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Hedge Funds Similar to Thrive Wealth

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

Thrive Wealth Management, LLC is an institutional investor managing $787M across 260 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 Thrive Wealth are Tandem Investment Partners, LCM, Tandem Wealth Advisors, with shared positions in $MDY, $TJX, $AMGN, $TMO, $LMT, $PM. The full ranking of 25 similar funds is below.

#1Tandem Investment Partners LLCPassive
Some overlap · 4 shared positions
$MDY$TJX$AMGN$TMO
$130M
76 positions
#2LCM Capital Management IncActive
Some overlap · 3 shared positions
$MDY$LMT$TMO
$230M
129 positions
#3Tandem Wealth Advisors LLCActive
Some overlap · 3 shared positions
$MDY$TJX$TMO
$251M
48 positions
#4STEPHENSON NATIONAL BANK & TRUSTActive
Some overlap · 3 shared positions
$MDY$PM$WFC
$395M
283 positions
#5Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.PActive
Some overlap · 3 shared positions
$MDY$PM$WFC
$849M
165 positions
#6Hills Bank & Trust CoActive
Some overlap · 3 shared positions
$MDY$TJX$TMO
$2.3B
383 positions
#7Paulson Wealth Management Inc.Active
Some overlap · 3 shared positions
$MDY$AMGN$LMT
$471M
146 positions
#8Pacific Center for Financial ServicesActive
Some overlap · 3 shared positions
$MDY$WFC$PM
$448M
500 positions
#9Junk Investment Group, LLCActive
Some overlap · 3 shared positions
$MDY$AMGN$WFC
$226M
97 positions
#10LAM GROUP, INC.Active
Some overlap · 3 shared positions
$MDY$AMGN$WFC
$201M
139 positions
#11Crescent Sterling, Ltd.Passive
Some overlap · 3 shared positions
$MDY$LMT$AMGN
$112M
85 positions
#12Carlton Hofferkamp & Jenks Wealth Management, LLCPassive
Some overlap · 4 shared positions
$MDY$LMT$TJX$AMGN
$310M
144 positions
#13Murphy, Middleton, Hinkle & Parker, Inc.Passive
Some overlap · 3 shared positions
$MDY$AMGN$WFC
$246M
140 positions
#14Private Wealth Group, LLCSmart money
Some overlap · 3 shared positions
$MDY$PM$WFC
$259M
76 positions
#15Union Heritage Capital, LLCPassive
Some overlap · 5 shared positions
$SEIC$LMT$TJX$AMGN$WFC
$295M
65 positions
#16Benchmark Financial Wealth Advisors, LLCPassive
Some overlap · 3 shared positions
$MDY$WFC$AMGN
$405M
147 positions
#17Trifecta Capital Advisors, LLCPassive
Some overlap · 5 shared positions
$MDY$LMT$TJX$AMGN$TMO
$776M
493 positions
#18Highview Capital Management LLC/DE/Passive
Some overlap · 3 shared positions
$MDY$SNOW$TJX
$347M
118 positions
#19JLB & ASSOCIATES INCPassive
Some overlap · 3 shared positions
$SEIC$TJX$AMGN
$748M
68 positions
#20Mill Creek Capital Advisors, LLC
Some overlap · 4 shared positions
$MDY$SEIC$TMO$AMGN
$4.9B
260 positions
#21WARNER FINANCIAL, INCActive
Some overlap · 3 shared positions
$MDY$LMT$PM
$340M
145 positions
#22Henderson Brothers Financial Partners, LLCActive
Some overlap · 3 shared positions
$MDY$LMT$TJX
$211M
77 positions
#23WASHINGTON TRUST CoPassive
Some overlap · 3 shared positions
$MDY$TJX$TMO
$3.2B
296 positions
#24STAR Financial BankActive
Some overlap · 3 shared positions
$MDY$LMT$WFC
$245M
109 positions
#25MCF Advisors LLCPassive
Some overlap · 3 shared positions
$MDY$AMGN$TMO
$2.8B
1,403 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.