What hedge funds are most similar to Teamwork Financial Advisors, LLC?

The funds with the most similar 13F portfolios to Teamwork Financial Advisors, LLC are BNC WEALTH ,, Vivid Wealth ,, Sun Financial, based on overlapping conviction holdings in the latest SEC filings.

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 Teamwork Financial Advisors,

13F Portfolio OverlapQ1 2026Teamwork Financial Advisors, portfolio →

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Most similar hedge funds by 13F overlap

Teamwork Financial Advisors, LLC is an institutional investor managing $1.1B across 215 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 Teamwork Financial Advisors, are BNC WEALTH ,, Vivid Wealth ,, Sun Financial, with shared positions in $GEV, $PWR, $ANET, $PLTR, $KLAC, $AMD. The full ranking of 25 similar funds is below.

#1BNC WEALTH MANAGEMENT, LLCPassive

Substantial overlap · 21 shared positions

$GEV $PWR $ANET $PLTR $KLAC $AMD

$360M

106 positions

#2Vivid Wealth Management, LLCPassive

Substantial overlap · 20 shared positions

$DE $__PARK_1390777 $GEV $PWR $OKE $ETN

$247M

66 positions

#3Sun Financial IncPassive

Notable overlap · 14 shared positions

$AMD $PWR $GEV $KLAC $ANET $CRWD

$200M

159 positions

#4WD RUTHERFORD LLCPassive

Notable overlap · 8 shared positions

$AMD $GEV $ANET $CRWD $TJX $HOOD

$225M

71 positions

#5Covenant Asset Management, LLCPassive

Notable overlap · 8 shared positions

$GEV $PWR $KLAC $HOOD $GE $ANET

$664M

165 positions

#6KADENSA CAPITAL LtdActive

Notable overlap · 6 shared positions

$AMD $GEV $HOOD $PWR $PLTR $GE

$718M

39 positions

#7Gunderson Capital Management Inc.Passive

Notable overlap · 7 shared positions

$AMD $GEV $PWR $PLTR $VST $GE

$239M

46 positions

#8ITHAKA GROUP LLCActive

Notable overlap · 7 shared positions

$AMD $HOOD $ANET $PLTR $CRWD $CDNS

$482M

38 positions

#9Telligent Fund, LPActive

Notable overlap · 6 shared positions

$GEV $ANET $PLTR $AMD $KLAC $GE

$94M

24 positions

#10SIERRA SUMMIT ADVISORS LLCPassive

Notable overlap · 6 shared positions

$GEV $HOOD $PLTR $PWR $ANET $DE

$688M

180 positions

#11Winslow Capital Management, LLCActive

Notable overlap · 7 shared positions

$GEV $PLTR $AMD $PWR $GE $ANET

$25.6B

60 positions

#12Legacy Bridge, LLCPassive

Notable overlap · 7 shared positions

$GEV $ANET $PLTR $ETN $DE $__PARK_1390777

$262M

320 positions

#13SIRIOS CAPITAL MANAGEMENT L PPassive

Notable overlap · 6 shared positions

$GEV $AMD $VST $ETN $PNC $UNP

$825M

81 positions

#14Smith Group Asset Management, LLCActive

Notable overlap · 6 shared positions

$ANET $KLAC $AMD $TJX $AXP $CDNS

$2.0B

162 positions

#15Schear Investment Advisers, LLCPassive

Notable overlap · 6 shared positions

$AMD $GEV $CRWD $GE $TJX $PNC

$227M

77 positions

#16Bluebird Wealth Management LLCPassive

Notable overlap · 6 shared positions

$ANET $CRWD $TJX $AXP $ETN $VST

$98M

77 positions

#17Harold Davidson & Associates Inc.Active

Notable overlap · 7 shared positions

$PWR $CRWD $TJX $GE $GEV $AXP

$206M

60 positions

#18Riggs Asset Managment Co. Inc.Passive

Notable overlap · 6 shared positions

$PLTR $AMD $GEV $AXP $ANET $CRWD

$486M

127 positions

#19Andrew Hill Investment Advisors, Inc.Passive

Notable overlap · 6 shared positions

$GEV $OKE $ANET $DE $GE $AMD

$112M

54 positions

#20CONSCIOUS WEALTH INVESTMENTS, LLCPassive

Notable overlap · 5 shared positions

$AMD $ANET $KLAC $AXP $ETN

$180M

58 positions

#21Fox Hill Wealth ManagementPassive

Notable overlap · 6 shared positions

$ANET $PLTR $TJX $NOC $VST $HOOD

$208M

117 positions

#22Cambridge Financial Group, Inc.Active

Notable overlap · 6 shared positions

$ANET $TJX $OKE $ETN $GE $GEV

$267M

33 positions

#23Blue Chip Partners, LLCActive

Notable overlap · 6 shared positions

$PWR $KLAC $TJX $ETN $MNST $CRWD

$1.4B

170 positions

#24Benchmark Investment Advisors LLCPassive

Notable overlap · 6 shared positions

$PLTR $ANET $KLAC $CRWD $GE $GEV

$172M

76 positions

#25OMC Financial Services LTDActive

Notable overlap · 5 shared positions

$AMD $GEV $CRWD $VST $UNP

$258M

64 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.