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Hedge Funds Similar to Tandem Wealth Advisors

13F Portfolio OverlapQ2 2026Tandem Wealth Advisors portfolio →
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Most similar hedge funds by 13F overlap

Tandem Wealth Advisors LLC is an institutional investor managing $251M across 48 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 Tandem Wealth Advisors are Portland Global Advisors, Atlantic Edge Private Wealth, Tandem Investment Partners, with shared positions in $MDY, $ETN, $CB, $KLAC, $STT, $TMO. The full ranking of 25 similar funds is below.

#1Portland Global Advisors LLCActive
Notable overlap · 3 shared positions
$MDY$ETN$CB
$1.1B
154 positions
#2Atlantic Edge Private Wealth Management, LLCPassive
Notable overlap · 5 shared positions
$MDY$KLAC$ETN$STT$TMO
$489M
619 positions
#3Tandem Investment Partners LLCPassive
Notable overlap · 4 shared positions
$MDY$CB$TMO$TJX
$130M
76 positions
#4Hills Bank & Trust CoActive
Notable overlap · 4 shared positions
$MDY$KLAC$TJX$TMO
$2.3B
383 positions
#5Lionsbridge Wealth Management LLCPassive
Notable overlap · 3 shared positions
$MDY$ETN$TJX
$102M
68 positions
#6Granite FO LLCSmart money
Notable overlap · 3 shared positions
$MDY$BA$UPS
$189M
171 positions
#7SONATA CAPITAL GROUP INCActive
Some overlap · 3 shared positions
$MDY$ETN$BA
$310M
128 positions
#8Sage Financial Management Group, Inc.Active
Some overlap · 3 shared positions
$MDY$CB$SHW
$364M
61 positions
#9Pacific Center for Financial ServicesActive
Some overlap · 4 shared positions
$MDY$ETN$LIN$STT
$448M
500 positions
#10PEDDOCK CAPITAL ADVISORS, LLCActive
Some overlap · 3 shared positions
$MDY$KLAC$TMO
$501M
165 positions
#11MontVue Capital Management, Inc.Active
Some overlap · 4 shared positions
$MDY$KLAC$STT$TJX
$174M
78 positions
#12Paladin Advisory Group, LLCPassive
Some overlap · 4 shared positions
$MDY$STT$CB$ETN
$151M
243 positions
#13GLR Partners, LLCPassive
Some overlap · 4 shared positions
$MDY$KLAC$LIN$PH
$215M
111 positions
#14Thrive Wealth Management, LLCSmart money
Some overlap · 3 shared positions
$MDY$TJX$TMO
$787M
260 positions
#15CMG Global Holdings, LLCPassive
Some overlap · 3 shared positions
$MDY$BA$UPS
$236M
100 positions
#16NORRIS PERNE & FRENCH LLP/MISmart money
Some overlap · 6 shared positions
$KLAC$ETN$LIN$TMO$SHW$TJX
$1.7B
147 positions
#17BOYD WATTERSON ASSET MANAGEMENT LLC/OHPassive
Some overlap · 5 shared positions
$MDY$ETN$LIN$PH$TMO
$371M
394 positions
#18WASHINGTON TRUST CoPassive
Some overlap · 4 shared positions
$KLAC$MDY$TMO$TJX
$3.2B
296 positions
#19RETIREMENT INCOME SOLUTIONS, INCSmart money
Some overlap · 3 shared positions
$MDY$STT$ETN
$581M
172 positions
#20Ascent Wealth Partners, LLCActive
Some overlap · 3 shared positions
$MDY$KLAC$ETN
$1.0B
200 positions
#21Powerhouse Assets LLCSmart money
Some overlap · 3 shared positions
$MDY$STT$TJX
$123M
57 positions
#22ALBERT D MASON INCPassive
Some overlap · 5 shared positions
$KLAC$ETN$LIN$PH$SHW
$176M
139 positions
#23BEESE FULMER INVESTMENT MANAGEMENT, INC.Passive
Some overlap · 5 shared positions
$KLAC$ETN$LIN$CB$TJX
$1.7B
401 positions
#24LYNX CAPITAL GROUP LTD /ADVPassive
Some overlap · 3 shared positions
$MDY$STT$TJX
$248M
91 positions
#25CCM INVESTMENT ADVISERS LLCPassive
Some overlap · 5 shared positions
$KLAC$ETN$CB$STT$SHW
$1.3B
88 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.