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 OverlapQ2 2026TLWM portfolio →

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Most similar hedge funds by 13F overlap

TLWM is an institutional investor managing $615M across 73 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 TLWM are Marathon Mission, Oak Harvest Investment Services, SOUTH PLAINS FINANCIAL, with shared positions in $CRS, $MRVL, $SCHW, $GD, $NXPI, $ETN. The full ranking of 25 similar funds is below.

#1Marathon Mission, Inc.Active

Some overlap · 6 shared positions

$CRS $MRVL $SCHW $GD $NXPI $ETN

$200M

57 positions

#2Oak Harvest Investment ServicesPassive

Slight overlap · 6 shared positions

$MS $MRVL $TWLO $SCHW $ETN $MCD

$1.1B

168 positions

#3SOUTH PLAINS FINANCIAL, INC.Passive

Slight overlap · 5 shared positions

$MS $MRVL $GD $CRM $ETN

$186M

209 positions

#4Sculati Wealth Management, LLCPassive

Slight overlap · 5 shared positions

$MS $SCHW $GD $CRM $ETN

$300M

123 positions

#5Pictet Asset Management Holding SAPassive

Slight overlap · 5 shared positions

$MRVL $AZN $RSG $CRM $NXPI

$104.7B

2,143 positions

#6Leelyn Smith, LLCActive

Slight overlap · 5 shared positions

$MRVL $SCHW $GD $ETN $MCD

$822M

157 positions

#7NORTH DALLAS BANK & TRUST COPassive

Slight overlap · 4 shared positions

$MS $MRVL $GD $ETN

$169M

113 positions

#8Mechanics Financial CorpPassive

Slight overlap · 4 shared positions

$MS $MRVL $GD $MCD

$280M

296 positions

#9NBH BankPassive

Slight overlap · 4 shared positions

$MS $MRVL $GD $MCD

$237M

552 positions

#10ROGCO, LPActive

Slight overlap · 4 shared positions

$MS $MRVL $GD $MCD

$327M

224 positions

#11RED REEF ADVISORS LLCPassive

Slight overlap · 4 shared positions

$MS $MRVL $CRM $ETN

$108M

183 positions

#12Private Wealth Partners, LLCActive

Slight overlap · 4 shared positions

$MS $MRVL $SCHW $BSX

$1.4B

183 positions

#13Oliver Luxxe Assets LLCPassive

Slight overlap · 4 shared positions

$MS $AZN $SCHW $NXPI

$680M

199 positions

#14SWS PartnersPassive

Slight overlap · 5 shared positions

$MRVL $GD $CIEN $ETN $NTRA

$463M

108 positions

#15FINANCIAL ADVISORY PARTNERS, LLCActive

Slight overlap · 4 shared positions

$MS $SCHW $RSG $NXPI

$383M

74 positions

#16Alta Wealth Advisors LLCPassive

Slight overlap · 3 shared positions

$CRS $MRVL $MS

$369M

170 positions

#17Kovitz Investment Group Partners, LLCPassive

Slight overlap · 4 shared positions

$MS $SCHW $GD $CIEN

$4.5B

478 positions

#18ARROW FINANCIAL CORPActive

Slight overlap · 4 shared positions

$MRVL $MS $CRM $MCD

$1.1B

162 positions

#19Breakwater Capital GroupPassive

Slight overlap · 4 shared positions

$MRVL $MS $GD $ETN

$833M

377 positions

#20Truvestments Capital LLCPassive

Slight overlap · 3 shared positions

$MS $MRVL $TWLO

$673M

1,150 positions

#21TriCert Investment Counsel Inc.Active

Slight overlap · 4 shared positions

$MS $RSG $GD $ETN

$1.1B

88 positions

#22GREENWOOD CAPITAL ASSOCIATES LLCPassive

Slight overlap · 4 shared positions

$MS $MRVL $ETN $MCD

$1.0B

284 positions

#23V-Square Quantitative Management LLCPassive

Slight overlap · 5 shared positions

$MS $MRVL $CRM $ETN $MCD

$1.1B

725 positions

#24Strengthening Families & Communities, LLCPassive

Slight overlap · 3 shared positions

$CRS $MRVL $RSG

$450M

846 positions

#25Palacios Wealth Management, LLCSmart money

Slight overlap · 4 shared positions

$MS $TWLO $CRM $SCHW

$169M

76 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.