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 TABR ,

13F Portfolio OverlapQ1 2026TABR , portfolio →

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Most similar hedge funds by 13F overlap

TABR Capital Management, LLC is an institutional investor managing $109M 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 TABR , are Estate Counselors,, SAM Advisors,, Sprinkle Financial Consultants, with shared positions in $BRZE, $SCHW, $CIEN, $WDC, $FIX, $LITE. The full ranking of 25 similar funds is below.

#1Estate Counselors, LLCSmart money

Notable overlap · 9 shared positions

$BRZE $SCHW $CIEN $WDC $FIX $LITE

$1.1B

97 positions

#2SAM Advisors, LLCSmart money

Notable overlap · 3 shared positions

$BRZE $OKE $SCHW

$319M

47 positions

#3Sprinkle Financial Consultants LLCPassive

Notable overlap · 4 shared positions

$OKE $GEV $SCHW $WDC

$217M

99 positions

#4Swisher Financial Concepts, Inc.Passive

Notable overlap · 4 shared positions

$BRZE $GEV $VRT $CAH

$179M

102 positions

#5Joseph Group Capital ManagementPassive

Notable overlap · 3 shared positions

$BRZE $PH $LRCX

$400M

379 positions

#6Juno Financial Group LLCActive

Notable overlap · 3 shared positions

$BRZE $SCHW $GLW

$255M

70 positions

#7FIDELIS iM, LLCSmart money

Notable overlap · 3 shared positions

$BRZE $SCHW $HWM

$264M

25 positions

#8Briggs Wealth Management, IncSmart money

Notable overlap · 3 shared positions

$BRZE $SSL $SCHW

$94M

58 positions

#9Manuka Financial, LLCActive

Notable overlap · 3 shared positions

$BRZE $MU $SCHW

$162M

56 positions

#10Peak Financial Management, Inc.Active

Notable overlap · 3 shared positions

$BRZE $GEV $SCHW

$394M

100 positions

#11Luminvest Wealth Management LLCSmart money

Notable overlap · 3 shared positions

$BRZE $MU $SCHW

$382M

55 positions

#12Sunflower Bank, N.A.Active

Notable overlap · 3 shared positions

$BRZE $AMAT $GEV

$392M

155 positions

#13New Covenant Trust Company, N.A.Active

Notable overlap · 3 shared positions

$BRZE $GEV $AMAT

$112M

96 positions

#14UNIVEST FINANCIAL CorpActive

Notable overlap · 4 shared positions

$BRZE $MU $AMAT $SCHW

$1.8B

254 positions

#15WESPAC Advisors, LLCPassive

Notable overlap · 6 shared positions

$OKE $GEV $TER $MU $CAH $HWM

$183M

178 positions

#16CHERRYDALE WEALTH MANAGEMENT, LLCSmart money

Notable overlap · 4 shared positions

$BRZE $SCHW $MU $AMAT

$324M

77 positions

#17Peak Planning Group, LLCActive

Notable overlap · 3 shared positions

$OKE $AMAT $SCHW

$361M

120 positions

#18AMJ Financial Wealth ManagementPassive

Notable overlap · 4 shared positions

$OKE $AMAT $COHR $GLW

$424M

86 positions

#19Winter & Associates, Inc.Passive

Notable overlap · 3 shared positions

$BRZE $SCHW $LRCX

$114M

84 positions

#20MBM WEALTH CONSULTANTS, LLCPassive

Notable overlap · 4 shared positions

$OKE $LRCX $SCHW $IBKR

$436M

387 positions

#21Retireful, LLCPassive

Notable overlap · 13 shared positions

$CIEN $FIX $GEV $VRT $WDC $CW

$71M

84 positions

#22Williamson Legacy Group, LLCPassive

Notable overlap · 13 shared positions

$CIEN $GEV $STX $VRT $WDC $TER

$133M

81 positions

#23Curran Financial Partners, LLCActive

Notable overlap · 3 shared positions

$BRZE $OKE $SCHW

$559M

127 positions

#24Atlantic Private Wealth, LLCActive

Notable overlap · 3 shared positions

$BRZE $WDC $AMAT

$153M

315 positions

#25Leonard Rickey Investment Advisors P.L.L.C.Active

Notable overlap · 4 shared positions

$BRZE $MU $SCHW $AMAT

$578M

118 positions

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View TABR ,’s holdings

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.