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Hedge Funds Similar to TCG Advisory Services,

13F Portfolio OverlapQ1 2026TCG Advisory Services, portfolio →
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Most similar hedge funds by 13F overlap

TCG Advisory Services, LLC is an institutional investor managing $4.2B across 1,150 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 TCG Advisory Services, are Holocene Advisors,, New England Research & ,, S-Bank Fund Ltd, with shared positions in $DHR, $GILD, $ISRG, $GEV, $AMAT, $AZN. The full ranking of 25 similar funds is below.

#1Holocene Advisors, LPPassive
Some overlap · 6 shared positions
$DHR$GILD$ISRG$GEV$AMAT$AZN
$41.5B
797 positions
#2New England Research & Management, Inc.Passive
Some overlap · 7 shared positions
$MS$IDXX$WFC$PWR$GEV$NEE
$237M
143 positions
#3S-Bank Fund Management LtdActive
Some overlap · 5 shared positions
$DHR$WFC$GEV$AMAT$NEE
$671M
178 positions
#4Global X Japan Co., Ltd.Active
Some overlap · 4 shared positions
$DHR$GILD$ISRG$AMAT
$1.9B
378 positions
#5Advisory Resource GroupPassive
Some overlap · 5 shared positions
$DHR$MS$AMAT$PSX$OKE
$581M
172 positions
#6Mendel Money ManagementPassive
Some overlap · 4 shared positions
$DHR$MS$PWR$GEV
$239M
137 positions
#7Counterweight Ventures, LLCPassive
Some overlap · 4 shared positions
$DHR$MS$PWR$PSX
$178M
80 positions
#8Dempze Nancy EPassive
Some overlap · 4 shared positions
$DHR$MS$AMAT$NEE
$182M
92 positions
#9NS Partners LtdActive
Some overlap · 6 shared positions
$ISRG$IDXX$WFC$GEV$AMAT$NEE
$2.2B
71 positions
#10Pictet & Cie (Europe) SAActive
Some overlap · 4 shared positions
$DHR$ISRG$IDXX$WFC
$4.7B
207 positions
#11Clark Capital Management Group, Inc.Active
Some overlap · 4 shared positions
$DHR$MS$AMAT$AZN
$16.2B
515 positions
#12Socorro Asset Management LPPassive
Some overlap · 4 shared positions
$DHR$MS$NEE$OKE
$221M
32 positions
#13BEACON INVESTMENT ADVISORY SERVICES, INC.Passive
Some overlap · 5 shared positions
$MS$GILD$ISRG$IDXX$AMAT
$2.4B
787 positions
#14Fisher Funds Management LTDActive
Some overlap · 4 shared positions
$DHR$ISRG$AMAT$NEE
$3.4B
169 positions
#15SFE Investment CounselPassive
Some overlap · 5 shared positions
$DHR$PWR$AMAT$NEE$OKE
$635M
143 positions
#16Riverstone Advisors, LLCActive
Some overlap · 6 shared positions
$DHR$AMAT$PWR$OKE$GEV$ISRG
$203M
74 positions
#17Saranac Partners LtdPassive
Some overlap · 4 shared positions
$DHR$ISRG$AMAT$AZN
$234M
103 positions
#18Thrive Capital Management, LLCPassive
Some overlap · 3 shared positions
$DHR$GILD$MS
$456M
169 positions
#19APS Management Group, Inc.Passive
Some overlap · 3 shared positions
$DHR$GILD$MS
$117M
72 positions
#20Gouws Capital LLCActive
Some overlap · 4 shared positions
$DHR$MS$NEE$PWR
$189M
58 positions
#21Renaissance Investment Group LLCPassive
Some overlap · 4 shared positions
$DHR$ISRG$GEV$NEE
$465M
81 positions
#22CHILTON CAPITAL MANAGEMENT LLCPassive
Some overlap · 5 shared positions
$GILD$MS$PWR$GEV$AZN
$2.9B
658 positions
#23Shepherd Street Advisors LLCPassive
Some overlap · 5 shared positions
$GILD$ISRG$WFC$GEV$AMAT
$101M
86 positions
#24CADINHA & CO LLCActive
Some overlap · 4 shared positions
$DHR$ISRG$GEV$WFC
$537M
103 positions
#25Compass Financial Services IncActive
Some overlap · 4 shared positions
$DHR$GILD$MS$WFC
$231M
56 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.