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 Torren ,

13F Portfolio OverlapQ1 2026Torren , portfolio →

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Most similar hedge funds by 13F overlap

Torren Management, LLC is an institutional investor managing $197M across 948 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 Torren , are Meredith Wealth Planning, Kane Wealth ,, Three Arch Wealth, with shared positions in $AMN, $NEE, $MU, $UNIT, $WT, $NSC. The full ranking of 25 similar funds is below.

#1Meredith Wealth PlanningActive

Highly similar · 4 shared positions

$AMN $NEE $MU $UNIT

$369M

70 positions

#2Kane Co Wealth Management, Inc.Active

Highly similar · 4 shared positions

$AMN $NEE $WT $NSC

$119M

51 positions

#3Three Arch Wealth Management LLCActive

Highly similar · 4 shared positions

$AMN $NEE $UNIT $NOW

$556M

61 positions

#4Meritas Wealth Management, LLCActive

Substantial overlap · 5 shared positions

$AMN $NEE $UNIT $PLTR $NSC

$221M

60 positions

#5RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLCActive

Substantial overlap · 4 shared positions

$AMN $DHR $NOW $LRCX

$296M

80 positions

#6Mason Investment Advisory Services, Inc.Smart money

Substantial overlap · 3 shared positions

$AMN $UNIT $WT

$2.2B

79 positions

#7Valued Wealth Advisors LLCActive

Substantial overlap · 3 shared positions

$AMN $LRCX $TJX

$247M

751 positions

#8MB Generational Wealth, LLCActive

Substantial overlap · 4 shared positions

$AMN $NEE $UNIT $NSC

$181M

66 positions

#9CLARIS ADVISORS, LLC / MO /Active

Substantial overlap · 5 shared positions

$AMN $NEE $UNIT $MU $AMAT

$334M

70 positions

#10SATOVSKY ASSET MANAGEMENT LLCSmart money

Substantial overlap · 3 shared positions

$AMN $NEE $AMAT

$566M

73 positions

#11KEB ASSET MANAGEMENT, LLCActive

Substantial overlap · 3 shared positions

$AMN $NEE $UNIT

$522M

97 positions

#12HMV Wealth Advisors, LLCActive

Substantial overlap · 5 shared positions

$AMN $NEE $PLTR $LRCX $KO

$213M

81 positions

#13Team Hewins, LLCSmart money

Substantial overlap · 3 shared positions

$AMN $WT $UNIT

$337M

41 positions

#14POINCIANA ADVISORS GROUP, LLCActive

Substantial overlap · 5 shared positions

$AMN $NEE $CMI $LRCX $CIEN

$127M

130 positions

#15Petersen Hastings Wealth Advisors Inc.Smart money

Substantial overlap · 3 shared positions

$AMN $NEE $UNIT

$1.1B

81 positions

#16McCartney Wealth Management LLCActive

Substantial overlap · 5 shared positions

$AMN $NEE $MUFG $WT $NSC

$119M

65 positions

#17True Wealth Design, LLCActive

Substantial overlap · 5 shared positions

$NEE $AMN $MU $APH $PH

$360M

2,699 positions

#18Burk Holdings LLCPassive

Substantial overlap · 3 shared positions

$AMN $DHR $WT

$233M

676 positions

#19Moisand Fitzgerald Tamayo, LLCActive

Substantial overlap · 6 shared positions

$AMN $UNIT $LRCX $WT $KO $TJX

$931M

518 positions

#20ENZI WEALTHActive

Substantial overlap · 3 shared positions

$AMN $PLTR $DHR

$288M

71 positions

#21Nvest Wealth Strategies, Inc.Active

Substantial overlap · 3 shared positions

$AMN $WT $PLTR

$143M

395 positions

#22Capstone Wealth Management, LLCActive

Notable overlap · 4 shared positions

$AMN $DHR $NEE $HBAN

$143M

50 positions

#23Unison Advisors LLCSmart money

Notable overlap · 4 shared positions

$AMN $WT $CB $FITB

$1.3B

175 positions

#24Forefront Analytics, LLCSmart money

Notable overlap · 4 shared positions

$NOW $MUFG $WT $DHR

$110M

39 positions

#25Stanich Group LLCSmart money

Notable overlap · 4 shared positions

$NOW $MUFG $WT $MU

$131M

47 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.