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 Polaris Investment Advisors,

13F Portfolio OverlapQ1 2026Polaris Investment Advisors, portfolio →

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Most similar hedge funds by 13F overlap

Polaris Investment Advisors, LLC is an institutional investor managing $156M across 78 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 Polaris Investment Advisors, are High Falls Advisors,, TSA Wealth Managment, Asempa Wealth Advisors, with shared positions in $MDLZ, $IAU, $SAN, $DDOG, $SE, $SNOW. The full ranking of 25 similar funds is below.

#1High Falls Advisors, Inc

Some overlap · 5 shared positions

$MDLZ $IAU $SAN $DDOG $SE

$494M

144 positions

#2TSA Wealth Managment LLCPassive

Some overlap · 6 shared positions

$MDLZ $IAU $SE $DDOG $SNOW $LIN

$309M

105 positions

#3Asempa Wealth AdvisorsPassive

Some overlap · 5 shared positions

$MDLZ $IAU $SE $MKL $DHR

$115M

115 positions

#4Kilter Group LLCPassive

Some overlap · 4 shared positions

$MDLZ $IAU $SAN $DHR

$232M

1,567 positions

#5Amplius Wealth Advisors, LLCActive

Some overlap · 5 shared positions

$MDLZ $IAU $SNOW $DHR $MS

$1.2B

175 positions

#6Nova Wealth Management, Inc.Passive

Some overlap · 4 shared positions

$MDLZ $IAU $SAN $HSY

$154M

545 positions

#7Spectrum Planning & Advisory Services Inc.Passive

Some overlap · 3 shared positions

$MDLZ $SE $IAU

$202M

114 positions

#8ALTERNA WEALTH MANAGEMENT, INCPassive

Some overlap · 5 shared positions

$MDLZ $IAU $SAN $SE $MS

$132M

105 positions

#9Excelsior Advisor Network LLCPassive

Some overlap · 7 shared positions

$MDLZ $IAU $SAN $DDOG $MKL $BAC

$263M

226 positions

#10MB Generational Wealth, LLCActive

Some overlap · 4 shared positions

$MDLZ $SE $DDOG $MKL

$181M

66 positions

#11Veridan Wealth LLCActive

Some overlap · 4 shared positions

$MDLZ $IAU $DDOG $SNOW

$270M

80 positions

#12Davis Wealth Advisors, LLCPassive

Some overlap · 7 shared positions

$IAU $MDLZ $SE $DDOG $GE $GEV

$120M

72 positions

#13Detalus Advisors, LLCActive

Some overlap · 3 shared positions

$MDLZ $SE $DDOG

$438M

186 positions

#14ONE Advisory Partners, LLCActive

Some overlap · 6 shared positions

$MDLZ $IAU $SE $DDOG $MS $SAN

$324M

72 positions

#155T Wealth, LLCPassive

Some overlap · 5 shared positions

$MDLZ $IAU $SE $DDOG $SNOW

$253M

129 positions

#16ShoreHaven Wealth Partners, LLCPassive

Some overlap · 5 shared positions

$MDLZ $IAU $SE $DDOG $MS

$278M

103 positions

#17FINANCIAL LIFE ADVISORSActive

Some overlap · 3 shared positions

$MDLZ $SAN $DDOG

$321M

52 positions

#18Financial Partners Group, IncPassive

Some overlap · 3 shared positions

$MDLZ $SAN $SNOW

$836M

227 positions

#19WEALTHGARDEN F.S. LLCPassive

Some overlap · 5 shared positions

$IAU $MDLZ $SAN $DDOG $SE

$147M

165 positions

#20Avid Wealth Partners LLCActive

Some overlap · 4 shared positions

$MDLZ $DDOG $GEV $BAC

$212M

71 positions

#21CURTIS WEALTH MANAGEMENT LLCPassive

Some overlap · 4 shared positions

$MDLZ $IAU $SE $DDOG

$107M

50 positions

#22One Wealth Advisors, LLCPassive

Some overlap · 4 shared positions

$MDLZ $SE $DDOG $IAU

$803M

304 positions

#23Financial Enhancement Group LLCPassive

Some overlap · 4 shared positions

$MDLZ $LIN $GEV $DHR

$807M

135 positions

#24Kennon-Green & Company, LLCActive

Some overlap · 3 shared positions

$MDLZ $KMB $HSY

$122M

39 positions

#25QUEST INVESTMENT MANAGEMENT LLCActive

Some overlap · 6 shared positions

$MDLZ $IAU $GE $MKL $GEV $DHR

$857M

122 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.