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Hedge Funds Similar to Moisand Fitzgerald Tamayo

13F Portfolio OverlapQ2 2026Moisand Fitzgerald Tamayo portfolio →
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Most similar hedge funds by 13F overlap

Moisand Fitzgerald Tamayo, LLC is an institutional investor managing $1.0B across 537 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 Moisand Fitzgerald Tamayo are CAMDEN NATIONAL BANK, Focused Investors, Bigelow Investment Advisors, with shared positions in $DE, $LHX, $TXN, $TJX, $NEE, $AXP. The full ranking of 25 similar funds is below.

#1CAMDEN NATIONAL BANKPassive
Some overlap · 5 shared positions
$DE$LHX$TXN$TJX$NEE
$767M
184 positions
#2Focused Investors LLCActive
Some overlap · 5 shared positions
$LHX$AXP$TJX$DIS$NOC
$3.0B
23 positions
#3Bigelow Investment Advisors, LLCPassive
Some overlap · 7 shared positions
$AXP$TJX$DIS$TXN$NEE$DE
$276M
157 positions
#4Hamilton Point Investment Advisors, LLCPassive
Some overlap · 5 shared positions
$DE$AXP$TXN$TJX$NEE
$710M
193 positions
#5SPRING CAPITAL MANAGEMENT, LLCPassive
Some overlap · 4 shared positions
$LHX$DE$NEE$QCOM
$205M
55 positions
#6Blossom Wealth ManagementActive
Some overlap · 7 shared positions
$LHX$WEC$TJX$TXN$NEE$QCOM
$71M
72 positions
#7BEACON INVESTMENT ADVISORS LLCPassive
Some overlap · 5 shared positions
$DE$AXP$VLO$RCL$LHX
$318M
178 positions
#8Stokes Capital Advisors, LLCPassive
Some overlap · 6 shared positions
$AXP$TXN$TJX$NEE$NOC$QCOM
$467M
118 positions
#9LAFFER TENGLER INVESTMENTS, INC.Passive
Some overlap · 6 shared positions
$AXP$LHX$TJX$NEE$DE$SBUX
$782M
179 positions
#10BankPlus Trust DepartmentActive
Some overlap · 6 shared positions
$TXN$VLO$TJX$AXP$NEE$LHX
$428M
470 positions
#11Vivid Wealth Management, LLCPassive
Some overlap · 5 shared positions
$DE$AXP$TJX$NOC$PNC
$284M
73 positions
#12Mirabaud Asset Management LtdPassive
Some overlap · 6 shared positions
$TXN$AXP$TJX$NEE$QCOM$SBUX
$120M
49 positions
#13MONTGOMERY INVESTMENT MANAGEMENT INCActive
Some overlap · 5 shared positions
$DE$VLO$TFC$NEE$PNC
$330M
108 positions
#14Longbow Finance SAPassive
Some overlap · 5 shared positions
$AXP$HLT$CRH$VLO$TJX
$782M
59 positions
#15Palisade Asset Management, LLCPassive
Some overlap · 4 shared positions
$DE$TXN$LHX$TJX
$1.1B
204 positions
#16Findlay Park Partners LLPActive
Some overlap · 4 shared positions
$WWD$TXN$HLT$CRH
$7.4B
49 positions
#17MARKEL GROUP INC.Active
Some overlap · 4 shared positions
$DE$TXN$AXP$DIS
$13.1B
130 positions
#18PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLCPassive
Some overlap · 7 shared positions
$AXP$WEC$NEE$TJX$LHX$PNC
$844M
219 positions
#19WASHINGTON TRUST BANKPassive
Some overlap · 6 shared positions
$DE$LHX$TJX$DIS$PNC$SBUX
$1.4B
206 positions
#20Empire Life Investments Inc.Active
Some overlap · 5 shared positions
$TXN$VLO$WEC$TJX$PNC
$1.8B
113 positions
#21Aspen Wealth Strategies, LLCActive
Some overlap · 6 shared positions
$DE$NEE$NOC$PNC$QCOM$SBUX
$207M
89 positions
#22Petros Family Wealth, LLCPassive
Some overlap · 6 shared positions
$LHX$TXN$TJX$NEE$DE$AXP
$164M
134 positions
#23Trinity Legacy Partners, LLCPassive
Some overlap · 4 shared positions
$AXP$DE$VLO$TJX
$500M
110 positions
#24Wilkinson Global Asset Management LLCActive
Some overlap · 4 shared positions
$DE$TXN$TJX$DIS
$1.3B
62 positions
#25First National Bank of Mount Dora, Trust Investment ServicesPassive
Some overlap · 4 shared positions
$DE$TXN$VLO$TJX
$499M
126 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.