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 ARS Investment Partners,

13F Portfolio OverlapQ1 2026ARS Investment Partners, portfolio →

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Most similar hedge funds by 13F overlap

ARS Investment Partners, LLC is an institutional investor managing $2.3B across 181 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 ARS Investment Partners, are Markin Volterra Fund, Glass Wealth, Trivest Advisors Ltd, with shared positions in $MU, $LRCX, $WDC, $VRT, $GEV, $STX. The full ranking of 25 similar funds is below.

#1Markin Volterra Fund LPActive

Notable overlap · 6 shared positions

$MU $LRCX $WDC $VRT $GEV $STX

$65M

34 positions

#2Glass Wealth Management Co LLCPassive

Notable overlap · 6 shared positions

$NEM $FCX $LRCX $MS $NOC $ETN

$258M

67 positions

#3Trivest Advisors LtdSmart money

Notable overlap · 4 shared positions

$LRCX $MU $WDC $STX

$1.4B

29 positions

#4Decker Retirement Planning Inc.Passive

Notable overlap · 6 shared positions

$LRCX $MU $WDC $STX $MS $IBM

$221M

284 positions

#5RIPOSTE CAPITAL LLCActive

Notable overlap · 3 shared positions

$LRCX $MU $FCX

$392M

23 positions

#6Goldstream Capital Management LtdActive

Notable overlap · 5 shared positions

$LRCX $GEV $VRT $MU $STX

$120M

30 positions

#7Blue Whale Capital LLPActive

Notable overlap · 4 shared positions

$LRCX $NEM $VRT $STX

$2.1B

26 positions

#8Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A.Active

Notable overlap · 6 shared positions

$MU $FCX $VRT $WDC $GEV $CRM

$1.2B

51 positions

#9Gunderson Capital Management Inc.Passive

Notable overlap · 7 shared positions

$GEV $MU $PWR $VST $STX $TRGP

$239M

46 positions

#10SIERRA SUMMIT ADVISORS LLCPassive

Notable overlap · 8 shared positions

$VRT $GEV $LRCX $PWR $MU $FCX

$688M

180 positions

#11Grand Alliance Asset Management LtdActive

Notable overlap · 3 shared positions

$LRCX $MU $WDC

$165M

13 positions

#12Williamson Legacy Group, LLCPassive

Notable overlap · 7 shared positions

$WDC $GEV $MU $LRCX $STX $NEM

$133M

81 positions

#13Anther Capital LtdActive

Notable overlap · 4 shared positions

$MU $WDC $LRCX $STX

$3.8B

31 positions

#14PKO BP BANKOWY Universal Pension Society JSCActive

Notable overlap · 4 shared positions

$MU $FCX $NEM $CRM

$214M

13 positions

#15Runnymede Capital Advisors, Inc.Passive

Notable overlap · 4 shared positions

$MU $LRCX $MPC $CRM

$116M

75 positions

#16MAPLELANE CAPITAL, LLCActive

Notable overlap · 4 shared positions

$LRCX $MU $BA $VST

$2.8B

64 positions

#17BECK CAPITAL MANAGEMENT, LLCPassive

Notable overlap · 6 shared positions

$GEV $VRT $MU $VST $WDC $TRGP

$437M

115 positions

#18Generate Investment Management LtdActive

Notable overlap · 8 shared positions

$MU $GEV $LRCX $NEM $AJG $CRM

$2.0B

70 positions

#19Virtus Wealth Solutions LLCActive

Notable overlap · 5 shared positions

$GEV $MU $VRT $PWR $CRM

$525M

54 positions

#20JACKSON SQUARE CAPITAL, LLCPassive

Notable overlap · 5 shared positions

$MU $VRT $LRCX $GEV $BMY

$477M

129 positions

#21Schear Investment Advisers, LLCPassive

Notable overlap · 4 shared positions

$MU $GEV $VRT $MS

$227M

77 positions

#22COATUE MANAGEMENT LLCActive

Notable overlap · 5 shared positions

$LRCX $GEV $ETN $VRT $MU

$29.1B

62 positions

#23Tamar Securities, LLCActive

Notable overlap · 5 shared positions

$FCX $PWR $REGN $NEM $VST

$934M

91 positions

#24Financial Sense Advisors, Inc.Passive

Notable overlap · 5 shared positions

$FCX $GEV $BA $NEM $PAAS

$493M

142 positions

#25Galaxy Digital Capital Management GP LLCActive

Notable overlap · 6 shared positions

$MU $VRT $MS $LRCX $CRM $FCX

$95M

54 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.