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Hedge Funds Similar to TPG Financial Advisors

13F Portfolio OverlapQ2 2026TPG Financial Advisors portfolio →
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Most similar hedge funds by 13F overlap

TPG Financial Advisors, LLC is an institutional investor managing $335M across 81 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 TPG Financial Advisors are Local Pensions Partnership Investment Ltd, BONTEMPO OHLY MGMT, FUNDSMITH INVESTMENT SERVICES LTD., with shared positions in $ADP, $TXN, $KLAC, $NKE, $PM, $C. The full ranking of 25 similar funds is below.

#1Local Pensions Partnership Investment LtdActive
Notable overlap · 4 shared positions
$ADP$TXN$KLAC$NKE
$4.8B
33 positions
#2BONTEMPO OHLY CAPITAL MGMT LLCSmart money
Some overlap · 3 shared positions
$ADP$NKE$TXN
$235M
33 positions
#3FUNDSMITH INVESTMENT SERVICES LTD.Active
Some overlap · 3 shared positions
$ADP$TXN$PM
$4.5B
27 positions
#4Fundsmith LLPActive
Some overlap · 3 shared positions
$ADP$TXN$PM
$13.6B
41 positions
#544 WEALTH MANAGEMENT LLCPassive
Some overlap · 4 shared positions
$NKE$KLAC$C$PM
$302M
184 positions
#6Genus Capital Management Inc.Passive
Some overlap · 4 shared positions
$TXN$KLAC$STX$C
$1.0B
204 positions
#7Sompo Asset Management Co., Ltd.Active
Some overlap · 5 shared positions
$KLAC$TXN$C$ADP$NKE
$609M
177 positions
#8WCM INVESTMENT MANAGEMENT, LLCActive
Some overlap · 3 shared positions
$STX$NU$PM
$55.2B
266 positions
#9SKBA CAPITAL MANAGEMENT LLCPassive
Some overlap · 3 shared positions
$NKE$TXN$C
$606M
79 positions
#10Night Squared LPPassive
Some overlap · 3 shared positions
$TXN$STX$PM
$930M
69 positions
#11R.M.SINCERBEAUX CAPITAL MANAGEMENT LLCActive
Some overlap · 3 shared positions
$ADP$C$PM
$188M
39 positions
#12Parkwood LLCPassive
Some overlap · 3 shared positions
$STX$C$PM
$1.4B
72 positions
#13Western Financial Corp/CAActive
Some overlap · 3 shared positions
$STX$TXN$KLAC
$300M
136 positions
#14Inlet Private Wealth, LLCPassive
Some overlap · 3 shared positions
$STX$C$ECG
$413M
135 positions
#15CGC Financial Services, LLCActive
Some overlap · 3 shared positions
$NKE$NU$PM
$451M
338 positions
#16NZS Capital, LLCActive
Some overlap · 3 shared positions
$TXN$KLAC$NU
$3.9B
61 positions
#17Andrews Advisory Associates, LLCActive
Some overlap · 3 shared positions
$TXN$ADP$NKE
$215M
84 positions
#18DIVIDEND ASSETS CAPITAL, LLCPassive
Some overlap · 3 shared positions
$TXN$KLAC$NKE
$517M
137 positions
#19Cerro Pacific Wealth Advisors LLCPassive
Some overlap · 3 shared positions
$STX$KLAC$TXN
$458M
171 positions
#20Pinnacle West Asset Management, Inc.Passive
Some overlap · 3 shared positions
$STX$TXN$ADP
$145M
104 positions
#21Axecap Investments, LLCPassive
Some overlap · 3 shared positions
$TXN$KLAC$C
$169M
77 positions
#22Range Financial Group LLCPassive
Some overlap · 3 shared positions
$STX$PM$ECG
$361M
207 positions
#23PATTON FUND MANAGEMENT, INC.Passive
Some overlap · 3 shared positions
$KLAC$STX$TXN
$389M
77 positions
#24AMICA MUTUAL INSURANCE COActive
Some overlap · 3 shared positions
$KLAC$TXN$PM
$1.2B
142 positions
#25Finivi Inc.Passive
Some overlap · 3 shared positions
$NU$C$PM
$210M
112 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.