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Hedge Funds Similar to POLEN

13F Portfolio OverlapQ1 2026POLEN portfolio →
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Most similar hedge funds by 13F overlap

POLEN CAPITAL MANAGEMENT LLC is an institutional investor managing $14.5B across 221 U.S. equity positions as of Q1 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to POLEN are EDGEWOOD, Dash Acquisitions, ITHAKA GROUP, with shared positions in $SHOP, $MSCI, $NOW, $ISRG, $SNPS, $SPOT. The full ranking of 25 similar funds is below.

#1EDGEWOOD MANAGEMENT LLCActive
Notable overlap · 9 shared positions
$SHOP$MSCI$NOW$ISRG$SNPS$SPOT
$15.5B
87 positions
#2Dash Acquisitions Inc.Active
Notable overlap · 10 shared positions
$SHOP$MSCI$ACN$AON$NOW$ZTS
$480M
68 positions
#3ITHAKA GROUP LLCActive
Notable overlap · 6 shared positions
$NOW$SHOP$ISRG$UBER$MELI$INTU
$482M
38 positions
#4RIVERPARK CAPITAL MANAGEMENT LLC
Notable overlap · 7 shared positions
$SHOP$NOW$SBUX$ISRG$UBER$ZTS
$52M
36 positions
#5Retail Employees Superannuation Pty Ltd as trustee for RetaiActive
Notable overlap · 7 shared positions
$MSCI$ISRG$SNPS$IDXX$UBER$ROL
$672M
27 positions
#6Bond & Devick Financial Network, Inc.Passive
Notable overlap · 4 shared positions
$NOW$SHOP$ACN$ASML
$358M
188 positions
#7COMGEST GLOBAL INVESTORS S.A.S.Active
Notable overlap · 8 shared positions
$AON$ZTS$IDXX$UBER$MELI$SPOT
$4.6B
52 positions
#8Torrey Growth & Income AdvisorsActive
Notable overlap · 5 shared positions
$NOW$SHOP$LRCX$UBER$BSX
$239M
110 positions
#9BAMCO INC /NY/Active
Notable overlap · 6 shared positions
$MSCI$IDXX$CSGP$SHOP$ABNB$SPOT
$33.1B
326 positions
#10MONTRUSCO BOLTON INVESTMENTS INC.Active
Notable overlap · 5 shared positions
$ZTS$IDXX$SNPS$LRCX$UBER
$6.6B
72 positions
#11Meritage Group LPSmart money
Notable overlap · 3 shared positions
$CSGP$MSCI$AON
$2.7B
13 positions
#12Seilern Investment Management LtdActive
Notable overlap · 4 shared positions
$ZTS$IDXX$ISRG$ACN
$838M
24 positions
#13Petrus Trust Company, LTASmart money
Notable overlap · 4 shared positions
$MSCI$CSGP$AON$SAP
$915M
27 positions
#14NZS Capital, LLCActive
Notable overlap · 8 shared positions
$SHOP$ISRG$LRCX$UBER$SNPS$CSGP
$3.0B
58 positions
#15Terra Alpha Investments LLC
Notable overlap · 4 shared positions
$NOW$SBUX$ACN$IDXX
$98M
32 positions
#16DEEPWATER ASSET MANAGEMENT, LLCPassive
Notable overlap · 8 shared positions
$SHOP$ISRG$LRCX$UBER$SNPS$MELI
$158M
39 positions
#17Ravenswood Partners LPPassive
Notable overlap · 9 shared positions
$SHOP$NOW$LRCX$UBER$MELI$ASML
$271M
35 positions
#18Strong Retirement Solutions LLCPassive
Notable overlap · 6 shared positions
$NOW$ABNB$UBER$SHOP$ACN$ISRG
$143M
86 positions
#19NIGHTVIEW CAPITAL, LLCActive
Notable overlap · 3 shared positions
$SHOP$NOW$ISRG
$131M
15 positions
#20Manchester Global Management (UK) LtdActive
Notable overlap · 3 shared positions
$NOW$SHOP$LRCX
$749M
23 positions
#21Sandhill Capital Partners LLCActive
Notable overlap · 3 shared positions
$NOW$ISRG$UBER
$1.2B
95 positions
#22Tsai Capital CorpActive
Notable overlap · 3 shared positions
$CSGP$MSCI$IDXX
$134M
19 positions
#23Capital Investment Services of America, Inc.Active
Notable overlap · 5 shared positions
$IDXX$NOW$SBUX$SNPS$SHOP
$958M
80 positions
#24Southpoint Capital Advisors LPActive
Notable overlap · 4 shared positions
$ZTS$AON$UBER$SPOT
$4.9B
41 positions
#25WEITZ INVESTMENT MANAGEMENT, INC.Active
Notable overlap · 6 shared positions
$AON$ACN$CSGP$IDXX$MELI$ASML
$1.4B
49 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.