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Hedge Funds Similar to Thrive Wealth ,

13F Portfolio OverlapQ1 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 Q1 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, MIRAE ASSET SECURITIES (USA), ARBOR WEALTH ADVISORS,, with shared positions in $MDY, $IBM, $TJX, $TMO, $DHR, $LMT. The full ranking of 25 similar funds is below.

#1Tandem Investment Partners LLCPassive
Some overlap · 5 shared positions
$MDY$IBM$TJX$TMO$DHR
$118M
73 positions
#2MIRAE ASSET SECURITIES (USA) INC.Active
Some overlap · 4 shared positions
$MDY$IBM$LMT$CRM
$2.7B
153 positions
#3ARBOR TRUST WEALTH ADVISORS, LLCPassive
Some overlap · 4 shared positions
$MDY$IBM$TJX$CRM
$228M
90 positions
#4CHARTER RESEARCH & INVESTMENT GROUP, INC.Active
Some overlap · 4 shared positions
$MDY$IBM$MCK$CRM
$150M
86 positions
#5PEDDOCK CAPITAL ADVISORS, LLCActive
Some overlap · 4 shared positions
$MDY$IBM$MCK$TMO
$453M
166 positions
#6LCM Capital Management IncActive
Some overlap · 4 shared positions
$MDY$LMT$CRM$TMO
$199M
110 positions
#7Atlantic Edge Private Wealth Management, LLCPassive
Some overlap · 4 shared positions
$MDY$MCK$TMO$DHR
$407M
601 positions
#8Crescent Sterling, Ltd.Passive
Some overlap · 3 shared positions
$MDY$LMT$CRM
$103M
80 positions
#9ADIRONDACK TRUST COPassive
Some overlap · 3 shared positions
$MDY$IBM$LMT
$298M
544 positions
#10Hills Bank & Trust CoActive
Some overlap · 3 shared positions
$MDY$TJX$TMO
$2.1B
355 positions
#11BOYD WATTERSON ASSET MANAGEMENT LLC/OHPassive
Some overlap · 3 shared positions
$MDY$CRM$TMO
$326M
390 positions
#12Trifecta Capital Advisors, LLCPassive
Some overlap · 5 shared positions
$MDY$LMT$TJX$CRM$TMO
$646M
274 positions
#13Shulman DeMeo Asset Management LLCSmart money
Some overlap · 3 shared positions
$MDY$IBM$LMT
$471M
140 positions
#14Montz Harcus Wealth Management LLCActive
Some overlap · 3 shared positions
$MDY$IBM$LMT
$248M
93 positions
#15BARRETT & COMPANY, INC.Passive
Some overlap · 3 shared positions
$MDY$DHR$IBM
$291M
651 positions
#16Carlton Hofferkamp & Jenks Wealth Management, LLCPassive
Some overlap · 4 shared positions
$MDY$LMT$TJX$DHR
$299M
142 positions
#17Madison Park Capital Advisors, LLCActive
Slight overlap · 3 shared positions
$MDY$DHR$CRM
$127M
62 positions
#18Tandem Wealth Advisors LLCActive
Slight overlap · 3 shared positions
$MDY$TJX$TMO
$224M
47 positions
#19PINCUS CAPITAL MANAGEMENT, LPActive
Slight overlap · 5 shared positions
$MDY$IBM$CRM$TMO$DHR
$144M
50 positions
#20Houlihan Financial Resource Group, Ltd.Passive
Slight overlap · 3 shared positions
$MDY$IBM$CRM
$257M
109 positions
#21FineMark National Bank & Trust
Slight overlap · 3 shared positions
$MDY$TJX$DHR
$3.2B
452 positions
#22McLaughlin Asset Management, Inc.Passive
Slight overlap · 3 shared positions
$MDY$TJX$TMO
$105M
91 positions
#23WASHINGTON TRUST CoActive
Slight overlap · 4 shared positions
$MDY$LMT$TJX$TMO
$3.0B
281 positions
#241ST SOURCE BANKActive
Slight overlap · 4 shared positions
$MDY$IBM$TJX$TMO
$1.9B
286 positions
#25Union Heritage Capital, LLCPassive
Slight overlap · 3 shared positions
$SEIC$LMT$TJX
$269M
62 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.