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Hedge Funds Similar to TKG Advisors,

13F Portfolio OverlapQ1 2026TKG Advisors, portfolio →
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Most similar hedge funds by 13F overlap

TKG Advisors, LLC is an institutional investor managing $242M across 89 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 TKG Advisors, are G&S, Allen Mooney & Barnes Investment Advisors, FWL INVESTMENT ,, with shared positions in $MDY, $ALPS, $DOW, $DELL, $ETR, $AXP. The full ranking of 25 similar funds is below.

#1G&S Capital LLCPassive
Substantial overlap · 17 shared positions
$MDY$ALPS$DOW$DELL$ETR$AXP
$285M
133 positions
#2Allen Mooney & Barnes Investment Advisors LLCPassive
Notable overlap · 7 shared positions
$DOW$AXP$C$IBM$AFL$MDT
$695M
159 positions
#3FWL INVESTMENT MANAGEMENT, LLCPassive
Notable overlap · 5 shared positions
$ETR$MU$ALPS$WMB$MDT
$456M
346 positions
#4Hosking Partners LLPActive
Notable overlap · 4 shared positions
$C$MU$AXP$FCX
$2.8B
99 positions
#5Palouse Capital Management, Inc.Passive
Notable overlap · 5 shared positions
$C$MU$DELL$ALPS$MDT
$151M
135 positions
#6Collar Capital Management, LLCPassive
Notable overlap · 4 shared positions
$DOW$C$MU$ALPS
$155M
72 positions
#7MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive
Notable overlap · 4 shared positions
$ETR$C$IBM$MDT
$220M
148 positions
#8Electron Capital Partners, LLCActive
Some overlap · 4 shared positions
$ETR$DOW$WMB$JCI
$2.6B
46 positions
#9Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A.Active
Some overlap · 4 shared positions
$DOW$MU$FCX$WM
$1.2B
51 positions
#10LEGACY FINANCIAL INDEPENDENT ADVISORS LLCPassive
Some overlap · 5 shared positions
$AXP$ALPS$WM$IBM$AEP
$192M
113 positions
#11Axecap Investments, LLCPassive
Some overlap · 4 shared positions
$C$HIG$ETR$MU
$145M
69 positions
#12Retireful, LLCPassive
Some overlap · 5 shared positions
$MU$ETR$DELL$CIEN$AEP
$71M
84 positions
#13Scott & Selber, Inc.Active
Some overlap · 4 shared positions
$MU$C$WMB$WM
$387M
91 positions
#14CERTUITY, LLCPassive
Some overlap · 4 shared positions
$C$MU$FCX$DOW
$1.5B
659 positions
#15BOYD WATTERSON ASSET MANAGEMENT LLC/OHPassive
Some overlap · 3 shared positions
$MDY$AXP$C
$326M
390 positions
#16Madison Park Capital Advisors, LLCActive
Some overlap · 3 shared positions
$MDY$ALPS$WMB
$127M
62 positions
#17Blume Capital Management, Inc.Passive
Some overlap · 3 shared positions
$C$MU$FCX
$588M
337 positions
#18Estabrook Capital ManagementPassive
Some overlap · 5 shared positions
$C$WMB$IBM$MDT$AFL
$685M
380 positions
#19Ethos Capital Management, Inc.Active
Some overlap · 3 shared positions
$MU$TT$C
$117M
56 positions
#20Meiji Yasuda America IncActive
Some overlap · 5 shared positions
$MU$AXP$WM$WMB$AEP
$404M
57 positions
#21BARROW HANLEY MEWHINNEY & STRAUSS LLCActive
Some overlap · 5 shared positions
$ETR$FCX$AXP$MDT$JCI
$30.5B
377 positions
#22Massachusetts Wealth ManagementPassive
Some overlap · 4 shared positions
$C$MU$FCX$TT
$231M
98 positions
#23PZENA INVESTMENT MANAGEMENT LLCActive
Some overlap · 3 shared positions
$C$DOW$MDT
$30.8B
158 positions
#24BEARING POINT CAPITAL, LLCPassive
Some overlap · 5 shared positions
$DELL$AXP$MDY$FCX$AEP
$638M
166 positions
#25Catherine Avery Investment Management LLCPassive
Some overlap · 5 shared positions
$C$FCX$IBM$PKG$JCI
$223M
109 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.