What hedge funds are most similar to Tranquilli Financial Advisor LLC?

The funds with the most similar 13F portfolios to Tranquilli Financial Advisor LLC are ProVise Group,, Beacon ,, SPWM Advisors, based on overlapping conviction holdings in the latest SEC filings.

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 OverlapQ1 2026Tranquilli Financial Advisor portfolio →

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Most similar hedge funds by 13F overlap

Tranquilli Financial Advisor LLC is an institutional investor managing $171M across 132 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 Tranquilli Financial Advisor are ProVise Group,, Beacon ,, SPWM Advisors, with shared positions in $SCHW, $COP, $BKNG, $PM, $WFC, $AMAT. The full ranking of 25 similar funds is below.

#1ProVise Management Group, LLCPassive

Notable overlap · 17 shared positions

$SCHW $COP $BKNG $PM $WFC $AMAT

$1.4B

261 positions

#2Beacon Capital Management, Inc.Active

Notable overlap · 7 shared positions

$SCHW $COP $UPST $MAR $HSY $SNOW

$1.8B

57 positions

#3SPWM Advisors LLCPassive

Notable overlap · 14 shared positions

$SCHW $BKNG $PM $WFC $COP $AMAT

$115M

93 positions

#4FSB PREMIER WEALTH MANAGEMENT, INC.Passive

Notable overlap · 13 shared positions

$SCHW $BKNG $COP $PM $GMM $WFC

$319M

251 positions

#5TWIN CITY PRIVATE WEALTH, LLCPassive

Notable overlap · 13 shared positions

$SCHW $BKNG $PM $COP $WFC $AMAT

$132M

96 positions

#6CRUX WEALTH ADVISORSPassive

Notable overlap · 12 shared positions

$SCHW $BKNG $PM $COP $AMAT $WFC

$261M

181 positions

#7David Kennon IncSmart money

Notable overlap · 4 shared positions

$SCHW $GMM $UPST $BDX

$279M

41 positions

#8Bear Mountain Capital, Inc.Active

Notable overlap · 4 shared positions

$SCHW $COP $UPST $BKNG

$333M

198 positions

#9Cordant, Inc.Active

Notable overlap · 4 shared positions

$SCHW $COP $UPST $SNOW

$246M

75 positions

#10Grey Fox Wealth Advisors, LLCActive

Notable overlap · 5 shared positions

$GMM $COP $SCHW $SNOW $MAR

$518M

140 positions

#11Van Diest Capital, LLCPassive

Notable overlap · 10 shared positions

$SCHW $PM $BKNG $WFC $AMAT $BDX

$127M

190 positions

#12Meriwether Wealth & Planning, LLCActive

Notable overlap · 11 shared positions

$COP $BKNG $SCHW $AMAT $BDX $CCZ

$183M

126 positions

#13Efficient Advisors, LLCActive

Notable overlap · 4 shared positions

$SCHW $COP $UPST $SNOW

$1.4B

58 positions

#14JDM Financial Group LLCActive

Notable overlap · 4 shared positions

$SCHW $GMM $BDX $SNOW

$259M

318 positions

#15AMI INVESTMENT MANAGEMENT INCActive

Notable overlap · 7 shared positions

$COP $UPST $MAR $SCHW $HSY $WFC

$445M

77 positions

#16Advisory Resource GroupPassive

Notable overlap · 8 shared positions

$COP $SCHW $AMAT $MS $GD $GMM

$581M

172 positions

#17Tillman Hartley LLCActive

Notable overlap · 8 shared positions

$SCHW $UPST $COP $SNOW $AMN $WFC

$398M

88 positions

#18Marathon Strategic Advisors, LLCActive

Notable overlap · 3 shared positions

$SCHW $GMM $COP

$139M

52 positions

#19Rodgers & Associates, LTDActive

Notable overlap · 5 shared positions

$COP $SCHW $GMM $SNOW $MS

$982M

101 positions

#20Voya Financial Advisors, Inc.Active

Notable overlap · 15 shared positions

$SCHW $PM $AMAT $WFC $BKNG $MDT

$1.0B

209 positions

#21HF Advisory Group, LLCPassive

Notable overlap · 8 shared positions

$SCHW $COP $BKNG $PM $MAR $WFC

$293M

166 positions

#22Revisor Wealth Management LLCPassive

Notable overlap · 9 shared positions

$GMM $PM $WFC $SNOW $BDX $JHG

$362M

327 positions

#23Wolff Financial Management LLCActive

Notable overlap · 5 shared positions

$COP $UPST $GMM $MAR $MS

$453M

103 positions

#24DecisionPoint Financial, LLCActive

Notable overlap · 4 shared positions

$SCHW $COP $MAR $UPST

$464M

679 positions

#25American Money Management, LLCActive

Notable overlap · 6 shared positions

$COP $UPST $PM $MAR $SNOW $WFC

$632M

168 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.