS, LLCActive
Notable overlap · 3 shared positions
$SPGI$ESI$AMRZ
$4.1B
33 positions
#3SOUTHERNSUN ASSET MANAGEMENT, LLCActive
Notable overlap · 3 shared positions
$DAR$AWI$APG
$743M
29 positions
#4FinArc Investments, Inc.Active
Notable overlap · 3 shared positions
$CARR$PNR$VLTO
$110M
43 positions
#5DELTA ASSET MANAGEMENT LLC/TNActive
Notable overlap · 3 shared positions
$SPGI$CARR$OTIS
$1.2B
599 positions
#6SG Capital Management LLCPassive
Some overlap · 4 shared positions
$NEOG$AWI$APG$RAL
$1.2B
80 positions
#7Sycale Advisors (NY) LLCActive
Some overlap · 3 shared positions
$SPGI$TKO$APG
$326M
24 positions
#8Findlay Park Partners LLPActive
Some overlap · 4 shared positions
$CRH$APG$SPGI$COO
$7.4B
49 positions
#9FLOSSBACH VON STORCH SEActive
Some overlap · 3 shared positions
$FTV$SPGI$RAL
$22.1B
106 positions
#10Clarkston Capital Partners, LLCActive
Some overlap · 4 shared positions
$NVST$NEOG$FTV$RAL
$1.2B
96 positions
#11River Road Asset Management, LLCActive
Some overlap · 5 shared positions
$AMRZ$COO$CRH$AWI$AOS
$9.0B
175 positions
#12Triodos Investment Management BVActive
Some overlap · 3 shared positions
$DAR$VLTO$COO
$1.6B
50 positions
#13NEW SOUTH CAPITAL MANAGEMENT INCActive
Some overlap · 3 shared positions
$GTX$ESI$CCSI
$2.3B
48 positions
#14Merewether Investment Management, LPActive
Some overlap · 3 shared positions
$DAR$RAL$CRH
$5.3B
81 positions
#15PineStone Asset Management Inc.Active
Some overlap · 3 shared positions
$CARR$OTIS$SPGI
$16.2B
44 positions
#16Sone Capital Management, LLCPassive
Some overlap · 3 shared positions
$VLTO$COO$FTV
$1.3B
108 positions
#17Regents Gate Capital LLPActive
Some overlap · 3 shared positions
$CRH$OTIS$AOS
$75M
37 positions
#18SCHWARTZ INVESTMENT COUNSEL INCActive
Some overlap · 3 shared positions
$SPGI$APG$AOS
$3.0B
138 positions
#19Oribel Capital Management, LPPassive
Some overlap · 4 shared positions
$SPGI$ESI$RAL$APG
$3.3B
143 positions
#20Resolute Capital Asset Partners LLCActive
Some overlap · 3 shared positions
$DAR$AMRZ$APG
$234M
48 positions
#21Charter Oak Advisors LPActive
Some overlap · 3 shared positions
$COO$PNR$KBR
$182M
14 positions
#22FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLCPassive
Some overlap · 3 shared positions
$TKO$CRH$CARR
$1.9B
205 positions
#23Egerton Capital (UK) LLPActive
Some overlap · 3 shared positions
$CRH$AWI$SPGI
$10.4B
23 positions
#24Cruiser Capital Advisors, LLCSmart money
Some overlap · 3 shared positions
$CRH$APG$TIC
$162M
51 positions
#25KINGDON CAPITAL MANAGEMENT, L.L.C.Active
Some overlap · 3 shared positions
$APG$GTX$RAL
$976M
74 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.