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 PRIVATE CLIENT WEALTH

13F Portfolio OverlapQ1 2026TD PRIVATE CLIENT WEALTH portfolio →

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Most similar hedge funds by 13F overlap

TD PRIVATE CLIENT WEALTH LLC is an institutional investor managing $4.8B across 1,649 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 PRIVATE CLIENT WEALTH are Cornerstone Financial, WEBSTERROGERS FINANCIAL ADVISORS,, Windward Private Wealth, with shared positions in $VLTO, $UPST, $HUM, $COP, $MS, $USB. The full ranking of 25 similar funds is below.

#1Cornerstone Financial Management LLCPassive

Notable overlap · 9 shared positions

$VLTO $UPST $HUM $COP $MS $USB

$109M

1,311 positions

#2WEBSTERROGERS FINANCIAL ADVISORS, LLCActive

Notable overlap · 7 shared positions

$VLTO $UPST $HUM $COP $USB $SNOW

$350M

95 positions

#3Windward Private Wealth Management Inc.Smart money

Notable overlap · 8 shared positions

$VLTO $HUM $COP $UPST $SNOW $SE

$289M

44 positions

#4Connecticut Capital Management Group, LLCPassive

Notable overlap · 3 shared positions

$VLTO $SE $SNPS

$106M

109 positions

#5Pinnacle Wealth Management Group, Inc.Passive

Notable overlap · 4 shared positions

$VLTO $MS $USB $VZ

$204M

120 positions

#6Cravens & Co Advisors, LLCActive

Notable overlap · 5 shared positions

$VLTO $UPST $USB $PM $WT

$154M

64 positions

#7Madson Wealth Advisors IncPassive

Notable overlap · 3 shared positions

$SE $MS $HUM

$120M

84 positions

#8Employees' Retirement Fund of the City of Fort WorthActive

Notable overlap · 3 shared positions

$VLTO $HUM $COP

$230M

21 positions

#9Level Financial AdvisorsActive

Notable overlap · 5 shared positions

$VLTO $UPST $COP $SNOW $HUM

$392M

92 positions

#10Rialto Wealth Management, LLCPassive

Notable overlap · 6 shared positions

$VLTO $COP $USB $SE $SNOW $DDOG

$445M

1,730 positions

#11Whitcomb & Hess, Inc.Active

Notable overlap · 3 shared positions

$VLTO $UPST $USB

$429M

64 positions

#12MATHER GROUP, LLC.Active

Notable overlap · 7 shared positions

$VLTO $COP $USB $SNOW $SNPS $WT

$10.0B

1,896 positions

#13Family CFO IncActive

Notable overlap · 3 shared positions

$VLTO $HUM $USB

$223M

41 positions

#14Bear Mountain Capital, Inc.Active

Notable overlap · 4 shared positions

$SE $UPST $COP $DDOG

$333M

198 positions

#15DDFG, IncActive

Notable overlap · 4 shared positions

$SE $HUM $MS $PM

$464M

86 positions

#16Coign Capital Advisors LLCActive

Notable overlap · 4 shared positions

$SE $MS $COP $PM

$190M

80 positions

#17MCF Advisors LLCPassive

Notable overlap · 5 shared positions

$SE $MS $SNOW $HUM $UPST

$2.3B

1,338 positions

#18Wolff Financial Management LLCActive

Notable overlap · 7 shared positions

$MS $UPST $COP $HUM $VZ $MAR

$453M

103 positions

#19SWP FINANCIAL LLCActive

Notable overlap · 4 shared positions

$SE $VLTO $SNOW $MAR

$196M

71 positions

#20Center For Asset Management LLCPassive

Notable overlap · 4 shared positions

$SE $VLTO $USB $VZ

$201M

144 positions

#21Unify Financial AdvisorsPassive

Notable overlap · 5 shared positions

$VLTO $HUM $SE $SNOW $VZ

$96M

89 positions

#22POWER WEALTH MANAGEMENT LLCActive

Notable overlap · 5 shared positions

$VLTO $USB $HUM $COP $VZ

$269M

96 positions

#23Valley Financial Group, Inc.Active

Notable overlap · 6 shared positions

$MS $UPST $COP $SNOW $VZ $DDOG

$185M

63 positions

#24Oakmont Advisory Group, LLCPassive

Notable overlap · 8 shared positions

$HUM $VLTO $COP $USB $UPST $MS

$98M

119 positions

#25Cascade Wealth Advisors, IncActive

Notable overlap · 6 shared positions

$UPST $HUM $COP $USB $SNOW $DDOG

$228M

60 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.