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Hedge Funds Similar to Tanglewood Wealth ,

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

Tanglewood Wealth Management, Inc. is an institutional investor managing $1.2B across 38 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 Tanglewood Wealth , are Proficio Partners, WESCAP Group,, Fearless Solutions, dba Best Invest, with shared positions in $IAU, $EPAM, $SLV, $SCHW, $BAH. The full ranking of 25 similar funds is below.

#1Proficio Capital Partners LLCActive
Notable overlap · 3 shared positions
$IAU$EPAM$SLV
$1.9B
248 positions
#2WESCAP Management Group, Inc.Active
Notable overlap · 3 shared positions
$IAU$SCHW$SLV
$508M
107 positions
#3Fearless Solutions, LLC dba Best InvestPassive
Notable overlap · 3 shared positions
$IAU$SCHW$BAH
$166M
127 positions
#4Biltmore Family Office, LLCActive
Notable overlap · 3 shared positions
$IAU$SCHW$SLV
$716M
325 positions
#5Moisand Fitzgerald Tamayo, LLCActive
Notable overlap · 3 shared positions
$IAU$EPAM$SCHW
$931M
518 positions
#6Oceanside Advisors LLCActive
Notable overlap · 3 shared positions
$IAU$SCHW$SLV
$175M
53 positions
#7DAHRING {-} CUSMANO LLCActive
Notable overlap · 3 shared positions
$IAU$BAH$SLV
$163M
58 positions
#8Broussard Financial Group LLCActive
Notable overlap · 3 shared positions
$IAU$EPAM$SLV
$125M
29 positions
#9Kure Advisory, LLCActive
Notable overlap · 3 shared positions
$IAU$SCHW$SLV
$184M
56 positions
#10Chemistry Wealth Management LLCPassive
Some overlap · 3 shared positions
$IAU$SCHW$BAH
$569M
204 positions
#11Red Mountain Financial, LLCPassive
Some overlap · 3 shared positions
$IAU$SCHW$SLV
$106M
79 positions
#12Five Pine Wealth ManagementActive
Some overlap · 3 shared positions
$IAU$SCHW$SLV
$161M
47 positions
#13Madden Advisory Services, Inc.Passive
Some overlap · 3 shared positions
$IAU$SCHW$SLV
$254M
108 positions
#14RiverGlades Family Offices LLCActive
Some overlap · 3 shared positions
$IAU$SCHW$SLV
$170M
87 positions
#15Greenspring Advisors, LLCActive
Some overlap · 3 shared positions
$EPAM$SCHW$IAU
$1.6B
318 positions
#16New Republic Capital, LLCPassive
Some overlap · 3 shared positions
$EPAM$IAU$SCHW
$297M
312 positions
#17PHILLIPS FINANCIAL MANAGEMENT, LLCActive
Some overlap · 3 shared positions
$IAU$SCHW$SLV
$1.4B
283 positions
#18Firestone Capital ManagementPassive
Some overlap · 3 shared positions
$SCHW$IAU$EPAM
$480M
160 positions
#19Rockwood Wealth Management, LLCSmart money
Some overlap · 3 shared positions
$SCHW$IAU$EPAM
$1.4B
118 positions
#20LRI Investments, LLCActive
Some overlap · 3 shared positions
$SCHW$IAU$SLV
$1.1B
1,415 positions
#21Vivaldi Capital Management LPPassive
Some overlap · 3 shared positions
$SCHW$IAU$SLV
$723M
290 positions
#22Principia Wealth Advisory, LLC
Some overlap · 3 shared positions
$IAU$SCHW$SLV
$160M
1,015 positions
#23Gibson Capital, LLCSmart money
Some overlap · 3 shared positions
$SCHW$IAU$SLV
$537M
87 positions
#24Well Done, LLCActive
Some overlap · 3 shared positions
$IAU$EPAM$SLV
$681M
197 positions
#25Fonville Wealth Management LLCPassive
Some overlap · 3 shared positions
$SCHW$EPAM$IAU
$525M
138 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.