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Hedge Funds Similar to Tempus Wealth Planning,

13F Portfolio OverlapQ1 2026Tempus Wealth Planning, portfolio →
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Most similar hedge funds by 13F overlap

Tempus Wealth Planning, LLC is an institutional investor managing $435M across 270 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 Tempus Wealth Planning, are Codex Asset L.L.C., TANDEM /ADV, Night Owl ,, with shared positions in $GE, $GEV, $GEHC, $BA, $HUM, $AMAT. The full ranking of 25 similar funds is below.

#1Codex Capital Asset Management L.L.C.Active
Notable overlap · 4 shared positions
$GE$GEV$GEHC$BA
$259M
31 positions
#2TANDEM CAPITAL MANAGEMENT CORP /ADVPassive
Notable overlap · 7 shared positions
$GE$GEV$HUM$AMAT$GEHC$WM
$200M
110 positions
#3Night Owl Capital Management, LLCActive
Notable overlap · 4 shared positions
$GEV$GE$AMAT$GEHC
$858M
30 positions
#4TRUSTCO BANK CORP N YPassive
Notable overlap · 3 shared positions
$GE$GEV$AMAT
$113M
71 positions
#5Next Level Private LLCPassive
Notable overlap · 5 shared positions
$GE$GEV$WT$AMAT$BA
$443M
175 positions
#6Newport Trust Company, LLCSmart money
Notable overlap · 4 shared positions
$GE$GEV$BA$HUM
$40.7B
64 positions
#7MARSICO CAPITAL MANAGEMENT LLCActive
Notable overlap · 3 shared positions
$GEV$GE$BA
$3.4B
65 positions
#8Tenere Capital LLCActive
Notable overlap · 3 shared positions
$GE$GEV$AMAT
$136M
22 positions
#9HFM Investment Advisors, LLCActive
Notable overlap · 4 shared positions
$GE$GEV$ROK$GEHC
$260M
1,210 positions
#10HOERTKORN RICHARD CHARLESActive
Notable overlap · 3 shared positions
$GE$GEV$BA
$122M
75 positions
#11October Effect LtdPassive
Notable overlap · 5 shared positions
$GEV$GE$AGQ$GMM$BA
$87M
64 positions
#12London & Capital Asset Management LtdActive
Notable overlap · 3 shared positions
$GEV$GE$GEHC
$9.2B
223 positions
#13Kingsman Wealth Management, Inc.Active
Notable overlap · 3 shared positions
$GE$GEV$BA
$178M
70 positions
#14Gunderson Capital Management Inc.Passive
Notable overlap · 4 shared positions
$GEV$GE$AMAT$AGQ
$239M
46 positions
#15Spectrum Financial Alliance Ltd LLCActive
Notable overlap · 3 shared positions
$GE$AGQ$BA
$520M
30 positions
#16NWK Group, Inc.Active
Notable overlap · 3 shared positions
$GEV$GE$TJX
$261M
66 positions
#17AXIOM INVESTORS LLC /DEActive
Notable overlap · 3 shared positions
$GE$GEV$TJX
$9.0B
121 positions
#18Terra Nova Asset Management LLCPassive
Notable overlap · 3 shared positions
$GEV$GE$RKLB
$135M
83 positions
#19CHATHAM CAPITAL GROUP, INC.Passive
Some overlap · 6 shared positions
$GEV$HUM$GE$AMAT$AGQ$TJX
$689M
198 positions
#20HERBST GROUP, LLCPassive
Some overlap · 4 shared positions
$GEV$GE$BA$ALPS
$162M
59 positions
#21MARK ASSET MANAGEMENT LPSmart money
Some overlap · 3 shared positions
$GEV$GE$BA
$1.1B
37 positions
#22Schear Investment Advisers, LLCPassive
Some overlap · 4 shared positions
$GEV$GE$AMGN$TJX
$227M
77 positions
#23CMG Global Holdings, LLCPassive
Some overlap · 4 shared positions
$GE$GEV$GEHC$BA
$210M
96 positions
#24Passumpsic Savings Bank
Some overlap · 3 shared positions
$GE$GEV$TJX
$183M
90 positions
#25Summit Place Financial Advisors, LLCPassive
Some overlap · 3 shared positions
$GEV$GE$WT
$208M
106 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.