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 TL Private Wealth

13F Portfolio OverlapQ1 2026TL Private Wealth portfolio →

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Most similar hedge funds by 13F overlap

TL Private Wealth is an institutional investor managing $273M across 54 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 TL Private Wealth are VSM Wealth Advisory,, Voya Financial Advisors,, MB, LEVIS & ASSOCIATES,, with shared positions in $COP, $MKL, $LMT, $ETN, $MDT, $EMR. The full ranking of 25 similar funds is below.

#1VSM Wealth Advisory, LLCPassive

Notable overlap · 4 shared positions

$COP $MKL $LMT $ETN

$335M

505 positions

#2Voya Financial Advisors, Inc.Active

Notable overlap · 4 shared positions

$MKL $LMT $COP $MDT

$1.0B

209 positions

#3MB, LEVIS & ASSOCIATES, LLCPassive

Notable overlap · 4 shared positions

$MKL $LMT $COP $EMR

$240M

234 positions

#4Compton Wealth Advisory Group, LLCActive

Notable overlap · 3 shared positions

$MKL $LMT $BAC

$449M

85 positions

#5Minot DeBlois Advisors LLCPassive

Notable overlap · 3 shared positions

$COP $MKL $HON

$110M

226 positions

#6Dunhill Financial, LLCPassive

Notable overlap · 3 shared positions

$MKL $BAC $TXN

$424M

1,857 positions

#7MilWealth Group LLCSmart money

Notable overlap · 3 shared positions

$MKL $COP $BAC

$420M

81 positions

#8AVENIR CORPActive

Notable overlap · 3 shared positions

$MKL $LMT $BAC

$820M

72 positions

#9FIDUCIARY ADVISORS, INC.Active

Notable overlap · 4 shared positions

$MKL $COP $BAC $EMR

$133M

121 positions

#10ETF Portfolio Partners, Inc.Active

Notable overlap · 3 shared positions

$MKL $COP $TXN

$381M

68 positions

#11WestEnd Advisors, LLCActive

Notable overlap · 4 shared positions

$MKL $COP $TXN $MDT

$4.1B

391 positions

#12BANYAN CAPITAL MANAGEMENT, INC.Active

Notable overlap · 3 shared positions

$MKL $PH $EMR

$232M

55 positions

#13Tandem Wealth Advisors LLCActive

Notable overlap · 4 shared positions

$COP $PH $ETN $BAC

$224M

47 positions

#14RW Investment Management LLCActive

Notable overlap · 3 shared positions

$COP $ETN $LMT

$1.0B

113 positions

#15Quaker Wealth Management, LLCActive

Notable overlap · 3 shared positions

$COP $TXN $HON

$320M

972 positions

#16Pasadena Private Wealth, LLCPassive

Notable overlap · 3 shared positions

$MKL $BAC $MSTR

$723M

277 positions

#17Beacon Financial Strategies CORPActive

Notable overlap · 3 shared positions

$COP $TXN $MKL

$176M

177 positions

#18FIRST NATIONAL BANK & TRUST CO OF NEWTOWNActive

Notable overlap · 3 shared positions

$COP $LMT $HON

$464M

142 positions

#19HALL CAPITAL MANAGEMENT CO INCPassive

Notable overlap · 4 shared positions

$MKL $LMT $HON $EMR

$280M

107 positions

#20Stonebridge Capital Advisors LLCPassive

Notable overlap · 5 shared positions

$COP $MKL $HON $ETN $MDT

$1.4B

211 positions

#21CHECK CAPITAL MANAGEMENT INC/CASmart money

Notable overlap · 3 shared positions

$MKL $BAC $COP

$3.4B

50 positions

#22Lafayette Investments, Inc.Active

Notable overlap · 6 shared positions

$MKL $LMT $PH $TXN $TROW $GPC

$494M

158 positions

#23Topsail Wealth Management, LLCActive

Notable overlap · 3 shared positions

$MKL $COP $TXN

$678M

294 positions

#24Advisory Resource GroupPassive

Notable overlap · 3 shared positions

$COP $RBLX $HON

$581M

172 positions

#25PROFFITT & GOODSON INCActive

Notable overlap · 3 shared positions

$COP $EMR $ETN

$649M

283 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.