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Hedge Funds Similar to TFC Financial

13F Portfolio OverlapQ2 2026TFC Financial portfolio →
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Most similar hedge funds by 13F overlap

TFC Financial Management, Inc. is an institutional investor managing $902M across 1,034 U.S. equity positions as of Q2 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to TFC Financial are Second Half Financial Partners, Allen Mooney & Barnes Investment Advisors, Focused Investors, with shared positions in $LHX, $EXPE, $SHOP, $MO, $ACN, $TJX. The full ranking of 25 similar funds is below.

#1Second Half Financial Partners, LLCActive
Some overlap · 4 shared positions
$LHX$EXPE$SHOP$MO
$244M
109 positions
#2Allen Mooney & Barnes Investment Advisors LLCPassive
Slight overlap · 3 shared positions
$LHX$ACN$MO
$658M
152 positions
#3Focused Investors LLCActive
Slight overlap · 3 shared positions
$LHX$ACN$TJX
$3.0B
23 positions
#4NORDEN GROUP LLCPassive
Slight overlap · 4 shared positions
$EXPE$SHOP$MO$PM
$1.2B
701 positions
#5Blue Capital, Inc.Passive
Slight overlap · 4 shared positions
$EXPE$SHOP$MO$PM
$158M
122 positions
#6Van Diest Capital, LLCPassive
Slight overlap · 4 shared positions
$EXPE$SHOP$MO$PM
$112M
176 positions
#7Westbourne Investment Advisors, Inc.Passive
Slight overlap · 3 shared positions
$ACN$EXPE$PM
$363M
120 positions
#8Palisade Asset Management, LLCPassive
Slight overlap · 3 shared positions
$LHX$MMM$TJX
$1.1B
204 positions
#9Pacer Advisors, Inc.Passive
Slight overlap · 3 shared positions
$EXPE$ACN$MO
$39.3B
2,614 positions
#10Axim Planning & WealthActive
Slight overlap · 4 shared positions
$EXPE$SHOP$MO$PM
$72M
92 positions
#11Cincinnati Specialty Underwriters Insurance COActive
Slight overlap · 4 shared positions
$MMM$ACN$PM$TJX
$449M
45 positions
#12CINCINNATI FINANCIAL CORPActive
Slight overlap · 4 shared positions
$ACN$MMM$PM$TJX
$5.2B
56 positions
#13CINCINNATI INSURANCE COActive
Slight overlap · 3 shared positions
$ACN$MMM$TJX
$6.9B
64 positions
#14WEDGEWOOD INVESTORS INC /PA/Passive
Slight overlap · 3 shared positions
$LHX$MO$PM
$97M
110 positions
#15Koss-Olinger Consulting, LLCSmart money
Slight overlap · 3 shared positions
$LHX$MO$MMM
$1.3B
172 positions
#16BayBridge Capital Group, LLCActive
Slight overlap · 3 shared positions
$EXPE$MMM$TJX
$192M
96 positions
#17WealthCare Asset Management, LLCActive
Slight overlap · 3 shared positions
$EXPE$SHOP$MO
$241M
78 positions
#18MILESTONE ASSET MANAGEMENT, LLCPassive
Slight overlap · 3 shared positions
$EXPE$SHOP$MO
$636M
262 positions
#19STONEHAVEN WEALTH & TAX SOLUTIONS, LLCActive
Slight overlap · 3 shared positions
$EXPE$SHOP$MO
$125M
93 positions
#20Kentucky Farm Bureau Mutual Insurance CoActive
Slight overlap · 3 shared positions
$LHX$PM$TJX
$360M
69 positions
#21Dash Acquisitions Inc.Active
Slight overlap · 3 shared positions
$ACN$SHOP$PM
$494M
72 positions
#22Lantern Wealth Advisors, LLCPassive
Slight overlap · 3 shared positions
$LHX$SHOP$TJX
$218M
184 positions
#23ALKEON CAPITAL MANAGEMENT LLCSmart money
Slight overlap · 3 shared positions
$EXPE$SHOP$TJX
$74.1B
109 positions
#24BURNEY CO/Active
Slight overlap · 3 shared positions
$EXPE$LHX$TJX
$3.7B
605 positions
#25Town & Country Bank & Trust CO dba First Bankers Trust COPassive
Slight overlap · 3 shared positions
$LHX$PM$TJX
$321M
153 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.