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Hedge Funds Similar to TCI Wealth Advisors

13F Portfolio OverlapQ2 2026TCI Wealth Advisors portfolio →
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Most similar hedge funds by 13F overlap

TCI Wealth Advisors, Inc. is an institutional investor managing $2.3B across 266 U.S. equity positions as of Q2 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to TCI Wealth Advisors are ROFFMAN MILLER ASSOCIATES, Greystone Financial Group, MEYER HANDELMAN, with shared positions in $MCD, $AXP, $HON, $HONA, $PEP, $TXN. The full ranking of 25 similar funds is below.

#1ROFFMAN MILLER ASSOCIATES INC /PA/Active
Some overlap · 6 shared positions
$MCD$AXP$HON$HONA$PEP$TXN
$1.9B
88 positions
#2Greystone Financial Group, LLCPassive
Some overlap · 6 shared positions
$MCD$MCK$HON$HONA$TXN$AXP
$358M
74 positions
#3MEYER HANDELMAN COPassive
Some overlap · 7 shared positions
$MCK$KMB$HON$HONA$PEP$TXN
$3.5B
274 positions
#4Stockman Wealth Management, Inc.Passive
Some overlap · 5 shared positions
$MCD$AXP$HON$HONA$PEP
$968M
178 positions
#5HALL CAPITAL MANAGEMENT CO INCPassive
Some overlap · 5 shared positions
$MCD$AXP$HON$HONA$PEP
$321M
107 positions
#6INVESTMENT ADVISORY SERVICES INC /TX /ADVPassive
Some overlap · 5 shared positions
$MCD$MCK$AXP$PEP$TXN
$347M
140 positions
#7Signet Investment Advisory Group, Inc.Passive
Some overlap · 5 shared positions
$MCD$AXP$HON$HONA$PEP
$227M
73 positions
#8Walsky Investment Management, Inc.Passive
Some overlap · 5 shared positions
$MCD$HON$HONA$PEP$TXN
$108M
52 positions
#9HAMEL ASSOCIATES, INC.Passive
Some overlap · 5 shared positions
$MCD$HON$HONA$PEP$ITW
$363M
92 positions
#10Vertrix Wealth Management, LLCPassive
Some overlap · 5 shared positions
$MCD$MCK$AXP$HON$HONA
$297M
103 positions
#11LYNCH & ASSOCIATES/INPassive
Some overlap · 5 shared positions
$MCD$HON$HONA$TXN$ITW
$573M
129 positions
#12Haverford Trust CoActive
Some overlap · 6 shared positions
$MCD$MCK$HON$HONA$PEP$TXN
$11.6B
424 positions
#13SCHMIDT P J INVESTMENT MANAGEMENT INCPassive
Some overlap · 5 shared positions
$MCD$PEP$HON$HONA$ITW
$643M
215 positions
#14Peoples Bank/KSPassive
Some overlap · 4 shared positions
$MCD$MCK$HON$PEP
$103M
98 positions
#15FIRST UNITED BANK & TRUSTPassive
Some overlap · 5 shared positions
$MCD$HON$HONA$PEP$ITW
$348M
420 positions
#16Welch Group, LLCPassive
Some overlap · 4 shared positions
$MCD$KMB$PEP$TXN
$2.9B
326 positions
#17Coston, McIsaac & PartnersPassive
Some overlap · 4 shared positions
$MCD$KMB$PEP$TXN
$497M
948 positions
#18OLD REPUBLIC INTERNATIONAL CORPActive
Some overlap · 4 shared positions
$MCD$KMB$PEP$TXN
$2.7B
54 positions
#19UNITED BANKActive
Some overlap · 5 shared positions
$MCD$HON$PEP$TXN$ITW
$853M
130 positions
#20Brookmont Capital ManagementActive
Some overlap · 4 shared positions
$MCD$HON$HONA$PEP
$186M
61 positions
#21Patrick Mauro Investment Advisor, INC.Active
Some overlap · 4 shared positions
$MCD$KMB$PEP$WSO
$199M
38 positions
#22Sky Investment Group LLCPassive
Some overlap · 5 shared positions
$MCD$AXP$PEP$TXN$ITW
$637M
146 positions
#23FIRST NATIONAL BANK & TRUST CO OF NEWTOWNActive
Some overlap · 5 shared positions
$MCD$KMB$HON$HONA$PEP
$492M
156 positions
#24LaFleur & Godfrey LLCPassive
Some overlap · 4 shared positions
$WWD$AXP$PEP$WSO
$842M
149 positions
#25Michael Brady & Co., LLCActive
Some overlap · 5 shared positions
$MCD$AXP$HON$HONA$PEP
$113M
58 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.