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 Tennessee Valley Asset Partners

13F Portfolio OverlapQ1 2026Tennessee Valley Asset Partners portfolio →

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Most similar hedge funds by 13F overlap

Tennessee Valley Asset Management Partners is an institutional investor managing $757M across 191 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 Tennessee Valley Asset Partners are Hegarty Advisors,, CHATHAM GROUP,, Pinnacle Financial Group, / IL, with shared positions in $MKL, $HUM, $UPST, $GLDM, $MS, $IAU. The full ranking of 25 similar funds is below.

#1Hegarty Advisors, LLCActive

Some overlap · 5 shared positions

$MKL $HUM $UPST $GLDM $MS

$127M

57 positions

#2CHATHAM CAPITAL GROUP, INC.Passive

Some overlap · 4 shared positions

$MKL $HUM $IAU $GLDM

$689M

198 positions

#3Pinnacle Financial Group, LLC / ILPassive

Some overlap · 5 shared positions

$MKL $HUM $IAU $MS $UPST

$365M

111 positions

#4Stratos Wealth Advisors, LLCPassive

Some overlap · 5 shared positions

$MKL $HUM $GLDM $MS $SNOW

$1.6B

609 positions

#5Security Financial Services, INC.Passive

Some overlap · 5 shared positions

$HUM $MKL $IAU $UPST $SNOW

$632M

203 positions

#6Grove Street Fiduciary, LLCActive

Some overlap · 5 shared positions

$MKL $HUM $UPST $ABT $SNOW

$227M

74 positions

#7TWIN FOCUS CAPITAL PARTNERS, LLCActive

Some overlap · 5 shared positions

$MKL $HUM $IAU $EPAM $DELL

$871M

173 positions

#8Asempa Wealth AdvisorsPassive

Some overlap · 4 shared positions

$MKL $HUM $IAU $GLDM

$115M

115 positions

#9Compton Wealth Advisory Group, LLCActive

Some overlap · 4 shared positions

$MKL $HUM $UPST $MS

$449M

85 positions

#10Excelsior Advisor Network LLCPassive

Some overlap · 5 shared positions

$HUM $UPST $IAU $MKL $SNOW

$263M

226 positions

#11SVRN Asset Management, LLCActive

Some overlap · 4 shared positions

$MKL $HUM $GLDM $MS

$103M

37 positions

#12PATRIOT INVESTMENT MANAGEMENT GROUP, INC.Active

Some overlap · 4 shared positions

$MKL $HUM $UPST $IAU

$1.6B

236 positions

#13Discipline Wealth Solutions, LLCActive

Slight overlap · 5 shared positions

$MKL $UPST $IAU $HUM $SNOW

$950M

192 positions

#14Oakmont Advisory Group, LLCPassive

Slight overlap · 5 shared positions

$HUM $UPST $GLDM $MS $SNOW

$98M

119 positions

#15Catalyst Investment Management LLCPassive

Slight overlap · 4 shared positions

$HUM $MKL $IAU $MS

$90M

65 positions

#16Compass Ion Advisors, LLCActive

Slight overlap · 4 shared positions

$HUM $MKL $GLDM $MS

$1.0B

279 positions

#17UPTICK PARTNERS, LLCPassive

Slight overlap · 5 shared positions

$HUM $IAU $GLDM $MS $SNOW

$502M

293 positions

#18Firestone Capital ManagementPassive

Slight overlap · 4 shared positions

$MKL $HUM $IAU $EPAM

$480M

160 positions

#19Ridgewood Investments LLCPassive

Slight overlap · 4 shared positions

$MKL $HUM $UPST $SNOW

$244M

208 positions

#20Breakwater Investment ManagementPassive

Slight overlap · 4 shared positions

$MKL $HUM $UPST $SNOW

$269M

506 positions

#21Kraft, Davis & Associates, LLCPassive

Slight overlap · 4 shared positions

$MKL $HUM $GLDM $SHW

$469M

151 positions

#22Principia Wealth Advisory, LLC

Slight overlap · 4 shared positions

$MKL $IAU $GLDM $UPST

$160M

1,015 positions

#23New England Private Wealth Advisors LLCActive

Slight overlap · 5 shared positions

$HUM $GLDM $IAU $MKL $EPAM

$866M

194 positions

#24White Lighthouse Investment Management Inc.Active

Slight overlap · 5 shared positions

$HUM $UPST $IAU $MKL $SNOW

$721M

145 positions

#25Colter Lewis Investment Partners LLCPassive

Slight overlap · 4 shared positions

$MKL $HUM $IAU $SNOW

$106M

111 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.