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Hedge Funds Similar to TSA Wealth Managment

13F Portfolio OverlapQ2 2026TSA Wealth Managment portfolio →
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Most similar hedge funds by 13F overlap

TSA Wealth Managment LLC is an institutional investor managing $354M across 119 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 TSA Wealth Managment are PARTNERS INVESTMENT GROUP, LLP, LIFELONG WEALTH ADVISORS, Connective Portfolio, with shared positions in $IAU, $STX, $SNPS, $LIN, $MMM, $MRVL. The full ranking of 25 similar funds is below.

#1PARTNERS CAPITAL INVESTMENT GROUP, LLPActive
Notable overlap · 4 shared positions
$IAU$STX$SNPS$LIN
$2.8B
186 positions
#2LIFELONG WEALTH ADVISORS, INC.Smart money
Notable overlap · 4 shared positions
$IAU$STX$MMM$MRVL
$426M
99 positions
#3Connective Portfolio Management, LLCPassive
Notable overlap · 3 shared positions
$IAU$KGS$MRVL
$60M
39 positions
#4VCI Wealth Management LLCPassive
Notable overlap · 4 shared positions
$IAU$TJX$MMM$TXN
$399M
99 positions
#5Bigelow Investment Advisors, LLCPassive
Notable overlap · 4 shared positions
$IAU$TJX$MRVL$TXN
$276M
157 positions
#6Kelly Financial Services LLCActive
Notable overlap · 3 shared positions
$IAU$KLAC$TJX
$467M
141 positions
#7Intentional Wealth Strategies, LLCActive
Notable overlap · 3 shared positions
$IAU$STX$TJX
$107M
68 positions
#8EHRLICH FINANCIAL GROUPActive
Notable overlap · 3 shared positions
$IAU$STX$MRVL
$194M
119 positions
#9EQUITABLE TRUST COPassive
Notable overlap · 4 shared positions
$IAU$MRVL$STX$KLAC
$2.4B
452 positions
#10NOTTINGHAM ADVISORS, INC.Active
Notable overlap · 3 shared positions
$IAU$LIN$KLAC
$838M
122 positions
#11Midwest Capital Advisors, LLCActive
Notable overlap · 4 shared positions
$IAU$KLAC$MRVL$TJX
$246M
210 positions
#12Sagace Wealth Management LLCActive
Some overlap · 3 shared positions
$IAU$SNPS$MMM
$159M
71 positions
#13FORBES J M & CO LLPActive
Some overlap · 3 shared positions
$IAU$LIN$TJX
$1.3B
159 positions
#14TRUE Private Wealth AdvisorsPassive
Some overlap · 3 shared positions
$IAU$MMM$MRVL
$1.2B
283 positions
#15Spectrum Asset Management, Inc. (NB/CA)Passive
Some overlap · 3 shared positions
$IAU$LIN$MRVL
$362M
116 positions
#16Ackerman Capital Advisors, LLCActive
Some overlap · 3 shared positions
$IAU$SNPS$TXN
$497M
120 positions
#17Cogent Private Wealth, Inc.Passive
Some overlap · 3 shared positions
$IAU$STX$KLAC
$160M
117 positions
#18Deane Retirement Strategies, Inc.Passive
Some overlap · 4 shared positions
$IAU$LIN$TXN$TJX
$236M
52 positions
#19Gibson Capital, LLCSmart money
Some overlap · 3 shared positions
$IAU$MMM$KLAC
$610M
94 positions
#20Capital Asset Advisory Services LLCActive
Some overlap · 3 shared positions
$IAU$LIN$SNPS
$2.8B
375 positions
#21SEEDS INVESTOR LLCPassive
Some overlap · 5 shared positions
$IAU$KLAC$SNPS$STX$MRVL
$973M
379 positions
#22Dynasty Wealth Management, LLCActive
Some overlap · 3 shared positions
$IAU$KLAC$MRVL
$13.5B
367 positions
#23MAINSTAY CAPITAL MANAGEMENT LLC /ADVActive
Some overlap · 3 shared positions
$IAU$TXN$ARCC
$1.4B
144 positions
#24Biltmore Family Office, LLCActive
Some overlap · 3 shared positions
$IAU$TJX$MMM
$761M
333 positions
#25FDx Advisors, Inc.Passive
Some overlap · 3 shared positions
$IAU$STX$LIN
$332M
179 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.