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 OverlapQ2 2026Carroll Investors portfolio →

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Most similar hedge funds by 13F overlap

Carroll Investors, Inc is an institutional investor managing $234M across 31 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 Carroll Investors are Avalon Global Asset, KIECKHEFER GROUP, Bienville, with shared positions in $SNOW, $VRT, $PLTR, $PH, $ISRG, $SOFI. The full ranking of 25 similar funds is below.

#1Avalon Global Asset Management LLCActive

Notable overlap · 4 shared positions

$SNOW $VRT $PLTR $PH

$917M

38 positions

#2KIECKHEFER GROUP LLCSmart money

Notable overlap · 3 shared positions

$PLTR $VRT $ISRG

$246M

65 positions

#3Bienville Capital Management, LLCPassive

Notable overlap · 5 shared positions

$SNOW $SOFI $PLTR $CRWV $HIMS

$750M

95 positions

#4N10 ASSETS, LLC

Notable overlap · 3 shared positions

$VRT $PLTR $APH

$231M

34 positions

#5N10 WEALTH, LLCActive

Notable overlap · 3 shared positions

$VRT $PLTR $APH

$282M

43 positions

#6Henson-Edgewater Management, LLC

Notable overlap · 3 shared positions

$PLTR $PGR $ISRG

$192M

66 positions

#7GLYNN CAPITAL MANAGEMENT LLCActive

Notable overlap · 4 shared positions

$VRT $PLTR $CRWV $SNOW

$363M

43 positions

#8Zuckerman Investment Group, LLCActive

Notable overlap · 3 shared positions

$VRT $PGR $PLTR

$1.2B

139 positions

#9Van Cleef Asset Management,IncActive

Notable overlap · 3 shared positions

$PLTR $PGR $CEG

$981M

119 positions

#10RH Tailwind Management, LLCActive

Notable overlap · 3 shared positions

$VRT $PLTR $HWM

$1.0B

58 positions

#11McBroom & Associates, LLCActive

Notable overlap · 3 shared positions

$PLTR $VRT $ISRG

$199M

37 positions

#12Legend Capital Advisors LLCActive

Some overlap · 4 shared positions

$SNOW $PLTR $VRT $SOFI

$184M

62 positions

#13Wedbush Fund Advisers, LLCActive

Some overlap · 4 shared positions

$PLTR $SNOW $CRWV $VRT

$1.1B

103 positions

#14DEEPWATER ASSET MANAGEMENT, LLCPassive

Some overlap · 3 shared positions

$VRT $SNOW $ISRG

$220M

35 positions

#15Bosman Wealth Management, LLCPassive

Some overlap · 3 shared positions

$PLTR $CRWV $VRT

$161M

56 positions

#16Telligent Fund, LPActive

Some overlap · 3 shared positions

$VRT $APH $HWM

$136M

23 positions

#17AGP FRANKLIN, LLCPassive

Some overlap · 3 shared positions

$PLTR $CRWV $SNOW

$231M

93 positions

#18Talos Eurisko Asset Management LPActive

Some overlap · 3 shared positions

$VRT $CRWV $APH

$703M

25 positions

#19FLOYD FINANCIAL GROUP LLCActive

Some overlap · 4 shared positions

$VRT $CRWV $PLTR $SOFI

$153M

65 positions

#20KIRTLAND HILLS CAPITAL MANAGEMENT, LLCPassive

Some overlap · 3 shared positions

$SNOW $PLTR $PH

$351M

166 positions

#21Westwind CapitalPassive

Some overlap · 3 shared positions

$VRT $PLTR $ISRG

$422M

77 positions

#22SYCOMORE ASSET MANAGEMENTActive

Some overlap · 4 shared positions

$VRT $SNOW $PGR $ISRG

$932M

72 positions

#23Legacy Bridge, LLCPassive

Some overlap · 3 shared positions

$PLTR $VRT $PH

$324M

322 positions

#24Broadleaf Partners, LLCPassive

Some overlap · 3 shared positions

$VRT $PLTR $ISRG

$517M

86 positions

#25Alden Global Capital LLCActive

Some overlap · 3 shared positions

$PLTR $CRWV $APH

$273M

19 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.