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Hedge Funds Similar to Toroso Investments

13F Portfolio OverlapQ2 2026Toroso Investments portfolio →
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Most similar hedge funds by 13F overlap

Toroso Investments, LLC is an institutional investor managing $57.8B across 2,594 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 Toroso Investments are Harvest Portfolios Group, Realta Investment Advisors, Sun Financial, with shared positions in $MSTR, $PLTR, $COIN, $HOOD, $DHR, $ALAB. The full ranking of 25 similar funds is below.

#1Harvest Portfolios Group Inc.Active
Some overlap · 5 shared positions
$MSTR$PLTR$COIN$HOOD$DHR
$7.1B
267 positions
#2Realta Investment AdvisorsPassive
Some overlap · 9 shared positions
$PLTR$MSTR$ALAB$KLAC$AG$PWR
$342M
362 positions
#3Sun Financial IncPassive
Some overlap · 8 shared positions
$PLTR$MSTR$HOOD$KLAC$PWR$ETN
$212M
161 positions
#4Accuvest Global AdvisorsPassive
Some overlap · 5 shared positions
$MSTR$PLTR$MELI$ASML$ETN
$116M
78 positions
#5BNC WEALTH MANAGEMENT, LLCPassive
Some overlap · 8 shared positions
$PLTR$HOOD$KLAC$MRVL$PWR$ETN
$436M
104 positions
#6Bitwise Funds TrustActive
Some overlap · 4 shared positions
$MSTR$COIN$HOOD$MELI
$452M
46 positions
#7BankChampaign, National AssociationPassive
Some overlap · 8 shared positions
$PLTR$HOOD$ASML$MRVL$PWR$ETN
$120M
202 positions
#8Forefront Wealth Partners, LLCPassive
Some overlap · 8 shared positions
$PLTR$ALAB$MELI$ASML$MRVL$ETN
$323M
177 positions
#9Greenline Wealth Management LLCPassive
Some overlap · 8 shared positions
$PLTR$ALAB$KLAC$MRVL$PWR$ETN
$122M
131 positions
#10Teamwork Financial Advisors, LLCPassive
Some overlap · 7 shared positions
$PLTR$HOOD$KLAC$PWR$ETN$AXP
$908M
182 positions
#11Broadleaf Partners, LLCPassive
Some overlap · 7 shared positions
$PLTR$KLAC$ASML$MRVL$PWR$ANET
$517M
86 positions
#12Clear Street Group Inc.Active
Some overlap · 7 shared positions
$COIN$PLTR$ALAB$MRVL$HOOD$MSTR
$39.5B
1,414 positions
#13CAP Partners, LLCPassive
Some overlap · 5 shared positions
$MSTR$COIN$MELI$PLTR$ANET
$218M
169 positions
#14Aspiring Ventures, LLCActive
Some overlap · 6 shared positions
$MSTR$PLTR$ASML$ALAB$MRVL$HOOD
$411M
103 positions
#15Kessler Investment Group, LLCPassive
Some overlap · 5 shared positions
$MSTR$PLTR$KLAC$ANET$VRT
$207M
82 positions
#16Longitude (Cayman) Ltd.Active
Some overlap · 4 shared positions
$MSTR$HOOD$COIN$SMCI
$314M
46 positions
#17Laurion Capital Management LPPassive
Some overlap · 7 shared positions
$PLTR$HOOD$COIN$KLAC$MRVL$ANET
$3.9B
420 positions
#18ITHAKA GROUP LLCActive
Some overlap · 6 shared positions
$PLTR$HOOD$COIN$MELI$ANET$VRT
$551M
40 positions
#19CANTOR FITZGERALD, L. P.Active
Some overlap · 5 shared positions
$MSTR$HOOD$PLTR$MRVL$SMCI
$9.2B
319 positions
#20PRAKASH INVESTMENT ADVISORS LLCActive
Some overlap · 6 shared positions
$PLTR$HOOD$ALAB$KLAC$MRVL$VRT
$165M
86 positions
#21Weiss Asset Management LPPassive
Some overlap · 4 shared positions
$MSTR$HOOD$MRVL$SMCI
$9.5B
624 positions
#22ARISTEIA CAPITAL, L.L.C.Active
Some overlap · 3 shared positions
$MSTR$COIN$SMCI
$7.7B
788 positions
#23WHITEBOX ADVISORS LLCPassive
Some overlap · 3 shared positions
$MSTR$COIN$SMCI
$7.7B
667 positions
#24Ionic Capital Management LLCActive
Some overlap · 4 shared positions
$MSTR$ALAB$COF$SMCI
$690M
120 positions
#25Defiance ETFs, LLCPassive
Some overlap · 7 shared positions
$ALAB$KLAC$ASML$MRVL$PWR$ETN
$7.4B
388 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.