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Hedge Funds Similar to TFO-TDC,

13F Portfolio OverlapQ1 2026TFO-TDC, portfolio →
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Most similar hedge funds by 13F overlap

TFO-TDC, LLC is an institutional investor managing $735M across 72 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 TFO-TDC, are Allen Investment ,, CLUNE & ASSOCIATES, LTD., Clarity Advisors,, with shared positions in $SCHW, $BRZE, $ALPS, $GEV, $NKE, $IAU. The full ranking of 25 similar funds is below.

#1Allen Investment Management, LLCActive
Some overlap · 4 shared positions
$SCHW$BRZE$ALPS$GEV
$8.1B
221 positions
#2CLUNE & ASSOCIATES, LTD.Passive
Some overlap · 5 shared positions
$SCHW$BRZE$NKE$IAU$UNIT
$532M
162 positions
#3Clarity Capital Advisors, LLCActive
Some overlap · 5 shared positions
$SCHW$BRZE$NKE$UNIT$GLDM
$215M
95 positions
#4WealthCollab, LLCPassive
Some overlap · 4 shared positions
$SCHW$BRZE$NKE$IAU
$243M
977 positions
#5Donalies Financial Planning, LLCActive
Some overlap · 5 shared positions
$SCHW$BRZE$NKE$IAU$UNIT
$117M
74 positions
#6FAMILY WEALTH PARTNERS, LLCActive
Some overlap · 5 shared positions
$SCHW$BRZE$NKE$UNIT$WT
$293M
105 positions
#7Alhambra Investment Partners LLCPassive
Some overlap · 5 shared positions
$SCHW$BRZE$IAU$UNIT$GE
$217M
176 positions
#8INKWELL CAPITAL LLCActive
Some overlap · 3 shared positions
$SCHW$BRZE$NKE
$98M
31 positions
#9CARDIFF PARK ADVISORS, LLCActive
Some overlap · 5 shared positions
$SCHW$BRZE$NKE$IAU$UNIT
$1.3B
373 positions
#10Oregon Pacific Wealth Management, LLCPassive
Some overlap · 5 shared positions
$SCHW$BRZE$ALPS$GLDM$WT
$96M
105 positions
#11Sterling Wealth Management, Inc.Active
Some overlap · 5 shared positions
$SCHW$BRZE$NKE$UNIT$HON
$364M
112 positions
#12DecisionPoint Financial, LLCActive
Some overlap · 4 shared positions
$SCHW$BRZE$IAU$NKE
$464M
679 positions
#13SVRN Asset Management, LLCActive
Some overlap · 4 shared positions
$SCHW$BRZE$UNIT$GLDM
$103M
37 positions
#14Estate Counselors, LLCSmart money
Some overlap · 3 shared positions
$SCHW$BRZE$NKE
$1.1B
97 positions
#15Wrenne Financial Planning LLCSmart money
Some overlap · 4 shared positions
$SCHW$BRZE$UNIT$WT
$255M
49 positions
#16Efficient Advisors, LLCActive
Some overlap · 4 shared positions
$SCHW$BRZE$UNIT$WT
$1.4B
58 positions
#17Discipline Wealth Solutions, LLCActive
Some overlap · 5 shared positions
$SCHW$BRZE$IAU$UNIT$WT
$950M
192 positions
#18Opus Financial Solutions LLCPassive
Some overlap · 5 shared positions
$SCHW$BRZE$NKE$IAU$WT
$106M
103 positions
#19Unconventional Investor, LLCSmart money
Some overlap · 3 shared positions
$SCHW$BRZE$UNIT
$211M
46 positions
#20Briggs Wealth Management, IncSmart money
Some overlap · 4 shared positions
$SCHW$BRZE$IAU$GLDM
$94M
58 positions
#21Cherry Tree Wealth Management, LLCPassive
Some overlap · 5 shared positions
$SCHW$BRZE$NKE$UNIT$WT
$473M
582 positions
#22Fonville Wealth Management LLCPassive
Some overlap · 5 shared positions
$SCHW$BRZE$NKE$IAU$UNIT
$525M
138 positions
#23Fort Henry Capital, LLCSmart money
Some overlap · 3 shared positions
$SCHW$BRZE$GEV
$165M
17 positions
#24Safe Harbor Fiduciary, LLCPassive
Some overlap · 3 shared positions
$SCHW$BRZE$AMD
$105M
56 positions
#25David Kennon IncSmart money
Some overlap · 3 shared positions
$SCHW$BRZE$WT
$279M
41 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.