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Hedge Funds Similar to Polaris

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

Polaris Capital Management, LLC is an institutional investor managing $1.1B across 84 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 Polaris are Tri Locum Partners, PFM Health Sciences, Summit Street, with shared positions in $JAZZ, $UTHR, $CYTK, $LNTH, $CVS, $GILD. The full ranking of 25 similar funds is below.

#1Tri Locum Partners LPActive
Notable overlap · 3 shared positions
$JAZZ$UTHR$CYTK
$813M
19 positions
#2PFM Health Sciences, LPActive
Notable overlap · 6 shared positions
$JAZZ$UTHR$CYTK$LNTH$CVS$GILD
$1.2B
98 positions
#3Summit Street Capital Management, LLCActive
Notable overlap · 4 shared positions
$LNTH$UTHR$MPC$ELV
$713M
31 positions
#4Simplify Asset Management Inc.Smart money
Notable overlap · 5 shared positions
$JAZZ$UTHR$GILD$ELV$CVS
$7.2B
141 positions
#5Unison Advisors LLCActive
Notable overlap · 7 shared positions
$CVS$GD$CB$COF$MPC$ADBE
$1.4B
173 positions
#6RNC CAPITAL MANAGEMENT LLCActive
Notable overlap · 5 shared positions
$CVS$GILD$MTB$COF$LKQ
$2.4B
181 positions
#7SEIZERT CAPITAL PARTNERS, LLCPassive
Notable overlap · 6 shared positions
$ALSN$UTHR$ELV$ADBE$COF$LKQ
$2.4B
181 positions
#8Shelter Mutual Insurance CoActive
Notable overlap · 4 shared positions
$LIN$NEE$BKNG$GILD
$473M
58 positions
#9ENGLISH CAPITAL MANAGEMENT LLCPassive
Notable overlap · 4 shared positions
$ARW$BKNG$ELV$COF
$217M
36 positions
#10Sofinnova Ventures IncActive
Notable overlap · 3 shared positions
$JAZZ$UTHR$GILD
$1.9B
57 positions
#11Weaver C. Barksdale & Associates, Inc.Passive
Notable overlap · 5 shared positions
$GILD$MPC$NEE$GD$ELV
$111M
62 positions
#12EDGAR LOMAX CO/VAActive
Notable overlap · 4 shared positions
$CVS$NEE$GD$GILD
$1.3B
58 positions
#13CapWealth Advisors, LLCActive
Notable overlap · 4 shared positions
$CVS$GILD$WMB$NEE
$1.5B
118 positions
#14DAVIS SELECTED ADVISERSActive
Notable overlap · 4 shared positions
$CVS$CB$TSN$COF
$23.3B
112 positions
#15TCTC Holdings, LLCActive
Notable overlap · 6 shared positions
$LIN$CB$WMB$CVS$CFR$NEE
$3.8B
240 positions
#16Stokes Capital Advisors, LLCPassive
Notable overlap · 5 shared positions
$LIN$CB$WMB$NEE$GILD
$467M
118 positions
#17ADAMS NATURAL RESOURCES FUND, INC.Smart money
Some overlap · 4 shared positions
$LIN$MPC$WMB$SW
$763M
51 positions
#18Rhenman & Partners Asset Management ABActive
Some overlap · 4 shared positions
$CVS$JAZZ$GILD$ELV
$1.1B
99 positions
#19McCollum Christoferson Group LLCPassive
Some overlap · 4 shared positions
$LIN$NEE$MTB$COF
$341M
80 positions
#20PZENA INVESTMENT MANAGEMENT LLCActive
Some overlap · 4 shared positions
$CVS$TSN$COF$LKQ
$34.1B
161 positions
#21CAMDEN NATIONAL BANKPassive
Some overlap · 4 shared positions
$LIN$CB$NEE$ADBE
$767M
184 positions
#22GREATMARK INVESTMENT PARTNERS, INC.Active
Some overlap · 5 shared positions
$MPC$ELV$CVS$BKNG$GD
$906M
153 positions
#23Integral Health Asset Management, LLCActive
Some overlap · 4 shared positions
$CVS$CYTK$LNTH$ELV
$2.5B
92 positions
#24Kiltearn Partners LLPActive
Some overlap · 4 shared positions
$CVS$GILD$LKQ$BKNG
$412M
29 positions
#25Maple Rock Capital Partners Inc.Active
Some overlap · 4 shared positions
$CVS$SW$ELV$LKQ
$5.1B
51 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.