What hedge funds are most similar to Talisman Wealth Advisors LLC?

The funds with the most similar 13F portfolios to Talisman Wealth Advisors LLC are truNorth Financial Services,, DAGCO,, Wolff Financial, based on overlapping conviction holdings in the latest SEC filings.

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 Talisman Wealth Advisors

13F Portfolio OverlapQ1 2026Talisman Wealth Advisors portfolio →

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Most similar hedge funds by 13F overlap

Talisman Wealth Advisors LLC is an institutional investor managing $124M across 101 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 Talisman Wealth Advisors are truNorth Financial Services,, DAGCO,, Wolff Financial, with shared positions in $MS, $KKR, $WT, $HUM, $MAR, $NEE. The full ranking of 25 similar funds is below.

#1truNorth Financial Services, Inc.Active

Substantial overlap · 4 shared positions

$MS $KKR $WT $HUM

$97M

49 positions

#2DAGCO, INC.Passive

Notable overlap · 5 shared positions

$MS $KKR $HUM $MAR $NEE

$461M

353 positions

#3Wolff Financial Management LLCActive

Notable overlap · 5 shared positions

$MS $KKR $MAR $HUM $MCD

$453M

103 positions

#4Adirondack Capital Advisors, LLCSmart money

Notable overlap · 4 shared positions

$MS $KKR $HUM $MDLZ

$156M

44 positions

#5YARGER WEALTH STRATEGIES, LLCPassive

Notable overlap · 3 shared positions

$KKR $MS $WT

$248M

125 positions

#6Ritter Daniher Financial Advisory LLC / DEActive

Notable overlap · 6 shared positions

$MS $WT $KKR $HUM $NEE $WFC

$589M

590 positions

#7SWEENEY & MICHEL, LLCActive

Notable overlap · 5 shared positions

$MS $KKR $HUM $WT $WFC

$340M

145 positions

#8Meridian Financial Partners LLCActive

Notable overlap · 4 shared positions

$MS $WT $NEE $KO

$263M

121 positions

#9Powers Advisory Group, LLCActive

Notable overlap · 5 shared positions

$MS $WT $KO $MCD $LMT

$284M

125 positions

#10Provident Wealth Management, LLCActive

Notable overlap · 6 shared positions

$MS $WT $MDLZ $KO $HUM $MCD

$331M

134 positions

#11Summit Investment Advisory Services, LLCActive

Notable overlap · 3 shared positions

$MS $WT $HUM

$269M

81 positions

#12Catalyst Investment Management LLCPassive

Notable overlap · 6 shared positions

$KKR $WT $MS $HUM $KO $LMT

$90M

65 positions

#13KOM Wealth Management Group, LLCActive

Notable overlap · 4 shared positions

$MS $HUM $KKR $KO

$147M

89 positions

#14APS Management Group, Inc.Passive

Notable overlap · 3 shared positions

$MS $KKR $MAR

$117M

72 positions

#15Seven Springs Wealth Group, LLCActive

Notable overlap · 4 shared positions

$MS $HUM $WFC $KO

$432M

81 positions

#16IFS Advisors, LLCActive

Notable overlap · 5 shared positions

$MS $WT $NEE $ADP $MAR

$194M

217 positions

#17FLAGSHIP WEALTH ADVISORS, LLCPassive

Notable overlap · 5 shared positions

$KKR $MS $WT $MAR $HUM

$233M

350 positions

#18Sterling Manor Financial, LLCActive

Notable overlap · 3 shared positions

$MS $WT $KO

$160M

39 positions

#19Strategies Wealth Advisors, LLCActive

Notable overlap · 5 shared positions

$MS $HUM $NEE $MAR $KO

$995M

193 positions

#20Sterling Wealth Advisors IncSmart money

Notable overlap · 3 shared positions

$MS $HUM $KKR

$175M

20 positions

#21BEACON ADVISORS HOLDINGS, LLCActive

Notable overlap · 3 shared positions

$MS $KKR $MAR

$187M

37 positions

#22Madson Wealth Advisors IncPassive

Notable overlap · 5 shared positions

$MS $HUM $MDLZ $KO $WFC

$120M

84 positions

#23Provenance Wealth Advisors, LLCActive

Notable overlap · 3 shared positions

$MS $HUM $KKR

$945M

412 positions

#24Capital Investment Advisors, LLCActive

Notable overlap · 3 shared positions

$MS $KO $LMT

$6.2B

693 positions

#25Gratus Wealth Advisors, LLCActive

Notable overlap · 3 shared positions

$MS $HUM $MAR

$691M

138 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.