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Hedge Funds Similar to POLEN

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

POLEN CAPITAL MANAGEMENT LLC is an institutional investor managing $11.6B across 219 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 POLEN are Dash Acquisitions, EDGEWOOD, ITHAKA GROUP, with shared positions in $SHOP, $NOW, $MSCI, $IDXX, $CSGP, $AON. The full ranking of 25 similar funds is below.

#1Dash Acquisitions Inc.Active
Notable overlap · 7 shared positions
$SHOP$NOW$MSCI$IDXX$CSGP$AON
$494M
72 positions
#2EDGEWOOD MANAGEMENT LLCActive
Notable overlap · 6 shared positions
$SHOP$MSCI$ISRG$SPOT$ASML$SNPS
$9.7B
90 positions
#3ITHAKA GROUP LLCActive
Notable overlap · 6 shared positions
$NOW$SHOP$ISRG$HWM$MELI$UBER
$551M
40 positions
#4Nepsis Inc.Active
Notable overlap · 3 shared positions
$NOW$SHOP$UBER
$295M
28 positions
#5WORMSER FRERES GESTIONActive
Notable overlap · 6 shared positions
$NOW$MSCI$ISRG$IDXX$SPOT$ZTS
$177M
66 positions
#6Capital Investment Services of America, Inc.Active
Notable overlap · 5 shared positions
$NOW$IDXX$SBUX$SHOP$SNPS
$1.0B
83 positions
#7Sycale Advisors (NY) LLCActive
Notable overlap · 4 shared positions
$SHOP$NOW$MELI$SPOT
$326M
24 positions
#8Retail Employees Superannuation Pty Ltd as trustee for RetaiActive
Notable overlap · 6 shared positions
$MSCI$IDXX$ISRG$ROL$UBER$SNPS
$373M
28 positions
#9BAMCO INC /NY/Smart money
Some overlap · 6 shared positions
$MSCI$SHOP$IDXX$CSGP$ABNB$SPOT
$66.6B
345 positions
#10Westwind CapitalPassive
Some overlap · 5 shared positions
$MSCI$NOW$ISRG$ABNB$BE
$422M
77 positions
#11Synergy Financial Group, LTDPassive
Some overlap · 6 shared positions
$SHOP$ABNB$SBUX$NOW$MELI$ASML
$139M
119 positions
#12Nutshell Asset Management LtdActive
Some overlap · 5 shared positions
$MSCI$IDXX$ROL$ZTS$ACN
$300M
45 positions
#13AKRE CAPITAL MANAGEMENT LLCSmart money
Some overlap · 3 shared positions
$NOW$CSGP$ABNB
$5.1B
20 positions
#14Biondo Investment Advisors, LLCActive
Some overlap · 5 shared positions
$IDXX$ISRG$NOW$SBUX$ASML
$817M
89 positions
#15Torrey Growth & Income AdvisorsActive
Some overlap · 3 shared positions
$NOW$SHOP$UBER
$294M
108 positions
#16DEEPWATER ASSET MANAGEMENT, LLCActive
Some overlap · 6 shared positions
$SHOP$ISRG$MELI$ASML$SNPS$NU
$220M
35 positions
#17Exane Asset ManagementActive
Some overlap · 4 shared positions
$SHOP$ABNB$SPOT$ACN
$277M
28 positions
#18American Alpha Advisors, LLCPassive
Some overlap · 4 shared positions
$NOW$SHOP$ABNB$UBER
$185M
95 positions
#19Meritage Group LPSmart money
Some overlap · 3 shared positions
$MSCI$CSGP$AON
$2.6B
12 positions
#20Gavilan Investment Partners LLCActive
Some overlap · 5 shared positions
$SHOP$MELI$UBER$SPOT$ASML
$411M
15 positions
#21SANDS CAPITAL MANAGEMENT, LLCActive
Some overlap · 7 shared positions
$SHOP$ISRG$MELI$SPOT$ASML$BE
$26.9B
71 positions
#22Sandhill Capital Partners LLCActive
Some overlap · 3 shared positions
$NOW$ISRG$UBER
$1.2B
98 positions
#23Ravenswood Partners LPActive
Some overlap · 7 shared positions
$SHOP$NOW$MELI$SPOT$ASML$BE
$313M
36 positions
#24GCQ FUNDS MANAGEMENT PTY LtdSmart money
Some overlap · 3 shared positions
$MSCI$ABNB$UBER
$721M
14 positions
#25CapitalatWork S.A.Active
Some overlap · 6 shared positions
$NOW$ABNB$AON$MELI$UBER$ZTS
$4.0B
93 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.