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 TILIA FIDUCIARY PARTNERS,

13F Portfolio OverlapQ1 2026TILIA FIDUCIARY PARTNERS, portfolio →

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Most similar hedge funds by 13F overlap

TILIA FIDUCIARY PARTNERS, INC. is an institutional investor managing $182M across 115 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 TILIA FIDUCIARY PARTNERS, are Argo Wealth Advisory,, EVEXIA WEALTH, Railway Pension Investments Ltd, with shared positions in $MAR, $MCK, $NEE, $LOW, $SYK, $AJG. The full ranking of 25 similar funds is below.

#1Argo Wealth Advisory, LLCActive

Notable overlap · 8 shared positions

$MAR $MCK $NEE $LOW $SYK $AJG

$170M

48 positions

#2EVEXIA WEALTH LLCActive

Notable overlap · 7 shared positions

$KLAC $HCA $LOW $EME $SYK $BR

$364M

84 positions

#3Railway Pension Investments LtdActive

Notable overlap · 8 shared positions

$NEE $KLAC $GILD $SYK $TMO $MCK

$7.0B

103 positions

#4CONSCIOUS WEALTH INVESTMENTS, LLCPassive

Notable overlap · 6 shared positions

$KLAC $AMD $NEE $ETN $AXP $CPRT

$180M

58 positions

#5NOESIS CAPITAL MANGEMENT CORPPassive

Notable overlap · 6 shared positions

$AMD $NEE $GILD $LOW $SYK $AXP

$676M

125 positions

#6Haverford Financial Services, Inc.Active

Notable overlap · 6 shared positions

$MCK $NEE $LOW $SYK $TMO $ETN

$336M

46 positions

#7FCF Advisors LLCPassive

Notable overlap · 6 shared positions

$KLAC $MCK $GILD $EME $BR $EXPE

$444M

52 positions

#8BALDWIN WEALTH PARTNERS LLC/MAActive

Notable overlap · 8 shared positions

$KLAC $NEE $IBM $AJG $MAR $MCK

$1.4B

222 positions

#9CAMPBELL NEWMAN ASSET MANAGEMENT INCActive

Notable overlap · 6 shared positions

$KLAC $LOW $SYK $ETN $LII $INTU

$1.2B

103 positions

#10Quilter PlcActive

Notable overlap · 8 shared positions

$AMD $TMO $NEE $MAR $MKL $INTU

$5.7B

124 positions

#11Watchman Group, Inc.Active

Notable overlap · 6 shared positions

$MKL $AMD $LOW $CSL $SYK $INTU

$413M

73 positions

#12Greater Midwest Financial Group, LLCPassive

Notable overlap · 7 shared positions

$MCK $TMO $ETN $AMD $NEE $INTU

$186M

65 positions

#13Cornerstone Investment Partners, LLCActive

Notable overlap · 6 shared positions

$KLAC $MCK $TMO $AXP $UNH $EME

$2.4B

291 positions

#14M3 Wealth Management, LLCPassive

Notable overlap · 5 shared positions

$VLO $MKL $NEE $SYK $ETN

$130M

35 positions

#15Skyview Financial Group LLC

Notable overlap · 5 shared positions

$KLAC $HCA $TMO $BAH $AMD

$97M

57 positions

#16DOVER ADVISORS, LLCPassive

Notable overlap · 8 shared positions

$KLAC $ETN $NEE $AXP $LOW $IBM

$242M

159 positions

#17Running Oak Capital LLCPassive

Notable overlap · 6 shared positions

$EME $FCN $SYK $AJG $ETN $INTU

$741M

55 positions

#18Axecap Investments, LLCPassive

Notable overlap · 4 shared positions

$KLAC $VLO $MCK $AMD

$145M

69 positions

#19Cohen Capital Management, Inc.Passive

Notable overlap · 6 shared positions

$MAR $SYK $TMO $NEE $IBM $UNH

$644M

154 positions

#20Hartford Funds Management Co LLCSmart money

Notable overlap · 6 shared positions

$HCA $LOW $GILD $KLAC $AXP $MAR

$1.2B

96 positions

#21Gibraltar Capital Management, Inc.Active

Notable overlap · 5 shared positions

$MAR $EME $KLAC $TMO $CPRT

$581M

125 positions

#22William B. Walkup & Associates, Inc.Active

Notable overlap · 5 shared positions

$VLO $MCK $LOW $UNH $IBM

$167M

163 positions

#23Applied Finance Capital Management, LLCPassive

Notable overlap · 5 shared positions

$KLAC $LOW $VLO $IBM $MCK

$1.3B

218 positions

#24Hixon Zuercher, LLCPassive

Notable overlap · 6 shared positions

$NEE $LOW $SYK $CPRT $AMD $HCA

$321M

85 positions

#25Hamilton Point Investment Advisors, LLCPassive

Notable overlap · 6 shared positions

$EME $NEE $ETN $AXP $AJG $IBM

$649M

186 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.