What hedge funds are most similar to Carroll Investors, Inc?

The funds with the most similar 13F portfolios to Carroll Investors, Inc are KIECKHEFER GROUP, GLYNN, UNICOM Systems,, 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 Carroll Investors,

13F Portfolio OverlapQ1 2026Carroll Investors, portfolio →

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Most similar hedge funds by 13F overlap

Carroll Investors, Inc is an institutional investor managing $187M across 31 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 Carroll Investors, are KIECKHEFER GROUP, GLYNN, UNICOM Systems,, with shared positions in $PLTR, $VRT, $ISRG, $SNOW, $CRWV, $AMD. The full ranking of 25 similar funds is below.

#1KIECKHEFER GROUP LLCSmart money

Notable overlap · 3 shared positions

$PLTR $VRT $ISRG

$212M

58 positions

#2GLYNN CAPITAL MANAGEMENT LLCActive

Notable overlap · 5 shared positions

$VRT $PLTR $SNOW $CRWV $AMD

$209M

42 positions

#3UNICOM Systems, Inc.Active

Notable overlap · 3 shared positions

$PLTR $PANW $QBTS

$976M

32 positions

#4DOCK STREET ASSET MANAGEMENT INCActive

Notable overlap · 4 shared positions

$PLTR $SNOW $SPOT $GE

$951M

58 positions

#5Telligent Fund, LPActive

Notable overlap · 5 shared positions

$VRT $PLTR $AMD $GE $HWM

$94M

24 positions

#6Bosman Wealth Management, LLCPassive

Notable overlap · 5 shared positions

$PLTR $AMD $CRWV $CEG $VRT

$114M

52 positions

#7Henson-Edgewater Management, LLCPassive

Notable overlap · 5 shared positions

$PLTR $AMD $PGR $GE $ISRG

$157M

66 positions

#8FFG Partners, LLCActive

Notable overlap · 3 shared positions

$PLTR $VRT $PANW

$253M

36 positions

#9BURR FINANCIAL SERVICES, LLCActive

Notable overlap · 4 shared positions

$PLTR $PANW $AMD $GE

$126M

25 positions

#10Blue Sky Capital Consultants Group, Inc.Passive

Notable overlap · 3 shared positions

$PLTR $SNOW $ISRG

$210M

76 positions

#11Markin Volterra Fund LPActive

Notable overlap · 3 shared positions

$VRT $PLTR $AMD

$65M

34 positions

#12SOMA EQUITY PARTNERS LPActive

Notable overlap · 3 shared positions

$AMD $PANW $SPOT

$1.4B

20 positions

#13Ethos Capital Management, Inc.Active

Notable overlap · 4 shared positions

$SNOW $PLTR $AMD $NTRB

$117M

56 positions

#14Family Legacy Financial Solutions, LLCActive

Notable overlap · 3 shared positions

$AMD $PANW $VRT

$124M

44 positions

#15United Capital Management of KS, Inc.Passive

Notable overlap · 4 shared positions

$PLTR $SNOW $CEG $ISRG

$660M

111 positions

#16ELLERSON GROUP INC /ADVPassive

Notable overlap · 3 shared positions

$PLTR $PANW $ISRG

$153M

61 positions

#17HARTLINE INVESTMENT CORP/Active

Notable overlap · 6 shared positions

$VRT $AMD $PLTR $PANW $CEG $NEE

$909M

112 positions

#18Gunderson Capital Management Inc.Passive

Notable overlap · 4 shared positions

$PLTR $AMD $GE $CRWV

$239M

46 positions

#19Robocap Asset Management LtdActive

Notable overlap · 3 shared positions

$AMD $PANW $ISRG

$94M

23 positions

#20Sargent Investment Group, LLCPassive

Notable overlap · 3 shared positions

$PLTR $VRT $GE

$759M

269 positions

#21BERKSHIRE CAPITAL HOLDINGS INCActive

Notable overlap · 4 shared positions

$VRT $PLTR $PANW $SPOT

$277M

114 positions

#22Diversify Advisory Services, LLCPassive

Notable overlap · 4 shared positions

$AMD $SOFI $SNOW $PANW

$655M

210 positions

#23Verde Capital ManagementActive

Notable overlap · 5 shared positions

$SNOW $PLTR $PGR $PANW $SPOT

$468M

69 positions

#24Owen LaRue, LLCPassive

Notable overlap · 5 shared positions

$PLTR $GE $CEG $AMD $NTRB

$261M

128 positions

#25Van Cleef Asset Management,IncActive

Notable overlap · 3 shared positions

$PLTR $PGR $CEG

$929M

118 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.