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 TIEMANN INVESTMENT ADVISORS,

13F Portfolio OverlapQ1 2026TIEMANN INVESTMENT ADVISORS, portfolio →

Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

TIEMANN INVESTMENT ADVISORS, LLC is an institutional investor managing $255M across 204 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 TIEMANN INVESTMENT ADVISORS, are ARBOR WEALTH ADVISORS,, Taylor Financial Group,, CHARTER RESEARCH & INVESTMENT GROUP,, with shared positions in $MDY, $CRM, $LOW, $AMAT, $ABT, $CMI. The full ranking of 25 similar funds is below.

#1ARBOR TRUST WEALTH ADVISORS, LLCPassive

Some overlap · 6 shared positions

$MDY $CRM $LOW $AMAT $ABT $CMI

$228M

90 positions

#2Taylor Financial Group, Inc.Active

Some overlap · 5 shared positions

$CRM $MDY $LOW $T $MCHP

$165M

99 positions

#3CHARTER RESEARCH & INVESTMENT GROUP, INC.Active

Slight overlap · 4 shared positions

$MDY $CRM $AMAT $T

$150M

86 positions

#4S-Bank Fund Management LtdActive

Slight overlap · 4 shared positions

$CRM $ALL $AMAT $COF

$671M

178 positions

#5PLIMOTH TRUST CO LLCPassive

Slight overlap · 4 shared positions

$CRM $LOW $AMAT $T

$447M

173 positions

#6Unified Investment ManagementPassive

Slight overlap · 4 shared positions

$CRM $AMAT $COF $T

$98M

134 positions

#7Arvest Bank Trust DivisionPassive

Slight overlap · 4 shared positions

$MDY $LOW $COF $AMAT

$1.8B

221 positions

#8Boomfish Wealth Group, LLCPassive

Slight overlap · 4 shared positions

$CRM $LOW $AMAT $MCHP

$187M

87 positions

#9Alpha Wealth Funds, LLCActive

Slight overlap · 4 shared positions

$MDY $LOW $AMAT $ABT

$149M

41 positions

#10TRUST CO OF VERMONT

Slight overlap · 4 shared positions

$CRM $LOW $AMAT $ABT

$2.4B

1,131 positions

#11PEDDOCK CAPITAL ADVISORS, LLCActive

Slight overlap · 4 shared positions

$MDY $ALL $LOW $CMI

$453M

166 positions

#12PIONEER TRUST BANK N A/ORPassive

Slight overlap · 4 shared positions

$CRM $LOW $T $ABT

$412M

83 positions

#13Crescent Sterling, Ltd.Passive

Slight overlap · 4 shared positions

$MDY $CRM $ABT $CMI

$103M

80 positions

#14ASSOCIATED BANC-CORPPassive

Slight overlap · 4 shared positions

$CRM $LOW $COF $CMI

$3.8B

332 positions

#15BDF-GESTIONActive

Slight overlap · 4 shared positions

$CRM $AMAT $T $ABT

$749M

144 positions

#16Norway Savings BankPassive

Slight overlap · 4 shared positions

$CRM $LOW $MCHP $ABT

$211M

103 positions

#17MATTERS CAPITAL LLCPassive

Slight overlap · 4 shared positions

$CRM $ALL $CEG $ABT

$113M

64 positions

#18E. Ohman J:or Asset Management ABActive

Slight overlap · 4 shared positions

$CRM $T $MCHP $CEG

$3.8B

477 positions

#19Cornerstone National Bank & Trust CoPassive

Slight overlap · 4 shared positions

$CRM $LOW $MCHP $CEG

$271M

209 positions

#20DAVIDSON TRUST COPassive

Slight overlap · 4 shared positions

$MDY $LOW $ABT $CMI

$232M

176 positions

#21Texas Bank & Trust CoPassive

Slight overlap · 4 shared positions

$LOW $AMAT $T $ABT

$266M

176 positions

#22Ascent Wealth Partners, LLCPassive

Slight overlap · 4 shared positions

$MDY $AMAT $ABT $CMI

$860M

188 positions

#23Peak Asset Management, LLCPassive

Slight overlap · 3 shared positions

$MDY $CRM $AMAT

$567M

148 positions

#24Allen Mooney & Barnes Investment Advisors LLCPassive

Slight overlap · 4 shared positions

$LOW $AMAT $T $CMI

$695M

159 positions

#25Boltwood Capital ManagementPassive

Slight overlap · 4 shared positions

$LOW $CRM $ALL $ABT

$392M

184 positions

Compare TIEMANN INVESTMENT ADVISORS,’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View TIEMANN INVESTMENT ADVISORS,’s holdings

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.