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Hedge Funds Similar to TCP Asset

13F Portfolio OverlapQ2 2026TCP Asset portfolio →
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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 Q2 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to TCP Asset are Essential Partners, Valued Retirements, CENTRAL, with shared positions in $PHYS, $SNDK, $WDC, $XEL, $IAU, $KLAC. The full ranking of 25 similar funds is below.

#1Essential Partners LLCPassive
Notable overlap · 3 shared positions
$PHYS$SNDK$WDC
$217M
2,853 positions
#2Valued Retirements, Inc.Passive
Notable overlap · 4 shared positions
$PHYS$XEL$IAU$KLAC
$111M
101 positions
#3CENTRAL TRUST CoPassive
Some overlap · 3 shared positions
$PHYS$IAU$KLAC
$5.5B
1,568 positions
#4Warwick Investment Management, Inc.Active
Some overlap · 3 shared positions
$PHYS$KLAC$WDC
$891M
149 positions
#5MATRIX PRIVATE CAPITAL GROUP LLCActive
Some overlap · 3 shared positions
$PHYS$WFC$OKE
$230M
143 positions
#6PRIVATE CLIENT SERVICES, LLCPassive
Slight overlap · 3 shared positions
$PHYS$IAU$KLAC
$381M
229 positions
#7Basecamp Wealth Advisors LLCActive
Slight overlap · 3 shared positions
$PHYS$IAU$KLAC
$537M
1,822 positions
#8LEAVELL INVESTMENT MANAGEMENT, INC.Passive
Slight overlap · 3 shared positions
$PHYS$IAU$OKE
$2.7B
633 positions
#9Fidelis Capital Partners, LLCPassive
Slight overlap · 3 shared positions
$PHYS$KLAC$WFC
$1.7B
538 positions
#10Highland Investment Advisors LLCPassive
Slight overlap · 3 shared positions
$PHYS$NMZ$IAU
$229M
734 positions
#11Sentinus, LLCPassive
Slight overlap · 3 shared positions
$PHYS$SNDK$WDC
$1.3B
656 positions
#12Ameritas Advisory Services, LLCPassive
Slight overlap · 5 shared positions
$PHYS$IAU$SNDK$WDC$WFC
$5.0B
1,942 positions
#13Diesslin Group, Inc.Smart money
Slight overlap · 3 shared positions
$PHYS$IAU$WFC
$259M
59 positions
#14Birchwood Financial Partners, Inc.Passive
Slight overlap · 4 shared positions
$PHYS$XEL$IAU$WFC
$122M
352 positions
#15Crown Wealth Group, LLCActive
Slight overlap · 3 shared positions
$PHYS$IAU$WFC
$393M
150 positions
#16Kure Advisory, LLCActive
Slight overlap · 4 shared positions
$XEL$PECO$IAU$WFC
$211M
62 positions
#17Peak Financial Management, Inc.Active
Slight overlap · 3 shared positions
$PHYS$SNDK$WDC
$436M
114 positions
#18ExodusPoint Capital Management, LPPassive
Slight overlap · 4 shared positions
$XEL$OGE$NSC$FRMI
$15.5B
1,510 positions
#19Beacon Pointe Advisors, LLC
Slight overlap · 3 shared positions
$PHYS$IAU$WFC
$21.5B
1,916 positions
#20Outlook Wealth Advisors, LLCPassive
Slight overlap · 4 shared positions
$PECO$IAU$KLAC$SNDK
$463M
305 positions
#21MIZUHO MARKETS AMERICAS LLCPassive
Slight overlap · 4 shared positions
$XEL$KLAC$SNDK$NSC
$6.5B
234 positions
#22Fort Point Capital Partners LLCActive
Slight overlap · 4 shared positions
$PHYS$IAU$KLAC$WFC
$1.4B
254 positions
#23FLYNN ZITO CAPITAL MANAGEMENT, LLCPassive
Slight overlap · 3 shared positions
$PHYS$WDC$OKE
$368M
166 positions
#24SEEDS INVESTOR LLCPassive
Slight overlap · 4 shared positions
$IAU$KLAC$SNDK$WDC
$973M
379 positions
#25China Universal Asset Management Co., Ltd.Passive
Slight overlap · 4 shared positions
$IAU$KLAC$SNDK$WDC
$1.7B
513 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.