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Hedge Funds Similar to Twele ,

13F Portfolio OverlapQ1 2026Twele , portfolio →
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Most similar hedge funds by 13F overlap

Twele Capital Management, Inc. is an institutional investor managing $612M across 40 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 Twele , are Forum Private Client Group, White Lighthouse Investment, Quaker Wealth ,, with shared positions in $KKR, $COP, $DDOG, $USB, $SNOW, $SE. The full ranking of 25 similar funds is below.

#1Forum Private Client Group LLCActive
Notable overlap · 5 shared positions
$KKR$COP$DDOG$USB$SNOW
$300M
80 positions
#2White Lighthouse Investment Management Inc.Active
Notable overlap · 5 shared positions
$KKR$COP$SNOW$DDOG$USB
$721M
145 positions
#3Quaker Wealth Management, LLCActive
Notable overlap · 3 shared positions
$KKR$COP$USB
$320M
972 positions
#4Wolff Financial Management LLCActive
Notable overlap · 3 shared positions
$KKR$COP$DDOG
$453M
103 positions
#5VSM Wealth Advisory, LLCPassive
Notable overlap · 4 shared positions
$KKR$COP$DDOG$SNOW
$335M
505 positions
#6Pointe Capital Management LLCPassive
Notable overlap · 4 shared positions
$KKR$COP$SE$SNOW
$202M
153 positions
#7Ariston Services GroupActive
Notable overlap · 4 shared positions
$KKR$DDOG$COP$SNOW
$167M
71 positions
#8Elevation Advisory Partners LLCActive
Notable overlap · 3 shared positions
$KKR$DDOG$COP
$107M
97 positions
#9Causey Wealth LLCPassive
Notable overlap · 3 shared positions
$KKR$COP$USB
$236M
81 positions
#10Montis Financial, LLCActive
Notable overlap · 3 shared positions
$KKR$COP$USB
$484M
150 positions
#11Berkeley Capital Partners, LLCActive
Notable overlap · 3 shared positions
$KKR$COP$USB
$431M
184 positions
#12FIDUCIARY ADVISORS, INC.Active
Notable overlap · 4 shared positions
$KKR$COP$SE$USB
$133M
121 positions
#13Tide Cove Capital Partners LLCSmart money
Notable overlap · 3 shared positions
$KKR$COP$USB
$147M
13 positions
#14Milestone Investment Advisors LLCActive
Notable overlap · 4 shared positions
$KKR$COP$SNOW$USB
$414M
139 positions
#15Seneca Financial Advisors LLCActive
Notable overlap · 5 shared positions
$KKR$DDOG$SNOW$USB$SE
$341M
64 positions
#16IRONWOOD WEALTH MANAGEMENT, INC.Active
Notable overlap · 3 shared positions
$KKR$COP$SNOW
$223M
31 positions
#17MidAtlantic Capital Management, Inc.Passive
Notable overlap · 3 shared positions
$KKR$COP$SNOW
$145M
84 positions
#18Cherry Tree Wealth Management, LLCPassive
Notable overlap · 4 shared positions
$KKR$COP$DDOG$USB
$473M
582 positions
#19Sterling Financial Planning, Inc.Active
Notable overlap · 5 shared positions
$KKR$COP$SE$DDOG$SNOW
$337M
117 positions
#20Financial Perspectives, IncPassive
Some overlap · 3 shared positions
$KKR$SE$USB
$358M
716 positions
#21Pacific Capital Wealth Advisors, Inc.Smart money
Some overlap · 4 shared positions
$KKR$COP$SNOW$USB
$595M
87 positions
#22Graves-Light Private Wealth Management, Inc.Active
Some overlap · 3 shared positions
$KKR$COP$DDOG
$961M
197 positions
#23Sage Financial Management Group, Inc.Active
Some overlap · 3 shared positions
$KKR$COP$SNOW
$325M
57 positions
#24FFG RETIREMENT ADVISORS LLCPassive
Some overlap · 3 shared positions
$KKR$SE$SNOW
$172M
43 positions
#25Human Investing LLCSmart money
Some overlap · 3 shared positions
$KKR$SNOW$DDOG
$687M
96 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.