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Hedge Funds Similar to Tandem Wealth Advisors

13F Portfolio OverlapQ1 2026Tandem Wealth Advisors portfolio →
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Most similar hedge funds by 13F overlap

Tandem Wealth Advisors LLC is an institutional investor managing $224M across 47 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 Tandem Wealth Advisors are Conservest Advisors,, Wolff Financial, DAGCO,, with shared positions in $MDY, $MS, $COP, $MAR, $ETN, $TMO. The full ranking of 25 similar funds is below.

#1Conservest Capital Advisors, Inc.Active
Notable overlap · 4 shared positions
$MDY$MS$COP$MAR
$1.1B
127 positions
#2Wolff Financial Management LLCActive
Notable overlap · 3 shared positions
$COP$MS$MAR
$453M
103 positions
#3DAGCO, INC.Passive
Notable overlap · 7 shared positions
$MS$COP$MAR$ETN$TMO$PH
$461M
353 positions
#4Quaker Wealth Management, LLCActive
Notable overlap · 4 shared positions
$COP$MAR$HSY$CB
$320M
972 positions
#5AMI INVESTMENT MANAGEMENT INCActive
Notable overlap · 5 shared positions
$COP$MAR$HSY$BAC$TJX
$445M
77 positions
#6Fischer Financial Services, Inc.Active
Notable overlap · 4 shared positions
$COP$MAR$HSY$PH
$297M
56 positions
#7LCM Capital Management IncActive
Notable overlap · 3 shared positions
$MDY$HSY$TMO
$199M
110 positions
#8Divergent Planning, LLC
Notable overlap · 3 shared positions
$MDY$MAR$MS
$392M
36 positions
#9APS Management Group, Inc.Passive
Notable overlap · 4 shared positions
$MS$MAR$COP$BA
$117M
72 positions
#10OFS Enterprise LLCActive
Notable overlap · 3 shared positions
$MDY$ETN$BAC
$340M
94 positions
#11Davidson Capital Management Inc.Active
Notable overlap · 5 shared positions
$MS$COP$KLAC$PANW$TJX
$552M
93 positions
#12Oldfather Financial Services, LLC
Notable overlap · 3 shared positions
$MDY$ETN$BAC
$336M
98 positions
#13Mosaic Advisors LLCPassive
Notable overlap · 3 shared positions
$COP$MAR$SHW
$67M
42 positions
#14Capital Planning LLCActive
Notable overlap · 4 shared positions
$MS$MAR$BA$TMO
$307M
82 positions
#15VSM Wealth Advisory, LLCPassive
Notable overlap · 4 shared positions
$COP$MAR$HSY$ETN
$335M
505 positions
#16Beacon Capital Management, Inc.Active
Notable overlap · 3 shared positions
$COP$MAR$HSY
$1.8B
57 positions
#17Alexis Investment Partners, LLCActive
Notable overlap · 4 shared positions
$MDY$MAR$TJX$SHW
$145M
35 positions
#18DecisionPoint Financial, LLCActive
Notable overlap · 3 shared positions
$COP$MAR$PH
$464M
679 positions
#19Gratus Wealth Advisors, LLCActive
Notable overlap · 3 shared positions
$MS$MAR$BAC
$691M
138 positions
#20Strategic Financial Services, Inc.Smart money
Notable overlap · 3 shared positions
$COP$KLAC$TJX
$2.1B
152 positions
#21Marks Wealth, LLCActive
Notable overlap · 3 shared positions
$COP$MAR$BA
$380M
12 positions
#22Bear Mountain Capital, Inc.Active
Notable overlap · 3 shared positions
$COP$MDY$BA
$333M
198 positions
#23TL Private WealthSmart money
Notable overlap · 4 shared positions
$COP$PH$ETN$BAC
$253M
44 positions
#24Longview Financial Advisors LLCActive
Notable overlap · 4 shared positions
$COP$MS$MDY$PH
$184M
157 positions
#25Arvest Bank Trust DivisionPassive
Notable overlap · 3 shared positions
$MDY$COP$BAC
$1.8B
221 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.