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 Torrey Growth & Income Advisors

13F Portfolio OverlapQ1 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 $239M across 110 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 Torrey Growth & Income Advisors are Boothe Investment Group,, ITHAKA GROUP, Bond & Devick Financial Network,, with shared positions in $NOW, $PFE, $AMD, $VZ, $UBER, $SHOP. The full ranking of 25 similar funds is below.

#1Boothe Investment Group, Inc.Active

Notable overlap · 5 shared positions

$NOW $PFE $AMD $VZ $UBER

$311M

40 positions

#2ITHAKA GROUP LLCActive

Notable overlap · 5 shared positions

$NOW $AMD $SHOP $PLTR $UBER

$482M

38 positions

#3Bond & Devick Financial Network, Inc.Passive

Notable overlap · 7 shared positions

$NOW $SHOP $AXP $UNH $CRM $DRI

$358M

188 positions

#4Generali Powszechne Towarzystwo EmerytalneActive

Notable overlap · 5 shared positions

$AMD $NOW $CRM $AXP $UNH

$566M

28 positions

#5POLEN CAPITAL MANAGEMENT LLCActive

Notable overlap · 5 shared positions

$NOW $SHOP $LRCX $UBER $BSX

$14.5B

221 positions

#6High Note Wealth, LLCPassive

Notable overlap · 5 shared positions

$NOW $PLTR $AMD $UBER $UNH

$509M

938 positions

#7KELLY LAWRENCE W & ASSOCIATES INC/CAActive

Notable overlap · 4 shared positions

$AMD $NOW $CRM $UNH

$360M

124 positions

#8Nikko Asset Management Americas, Inc.Active

Notable overlap · 5 shared positions

$AMD $SHOP $PLTR $TEM $SOFI

$7.1B

186 positions

#9Financial Avengers, Inc.Active

Notable overlap · 7 shared positions

$AXP $SHOP $PFE $VZ $BAC $AMD

$219M

151 positions

#10Rare Wolf Capital LLCPassive

Notable overlap · 9 shared positions

$PFE $NOW $SHOP $PLTR $CRM $AMD

$154M

127 positions

#11Nan Shan Life Insurance Co., Ltd.Active

Notable overlap · 8 shared positions

$PFE $NOW $CRM $VZ $UBER $BAC

$2.8B

87 positions

#12OSSIAMActive

Notable overlap · 4 shared positions

$AMD $PLTR $UBER $UNH

$5.7B

388 positions

#13ARK Investment Management LLCActive

Notable overlap · 4 shared positions

$AMD $SHOP $PLTR $TEM

$12.9B

182 positions

#14CONSCIOUS WEALTH INVESTMENTS, LLCPassive

Notable overlap · 4 shared positions

$AMD $PFE $AXP $CRM

$180M

58 positions

#15RAM Investment Partners, LLCActive

Notable overlap · 5 shared positions

$NOW $LRCX $MAR $UNH $AMD

$569M

121 positions

#16Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna InsuranActive

Notable overlap · 4 shared positions

$AMD $CRM $NOW $MRVL

$262M

28 positions

#17Impact Investors, IncPassive

Notable overlap · 4 shared positions

$NOW $WM $DRI $AMD

$144M

106 positions

#18Family Legacy Financial Solutions, LLCActive

Notable overlap · 3 shared positions

$AMD $WM $MRVL

$124M

44 positions

#19Nepsis Inc.Active

Notable overlap · 3 shared positions

$AMD $SHOP $UBER

$299M

29 positions

#20ADAPT Investment Managers SAActive

Notable overlap · 5 shared positions

$AMD $CRM $BAC $UNH $PLTR

$7.6B

133 positions

#21Totem Point Management, LLCActive

Notable overlap · 3 shared positions

$AMD $LRCX $MRVL

$78M

17 positions

#22CANTOR FITZGERALD, L. P.Active

Notable overlap · 4 shared positions

$AMD $NOW $PLTR $UNH

$6.8B

259 positions

#23Robocap Asset Management LtdActive

Notable overlap · 3 shared positions

$AMD $NOW $MRVL

$94M

23 positions

#24Diversify Advisory Services, LLCPassive

Notable overlap · 5 shared positions

$AMD $NOW $SOFI $MRVL $TEM

$655M

210 positions

#25Shira Ridge Wealth ManagementActive

Notable overlap · 4 shared positions

$NOW $MAR $MRVL $VZ

$253M

79 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.