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 TD

13F Portfolio OverlapQ1 2026TD portfolio →

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Most similar hedge funds by 13F overlap

TD Capital Management LLC is an institutional investor managing $1.1B across 853 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 TD are Reality Financial Planning Services,, Centerpoint Advisory Group, Good Harbor Advisors,, with shared positions in $HUM, $WT, $TXN, $BRZE, $SNOW, $OKE. The full ranking of 25 similar funds is below.

#1Reality Financial Planning Services, LLCSmart money

Notable overlap · 5 shared positions

$HUM $WT $TXN $BRZE $SNOW

$104M

20 positions

#2Centerpoint Advisory GroupPassive

Notable overlap · 5 shared positions

$HUM $WT $OKE $SOLV $MS

$133M

108 positions

#3Good Harbor Advisors, Inc.Passive

Notable overlap · 4 shared positions

$HUM $WT $DHR $BRZE

$92M

82 positions

#4CASTLEKEEP INVESTMENT ADVISORS LLCPassive

Notable overlap · 4 shared positions

$HUM $WT $DHR $KO

$184M

66 positions

#5Wolfstich Capital, LLCActive

Notable overlap · 4 shared positions

$HUM $WT $OKE $KO

$114M

45 positions

#6Madson Wealth Advisors IncPassive

Notable overlap · 6 shared positions

$HUM $DHR $TXN $SOLV $MS $KO

$120M

84 positions

#7Strategic Financial Concepts, LLCPassive

Notable overlap · 4 shared positions

$HUM $WT $OKE $MS

$405M

298 positions

#8Wingate Wealth Advisors, Inc.Passive

Notable overlap · 3 shared positions

$HUM $WT $BRZE

$187M

121 positions

#9FIDELIS iM, LLCSmart money

Notable overlap · 3 shared positions

$HUM $WT $BRZE

$264M

25 positions

#10Bristlecone Value Partners, LLCPassive

Notable overlap · 3 shared positions

$HUM $WT $DDOG

$114M

68 positions

#11Ballast Financial Advisors LLCActive

Notable overlap · 5 shared positions

$HUM $DHR $BRZE $SOLV $MS

$98M

68 positions

#12SimpliFi, Inc.Smart money

Notable overlap · 3 shared positions

$HUM $WT $BRZE

$238M

43 positions

#13BARON SILVER STEVENS FINANCIAL ADVISORS, LLCActive

Notable overlap · 4 shared positions

$HUM $DHR $BRZE $DDOG

$689M

134 positions

#14Addison Advisors LLCPassive

Notable overlap · 3 shared positions

$HUM $WT $MS

$452M

980 positions

#15Opus Financial Solutions LLCPassive

Notable overlap · 5 shared positions

$HUM $WT $BRZE $DDOG $SNOW

$106M

103 positions

#16Noble Family Wealth, LLCActive

Some overlap · 4 shared positions

$HUM $WT $MS $SNOW

$484M

76 positions

#17RATIONAL ADVISORS, INC.Active

Some overlap · 3 shared positions

$HUM $WT $DDOG

$980M

179 positions

#18Roof Eidam Maycock Peralta, LLCActive

Some overlap · 4 shared positions

$HUM $WT $BRZE $SOLV

$436M

125 positions

#19Grove Street Fiduciary, LLCActive

Some overlap · 3 shared positions

$HUM $WT $SNOW

$227M

74 positions

#20ECLECTIC ASSOCIATES INC /ADVActive

Some overlap · 6 shared positions

$HUM $WT $BRZE $DDOG $KO $SNOW

$753M

159 positions

#21Kastel Capital Advisors, LLCActive

Some overlap · 3 shared positions

$HUM $DHR $BRZE

$163M

55 positions

#22Hubbell Strickland Wealth Management, LLCActive

Some overlap · 4 shared positions

$HUM $DHR $MS $BRZE

$251M

83 positions

#23INTEGRATED CAPITAL MANAGEMENT, INC.Active

Some overlap · 3 shared positions

$HUM $WT $SOLV

$150M

56 positions

#24Cascades Capital Asset Management, LLCPassive

Some overlap · 3 shared positions

$HUM $WT $MS

$239M

158 positions

#25Keystone Financial Group, Inc.Active

Some overlap · 4 shared positions

$HUM $DHR $TXN $WT

$192M

134 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.