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Hedge Funds Similar to Tarbox Group,

13F Portfolio OverlapQ1 2026Tarbox Group, portfolio →
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Most similar hedge funds by 13F overlap

Tarbox Group, Inc. is an institutional investor managing $616M across 95 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 Tarbox Group, are Flagstone Financial, Trace Wealth Advisors,, PDS Planning,, with shared positions in $AMN, $USB, $DE, $HUM, $IAU, $WFC. The full ranking of 25 similar funds is below.

#1Flagstone Financial ManagementSmart money
Some overlap · 6 shared positions
$AMN$USB$DE$HUM$IAU$WFC
$403M
71 positions
#2Trace Wealth Advisors, LLCActive
Some overlap · 5 shared positions
$AMN$DE$HUM$PFE$O
$133M
66 positions
#3PDS Planning, IncPassive
Some overlap · 5 shared positions
$AMN$ABT$HUM$DE$KO
$1.5B
561 positions
#4Sanchez Levi GarrettActive
Some overlap · 5 shared positions
$AMN$USB$DE$IAU$IBIT
$159M
74 positions
#5NORTHWEST WEALTH MANAGEMENT, LLCPassive
Some overlap · 5 shared positions
$AMN$USB$DE$HUM$WFC
$665M
255 positions
#6Ballast Financial Advisors LLCActive
Some overlap · 4 shared positions
$AMN$USB$HUM$IAU
$98M
68 positions
#7FINANCIAL MANAGEMENT NETWORK INCPassive
Some overlap · 4 shared positions
$AMN$USB$HUM$IAU
$653M
191 positions
#8RW Investment Management LLCActive
Some overlap · 5 shared positions
$AMN$USB$DE$BA$LOW
$1.0B
113 positions
#9Financial Futures Ltd Liability Co.Active
Some overlap · 4 shared positions
$AMN$USB$IAU$IBIT
$228M
72 positions
#10KEB ASSET MANAGEMENT, LLCActive
Some overlap · 3 shared positions
$AMN$DE$ABT
$522M
97 positions
#11Greater Midwest Financial Group, LLCPassive
Some overlap · 3 shared positions
$AMN$ABT$USB
$186M
65 positions
#12BetterWealth, LLCSmart money
Some overlap · 4 shared positions
$AMN$USB$HUM$WFC
$510M
85 positions
#13SILVER OAK WEALTH ADVISORS SERVICES, LLCSmart money
Some overlap · 3 shared positions
$AMN$USB$HUM
$154M
39 positions
#14Wheelhouse Advisory Group LLCActive
Some overlap · 5 shared positions
$AMN$HUM$BA$USB$HSY
$302M
51 positions
#15STOLZ & ASSOCIATES, PSSmart money
Some overlap · 3 shared positions
$AMN$USB$IAU
$143M
30 positions
#16Three Cord True Wealth Management, LLCSmart money
Some overlap · 3 shared positions
$AMN$USB$IAU
$180M
39 positions
#17Moisand Fitzgerald Tamayo, LLCActive
Some overlap · 5 shared positions
$AMN$IAU$DE$KO$WEC
$931M
518 positions
#18Objectivity Squared, LLCActive
Some overlap · 4 shared positions
$AMN$USB$BA$IBIT
$159M
55 positions
#19Midwest Financial Group LLCPassive
Some overlap · 3 shared positions
$AMN$USB$BA
$234M
126 positions
#20Vawter Financial, Ltd.Passive
Some overlap · 4 shared positions
$AMN$USB$IAU$O
$238M
122 positions
#21Burk Holdings LLCPassive
Some overlap · 4 shared positions
$AMN$HUM$IAU$LUV
$233M
676 positions
#22WealthCollab, LLCPassive
Some overlap · 4 shared positions
$AMN$IAU$USB$BA
$243M
977 positions
#23Fonville Wealth Management LLCPassive
Some overlap · 4 shared positions
$AMN$HUM$IAU$IBIT
$525M
138 positions
#24Werba Rubin Papier Wealth ManagementPassive
Some overlap · 3 shared positions
$AMN$USB$IAU
$718M
278 positions
#25Pacific Asset Management, LLCActive
Some overlap · 4 shared positions
$AMN$IAU$BA$IBIT
$179M
70 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.