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Hedge Funds Similar to TLW Wealth ,

13F Portfolio OverlapQ1 2026TLW Wealth , portfolio →
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Most similar hedge funds by 13F overlap

TLW Wealth Management, LLC is an institutional investor managing $171M across 16 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 TLW Wealth , are Atala Financial, PARNASSUS INVESTMENTS,, SHUTTLEWORTH &, with shared positions in $DE, $TJX, $MAR, $WM, $FAST, $CROX. The full ranking of 25 similar funds is below.

#1Atala Financial IncPassive
Some overlap · 3 shared positions
$DE$TJX$MAR
$149M
117 positions
#2PARNASSUS INVESTMENTS, LLCActive
Some overlap · 3 shared positions
$WM$DE$MAR
$34.1B
135 positions
#3SHUTTLEWORTH & CoPassive
Some overlap · 3 shared positions
$TJX$WM$FAST
$111M
52 positions
#4Hamilton Point Investment Advisors, LLCPassive
Some overlap · 3 shared positions
$TJX$DE$WM
$649M
186 positions
#5Trinity Legacy Partners, LLCPassive
Some overlap · 4 shared positions
$WM$TJX$DE$MAR
$462M
106 positions
#6East Coast Asset Management, LLC.Active
Some overlap · 3 shared positions
$TJX$DE$WM
$303M
68 positions
#7RBA Wealth Management, LLCPassive
Some overlap · 3 shared positions
$WM$CROX$MAR
$278M
92 positions
#8TRUST CO OF VIRGINIA /VAPassive
Some overlap · 3 shared positions
$TJX$FAST$WM
$1.2B
215 positions
#9Hudson Canyon Capital ManagementPassive
Some overlap · 3 shared positions
$TJX$DE$WM
$163M
52 positions
#10BARTLETT & CO. WEALTH MANAGEMENT LLCPassive
Some overlap · 3 shared positions
$TJX$DE$WM
$7.8B
1,278 positions
#11Fjell Capital, LLCPassive
Some overlap · 3 shared positions
$WM$DE$MAR
$130M
68 positions
#12Raab & Moskowitz Asset Management LLCPassive
Some overlap · 3 shared positions
$TJX$WM$MAR
$450M
187 positions
#13PERRYMAN FINANCIAL ADVISORY INC /ADActive
Some overlap · 3 shared positions
$WM$DE$MAR
$667M
175 positions
#14BLUEDOOR PRIVATE WEALTH, LLCPassive
Some overlap · 4 shared positions
$TJX$WM$DE$MAR
$216M
147 positions
#15GKV Capital Management Co., Inc.Passive
Some overlap · 3 shared positions
$TJX$DE$MAR
$201M
165 positions
#16WINDWARD CAPITAL MANAGEMENT CO /CAActive
Some overlap · 4 shared positions
$TJX$DE$WM$MAR
$1.2B
69 positions
#17WEDGEWOOD INVESTORS INC /PA/Passive
Some overlap · 3 shared positions
$DE$WM$MAR
$87M
99 positions
#18River Wealth Advisors LLCPassive
Some overlap · 3 shared positions
$TJX$WM$DE
$871M
205 positions
#19NORTHEAST INVESTMENT MANAGEMENTActive
Some overlap · 3 shared positions
$WM$TJX$DE
$2.4B
189 positions
#20Covea FinanceActive
Some overlap · 3 shared positions
$WM$TJX$MAR
$2.9B
146 positions
#21Pine Haven Investment Counsel, IncPassive
Some overlap · 3 shared positions
$DE$TJX$MAR
$136M
114 positions
#22PARK NATIONAL CORP /OH/Passive
Slight overlap · 3 shared positions
$TJX$WM$MAR
$3.3B
381 positions
#23BTC Capital Management, Inc.Passive
Slight overlap · 3 shared positions
$TJX$FAST$DE
$1.5B
207 positions
#24Colonial Trust AdvisorsPassive
Slight overlap · 3 shared positions
$WM$TJX$DE
$1.3B
726 positions
#25Platform Wealth Management, LLC
Slight overlap · 3 shared positions
$TJX$DE$MAR
$376M
60 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.