What hedge funds are most similar to TUCKER ASSET MANAGEMENT LLC?

The funds with the most similar 13F portfolios to TUCKER ASSET MANAGEMENT LLC are Westshore Wealth,, LAUREL OAK WEALTH ,, CFO, 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 TUCKER ASSET

13F Portfolio OverlapQ4 2025TUCKER ASSET portfolio →

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Most similar hedge funds by 13F overlap

TUCKER ASSET MANAGEMENT LLC is an institutional investor managing $343M across 1,080 U.S. equity positions as of Q4 2025. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to TUCKER ASSET are Westshore Wealth,, LAUREL OAK WEALTH ,, CFO, with shared positions in $AMRX, $SHW, $MAR, $WFC, $MCD, $BMY. The full ranking of 25 similar funds is below.

#1Westshore Wealth, LLCActive

Some overlap · 6 shared positions

$AMRX $SHW $MAR $WFC $MCD $BMY

$285M

102 positions

#2LAUREL OAK WEALTH MANAGEMENT, LLCPassive

Slight overlap · 5 shared positions

$GRWG $PLTR $WT $MAR $SHW

$595M

360 positions

#3CFO CAPITAL MANAGEMENT LLCPassive

Slight overlap · 6 shared positions

$PLTR $WT $MAR $SHW $ABT $HON

$121M

104 positions

#4IAM Advisory, LLCActive

Slight overlap · 7 shared positions

$PLTR $WT $SHW $GILD $LHX $HON

$446M

95 positions

#5VestGen Advisors, LLCPassive

Slight overlap · 4 shared positions

$GRWG $PLTR $WT $MAR

$3.8B

1,048 positions

#6Western Wealth Management, LLCPassive

Slight overlap · 4 shared positions

$GRWG $PLTR $WT $MAR

$2.7B

2,691 positions

#7KERR FINANCIAL PLANNING CorpPassive

Slight overlap · 4 shared positions

$GRWG $PLTR $SHW $WFC

$90M

545 positions

#8Ruggiero Investments, Inc.Passive

Slight overlap · 4 shared positions

$GRWG $PLTR $MAR $MCD

$103M

78 positions

#9Three Magnolias Financial Advisors, LLCPassive

Slight overlap · 5 shared positions

$PLTR $WT $SHW $WFC $LHX

$157M

103 positions

#10Howard Capital Management Inc.Active

Slight overlap · 4 shared positions

$GRWG $WT $SHW $PLTR

$6.1B

332 positions

#11WJ Wealth Management, LLCActive

Slight overlap · 4 shared positions

$GRWG $WT $SHW $LHX

$214M

70 positions

#12Comprehensive Financial Planning, Inc./PAPassive

Slight overlap · 4 shared positions

$PLTR $WT $MAR $SHW

$144M

387 positions

#13J.W. COLE ADVISORS, INC.Passive

Slight overlap · 4 shared positions

$PLTR $WT $MAR $SHW

$3.0B

785 positions

#14GPS Wealth Strategies Group, LLC

Slight overlap · 4 shared positions

$PLTR $WT $MAR $SHW

$117M

582 positions

#15Ausdal Financial Partners, Inc.Passive

Slight overlap · 4 shared positions

$PLTR $WT $MAR $SHW

$2.3B

985 positions

#16Game Plan Financial Advisors, LLCPassive

Slight overlap · 4 shared positions

$GRWG $PLTR $SHW $HON

$222M

348 positions

#17Key FInancial IncPassive

Slight overlap · 5 shared positions

$PLTR $WT $MAR $MCD $ABT

$562M

1,394 positions

#18Concentrum Wealth ManagementActive

Slight overlap · 4 shared positions

$GRWG $MAR $SHW $GILD

$339M

111 positions

#19Wealth Watch Advisors, INCPassive

Slight overlap · 4 shared positions

$GRWG $MAR $SHW $MCD

$239M

126 positions

#20Oxler Private Wealth LLCActive

Slight overlap · 5 shared positions

$GRWG $WT $MCD $ABT $BMY

$319M

92 positions

#21SBI Securities Co., Ltd.Passive

Slight overlap · 5 shared positions

$PLTR $WT $MAR $SOFI $MO

$3.6B

4,018 positions

#22Shakespeare Wealth Management, LLCActive

Slight overlap · 5 shared positions

$WT $MAR $SHW $WFC $HON

$422M

98 positions

#23HF Advisory Group, LLCPassive

Slight overlap · 6 shared positions

$WT $MAR $WFC $GILD $SHEL $MO

$293M

166 positions

#24Osbon Capital Management LLCPassive

Slight overlap · 4 shared positions

$WT $MAR $PLTR $SHW

$123M

493 positions

#25POTOMAC FUND MANAGEMENT INC /ADVSmart money

Slight overlap · 10 shared positions

$WT $SHW $SHEL $LHX $GILD $WFC

$2.9B

105 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.