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 VanderPol Investments L.L.C.

13F Portfolio OverlapQ4 2025VanderPol Investments L.L.C. portfolio →

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Most similar hedge funds by 13F overlap

VanderPol Investments L.L.C. is an institutional investor managing $58M across 58 U.S. equity positions as of Q4 2025. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to VanderPol Investments L.L.C. are rebel Financial, American Money ,, NS Partners Ltd, with shared positions in $AMH, $SNOW, $MUFG, $GE, $MAR, $MCD. The full ranking of 25 similar funds is below.

#1rebel Financial LLCPassive

Notable overlap · 3 shared positions

$AMH $SNOW $MUFG

$231M

65 positions

#2American Money Management, LLCActive

Some overlap · 5 shared positions

$SNOW $GE $MAR $MCD $WFC

$632M

168 positions

#3NS Partners LtdActive

Some overlap · 6 shared positions

$SYK $GE $BAC $MAR $WFC $MCD

$2.2B

71 positions

#4FLC Capital AdvisorsPassive

Some overlap · 3 shared positions

$SNOW $AMH $BAC

$560M

221 positions

#5Bank of MarinPassive

Some overlap · 6 shared positions

$SNOW $BAC $TMO $MAR $MCD $SYK

$137M

135 positions

#6PARNASSUS INVESTMENTS, LLCActive

Some overlap · 5 shared positions

$SYK $BAC $CRM $MAR $TMO

$34.1B

135 positions

#7North Forty Two & Co.Passive

Some overlap · 4 shared positions

$SNOW $BAC $MAR $WFC

$108M

97 positions

#8Hixon Zuercher, LLCPassive

Some overlap · 4 shared positions

$SYK $BAC $CRM $WFC

$321M

85 positions

#9DAVIS-REA LTD.Passive

Some overlap · 4 shared positions

$SYK $BAC $MCD $TMO

$384M

54 positions

#10GPM Growth Investors, Inc.Active

Some overlap · 4 shared positions

$SYK $CRM $MAR $MCD

$238M

42 positions

#11TruNorth Capital Management, LLCActive

Some overlap · 3 shared positions

$SNOW $SYK $MCD

$522M

114 positions

#12True North Advisors, LLCPassive

Some overlap · 4 shared positions

$SNOW $BAC $GE $SYK

$877M

245 positions

#13Hilton Capital Management, LLCActive

Some overlap · 4 shared positions

$SNOW $MCD $BAC $WFC

$1.3B

129 positions

#14Cohen Capital Management, Inc.Passive

Some overlap · 4 shared positions

$SYK $MAR $TMO $CRM

$644M

154 positions

#15Consilium Wealth Advisory, LLCActive

Some overlap · 4 shared positions

$SNOW $GE $WFC $CRM

$293M

102 positions

#16Plan A Wealth LLCActive

Some overlap · 4 shared positions

$SNOW $GE $TM $WFC

$209M

178 positions

#17CWS Financial Advisors, LLCActive

Some overlap · 4 shared positions

$SYK $CRM $MCD $MAR

$390M

157 positions

#18Kampmann Melissa S.Passive

Some overlap · 3 shared positions

$SYK $SNOW $CRM

$125M

43 positions

#19AdvisorShares Investments LLCPassive

Some overlap · 3 shared positions

$SNOW $SYK $TMO

$549M

280 positions

#20PCG ASSET MANAGEMENT, LLCActive

Some overlap · 4 shared positions

$SNOW $MAR $MCD $BAC

$125M

78 positions

#21Keystone Financial Services, LLCActive

Some overlap · 5 shared positions

$SNOW $ETH $MAR $BTC $BSOL

$149M

58 positions

#22Reliant Wealth PlanningActive

Some overlap · 3 shared positions

$SNOW $BTC $ETH

$331M

51 positions

#23Harold Davidson & Associates Inc.Active

Some overlap · 5 shared positions

$SYK $GE $MAR $WFC $MCD

$206M

60 positions

#24Grove Street Fiduciary, LLCActive

Some overlap · 4 shared positions

$SNOW $MAR $GE $WFC

$227M

74 positions

#25Mascagni Wealth Management, Inc.Passive

Some overlap · 4 shared positions

$SNOW $SYK $CRM $MAR

$140M

127 positions

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View VanderPol Investments L.L.C.’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.