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Hedge Funds Similar to TSA Wealth Managment

13F Portfolio OverlapQ1 2026TSA Wealth Managment portfolio →
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Most similar hedge funds by 13F overlap

TSA Wealth Managment LLC is an institutional investor managing $309M across 105 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 TSA Wealth Managment are Asempa Wealth Advisors, CURTIS WEALTH, 5T Wealth,, with shared positions in $MDLZ, $SE, $IAU, $LUV, $KKR, $DDOG. The full ranking of 25 similar funds is below.

#1Asempa Wealth AdvisorsPassive
Notable overlap · 5 shared positions
$MDLZ$SE$IAU$LUV$KKR
$115M
115 positions
#2CURTIS WEALTH MANAGEMENT LLCPassive
Notable overlap · 4 shared positions
$SE$MDLZ$IAU$DDOG
$107M
50 positions
#35T Wealth, LLCPassive
Notable overlap · 8 shared positions
$SE$MDLZ$IAU$SNOW$DDOG$LUV
$253M
129 positions
#4High Falls Advisors, Inc
Notable overlap · 4 shared positions
$MDLZ$IAU$DDOG$SE
$494M
144 positions
#5RIA Advisory Group LLCPassive
Notable overlap · 3 shared positions
$MDLZ$KO$MMM
$421M
145 positions
#6Davis Wealth Advisors, LLCPassive
Notable overlap · 6 shared positions
$SE$IAU$MDLZ$DDOG$SNOW$GMM
$120M
72 positions
#7MB Generational Wealth, LLCActive
Notable overlap · 4 shared positions
$MDLZ$SE$DDOG$GMM
$181M
66 positions
#8Kelly Financial Services LLCPassive
Notable overlap · 5 shared positions
$SE$MDLZ$IAU$TJX$GMM
$414M
128 positions
#9Spectrum Planning & Advisory Services Inc.Passive
Some overlap · 4 shared positions
$MDLZ$SE$IAU$GMM
$202M
114 positions
#10Centerline Wealth Advisors, LLCActive
Some overlap · 4 shared positions
$SE$IAU$DDOG$KO
$278M
73 positions
#11Amplius Wealth Advisors, LLCActive
Some overlap · 3 shared positions
$MDLZ$IAU$SNOW
$1.2B
175 positions
#12ONE Advisory Partners, LLCActive
Some overlap · 5 shared positions
$SE$MDLZ$IAU$DDOG$GMM
$324M
72 positions
#13Verum Partners LLCActive
Some overlap · 3 shared positions
$SE$KO$MDLZ
$527M
176 positions
#14Arcadia Wealth Management, LLCActive
Some overlap · 5 shared positions
$SE$SNOW$IAU$TJX$MDLZ
$276M
67 positions
#15Polaris Investment Advisors, LLCPassive
Some overlap · 6 shared positions
$MDLZ$IAU$SE$DDOG$SNOW$LIN
$137M
70 positions
#16Shared Vision Wealth Group LLCActive
Some overlap · 4 shared positions
$SE$MDLZ$IAU$DDOG
$245M
95 positions
#17TIAA Wealth Investment Management LLCActive
Some overlap · 4 shared positions
$SE$SNOW$DDOG$TJX
$13.1B
563 positions
#18Madson Wealth Advisors IncPassive
Some overlap · 4 shared positions
$SE$IAU$MDLZ$KO
$120M
84 positions
#19Morningstar Investment Management LLCPassive
Some overlap · 4 shared positions
$SE$SNOW$MDLZ$LRCX
$1.6B
315 positions
#20Aspect Partners, LLCPassive
Some overlap · 4 shared positions
$SE$IAU$GMM$KO
$245M
709 positions
#21Shakespeare Wealth Management, LLCActive
Some overlap · 3 shared positions
$SE$SNOW$DDOG
$422M
98 positions
#22Cornerstone National Bank & Trust CoPassive
Some overlap · 4 shared positions
$SE$SNOW$KO$TJX
$271M
209 positions
#23Investors Research CorpPassive
Some overlap · 4 shared positions
$MDLZ$SE$SNPS$KKR
$523M
848 positions
#24Triad Wealth Partners, LLCPassive
Some overlap · 3 shared positions
$SE$IAU$SNOW
$1.3B
478 positions
#25ALTERNA WEALTH MANAGEMENT, INCPassive
Some overlap · 3 shared positions
$SE$MDLZ$IAU
$132M
105 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.