How is hedge fund similarity measured?

Similarity is computed from each fund's top conviction holdings in their latest 13F filing. Funds are scored by the overlap of distinctive shared positions (the mega-caps that nearly every fund owns are excluded), so the ranking reflects genuinely shared strategy rather than common index exposure.

Hedge Funds Similar to NEW SOUTH

13F Portfolio OverlapQ2 2026NEW SOUTH portfolio →

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Most similar hedge funds by 13F overlap

NEW SOUTH CAPITAL MANAGEMENT INC is an institutional investor managing $2.3B across 48 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 NEW SOUTH are THOR INVESTMENT /OH, Highlander Partners, Turtle Creek Asset, with shared positions in $VRT, $FISV, $OSW, $LKQ, $SSNC, $ARCC. The full ranking of 25 similar funds is below.

#1THOR INVESTMENT MANAGEMENT INC /OH/ /ADVActive

Notable overlap · 4 shared positions

$VRT $FISV $OSW $LKQ

$176M

56 positions

#2Highlander Partners, L.P.Smart money

Notable overlap · 3 shared positions

$VRT $SSNC $ARCC

$298M

44 positions

#3Turtle Creek Asset Management Inc.Active

Notable overlap · 6 shared positions

$WEX $EEFT $FISV $GIL $SSNC $OTEX

$2.6B

38 positions

#4KIRR MARBACH & CO LLC /IN/Active

Notable overlap · 5 shared positions

$AZO $RPRX $BN $SSNC $BAM

$594M

57 positions

#5Carmel Capital Management L.L.C.Active

Notable overlap · 3 shared positions

$GTX $ENS $AZO

$456M

28 positions

#6Parkside Investments, LLCActive

Notable overlap · 4 shared positions

$ESI $TMO $BN $FDX

$902M

91 positions

#7Guardian Wealth Management, Inc.Passive

Notable overlap · 5 shared positions

$AZO $BN $SSNC $LKQ $NICE

$204M

66 positions

#8MOUNTAIN PACIFIC INVESTMENT ADVISERS LLCActive

Notable overlap · 3 shared positions

$VRT $TMO $FISV

$635M

146 positions

#9N10 WEALTH, LLCActive

Notable overlap · 3 shared positions

$VRT $RPRX $AZO

$282M

43 positions

#10FinArc Investments, Inc.Active

Notable overlap · 3 shared positions

$AZO $TMO $SSNC

$110M

43 positions

#11America First Investment Advisors, LLCActive

Some overlap · 4 shared positions

$TMO $BN $FISV $BAM

$539M

45 positions

#12Silverleafe Capital Partners, LLCActive

Some overlap · 3 shared positions

$AZO $FDX $VRT

$367M

99 positions

#13GUARDIAN CAPITAL LPActive

Some overlap · 4 shared positions

$BN $OTEX $GIL $GIB

$4.1B

174 positions

#14Spears Abacus Advisors LLCPassive

Some overlap · 4 shared positions

$VRT $BN $GIL $TMO

$5.6B

445 positions

#15Blue Zone Wealth Advisors, LLCPassive

Some overlap · 5 shared positions

$BN $AZO $ESI $TMO $BAM

$573M

125 positions

#16Horrell Capital Management, Inc.Active

Some overlap · 3 shared positions

$AZO $FDX $FDXF

$219M

196 positions

#1712th Street Asset Management Company, LLCActive

Some overlap · 4 shared positions

$AZO $SSNC $RUSHA $LKQ

$702M

32 positions

#18BRANT POINT INVESTMENT MANAGEMENT LLCActive

Some overlap · 4 shared positions

$VRT $TMO $ZBRA $WCC

$813M

120 positions

#19SUMMITRY LLCPassive

Some overlap · 3 shared positions

$TMO $ZBRA $FISV

$3.0B

340 positions

#20FENIMORE ASSET MANAGEMENT INCActive

Some overlap · 4 shared positions

$BN $AZO $ZBRA $BAM

$4.8B

92 positions

#21Gates Capital Management, Inc.Active

Some overlap · 3 shared positions

$GTX $ESI $CCSI

$4.2B

35 positions

#22Rempart Asset Management Inc.Active

Some overlap · 4 shared positions

$TMO $GIB $BEPC $SWK

$488M

36 positions

#23Lightrock Netherlands B.V.Passive

Some overlap · 3 shared positions

$ENS $WEX $AVTR

$506M

36 positions

#24Marathon Asset Management LtdActive

Some overlap · 4 shared positions

$BN $GIL $TMO $FISV

$2.5B

74 positions

#25TD Capital Management LLCActive

Some overlap · 3 shared positions

$AZO $FDX $FDXF

$1.2B

797 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.