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 Permanens

13F Portfolio OverlapQ2 2026Permanens portfolio →

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Most similar hedge funds by 13F overlap

Permanens Capital L.P. is an institutional investor managing $972M across 100 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 Permanens are EQ, Pillar Financial Advisors, TWIN FOCUS PARTNERS, with shared positions in $IAU, $MUFG, $ASML, $CCJ, $DOV, $MELI. The full ranking of 25 similar funds is below.

#1EQ LLCActive

Substantial overlap · 3 shared positions

$IAU $MUFG $ASML

$407M

87 positions

#2Pillar Financial Advisors, LLCActive

Substantial overlap · 3 shared positions

$IAU $CCJ $DOV

$191M

114 positions

#3TWIN FOCUS CAPITAL PARTNERS, LLCActive

Substantial overlap · 3 shared positions

$IAU $DOV $MUFG

$983M

170 positions

#4VPR Management LLCActive

Notable overlap · 3 shared positions

$IAU $MELI $COP

$249M

66 positions

#5Sharkey, Howes & JaverActive

Notable overlap · 3 shared positions

$IAU $MUFG $DOV

$829M

163 positions

#6CPA Asset Management LLCActive

Notable overlap · 3 shared positions

$IAU $DHR $ASML

$347M

97 positions

#7Impact Investors, IncPassive

Notable overlap · 4 shared positions

$IAU $MUFG $MELI $ASML

$137M

88 positions

#8Leonard Rickey Investment Advisors P.L.L.C.Active

Notable overlap · 3 shared positions

$IAU $DOV $COP

$637M

125 positions

#9White Lighthouse Investment Management Inc.Active

Notable overlap · 3 shared positions

$IAU $MUFG $ASML

$802M

151 positions

#10Plum Street Advisors, LLCActive

Notable overlap · 3 shared positions

$IAU $MUFG $IAUM

$313M

107 positions

#11Ackerman Capital Advisors, LLCActive

Notable overlap · 3 shared positions

$IAU $DOV $COP

$497M

120 positions

#12RiverGlades Family Offices LLCActive

Notable overlap · 3 shared positions

$IAU $IAUM $AJG

$218M

108 positions

#13Proficio Capital Partners LLCPassive

Notable overlap · 3 shared positions

$IAU $DOV $PSUS

$2.8B

691 positions

#14LifePlan Financial, LLCPassive

Notable overlap · 3 shared positions

$IAU $DHR $SPGI

$143M

89 positions

#15Battery Global Advisors, LLCSmart money

Notable overlap · 3 shared positions

$IAU $DOV $COP

$200M

157 positions

#16Archer Investment Management, LLCActive

Notable overlap · 4 shared positions

$IAU $MUFG $IAUM $DOV

$293M

110 positions

#17Financial Alternatives, IncActive

Notable overlap · 3 shared positions

$IAU $SPGI $MUFG

$203M

84 positions

#18ANDERSON HOAGLAND & COActive

Notable overlap · 3 shared positions

$IAU $CCJ $ASML

$1.3B

137 positions

#19SkyView Investment Advisors, LLC

Notable overlap · 3 shared positions

$IAU $SPGI $ASML

$743M

318 positions

#20Cushing Capital Partners, LLCPassive

Notable overlap · 3 shared positions

$IAU $IAUM $SPGI

$145M

99 positions

#21PARTNERS CAPITAL INVESTMENT GROUP, LLPActive

Notable overlap · 4 shared positions

$IAU $DOV $SPGI $COF

$2.8B

186 positions

#22Connective Portfolio Management, LLCPassive

Notable overlap · 3 shared positions

$IAU $NOK $WDAY

$60M

39 positions

#23NavPoint Financial, Inc.Active

Notable overlap · 4 shared positions

$IAU $DOV $IAUM $MELI

$270M

74 positions

#24Asempa Wealth AdvisorsPassive

Notable overlap · 3 shared positions

$IAU $MUFG $AJG

$134M

119 positions

#25Frankly Finances, LLCActive

Notable overlap · 3 shared positions

$IAU $DOV $MUFG

$127M

90 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.