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Hedge Funds Similar to TPG Financial Advisors,

13F Portfolio OverlapQ1 2026TPG Financial Advisors, portfolio →
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Most similar hedge funds by 13F overlap

TPG Financial Advisors, LLC is an institutional investor managing $307M across 76 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 TPG Financial Advisors, are IFC & Insurance Marketing,, BRIGHTON SECURITIES, BROWN WEALTH ,, with shared positions in $SNOW, $JHG, $UPST, $GMM, $USB, $DDOG. The full ranking of 25 similar funds is below.

#1IFC & Insurance Marketing, Inc.Active
Notable overlap · 3 shared positions
$SNOW$JHG$UPST
$96M
72 positions
#2BRIGHTON SECURITIES CORP.Smart money
Notable overlap · 4 shared positions
$SNOW$GMM$USB$DDOG
$208M
47 positions
#3BROWN WEALTH MANAGEMENT, LLCActive
Notable overlap · 4 shared positions
$SNOW$DDOG$JHG$GSAT
$389M
116 positions
#4BARINGS LLCActive
Notable overlap · 3 shared positions
$SNOW$JHG$NU
$6.2B
179 positions
#5Fortis Advisors, LLCPassive
Notable overlap · 3 shared positions
$SNOW$GSAT$USB
$200M
119 positions
#649 WEALTH MANAGEMENT, LLCActive
Notable overlap · 5 shared positions
$SNOW$JHG$UPST$TXN$PM
$1.3B
203 positions
#7MBA Advisors LLCPassive
Notable overlap · 3 shared positions
$SNOW$JHG$UPST
$260M
146 positions
#8Northeast Financial Group, Inc.Active
Notable overlap · 3 shared positions
$SNOW$JHG$GMM
$404M
90 positions
#9Blackhawk Capital Partners, LLCPassive
Notable overlap · 3 shared positions
$SNOW$JHG$UPST
$273M
141 positions
#10Schiavi & Co LLCSmart money
Notable overlap · 3 shared positions
$SNOW$DDOG$UPST
$337M
50 positions
#11Grey Fox Wealth Advisors, LLCActive
Notable overlap · 3 shared positions
$SNOW$GMM$DDOG
$518M
140 positions
#12Passive Capital Management, LLC.Active
Notable overlap · 4 shared positions
$SNOW$DDOG$NKE$PM
$335M
104 positions
#13Tandem Financial, LLCPassive
Notable overlap · 5 shared positions
$SNOW$USB$GSAT$NKE$PM
$314M
98 positions
#14Brewster Financial Planning LLCSmart money
Notable overlap · 3 shared positions
$SNOW$DDOG$NOW
$165M
26 positions
#15KRM WEALTH MANAGEMENT L.L.C.Smart money
Notable overlap · 3 shared positions
$SNOW$DDOG$UPST
$192M
43 positions
#16Lionshead Wealth Management, LLCPassive
Notable overlap · 3 shared positions
$SNOW$JHG$UPST
$136M
108 positions
#17MFA WEALTH ADVISORS, LLCActive
Notable overlap · 3 shared positions
$SNOW$USB$GSAT
$508M
88 positions
#18Rosenberg Matthew HamiltonActive
Notable overlap · 3 shared positions
$SNOW$USB$GMM
$488M
799 positions
#19Miller Global Investments, LLCPassive
Notable overlap · 3 shared positions
$JHG$SNOW$GSAT
$121M
295 positions
#20Longview Financial Advisors LLCActive
Notable overlap · 3 shared positions
$SNOW$USB$NKE
$184M
157 positions
#21FIDUCIARY FINANCIAL GROUP, LLCPassive
Notable overlap · 3 shared positions
$SNOW$GSAT$NKE
$754M
345 positions
#22FLC Capital AdvisorsPassive
Notable overlap · 3 shared positions
$SNOW$USB$PM
$560M
221 positions
#23Erickson Financial Group, LLCSmart money
Notable overlap · 3 shared positions
$SNOW$USB$DDOG
$160M
25 positions
#24rebel Financial LLCPassive
Notable overlap · 5 shared positions
$SNOW$USB$NU$MUFG$NOW
$231M
65 positions
#25Towneley Capital Management, Inc / DESmart money
Notable overlap · 5 shared positions
$JHG$SNOW$DDOG$UPST$NKE
$478M
42 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.