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Hedge Funds Similar to Tolleson Wealth

13F Portfolio OverlapQ2 2026Tolleson Wealth portfolio →
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Most similar hedge funds by 13F overlap

Tolleson Wealth Management, Inc. is an institutional investor managing $742M across 96 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 Tolleson Wealth are Milestone Asset Group, Distillate Partners, GHE, with shared positions in $GLXY, $ADP, $BTCO, $DHI, $NTAP, $ADBE. The full ranking of 25 similar funds is below.

#1Milestone Asset Management Group, LLCPassive
Notable overlap · 3 shared positions
$GLXY$ADP$BTCO
$216M
136 positions
#2Distillate Capital Partners LLCPassive
Some overlap · 5 shared positions
$DHI$NTAP$ADP$ADBE$INTU
$1.9B
118 positions
#3GHE, LLCSmart money
Some overlap · 5 shared positions
$DHI$ADP$ADBE$SBUX$SYY
$265M
57 positions
#4Cypress Capital, LLCActive
Some overlap · 3 shared positions
$SGOL$NTAP$SBUX
$377M
117 positions
#5MRWM Advisors, LLCActive
Some overlap · 3 shared positions
$SGOL$NTAP$SBUX
$243M
80 positions
#6Kagan Cocozza Asset ManagementActive
Some overlap · 3 shared positions
$IBIT$SYY$ADP
$162M
66 positions
#7SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WIActive
Some overlap · 4 shared positions
$SYY$ADP$ADBE$SBUX
$1.5B
160 positions
#8Audent Global Asset Management, LLCActive
Some overlap · 4 shared positions
$IBIT$ADBE$SBUX$BA
$90M
46 positions
#9William Allan CorpActive
Some overlap · 4 shared positions
$DHI$ADP$SBUX$INTU
$199M
65 positions
#10Clark & Stuart, IncPassive
Some overlap · 4 shared positions
$SYY$ADP$ADBE$SBUX
$162M
52 positions
#11Evelyn Partners Asset Management Ltd
Some overlap · 3 shared positions
$SGOL$ADP$INTU
$406M
308 positions
#12Long Road Investment Counsel, LLCActive
Some overlap · 5 shared positions
$ADP$AMG$SBUX$SYY$EL
$271M
80 positions
#13SEIZERT CAPITAL PARTNERS, LLCPassive
Some overlap · 3 shared positions
$NTAP$SYY$ADBE
$2.4B
181 positions
#14Godshalk Welsh Capital Management, Inc.Passive
Some overlap · 4 shared positions
$SYY$ADP$SBUX$INTU
$186M
137 positions
#15WMG Financial Advisors, LLCActive
Slight overlap · 3 shared positions
$IBIT$USAC$BA
$265M
105 positions
#16LECAP ASSET MANAGEMENT LTDPassive
Slight overlap · 4 shared positions
$DHI$SYY$INTU$EL
$210M
261 positions
#17Sompo Asset Management Co., Ltd.Active
Slight overlap · 3 shared positions
$SYY$ADBE$ADP
$609M
177 positions
#18Applied Finance Capital Management, LLCPassive
Slight overlap · 3 shared positions
$DHI$ADBE$CBRE
$1.3B
218 positions
#19Ameliora Wealth Management Ltd.Passive
Slight overlap · 3 shared positions
$SGOL$BA$IBIT
$350M
239 positions
#20Robinson Value Management, Ltd.Passive
Slight overlap · 3 shared positions
$DHI$ADBE$INTU
$183M
77 positions
#21Wisconsin Wealth Advisors, LLCPassive
Slight overlap · 3 shared positions
$DHI$ADBE$BA
$119M
84 positions
#22Sicart Associates LLCActive
Slight overlap · 3 shared positions
$SYY$ADBE$SBUX
$408M
74 positions
#23Accretive Wealth Partners, LLCPassive
Slight overlap · 3 shared positions
$SYY$ADP$SBUX
$412M
181 positions
#24HARBOUR INVESTMENT MANAGEMENT LLCPassive
Slight overlap · 3 shared positions
$SGOL$ADP$SBUX
$194M
108 positions
#25Steigerwald, Gordon & Koch Inc.Passive
Slight overlap · 3 shared positions
$SYY$ADP$BA
$1.0B
765 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.