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 Tranquility Partners,

13F Portfolio OverlapQ1 2026Tranquility Partners, portfolio →

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Most similar hedge funds by 13F overlap

Tranquility Partners, LLC is an institutional investor managing $265M across 226 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 Tranquility Partners, are UPTICK PARTNERS,, SkyOak Wealth,, Journey Advisory Group,, with shared positions in $HUM, $MS, $AMN, $WT, $SNOW, $MPC. The full ranking of 25 similar funds is below.

#1UPTICK PARTNERS, LLCPassive

Some overlap · 8 shared positions

$HUM $MS $AMN $WT $SNOW $MPC

$502M

293 positions

#2SkyOak Wealth, LLCPassive

Some overlap · 6 shared positions

$MS $HUM $AMN $UNIT $SNOW $NEE

$546M

255 positions

#3Journey Advisory Group, LLCPassive

Some overlap · 6 shared positions

$HUM $MS $MPC $WT $SNOW $NEE

$1.2B

244 positions

#4Centerpoint Advisory GroupPassive

Some overlap · 5 shared positions

$MS $HUM $AMN $WT $OKE

$133M

108 positions

#5Hudson Canyon Capital ManagementPassive

Some overlap · 5 shared positions

$MS $HCA $MPC $KO $ETN

$163M

52 positions

#6Concord Asset Management, LLC/VAActive

Some overlap · 6 shared positions

$MS $AMN $WT $KO $ETN $NEE

$592M

117 positions

#7Concord Wealth PartnersPassive

Some overlap · 6 shared positions

$MS $AMN $WT $KO $NEE $ETN

$770M

207 positions

#8Talisman Wealth Advisors LLCPassive

Some overlap · 5 shared positions

$MS $HUM $WT $KO $NEE

$124M

101 positions

#9Provident Wealth Management, LLCActive

Some overlap · 7 shared positions

$MS $AMN $WT $SNOW $KO $UNIT

$331M

134 positions

#10Beckerman Institutional, LLCPassive

Some overlap · 7 shared positions

$MS $WT $SNOW $OKE $UNIT $HUM

$188M

121 positions

#11Friday FinancialActive

Some overlap · 6 shared positions

$HUM $AMN $WT $UNIT $NEE $SNOW

$290M

93 positions

#12Blake Schutter Theil Wealth Advisors, LLCPassive

Some overlap · 5 shared positions

$MS $HUM $WT $SNOW $NEE

$123M

111 positions

#13Stonebridge Financial Group, LLCPassive

Some overlap · 6 shared positions

$MS $WT $SNOW $OKE $NEE $KO

$1.2B

262 positions

#14Heritage Wealth Management, Inc.Passive

Some overlap · 5 shared positions

$MS $AMN $MPC $ETN $NEE

$202M

157 positions

#15Compass Ion Advisors, LLCActive

Some overlap · 5 shared positions

$MS $AMN $HUM $UNIT $NEE

$1.0B

279 positions

#16Granite FO LLCActive

Some overlap · 5 shared positions

$GBDC $HUM $OWL $OBDC $UNIT

$169M

170 positions

#17truNorth Financial Services, Inc.Active

Some overlap · 4 shared positions

$MS $HUM $WT $UNIT

$97M

49 positions

#18Lantern Wealth Advisors, LLCPassive

Some overlap · 5 shared positions

$MS $AMN $SNOW $ETN $NEE

$195M

174 positions

#19Meridian Financial Advisors, LLCPassive

Some overlap · 4 shared positions

$MS $HUM $WT $UNIT

$183M

141 positions

#20CASTLEKEEP INVESTMENT ADVISORS LLCPassive

Some overlap · 4 shared positions

$GBDC $HUM $WT $KO

$184M

66 positions

#21FAMILY WEALTH PARTNERS, LLCActive

Some overlap · 7 shared positions

$AMN $WT $UNIT $NEE $GBDC $SNOW

$293M

105 positions

#22Ballast Financial Advisors LLCActive

Some overlap · 4 shared positions

$MS $HUM $AMN $UNIT

$98M

68 positions

#23Clear Trail Advisors, LLCPassive

Some overlap · 5 shared positions

$MS $MPC $SNOW $ETN $NEE

$601M

149 positions

#24Burk Holdings LLCPassive

Some overlap · 5 shared positions

$HUM $AMN $WT $SNOW $OKE

$233M

676 positions

#25CORRECT CAPITAL WEALTH MANAGEMENTActive

Some overlap · 5 shared positions

$MS $AMN $KO $OKE $ETN

$536M

109 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.