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 OverlapQ2 2026Toroso Investments portfolio →

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Most similar hedge funds by 13F overlap

Toroso Investments, LLC is an institutional investor managing $57.8B across 2,594 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 Toroso Investments are Harvest Portfolios Group, Realta Investment Advisors, Sun Financial, with shared positions in $MSTR, $PLTR, $COIN, $HOOD, $DHR, $ALAB. The full ranking of 25 similar funds is below.

#1Harvest Portfolios Group Inc.Active

Some overlap · 5 shared positions

$MSTR $PLTR $COIN $HOOD $DHR

$7.1B

267 positions

#2Realta Investment AdvisorsPassive

Some overlap · 9 shared positions

$PLTR $MSTR $ALAB $KLAC $AG $PWR

$322M

378 positions

#3Sun Financial IncPassive

Some overlap · 8 shared positions

$PLTR $MSTR $HOOD $KLAC $PWR $ETN

$212M

161 positions

#4Accuvest Global AdvisorsPassive

Some overlap · 5 shared positions

$MSTR $PLTR $MELI $ASML $ETN

$116M

78 positions

#5BNC WEALTH MANAGEMENT, LLCPassive

Some overlap · 8 shared positions

$PLTR $HOOD $KLAC $MRVL $PWR $ETN

$414M

106 positions

#6Bitwise Funds TrustActive

Some overlap · 4 shared positions

$MSTR $COIN $HOOD $MELI

$452M

46 positions

#7BankChampaign, National AssociationPassive

Some overlap · 8 shared positions

$PLTR $HOOD $ASML $MRVL $PWR $ETN

$130M

200 positions

#8Forefront Wealth Partners, LLCPassive

Some overlap · 8 shared positions

$PLTR $ALAB $MELI $ASML $MRVL $ETN

$323M

177 positions

#9Greenline Wealth Management LLCPassive

Some overlap · 8 shared positions

$PLTR $ALAB $KLAC $MRVL $PWR $ETN

$122M

131 positions

#10Teamwork Financial Advisors, LLCPassive

Some overlap · 7 shared positions

$PLTR $HOOD $KLAC $PWR $ETN $AXP

$1.1B

215 positions

#11Broadleaf Partners, LLCPassive

Some overlap · 7 shared positions

$PLTR $KLAC $ASML $MRVL $PWR $ANET

$517M

86 positions

#12Clear Street Group Inc.Active

Some overlap · 7 shared positions

$COIN $PLTR $ALAB $MRVL $HOOD $MSTR

$39.5B

1,414 positions

#13CAP Partners, LLCPassive

Some overlap · 5 shared positions

$MSTR $COIN $MELI $PLTR $ANET

$204M

155 positions

#14Aspiring Ventures, LLCActive

Some overlap · 6 shared positions

$MSTR $PLTR $ASML $ALAB $MRVL $HOOD

$411M

103 positions

#15Kessler Investment Group, LLCPassive

Some overlap · 5 shared positions

$MSTR $PLTR $KLAC $ANET $VRT

$234M

81 positions

#16Longitude (Cayman) Ltd.Passive

Some overlap · 4 shared positions

$MSTR $HOOD $COIN $SMCI

$314M

46 positions

#17Laurion Capital Management LPPassive

Some overlap · 7 shared positions

$PLTR $HOOD $COIN $KLAC $MRVL $ANET

$3.9B

420 positions

#18ITHAKA GROUP LLCActive

Some overlap · 6 shared positions

$PLTR $HOOD $COIN $MELI $ANET $VRT

$551M

40 positions

#19CANTOR FITZGERALD, L. P.Active

Some overlap · 5 shared positions

$MSTR $HOOD $PLTR $MRVL $SMCI

$9.2B

319 positions

#20PRAKASH INVESTMENT ADVISORS LLCPassive

Some overlap · 6 shared positions

$PLTR $HOOD $ALAB $KLAC $MRVL $VRT

$174M

92 positions

#21Weiss Asset Management LPPassive

Some overlap · 4 shared positions

$MSTR $HOOD $MRVL $SMCI

$9.5B

624 positions

#22ARISTEIA CAPITAL, L.L.C.Active

Some overlap · 3 shared positions

$MSTR $COIN $SMCI

$7.7B

788 positions

#23WHITEBOX ADVISORS LLCPassive

Some overlap · 3 shared positions

$MSTR $COIN $SMCI

$7.7B

667 positions

#24Ionic Capital Management LLCSmart money

Some overlap · 4 shared positions

$MSTR $ALAB $COF $SMCI

$690M

120 positions

#25Defiance ETFs, LLCPassive

Some overlap · 7 shared positions

$ALAB $KLAC $ASML $MRVL $PWR $ETN

$7.4B

388 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.