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Hedge Funds Similar to TAGStone

13F Portfolio OverlapQ2 2026TAGStone portfolio →
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Most similar hedge funds by 13F overlap

TAGStone Capital, Inc. is an institutional investor managing $315M across 139 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 TAGStone are Wilkinson Global Asset, JLB & ASSOCIATES, Bretton, with shared positions in $UNP, $TJX, $PGR, $AMGN, $AXP, $PEP. The full ranking of 25 similar funds is below.

#1Wilkinson Global Asset Management LLCActive
Notable overlap · 4 shared positions
$UNP$TJX$PGR$AMGN
$1.3B
62 positions
#2JLB & ASSOCIATES INCPassive
Notable overlap · 6 shared positions
$TJX$PGR$AMGN$AXP$PEP$AME
$748M
68 positions
#3Bretton Capital Management, LLCActive
Notable overlap · 3 shared positions
$TJX$AXP$PGR
$125M
20 positions
#4Bull Street Advisors, LLCPassive
Notable overlap · 6 shared positions
$TJX$AXP$AMGN$UNP$PEP$MDLZ
$219M
95 positions
#5Wallington Asset Management, LLCActive
Notable overlap · 4 shared positions
$UNP$TJX$AMGN$PEP
$814M
61 positions
#6HFR Wealth Management, LLCActive
Notable overlap · 4 shared positions
$TJX$UNP$AMGN$SCHW
$410M
53 positions
#7SWP Investment Management LLCPassive
Notable overlap · 4 shared positions
$AXP$TJX$UNP$PGR
$145M
43 positions
#8Stokes Capital Advisors, LLCPassive
Some overlap · 4 shared positions
$TJX$AXP$UNP$PEP
$467M
118 positions
#9Capital Wealth Planning, LLCActive
Some overlap · 3 shared positions
$TJX$AXP$AMGN
$20.0B
154 positions
#10PRING TURNER CAPITAL GROUP INCPassive
Some overlap · 3 shared positions
$UNP$AXP$SCHW
$175M
73 positions
#11LETSON INVESTMENT MANAGEMENT, INC.Passive
Some overlap · 4 shared positions
$AXP$UNP$AMGN$PEP
$273M
104 positions
#12Galvin, Gaustad & Stein, LLCPassive
Some overlap · 3 shared positions
$UNP$AXP$PGR
$1.4B
262 positions
#13Holowesko Partners Ltd.Active
Some overlap · 5 shared positions
$AXP$PGR$BABA$PEP$MDLZ
$395M
34 positions
#14Minot DeBlois Advisors LLCPassive
Some overlap · 4 shared positions
$AXP$UNP$TJX$PEP
$116M
240 positions
#15Perennial Advisors, LLCPassive
Some overlap · 5 shared positions
$AXP$UNP$AMGN$TJX$TMO
$649M
136 positions
#16WEIK CAPITAL MANAGEMENTActive
Some overlap · 5 shared positions
$TJX$PGR$AXP$MDLZ$UNP
$260M
93 positions
#17BAXTER BROS INCPassive
Some overlap · 4 shared positions
$AXP$UNP$SCHW$TMO
$864M
172 positions
#18Hamilton Point Investment Advisors, LLCPassive
Some overlap · 3 shared positions
$AXP$TJX$AMGN
$710M
193 positions
#19Michael Brady & Co., LLCActive
Some overlap · 4 shared positions
$UNP$AXP$TJX$PEP
$113M
58 positions
#20Maj Invest Holding A/SActive
Some overlap · 4 shared positions
$UNP$AXP$TMO$BABA
$2.2B
40 positions
#21PROVIDENT TRUST COSmart money
Some overlap · 4 shared positions
$TJX$AXP$SCHW$TMO
$4.8B
22 positions
#22Piscataqua Savings BankPassive
Some overlap · 4 shared positions
$TJX$UNP$AXP$PEP
$148M
412 positions
#23Focused Investors LLCActive
Some overlap · 3 shared positions
$TJX$AXP$PEP
$3.0B
23 positions
#24Shelter Mutual Insurance CoActive
Some overlap · 3 shared positions
$UNP$AXP$PEP
$473M
58 positions
#25FOUNDERS CAPITAL MANAGEMENT, LLCSmart money
Some overlap · 4 shared positions
$AXP$UNP$AMGN$PEP
$670M
79 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.