Hedge Funds Similar to Tolleson Wealth ,

13F Portfolio OverlapQ4 2025Tolleson Wealth , portfolio →

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Most similar hedge funds by 13F overlap

Tolleson Wealth Management, Inc. is an institutional investor managing $693M across 92 U.S. equity positions as of Q4 2025. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Tolleson Wealth , are St. Louis, VERITY Wealth Advisors, ETF Portfolio Partners,, with shared positions in $MKL, $EPAM, $BRZE, $UPST, $ICFI, $UNH. The full ranking of 25 similar funds is below.

#1St. Louis Trust CoActive

Notable overlap · 3 shared positions

$MKL $EPAM $BRZE

$856M

145 positions

#2VERITY Wealth AdvisorsActive

Notable overlap · 5 shared positions

$MKL $EPAM $BRZE $UPST $ICFI

$150M

81 positions

#3ETF Portfolio Partners, Inc.Active

Some overlap · 4 shared positions

$MKL $EPAM $UPST $UNH

$381M

68 positions

#4Diversified Trust CoActive

Some overlap · 3 shared positions

$MKL $BRZE $UNH

$5.4B

1,049 positions

#5ASL Financial, LLCActive

Some overlap · 3 shared positions

$MKL $EPAM $BRZE

$125M

91 positions

#6Glassman Wealth ServicesSmart money

Some overlap · 3 shared positions

$MKL $BRZE $IBIT

$736M

187 positions

#7Verus Financial Partners, Inc.Smart money

Some overlap · 3 shared positions

$MKL $BRZE $UPST

$1.1B

121 positions

#8CORNERSTONE ADVISORS ASSET MANAGEMENT, LLCActive

Some overlap · 3 shared positions

$MKL $BRZE $ICFI

$648M

134 positions

#9Compton Wealth Advisory Group, LLCActive

Some overlap · 3 shared positions

$MKL $UNH $UPST

$449M

85 positions

#10Five Pine Wealth ManagementActive

Some overlap · 3 shared positions

$MKL $BRZE $UPST

$161M

47 positions

#11WEALTHCARE CAPITAL MANAGEMENT LLCSmart money

Some overlap · 3 shared positions

$MKL $EPAM $IBIT

$1000M

94 positions

#12BARR E S & COActive

Some overlap · 3 shared positions

$1.7B

108 positions

#13AVENIR CORPActive

Some overlap · 3 shared positions

$MKL $ADBE $OLED

$820M

72 positions

#14WestEnd Advisors, LLCActive

Some overlap · 3 shared positions

$MKL $INTU $UNH

$4.1B

391 positions

#15Lanham O'Dell & Company, Inc.

Some overlap · 3 shared positions

$MKL $UNH $EPAM

$347M

40 positions

#16Newton One Investments LLCActive

Some overlap · 3 shared positions

$MKL $EPAM $UNH

$368M

121 positions

#17Pinnacle Financial Group, LLC / ILPassive

Some overlap · 3 shared positions

$MKL $BRZE $UPST

$365M

111 positions

#18Efficient Advisors, LLCActive

Some overlap · 3 shared positions

$MKL $BRZE $UPST

$1.4B

58 positions

#19Fee-Only Financial Planning, L.C.Smart money

Some overlap · 3 shared positions

$MKL $ADBE $BRZE

$166M

43 positions

#20Valpey Financial Services, LLCPassive

Some overlap · 3 shared positions

$MKL $BRZE $UPST

$154M

75 positions

#21MeadowBrook Investment Advisors LLCPassive

Some overlap · 3 shared positions

$113M

186 positions

#22Watershed Asset Management, L.L.C.Passive

Some overlap · 3 shared positions

$MKL $ADBE $NTAP

$96M

118 positions

#23RETIREMENT FINANCIAL SOLUTIONS, LLCActive

Some overlap · 3 shared positions

$MKL $BRZE $UPST

$350M

53 positions

#24Womack Financial LLCActive

Some overlap · 3 shared positions

$MKL $UNH $ADBE

$136M

71 positions

#25INKWELL CAPITAL LLCActive

Some overlap · 3 shared positions

$MKL $BRZE $UNH

$98M

31 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.