What hedge funds are most similar to Toroso Investments, LLC?

The funds with the most similar 13F portfolios to Toroso Investments, LLC are Parvin Asset ,, VAN ECK ASSOCIATES, HATCH COVE ,, based on overlapping conviction holdings in the latest SEC filings.

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 Toroso Investments,

13F Portfolio OverlapQ1 2026Toroso Investments, portfolio →

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Most similar hedge funds by 13F overlap

Toroso Investments, LLC is an institutional investor managing $47.4B across 2,335 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 Toroso Investments, are Parvin Asset ,, VAN ECK ASSOCIATES, HATCH COVE ,, with shared positions in $AG, $CDE, $HL, $WPM, $MELI, $EXK. The full ranking of 25 similar funds is below.

#1Parvin Asset Management, LLCPassive

Some overlap · 7 shared positions

$AG $CDE $HL $WPM $MELI $EXK

$139M

310 positions

#2VAN ECK ASSOCIATES CORPPassive

Some overlap · 8 shared positions

$CDE $AMD $WPM $PLTR $AG $KLAC

$133M

1,404 positions

#3HATCH COVE CAPITAL, LLCActive

Some overlap · 6 shared positions

$CDE $HL $COP $WPM $PAAS $BVN

$262M

19 positions

#4Ninepoint Partners LP

Some overlap · 7 shared positions

$CDE $HL $WPM $HYMC $PAAS $EXK

$904M

161 positions

#5Riggs Asset Managment Co. Inc.Passive

Some overlap · 7 shared positions

$AMD $CDE $GEV $PLTR $MELI $AXP

$486M

127 positions

#6BNC WEALTH MANAGEMENT, LLCPassive

Some overlap · 7 shared positions

$AMD $GEV $PLTR $PWR $AXP $HOOD

$360M

106 positions

#7Teamwork Financial Advisors, LLCPassive

Some overlap · 7 shared positions

$AMD $GEV $PLTR $PWR $AXP $HOOD

$946M

216 positions

#8Generali Powszechne Towarzystwo EmerytalneActive

Some overlap · 6 shared positions

$COP $AMD $UNH $MELI $AXP $DHR

$566M

28 positions

#9Realta Investment AdvisorsPassive

Some overlap · 6 shared positions

$AG $GEV $PLTR $MSTR $AMD $PWR

$288M

367 positions

#10Asio Capital, LLCActive

Some overlap · 6 shared positions

$COP $UNH $GEV $PWR $MELI $COF

$712M

110 positions

#11Aquatic Capital Management LLCPassive

Some overlap · 7 shared positions

$AMD $UNH $AXP $PLTR $DHR $SAP

$3.5B

1,302 positions

#12Covenant Asset Management, LLCPassive

Some overlap · 7 shared positions

$GEV $PLTR $PWR $AXP $HOOD $KLAC

$664M

165 positions

#13EAGLE CAPITAL MANAGEMENT LLCActive

Some overlap · 7 shared positions

$COP $UNH $MELI $SAP $DHR $COF

$29.8B

60 positions

#14MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.Passive

Some overlap · 6 shared positions

$WPM $CDE $PLTR $AMD $PWR $PAAS

$73.7B

3,122 positions

#15PKO Investment Management Joint-Stock CoPassive

Some overlap · 6 shared positions

$AMD $WPM $PLTR $CDE $KLAC $PAAS

$1.2B

220 positions

#16Towarzystwo Funduszy Inwestycyjnych Allianz Polska S.A.Active

Some overlap · 5 shared positions

$AG $HL $WPM $PAAS $COP

$56M

38 positions

#17Vivid Wealth Management, LLCPassive

Some overlap · 6 shared positions

$AMD $GEV $PLTR $PWR $AXP $KLAC

$247M

66 positions

#18London & Capital Asset Management LtdActive

Some overlap · 7 shared positions

$AMD $UNH $GEV $MELI $COF $PWR

$9.2B

223 positions

#19CHILTON CAPITAL MANAGEMENT LLCPassive

Some overlap · 5 shared positions

$COP $AMD $GEV $PWR $AXP

$2.9B

658 positions

#20Sun Financial IncPassive

Some overlap · 6 shared positions

$AMD $GEV $PWR $AXP $MSTR $KLAC

$200M

159 positions

#21Connective Capital Management, LLCPassive

Some overlap · 6 shared positions

$COP $UNH $MELI $HOOD $KLAC $PLTR

$121M

66 positions

#22ABBINGTON INVESTMENT GROUPActive

Some overlap · 5 shared positions

$AG $HL $EXK $CDE $PAAS

$172M

51 positions

#23Financial Sense Advisors, Inc.Passive

Some overlap · 5 shared positions

$CDE $WPM $GEV $PLTR $PAAS

$493M

142 positions

#24PEAK6 LLCPassive

Some overlap · 6 shared positions

$AG $UNH $PLTR $PWR $AMD $KLAC

$42.6B

2,630 positions

#25Atlantic Edge Private Wealth Management, LLCPassive

Some overlap · 5 shared positions

$COP $AMD $PWR $DHR $KLAC

$407M

601 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.