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 Tanager Wealth LLP

13F Portfolio OverlapQ1 2026Tanager Wealth LLP portfolio →

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Most similar hedge funds by 13F overlap

Tanager Wealth Management LLP is an institutional investor managing $1.0B across 145 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 Tanager Wealth LLP are North Forty Two &, Measured Risk Portfolios,, Bulwark, with shared positions in $ABNB, $COP, $MAR, $PM, $MO, $HUM. The full ranking of 25 similar funds is below.

#1North Forty Two & Co.Passive

Some overlap · 3 shared positions

$ABNB $COP $MAR

$108M

97 positions

#2Measured Risk Portfolios, Inc.Passive

Some overlap · 3 shared positions

$ABNB $PM $MO

$91M

66 positions

#3Bulwark Capital CorpActive

Some overlap · 6 shared positions

$ABNB $COP $MAR $HUM $MO $PM

$162M

100 positions

#43EDGE Asset Management, LPSmart money

Some overlap · 4 shared positions

$ABNB $BRZE $DOV $MAR

$2.1B

91 positions

#5HARRIS ASSOCIATES L PActive

Some overlap · 3 shared positions

$ABNB $COP $FCNCA

$75.0B

158 positions

#6New Republic Capital, LLCPassive

Some overlap · 3 shared positions

$EPAM $BRZE $PM

$297M

312 positions

#7Yoder Wealth Management, Inc.Passive

Slight overlap · 3 shared positions

$ABNB $MAR $HUM

$219M

124 positions

#8McClarren Financial Advisors, Inc.Active

Slight overlap · 4 shared positions

$EPAM $BRZE $MAR $HUM

$169M

79 positions

#9St. Louis Trust CoActive

Slight overlap · 4 shared positions

$EPAM $BRZE $DOV $PM

$856M

145 positions

#10Provenance Wealth Advisors, LLCActive

Slight overlap · 3 shared positions

$EPAM $BRZE $HUM

$945M

412 positions

#11Brooklyn FI, LLCActive

Slight overlap · 3 shared positions

$EPAM $BRZE $RDDT

$476M

78 positions

#12PENNINGTON PARTNERS & CO., LLCActive

Slight overlap · 4 shared positions

$EPAM $DOV $ABNB $MAR

$292M

114 positions

#13Mosaic Advisors LLCPassive

Slight overlap · 5 shared positions

$EPAM $DOV $COP $MAR $HUM

$67M

42 positions

#14Oregon Pacific Wealth Management, LLCPassive

Slight overlap · 4 shared positions

$ABNB $BRZE $PM $COP

$96M

105 positions

#15Greenspring Advisors, LLCActive

Slight overlap · 4 shared positions

$EPAM $DOV $COP $HUM

$1.6B

318 positions

#16SCS Capital Management LLCActive

Slight overlap · 4 shared positions

$EPAM $DOV $MAR $HUM

$9.4B

468 positions

#17Roof Eidam Maycock Peralta, LLCActive

Slight overlap · 3 shared positions

$RL $BRZE $HUM

$436M

125 positions

#18Proficio Capital Partners LLCActive

Slight overlap · 3 shared positions

$EPAM $DOV $MAR

$1.9B

248 positions

#19Running Point Capital Advisors, LLC

Slight overlap · 3 shared positions

$EPAM $ABNB $MAR

$367M

190 positions

#20Cedar Wealth Management, LLCActive

Slight overlap · 3 shared positions

$EPAM $PM $MO

$344M

89 positions

#21WBH ADVISORY INCPassive

Slight overlap · 5 shared positions

$BRZE $RL $DOV $COP $MAR

$1.3B

350 positions

#22Gross & Hartman Investments LLCSmart money

Slight overlap · 4 shared positions

$EPAM $ABNB $DOV $MAR

$192M

72 positions

#23Bravera WealthPassive

Slight overlap · 5 shared positions

$BRZE $EPAM $PM $COP $HUM

$222M

410 positions

#24XY Planning Network, Inc.Passive

Slight overlap · 4 shared positions

$BRZE $EPAM $DOV $COP

$626M

273 positions

#25Note Advisors, LLCActive

Slight overlap · 3 shared positions

$ABNB $BRZE $HUM

$200M

85 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.