How is hedge fund similarity measured?

Similarity is computed from each fund's top conviction holdings in their latest 13F filing. Funds are scored by the overlap of distinctive shared positions (the mega-caps that nearly every fund owns are excluded), so the ranking reflects genuinely shared strategy rather than common index exposure.

Hedge Funds Similar to Tranquilli Financial Advisor

13F Portfolio OverlapQ2 2026Tranquilli Financial Advisor portfolio →

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Most similar hedge funds by 13F overlap

Tranquilli Financial Advisor LLC is an institutional investor managing $186M across 135 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 Tranquilli Financial Advisor are Keystone Financial Services, ProVise Group, FSB PREMIER WEALTH, with shared positions in $BKNG, $SCHW, $PM, $BDX, $WFC, $BNY. The full ranking of 25 similar funds is below.

#1Keystone Financial ServicesActive

Substantial overlap · 16 shared positions

$BKNG $SCHW $PM $BDX $WFC $BNY

$388M

131 positions

#2ProVise Management Group, LLCPassive

Substantial overlap · 18 shared positions

$PM $SCHW $WFC $BKNG $BNY $GD

$1.5B

282 positions

#3FSB PREMIER WEALTH MANAGEMENT, INC.Passive

Substantial overlap · 15 shared positions

$BKNG $PM $SCHW $WFC $BNY $BDX

$355M

257 positions

#4CRUX WEALTH ADVISORSPassive

Substantial overlap · 17 shared positions

$SCHW $BKNG $PM $ELV $ADI $WFC

$289M

192 positions

#5TWIN CITY PRIVATE WEALTH, LLCPassive

Substantial overlap · 15 shared positions

$BKNG $SCHW $PM $BDX $WFC $ELV

$143M

104 positions

#6Independence Wealth Advisors, LLCActive

Substantial overlap · 17 shared positions

$BKNG $SCHW $PM $ELV $ADI $WFC

$199M

85 positions

#7Voya Financial Advisors, Inc.Smart money

Notable overlap · 19 shared positions

$PM $SCHW $BKNG $ELV $WFC $ADI

$1.1B

208 positions

#8SPWM Advisors LLCActive

Notable overlap · 16 shared positions

$SCHW $BKNG $PM $ELV $WFC $BDX

$108M

90 positions

#9Oregon Pacific Wealth Management, LLCActive

Notable overlap · 12 shared positions

$BKNG $SCHW $PM $ELV $ADI $GD

$108M

114 positions

#10Meriwether Wealth & Planning, LLCActive

Notable overlap · 13 shared positions

$BKNG $SCHW $GD $BNY $COP $BDX

$222M

872 positions

#11CULLEN INVESTMENT GROUP, LTD.Active

Notable overlap · 11 shared positions

$PM $GD $ADI $SCHW $MDT $WFC

$857M

179 positions

#12Unique Wealth Strategies, LLCPassive

Notable overlap · 12 shared positions

$BKNG $GD $PM $ADI $BNY $ELV

$273M

222 positions

#13Cullen Capital Management, LLCActive

Notable overlap · 9 shared positions

$PM $GD $MDT $BDX $CCZ $COP

$10.2B

208 positions

#14First Eagle Investment Management, LLCActive

Notable overlap · 7 shared positions

$BDX $PM $BNY $BKNG $ELV $MDT

$59.9B

424 positions

#15Trajan Wealth LLCActive

Notable overlap · 8 shared positions

$BKNG $PM $ELV $GD $ENB $SCHW

$2.6B

152 positions

#16FIDUCIARY MANAGEMENT INC /WI/Active

Notable overlap · 6 shared positions

$BKNG $SCHW $BDX $UL $ALLE $ACN

$7.0B

56 positions

#17DODGE & COXActive

Notable overlap · 6 shared positions

$BKNG $SCHW $WFC $BNY $CCZ $GSK

$191.0B

222 positions

#18Foyston, Gordon, & Payne IncPassive

Notable overlap · 6 shared positions

$BKNG $PM $BDX $QCOM $IQV $ALLE

$468M

68 positions

#19Peoples Bank/KSPassive

Notable overlap · 7 shared positions

$WFC $BNY $ELV $GD $ADI $ENB

$103M

97 positions

#20KLEIN PAVLIS & PEASLEY FINANCIAL, INC.Passive

Notable overlap · 6 shared positions

$SCHW $PM $MDT $COP $UL $QCOM

$198M

97 positions

#21AUXIER ASSET MANAGEMENT LLCPassive

Notable overlap · 6 shared positions

$PM $BNY $ELV $BKNG $MDT $UL

$745M

184 positions

#22Patriot Financial Group Insurance Agency, LLCPassive

Notable overlap · 9 shared positions

$PM $WFC $BKNG $SCHW $COP $BDX

$1.0B

499 positions

#23Van Diest Capital, LLCPassive

Notable overlap · 8 shared positions

$SCHW $BKNG $PM $WFC $ELV $ADI

$112M

176 positions

#24Leonard Rickey Investment Advisors P.L.L.C.Active

Notable overlap · 12 shared positions

$PM $BKNG $SCHW $NVS $BNY $ADI

$637M

125 positions

#25SWP Investment Management LLCPassive

Notable overlap · 5 shared positions

$PM $BKNG $BDX $MDT $ENB

$145M

43 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.