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Hedge Funds Similar to TL Private Wealth

13F Portfolio OverlapQ3 2026TL Private Wealth portfolio →
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Most similar hedge funds by 13F overlap

TL Private Wealth is an institutional investor managing $279M across 55 U.S. equity positions as of Q3 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 DMKC Advisory Services, BOYD WATTERSON ASSET, ALLEN WEALTH, with shared positions in $LMT, $ETN, $C, $GPC, $MDT, $MMM. The full ranking of 25 similar funds is below.

#1DMKC Advisory Services, LLCActive
Notable overlap · 7 shared positions
$LMT$ETN$C$GPC$MDT$MMM
$530M
92 positions
#2BOYD WATTERSON ASSET MANAGEMENT LLC/OHPassive
Notable overlap · 7 shared positions
$ETN$PH$C$HONA$HON$TXN
$371M
394 positions
#3ALLEN WEALTH MANAGEMENT, LLCActive
Notable overlap · 4 shared positions
$LMT$TROW$C$MDT
$205M
60 positions
#4Greystone Financial Group, LLCPassive
Some overlap · 5 shared positions
$LMT$TXN$EMR$HON$HONA
$360M
73 positions
#5Willis Investment CounselActive
Some overlap · 5 shared positions
$LMT$TXN$ETN$MDT$MMM
$2.0B
128 positions
#6Spectrum Financial Alliance Ltd LLCActive
Some overlap · 3 shared positions
$LMT$MRVL$C
$679M
31 positions
#7RE ADVISERS CORPActive
Some overlap · 5 shared positions
$PH$ETN$C$HON$HONA
$4.0B
124 positions
#8Michael Brady & Co., LLCActive
Some overlap · 5 shared positions
$PH$ETN$EMR$HON$HONA
$110M
55 positions
#9STRATEGY ASSET MANAGERS LLCPassive
Some overlap · 4 shared positions
$LMT$TXN$ETN$EMR
$650M
262 positions
#10Two Point Capital Management, Inc.Active
Some overlap · 5 shared positions
$PH$ETN$HONA$MDT$HON
$223M
30 positions
#11LYNCH & ASSOCIATES/INPassive
Some overlap · 6 shared positions
$LMT$TXN$EMR$MMM$HON$HONA
$699M
128 positions
#12MCDANIEL TERRY & COActive
Some overlap · 5 shared positions
$TXN$ETN$EMR$HONA$HON
$1.3B
81 positions
#13MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive
Some overlap · 4 shared positions
$LMT$TXN$C$MDT
$233M
122 positions
#14Walsky Investment Management, Inc.Passive
Some overlap · 5 shared positions
$ETN$TXN$EMR$HONA$HON
$108M
52 positions
#15Exeter Financial, LLCPassive
Some overlap · 5 shared positions
$TXN$EMR$TROW$LMT$ADM
$265M
100 positions
#16BIRMINGHAM CAPITAL MANAGEMENT CO INC/ALActive
Some overlap · 5 shared positions
$LMT$EMR$MMM$C$TXN
$263M
90 positions
#17Avalon Global Asset Management LLCActive
Some overlap · 4 shared positions
$ETN$MRVL$PH$EMR
$917M
38 positions
#18Haverford Financial Services, Inc.Active
Some overlap · 5 shared positions
$ETN$TXN$HONA$HON$MDT
$339M
49 positions
#19HENDLEY & CO INCActive
Some overlap · 5 shared positions
$PH$ETN$HONA$HON$TROW
$283M
47 positions
#20Estabrook Capital ManagementPassive
Some overlap · 6 shared positions
$C$ETN$HONA$HON$MDT$TXN
$739M
344 positions
#21First Fiduciary Investment Counsel, Inc.Passive
Some overlap · 4 shared positions
$LMT$TXN$HONA$HON
$529M
75 positions
#22OLD REPUBLIC INTERNATIONAL CORPActive
Some overlap · 4 shared positions
$ETN$TXN$EMR$GPC
$2.2B
70 positions
#23Kinloch Capital, LLCPassive
Some overlap · 4 shared positions
$ADM$EMR$TROW$GPC
$274M
79 positions
#24Copley Financial Group, Inc.Active
Some overlap · 4 shared positions
$LMT$C$ETN$TXN
$165M
118 positions
#25Sage Investment Advisers LLCPassive
Some overlap · 4 shared positions
$LMT$PH$ETN$C
$154M
96 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.