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Hedge Funds Similar to Southpoint Advisors

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

Southpoint Capital Advisors LP is an institutional investor managing $4.4B across 33 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 Southpoint Advisors are LRZ, GLENVIEW, SOMA EQUITY PARTNERS, with shared positions in $DHR, $UBER, $TMO, $ESI, $DASH, $SPOT. The full ranking of 25 similar funds is below.

#1LRZ CAPITAL LLCActive
Notable overlap · 3 shared positions
$DHR$UBER$TMO
$197M
18 positions
#2GLENVIEW CAPITAL MANAGEMENT, LLCActive
Notable overlap · 4 shared positions
$TMO$DHR$UBER$ESI
$5.5B
45 positions
#3SOMA EQUITY PARTNERS LPActive
Notable overlap · 5 shared positions
$UBER$DASH$SPOT$FWONA$RKT
$1.4B
24 positions
#4RIPOSTE CAPITAL LLCActive
Notable overlap · 3 shared positions
$DHR$SPOT$SNDK
$451M
27 positions
#5BRIDGER MANAGEMENT, LLC
Notable overlap · 4 shared positions
$ALC$UBER$DASH$MSGS
$150M
24 positions
#6Freshford Capital Management, LLCActive
Notable overlap · 4 shared positions
$TMO$UBER$MSGS$BATRA
$292M
22 positions
#7Islander Capital Partners, L.P.Active
Notable overlap · 4 shared positions
$SPOT$DASH$FWONA$MSGS
$276M
13 positions
#8CADIAN CAPITAL MANAGEMENT, LPActive
Notable overlap · 3 shared positions
$SPOT$DHR$EQIX
$1.3B
28 positions
#9Senator Investment Group LPActive
Notable overlap · 5 shared positions
$BA$DHR$TMO$ESI$AKAM
$2.7B
58 positions
#10DB Fitzpatrick & Co, IncActive
Notable overlap · 3 shared positions
$DHR$TMO$BA
$124M
100 positions
#11DKRT Investments Corp.Active
Notable overlap · 3 shared positions
$TMO$ALC$BA
$409M
50 positions
#12Nishkama Capital, LLCActive
Notable overlap · 4 shared positions
$EQIX$SNDK$FWONA$WMB
$3.2B
61 positions
#13M.D. Sass, LLCActive
Notable overlap · 4 shared positions
$HSIC$SNDK$WMB$DHR
$1.5B
39 positions
#14Foxhaven Asset Management, LPActive
Notable overlap · 4 shared positions
$DASH$CEG$FWONA$FERG
$3.7B
16 positions
#15CAMDEN ASSET MANAGEMENT L P /CAActive
Notable overlap · 3 shared positions
$BA$UBER$AKAM
$3.4B
73 positions
#16Phraction Management LLCActive
Notable overlap · 4 shared positions
$TMO$DHR$FERG$WMB
$596M
66 positions
#17Benchstone Capital Management LPActive
Notable overlap · 5 shared positions
$DASH$SPOT$FWONA$AKAM$SNDK
$828M
37 positions
#18Exane Asset ManagementActive
Notable overlap · 3 shared positions
$SPOT$DASH$ALC
$277M
28 positions
#19Ardmore Road Asset Management LPPassive
Notable overlap · 5 shared positions
$UBER$SPOT$FWONA$EQIX$DASH
$1.7B
70 positions
#20Arrow Capital Pty LtdActive
Notable overlap · 3 shared positions
$UBER$TMO$DHR
$118M
25 positions
#21PGGM InvestmentsActive
Notable overlap · 3 shared positions
$TMO$EQIX$ILMN
$4.1B
59 positions
#22Nikko Asset Management Americas, Inc.Passive
Notable overlap · 6 shared positions
$COIN$CRCL$ILMN$SPOT$DASH$BLSH
$7.7B
276 positions
#23CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLCActive
Notable overlap · 3 shared positions
$EQIX$CEG$WMB
$7.2B
101 positions
#24Dixon Mitchell Investment Counsel Inc.Active
Notable overlap · 4 shared positions
$TMO$SPOT$UBER$DHR
$3.1B
144 positions
#25TREMBLANT CAPITAL GROUPActive
Notable overlap · 3 shared positions
$SPOT$DASH$UBER
$3.5B
58 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.