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Hedge Funds Similar to Talisman Wealth Advisors

13F Portfolio OverlapQ2 2026Talisman Wealth Advisors portfolio →
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Most similar hedge funds by 13F overlap

Talisman Wealth Advisors LLC is an institutional investor managing $134M across 110 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 Talisman Wealth Advisors are Walsky Investment, MATRIX ASSET ADVISORS, Andrews Advisory Associates, with shared positions in $APD, $BNY, $TXN, $MCD, $ADP, $WFC. The full ranking of 25 similar funds is below.

#1Walsky Investment Management, Inc.Passive
Some overlap · 7 shared positions
$APD$BNY$TXN$MCD$ADP$WFC
$108M
52 positions
#2MATRIX ASSET ADVISORS INC/NYActive
Some overlap · 5 shared positions
$NEE$BNY$TXN$ADP$WFC
$1.2B
106 positions
#3Andrews Advisory Associates, LLCActive
Some overlap · 5 shared positions
$NEE$APD$TXN$ADP$MCD
$208M
86 positions
#4CUTLER INVESTMENT COUNSEL LLCActive
Some overlap · 5 shared positions
$NEE$TXN$MCD$Q$BDX
$1.1B
157 positions
#5SPRING CAPITAL MANAGEMENT, LLCPassive
Some overlap · 4 shared positions
$NEE$APD$ADP$MCD
$205M
55 positions
#6Somerset Trust CoPassive
Some overlap · 4 shared positions
$NEE$APD$ADP$MCD
$354M
186 positions
#7Banco de Sabadell, S.APassive
Some overlap · 4 shared positions
$NEE$APD$TXN$MCD
$170M
61 positions
#8CAMDEN NATIONAL BANKPassive
Some overlap · 4 shared positions
$NEE$TXN$ADP$MCD
$767M
184 positions
#9BUTENSKY & COHEN FINANCIAL SECURITY, INCPassive
Some overlap · 4 shared positions
$NEE$BNY$MCD$Q
$404M
99 positions
#10RESOURCES MANAGEMENT CORP /CT/ /ADVPassive
Some overlap · 4 shared positions
$NEE$CRWD$MCD$ADP
$794M
188 positions
#11Haverford Trust CoActive
Some overlap · 4 shared positions
$NEE$APD$TXN$MCD
$11.6B
424 positions
#12Steigerwald, Gordon & Koch Inc.Passive
Some overlap · 4 shared positions
$NEE$ADP$Q$WFC
$1.0B
765 positions
#13Granite Group Advisors, LLCActive
Some overlap · 4 shared positions
$NEE$BNY$TXN$ADP
$169M
84 positions
#14Monte Financial Group, LLCPassive
Some overlap · 5 shared positions
$APD$TXN$ADP$WFC$BDX
$312M
102 positions
#15DEARBORN PARTNERS LLCActive
Some overlap · 5 shared positions
$NEE$TXN$ADP$MCD$CTVA
$1.8B
269 positions
#16Legacy Financial Strategies, LLCActive
Some overlap · 4 shared positions
$NEE$CRWD$ADP$MCD
$646M
152 positions
#17Stokes Capital Advisors, LLCPassive
Some overlap · 4 shared positions
$NEE$TXN$ADP$MCD
$467M
118 positions
#18Somerset Group LLCActive
Some overlap · 4 shared positions
$NEE$TXN$WFC$MCD
$142M
58 positions
#19SlateStone Wealth, LLCPassive
Some overlap · 4 shared positions
$NEE$APD$ADP$BDX
$1.3B
296 positions
#20Socorro Asset Management LPActive
Some overlap · 3 shared positions
$NEE$APD$TXN
$223M
33 positions
#21HFR Wealth Management, LLCActive
Some overlap · 3 shared positions
$NEE$APD$ADP
$410M
53 positions
#22OPUS INVESTMENT MANAGEMENT INCActive
Some overlap · 3 shared positions
$NEE$APD$MCD
$183M
31 positions
#23LEDERER & ASSOCIATES INVESTMENT COUNSEL/CAPassive
Some overlap · 4 shared positions
$NEE$CRWD$ADP$MCD
$152M
84 positions
#24DELTA CAPITAL MANAGEMENT LLCPassive
Some overlap · 4 shared positions
$APD$BNY$MCD$Q
$217M
108 positions
#25CULBERTSON A N & CO INCActive
Some overlap · 5 shared positions
$APD$MCD$TXN$WFC$ADP
$859M
140 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.