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Hedge Funds Similar to Torrey Growth & Income Advisors

13F Portfolio OverlapQ2 2026Torrey Growth & Income Advisors portfolio →
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Most similar hedge funds by 13F overlap

Torrey Growth & Income Advisors is an institutional investor managing $294M across 108 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 Torrey Growth & Income Advisors are Hel Ved Ltd, Maj Invest Holding A/S, Encore Global, with shared positions in $QCOM, $GFS, $SNOW, $AXP, $PFE, $NOW. The full ranking of 25 similar funds is below.

#1Hel Ved Capital Management LtdActive
Notable overlap · 3 shared positions
$QCOM$GFS$SNOW
$1.4B
72 positions
#2Maj Invest Holding A/SActive
Notable overlap · 3 shared positions
$QCOM$AXP$PFE
$2.2B
40 positions
#3Encore Global Management, LPPassive
Notable overlap · 4 shared positions
$QCOM$NOW$MRVL$CRM
$102M
53 positions
#4BROOKTREE CAPITAL MANAGEMENTActive
Notable overlap · 4 shared positions
$QCOM$NOW$PFE$EXTR
$153M
44 positions
#5Boothe Investment Group, Inc.Active
Notable overlap · 4 shared positions
$NOW$PFE$UBER$VZ
$317M
38 positions
#6Orion Investment CoActive
Notable overlap · 4 shared positions
$QCOM$SHOP$NOW$PLTR
$343M
73 positions
#7R.H. Dinel Investment Counsel, Inc.Active
Notable overlap · 3 shared positions
$QCOM$PFE$VZ
$130M
40 positions
#8VERITY Wealth AdvisorsSmart money
Notable overlap · 3 shared positions
$QCOM$FIG$VZ
$166M
81 positions
#9Rare Wolf Capital LLCPassive
Notable overlap · 6 shared positions
$NOW$PFE$CRM$SHOP$VRTX$PLTR
$156M
120 positions
#10Nan Shan Life Insurance Co., Ltd.Active
Notable overlap · 4 shared positions
$QCOM$PFE$MRVL$VZ
$3.2B
82 positions
#11STALEY CAPITAL ADVISERS INCActive
Notable overlap · 3 shared positions
$QCOM$PFE$VZ
$2.6B
193 positions
#12Nishkama Capital, LLCActive
Notable overlap · 5 shared positions
$NOW$CRM$QCOM$WMB$SHLS
$3.2B
61 positions
#13Stockman Wealth Management, Inc.Passive
Some overlap · 4 shared positions
$AXP$QCOM$PFE$VZ
$968M
178 positions
#14Capital Investment Services of America, Inc.Active
Some overlap · 4 shared positions
$QCOM$NOW$SHOP$SNOW
$1.0B
83 positions
#15Nepsis Inc.Active
Some overlap · 5 shared positions
$NOW$SHOP$UBER$SNOW$SMCI
$295M
28 positions
#16Long Corridor Asset Management LtdActive
Some overlap · 5 shared positions
$AXP$NOW$NVTS$UBER$PLAB
$331M
35 positions
#17WoodTrust Financial CorpActive
Some overlap · 5 shared positions
$AXP$PFE$WM$NOW$CRM
$842M
179 positions
#18Galvin, Gaustad & Stein, LLCPassive
Some overlap · 5 shared positions
$QCOM$AXP$WM$VRTX$UBER
$1.4B
262 positions
#19CANTOR FITZGERALD, L. P.Active
Some overlap · 6 shared positions
$NOW$MRVL$PLTR$SOFI$CRM$SMCI
$9.2B
319 positions
#20Generali Powszechne Towarzystwo EmerytalneActive
Some overlap · 4 shared positions
$NOW$CRM$AXP$SNOW
$631M
25 positions
#21Sustainable Growth Advisers, LPActive
Some overlap · 4 shared positions
$AXP$CRM$WM$NOW
$10.2B
47 positions
#22Inlight Wealth Management, LLCActive
Some overlap · 3 shared positions
$NOW$PFE$VZ
$315M
62 positions
#23Tairen Capital LtdActive
Some overlap · 3 shared positions
$QCOM$MRVL$SMCI
$1.1B
44 positions
#24Shelter Mutual Insurance CoActive
Some overlap · 4 shared positions
$AXP$QCOM$PFE$VRTX
$473M
58 positions
#25Financial Avengers, Inc.Active
Some overlap · 4 shared positions
$AXP$PFE$SHOP$VZ
$241M
155 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.