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 PARTNERS INVESTMENT GROUP, LLP

13F Portfolio OverlapQ1 2026PARTNERS INVESTMENT GROUP, LLP portfolio →

Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

PARTNERS CAPITAL INVESTMENT GROUP, LLP is an institutional investor managing $2.7B across 174 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 PARTNERS INVESTMENT GROUP, LLP are Vernal Point Advisors,, GEN Financial ,, Chemistry Wealth, with shared positions in $UPST, $DOV, $IAU, $SCHW, $DE, $WT. The full ranking of 25 similar funds is below.

#1Vernal Point Advisors, LLCSmart money

Notable overlap · 4 shared positions

$UPST $DOV $IAU $SCHW

$246M

21 positions

#2GEN Financial Management, INC.Active

Notable overlap · 4 shared positions

$UPST $DOV $IAU $SCHW

$162M

51 positions

#3Chemistry Wealth Management LLCPassive

Notable overlap · 4 shared positions

$UPST $IAU $SCHW $DE

$569M

204 positions

#4Kure Advisory, LLCActive

Notable overlap · 3 shared positions

$UPST $IAU $SCHW

$184M

56 positions

#5Wealth Dimensions Group, Ltd.Active

Notable overlap · 3 shared positions

$UPST $IAU $SCHW

$508M

170 positions

#6GOULD ASSET MANAGEMENT LLC /CA/Active

Notable overlap · 4 shared positions

$UPST $WT $SCHW $IAU

$576M

171 positions

#7ARK & TLK INVESTMENTS, LLCActive

Notable overlap · 3 shared positions

$UPST $WT $SCHW

$370M

119 positions

#8PRESILIUM PRIVATE WEALTH, LLCActive

Notable overlap · 4 shared positions

$UPST $SCHW $DOV $NVS

$567M

75 positions

#9TrueWealth Financial PartnersActive

Notable overlap · 4 shared positions

$UPST $SCHW $DOV $NVS

$251M

66 positions

#10Causey Wealth LLCPassive

Notable overlap · 4 shared positions

$UPST $WT $SCHW $BMY

$236M

81 positions

#11Oak Harvest Investment ServicesPassive

Notable overlap · 3 shared positions

$UPST $SCHW $DE

$958M

176 positions

#12INSIGHT 2811, INC.Active

Notable overlap · 3 shared positions

$UPST $SCHW $WT

$239M

101 positions

#13Disciplined Investments, LLCPassive

Notable overlap · 4 shared positions

$UPST $IAU $SNPS $SCHW

$279M

141 positions

#14Arlington Trust Co LLCActive

Notable overlap · 3 shared positions

$UPST $IAU $DOV

$1.1B

844 positions

#15Arlington Partners LLCActive

Notable overlap · 5 shared positions

$UPST $BMY $NVS $NWS $ICE

$50M

62 positions

#16MAYPORT, LLCActive

Notable overlap · 3 shared positions

$UPST $DOV $SCHW

$538M

130 positions

#17Five Oceans AdvisorsActive

Notable overlap · 3 shared positions

$UPST $DOV $NVS

$276M

193 positions

#18MASECO LLPActive

Notable overlap · 3 shared positions

$UPST $SCHW $DOV

$3.2B

391 positions

#19Level Financial AdvisorsActive

Notable overlap · 3 shared positions

$UPST $LIN $SCHW

$392M

92 positions

#20Miller Investment Management, LPSmart money

Notable overlap · 3 shared positions

$UPST $DE $URI

$1.0B

86 positions

#21Altiora Financial Group, LLCActive

Notable overlap · 4 shared positions

$UPST $IAU $HUBS $EPAM

$607M

110 positions

#22MUIRFIELD WEALTH ADVISORS LLCPassive

Notable overlap · 4 shared positions

$UPST $IAU $WT $SCHW

$136M

80 positions

#23HORIZON FINANCIAL SERVICES, LLCPassive

Some overlap · 3 shared positions

$UPST $SNPS $COF

$226M

425 positions

#24Portland Global Advisors LLCActive

Some overlap · 3 shared positions

$UPST $WT $EPAM

$938M

146 positions

#25Winch Advisory Services, LLCActive

Some overlap · 3 shared positions

$UPST $WT $CRM

$438M

530 positions

Compare PARTNERS INVESTMENT GROUP, LLP’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View PARTNERS INVESTMENT GROUP, LLP’s holdings

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.