13F Pro

Hedge Funds Similar to TCP Asset ,

13F Portfolio OverlapQ1 2026TCP Asset , portfolio →
Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

TCP Asset Management, LLC is an institutional investor managing $882M across 141 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 TCP Asset , are Latko Wealth , Ltd., ARKANSAS FINANCIAL GROUP,, CM WEALTH ADVISORS, with shared positions in $DIA, $WT, $SNOW, $IAU, $NSC, $PHYS. The full ranking of 25 similar funds is below.

#1Latko Wealth Management, Ltd.Smart money
Notable overlap · 3 shared positions
$DIA$WT$SNOW
$205M
36 positions
#2ARKANSAS FINANCIAL GROUP, INC.Active
Notable overlap · 4 shared positions
$DIA$IAU$NSC$WT
$717M
94 positions
#3CM WEALTH ADVISORS LLCActive
Notable overlap · 5 shared positions
$DIA$PHYS$NSC$IAU$TMO
$470M
146 positions
#4Mine & Arao Wealth Creation & Management, LLC.Active
Notable overlap · 3 shared positions
$DIA$NSC$AGQ
$238M
75 positions
#5Harbour Wealth Management Group, Inc.Passive
Notable overlap · 4 shared positions
$PHYS$WT$SHW$IAU
$133M
89 positions
#6MKT Advisors LLCActive
Notable overlap · 3 shared positions
$DIA$WT$PHYS
$298M
157 positions
#7Evanson Asset Management, LLCActive
Notable overlap · 3 shared positions
$PHYS$WT$IAU
$1.9B
321 positions
#8Worth Asset Management, LLCPassive
Notable overlap · 3 shared positions
$DIA$WT$OKTA
$268M
182 positions
#9Valued Retirements, Inc.Passive
Some overlap · 3 shared positions
$PHYS$WT$IAU
$102M
90 positions
#10Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTDActive
Some overlap · 3 shared positions
$WT$SHW$DIA
$1.5B
55 positions
#11Osbon Capital Management LLCPassive
Some overlap · 4 shared positions
$WT$DIA$SHW$SNOW
$123M
493 positions
#12Capital Wealth Alliance, LLCActive
Some overlap · 3 shared positions
$PHYS$DIA$TMO
$221M
93 positions
#13IAM Advisory, LLCActive
Some overlap · 3 shared positions
$SHW$WT$AGQ
$446M
95 positions
#14Capital Advisor Network LLCActive
Some overlap · 6 shared positions
$DIA$SHW$SNOW$WT$IAU$PECO
$85M
149 positions
#15Chung Wu Investment Group, LLCPassive
Some overlap · 3 shared positions
$DIA$AGQ$TMO
$116M
259 positions
#16Melone Private Wealth, LLCPassive
Some overlap · 5 shared positions
$WT$DIA$GMM$AGQ$NMZ
$245M
60 positions
#17Alpha Advisors, LLC/VAActive
Some overlap · 3 shared positions
$PHYS$GMM$DIA
$127M
47 positions
#18Retirement Management Systems Inc.Active
Some overlap · 4 shared positions
$SHW$WT$IAU$SNOW
$415M
51 positions
#19First Financial Group CorpActive
Some overlap · 5 shared positions
$WT$SHW$NSC$IAU$SNOW
$122M
80 positions
#20Heck Capital Advisors, LLCActive
Some overlap · 5 shared positions
$DIA$WT$AGQ$IAU$SNOW
$1.3B
202 positions
#21Eaton Financial Holdings Company, LLCPassive
Some overlap · 4 shared positions
$WT$PHYS$DIA$SNOW
$305M
125 positions
#22Horizon Wealth Management, LLCPassive
Some overlap · 3 shared positions
$SHW$WT$AGQ
$682M
137 positions
#23WT Wealth ManagementPassive
Some overlap · 3 shared positions
$SHW$WT$SNOW
$336M
138 positions
#24MACROVIEW INVESTMENT MANAGEMENT LLCPassive
Some overlap · 4 shared positions
$PHYS$AGQ$GMM$IAU
$144M
99 positions
#25HC Advisors, LLCActive
Some overlap · 3 shared positions
$WT$PHYS$SNOW
$149M
60 positions

Compare TCP Asset ,’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View TCP Asset ,’s holdings

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.