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 TFC Financial ,

13F Portfolio OverlapQ1 2026TFC Financial , portfolio →

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Most similar hedge funds by 13F overlap

TFC Financial Management, Inc. is an institutional investor managing $812M across 998 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 TFC Financial , are PETRA FINANCIAL ADVISORS, WALLED LAKE PLANNING & WEALTH ,, Tenzing Financial, with shared positions in $SOLV, $GE, $GEV, $WT, $DDOG, $ACN. The full ranking of 25 similar funds is below.

#1PETRA FINANCIAL ADVISORS INCPassive

Notable overlap · 5 shared positions

$SOLV $GE $GEV $WT $DDOG

$162M

117 positions

#2WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLCPassive

Notable overlap · 5 shared positions

$SOLV $ACN $IBM $WT $MO

$340M

136 positions

#3Tenzing Financial LLCActive

Notable overlap · 4 shared positions

$SOLV $GEV $GE $DDOG

$133M

70 positions

#4RVW Wealth, LLCActive

Notable overlap · 3 shared positions

$SOLV $GEV $WT

$1.3B

176 positions

#5Vertex Planning Partners, LLCActive

Notable overlap · 4 shared positions

$SOLV $WT $ABT $ACN

$515M

135 positions

#6Spectrum Wealth Advisory Group, LLCActive

Notable overlap · 3 shared positions

$SOLV $IBM $WT

$269M

58 positions

#7Alpha Zero LLCActive

Notable overlap · 3 shared positions

$SOLV $WT $TJX

$198M

79 positions

#8Savant Capital, LLCActive

Notable overlap · 3 shared positions

$SOLV $WT $DDOG

$20.7B

1,500 positions

#9Sanchez Wealth Management GroupActive

Some overlap · 3 shared positions

$SOLV $WT $ABT

$462M

53 positions

#10Roof Eidam Maycock Peralta, LLCActive

Some overlap · 3 shared positions

$SOLV $WT $ABT

$436M

125 positions

#11Able Wealth Management LLCPassive

Some overlap · 3 shared positions

$SOLV $WT $SHOP

$374M

138 positions

#12TERRIL BROTHERS, INC.Active

Some overlap · 3 shared positions

$SOLV $MMM $GE

$366M

75 positions

#13Madrid Wealth Management, LLCPassive

Some overlap · 3 shared positions

$SOLV $IBM $GE

$133M

70 positions

#14CLARK ESTATES INC/NYActive

Some overlap · 3 shared positions

$SOLV $EXPE $MO

$416M

97 positions

#15SHEPHERD KAPLAN KROCHUK, LLCActive

Some overlap · 3 shared positions

$SOLV $IBM $DDOG

$119M

61 positions

#16Peck Wealth Management, LLCPassive

Some overlap · 5 shared positions

$SOLV $IBM $GE $WT $TJX

$100M

122 positions

#17Breakwater Capital GroupPassive

Some overlap · 3 shared positions

$SOLV $GE $WT

$747M

373 positions

#18Waterway Wealth Management, LLCActive

Some overlap · 4 shared positions

$SOLV $GEV $WT $ABT

$452M

90 positions

#19MBA Advisors LLCPassive

Some overlap · 4 shared positions

$SOLV $IBM $GE $WT

$260M

146 positions

#20Delos Wealth Advisors, LLCPassive

Some overlap · 3 shared positions

$SOLV $IBM $DDOG

$175M

260 positions

#21TABLEAUX LLCPassive

Some overlap · 5 shared positions

$SOLV $IBM $GE $GEV $WT

$206M

113 positions

#22MIDLAND WEALTH ADVISORS LLCSmart money

Some overlap · 4 shared positions

$SOLV $WT $IBM $TJX

$1.9B

160 positions

#23Cobblestone Asset Management LLCPassive

Some overlap · 3 shared positions

$SOLV $IBM $MO

$222M

73 positions

#24Plan Group Financial, LLCPassive

Some overlap · 4 shared positions

$SOLV $IBM $SHOP $MO

$426M

229 positions

#25Financial Futures Ltd Liability Co.Active

Some overlap · 3 shared positions

$SOLV $IBM $DDOG

$228M

72 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.