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 TLWM

13F Portfolio OverlapQ1 2026TLWM portfolio →

Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

TLWM is an institutional investor managing $615M across 73 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 TLWM are Pitcairn Wealth Advisors, PENNINGTON PARTNERS & ,, Bricktown ,, with shared positions in $EPAM, $LEN, $DHR, $ZS, $BAC, $SCHW. The full ranking of 25 similar funds is below.

#1Pitcairn Wealth Advisors LLCActive

Substantial overlap · 3 shared positions

$EPAM $LEN $DHR

$1.1B

271 positions

#2PENNINGTON PARTNERS & CO., LLCActive

Substantial overlap · 3 shared positions

$EPAM $LEN $DHR

$292M

114 positions

#3Bricktown Capital, LLCSmart money

Notable overlap · 3 shared positions

$EPAM $DHR $ZS

$508M

32 positions

#4Financial Council, LLCActive

Notable overlap · 4 shared positions

$LEN $EPAM $BAC $DHR

$259M

101 positions

#5EPIQ PARTNERS, LLCPassive

Notable overlap · 5 shared positions

$EPAM $LEN $BAC $SCHW $UNH

$214M

83 positions

#6Finley Financial, LLCActive

Notable overlap · 3 shared positions

$EPAM $DHR $MCD

$214M

107 positions

#7LEE JOHNSON CAPITAL MANAGEMENT, LLCActive

Notable overlap · 3 shared positions

$LEN $CRS $DHR

$279M

80 positions

#8Kure Advisory, LLCActive

Notable overlap · 3 shared positions

$LEN $SCHW $COP

$184M

56 positions

#9Compass Advisory Group LLCActive

Notable overlap · 3 shared positions

$LEN $SCHW $COP

$374M

86 positions

#10GERMAN AMERICAN BANCORP, INC.Active

Notable overlap · 6 shared positions

$LEN $MS $BAC $HON $UNH $COP

$1.2B

148 positions

#11Long Island Wealth Management, Inc.Active

Notable overlap · 3 shared positions

$LEN $HON $COP

$216M

89 positions

#12SCS Capital Management LLCActive

Notable overlap · 3 shared positions

$EPAM $MS $SCHW

$9.4B

468 positions

#13Post Resch Tallon Group Inc.Passive

Notable overlap · 3 shared positions

$EPAM $MS $COP

$124M

120 positions

#14Winthrop Advisory Group LLCActive

Notable overlap · 5 shared positions

$LEN $EPAM $MS $DHR $BAC

$1.2B

195 positions

#15Dominguez Wealth Management Solutions, Inc.Active

Some overlap · 3 shared positions

$LEN $BAC $MCD

$165M

67 positions

#16Cassia Capital Partners, LLCActive

Some overlap · 4 shared positions

$LEN $BAC $RSG $MCD

$194M

67 positions

#17HANOVER ADVISORS INCActive

Some overlap · 3 shared positions

$EPAM $SCHW $BAC

$246M

118 positions

#18Physician Wealth Advisors, Inc.Passive

Some overlap · 4 shared positions

$LEN $MS $SCHW $DHR

$719M

2,057 positions

#19Merited Wealth, LLCPassive

Some overlap · 4 shared positions

$LEN $MS $CRM $UNH

$121M

79 positions

#20Clarendon Private LLCPassive

Some overlap · 4 shared positions

$LEN $MS $BAC $UNH

$130M

119 positions

#21FERGUSON WELLMAN CAPITAL MANAGEMENT, INCPassive

Some overlap · 3 shared positions

$LEN $MS $HON

$7.3B

406 positions

#22Asempa Wealth AdvisorsPassive

Some overlap · 4 shared positions

$LEN $GD $MCD $DHR

$115M

115 positions

#23TOMPKINS FINANCIAL CORPPassive

Some overlap · 5 shared positions

$LEN $GD $HON $MCD $DHR

$1.3B

565 positions

#24Atwater Malick LLCActive

Some overlap · 3 shared positions

$LEN $MS $MCD

$370M

100 positions

#25Portfolio Strategies, Inc.Active

Some overlap · 3 shared positions

$EPAM $MS $HON

$811M

75 positions

Compare TLWM’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View TLWM’s holdings

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.