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 TBH Global Asset ,

13F Portfolio OverlapQ1 2026TBH Global Asset , portfolio →

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Most similar hedge funds by 13F overlap

TBH Global Asset Management, LLC is an institutional investor managing $497M across 245 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 TBH Global Asset , are Rooted Wealth Advisors,, TME FINANCIAL,, Cornerstone Financial, with shared positions in $MS, $KKR, $USB, $HUM, $DHR, $IAU. The full ranking of 25 similar funds is below.

#1Rooted Wealth Advisors, Inc.Active

Notable overlap · 5 shared positions

$MS $KKR $USB $HUM $DHR

$379M

144 positions

#2TME FINANCIAL, INC.Passive

Notable overlap · 6 shared positions

$MS $KKR $USB $IAU $DDOG $SNOW

$144M

65 positions

#3Cornerstone Financial Management LLCPassive

Notable overlap · 7 shared positions

$KKR $USB $SNOW $DDOG $MS $HUM

$109M

1,311 positions

#4PENNEY FINANCIAL, LLCSmart money

Notable overlap · 4 shared positions

$MS $KKR $SNOW $DDOG

$261M

48 positions

#5Capital Advisors Wealth Management, LLCPassive

Some overlap · 7 shared positions

$KKR $USB $SNOW $DDOG $HUM $IAU

$745M

219 positions

#6Red Tortoise LLCPassive

Some overlap · 5 shared positions

$MS $KKR $SNOW $DDOG $HUM

$240M

591 positions

#7FC Advisory LLCActive

Some overlap · 6 shared positions

$MS $SNOW $DHR $HUM $DDOG $USB

$342M

115 positions

#8Cambridge Financial Group, LLCPassive

Some overlap · 5 shared positions

$MS $KKR $DHR $USB $HUM

$295M

168 positions

#9White Lighthouse Investment Management Inc.Active

Some overlap · 7 shared positions

$KKR $USB $DHR $HUM $SNOW $IAU

$721M

145 positions

#10O'ROURKE & COMPANY, IncPassive

Some overlap · 6 shared positions

$KKR $USB $SNOW $DDOG $KO $HUM

$253M

171 positions

#11Talisman Wealth Advisors LLCPassive

Some overlap · 4 shared positions

$MS $KKR $HUM $KO

$124M

101 positions

#12Riverbend Wealth Management, LLCPassive

Some overlap · 4 shared positions

$MS $KKR $USB $IAU

$175M

152 positions

#13Catalyst Investment Management LLCPassive

Some overlap · 6 shared positions

$KKR $MS $DHR $HUM $KO $IAU

$90M

65 positions

#14BEACON ADVISORS HOLDINGS, LLCActive

Some overlap · 3 shared positions

$MS $KKR $USB

$187M

37 positions

#15Blake Schutter Theil Wealth Advisors, LLCPassive

Some overlap · 4 shared positions

$MS $KKR $SNOW $HUM

$123M

111 positions

#16LifeGoal Investments, LLCPassive

Some overlap · 5 shared positions

$MS $SNOW $DDOG $HUM $USB

$175M

112 positions

#17Forum Private Client Group LLCActive

Some overlap · 7 shared positions

$KKR $DHR $DDOG $USB $HUM $IAU

$300M

80 positions

#18Stonebridge Financial Group, LLCPassive

Some overlap · 5 shared positions

$MS $SNOW $DDOG $IAU $KO

$1.2B

262 positions

#19Wealthfront Advisers LLCActive

Some overlap · 5 shared positions

$MS $USB $DDOG $HUM $SNOW

$45.6B

1,076 positions

#20APS Management Group, Inc.Passive

Some overlap · 3 shared positions

$MS $KKR $DHR

$117M

72 positions

#21Stonebridge Financial Planning Group, LLCPassive

Some overlap · 4 shared positions

$MS $USB $KKR $SNOW

$272M

171 positions

#22Systelligence, LLCPassive

Some overlap · 4 shared positions

$MS $USB $SNOW $IAU

$514M

56 positions

#23Ballast Financial Advisors LLCActive

Some overlap · 6 shared positions

$MS $USB $KKR $DHR $HUM $IAU

$98M

68 positions

#24Adirondack Capital Advisors, LLCSmart money

Some overlap · 4 shared positions

$MS $KKR $HUM $DHR

$156M

44 positions

#25OMNI 360 Wealth, Inc.Passive

Some overlap · 5 shared positions

$KKR $MS $SNOW $HUM $DDOG

$194M

125 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.