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Hedge Funds Similar to TCM Advisors,

13F Portfolio OverlapQ1 2026TCM Advisors, portfolio →
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Most similar hedge funds by 13F overlap

TCM Advisors, LLC is an institutional investor managing $1.4B across 69 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 TCM Advisors, are MORGAN DEMPSEY, Beacon Harbor Wealth Advisors,, Verity & Verity,, with shared positions in $LMT, $CMI, $KO, $T, $MDT, $TXN. The full ranking of 25 similar funds is below.

#1MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive
Some overlap · 9 shared positions
$LMT$CMI$KO$T$MDT$TXN
$220M
148 positions
#2Beacon Harbor Wealth Advisors, Inc.Passive
Some overlap · 7 shared positions
$SLV$KO$PFE$MDT$TXN$UNH
$477M
70 positions
#3Verity & Verity, LLCActive
Some overlap · 7 shared positions
$LMT$CMI$PFE$MDT$TXN$UPS
$1.3B
138 positions
#4Carolina Wealth Advisors, LLCPassive
Some overlap · 7 shared positions
$LMT$HAS$KO$MDT$TROW$TXN
$240M
278 positions
#5Richard C. Young & CO., LTD.Active
Some overlap · 5 shared positions
$SLV$CMI$LOW$T$IBM
$1.2B
93 positions
#6Econ Financial Services CorpPassive
Some overlap · 8 shared positions
$LOW$F$PFE$MDT$TXN$UPS
$215M
74 positions
#7EDGAR LOMAX CO/VAActive
Some overlap · 7 shared positions
$LMT$KO$T$PFE$TXN$UNH
$1.4B
56 positions
#8DMKC Advisory Services, LLCPassive
Some overlap · 6 shared positions
$LMT$CMI$LOW$PFE$MDT$ETN
$240M
84 positions
#9GODSEY & GIBB, INCPassive
Some overlap · 8 shared positions
$KO$T$MDT$ETR$ETN$UPS
$1.1B
389 positions
#10Summit Financial Wealth Advisors, LLCActive
Some overlap · 7 shared positions
$LMT$CMI$T$ETN$UNH$IBM
$705M
193 positions
#11Corecam AGActive
Some overlap · 5 shared positions
$SLV$IBIT$PFE$FCX$LMT
$117M
59 positions
#12Wealth Advisors of Tampa Bay, LLCPassive
Some overlap · 6 shared positions
$LMT$HAS$T$PFE$MDT$ETR
$302M
93 positions
#13Kerusso Capital Management LLCPassive
Some overlap · 6 shared positions
$LMT$KO$LOW$PFE$TROW$MET
$200M
53 positions
#14Robinson Value Management, Ltd.Passive
Some overlap · 6 shared positions
$SLV$ADM$MDT$TROW$OMC$NKE
$180M
73 positions
#15Ironwood Investment Counsel, LLCPassive
Some overlap · 6 shared positions
$LMT$CMI$LOW$MDT$UPS$IBM
$694M
263 positions
#16Cardinal Capital ManagementPassive
Some overlap · 6 shared positions
$CMI$HAS$LOW$MDT$TROW$IBM
$776M
136 positions
#17O'Domhnaill Enterprises, Inc.Passive
Some overlap · 4 shared positions
$SLV$LMT$KO$IBM
$124M
55 positions
#18Westhampton Capital, LLCPassive
Some overlap · 6 shared positions
$CMI$LMT$KO$LOW$ETN$IBM
$214M
129 positions
#19Disciplined Equity Management, Inc.Active
Some overlap · 7 shared positions
$F$T$PFE$OMC$NKE$TXN
$199M
44 positions
#20SKBA CAPITAL MANAGEMENT LLCActive
Some overlap · 7 shared positions
$HAS$T$PFE$MDT$TXN$NKE
$728M
79 positions
#21BUTENSKY & COHEN FINANCIAL SECURITY, INCPassive
Some overlap · 5 shared positions
$LMT$CMI$LOW$ADM$MDT
$380M
98 positions
#22ROI Financial Advisors, LLCPassive
Some overlap · 5 shared positions
$SLV$KO$LMT$T$IBM
$167M
66 positions
#23Corecam Pte. Ltd.Active
Some overlap · 4 shared positions
$SLV$IBIT$PFE$FCX
$231M
65 positions
#24Signet Investment Advisory Group, Inc.Passive
Some overlap · 6 shared positions
$LMT$KO$PFE$MDT$ETN$UNH
$218M
69 positions
#25LYNCH & ASSOCIATES/INPassive
Some overlap · 6 shared positions
$LMT$KO$LOW$TXN$UPS$IBM
$533M
126 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.