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 Tilson Financial Group,

13F Portfolio OverlapQ1 2026Tilson Financial Group, portfolio →

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Most similar hedge funds by 13F overlap

Tilson Financial Group, Inc. is an institutional investor managing $333M across 79 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 Tilson Financial Group, are Sterling Financial Planning,, Causey Wealth, Seneca Financial Advisors, with shared positions in $KKR, $NKE, $DDOG, $SE, $WT, $SCHW. The full ranking of 25 similar funds is below.

#1Sterling Financial Planning, Inc.Active

Notable overlap · 6 shared positions

$KKR $NKE $DDOG $SE $WT $SCHW

$337M

117 positions

#2Causey Wealth LLCPassive

Notable overlap · 6 shared positions

$KKR $NKE $BRZE $BMY $WT $SCHW

$236M

81 positions

#3Seneca Financial Advisors LLCActive

Notable overlap · 5 shared positions

$KKR $DDOG $BRZE $SE $MCD

$341M

64 positions

#4Heartwood Wealth Advisors LLCPassive

Notable overlap · 5 shared positions

$KKR $DDOG $MCD $VZ $UPS

$1.1B

223 positions

#5Financially in Tune, LLCActive

Notable overlap · 3 shared positions

$KKR $NKE $WT

$116M

77 positions

#6APS Management Group, Inc.Passive

Notable overlap · 3 shared positions

$KKR $NKE $GMM

$117M

72 positions

#7Cherry Tree Wealth Management, LLCPassive

Notable overlap · 6 shared positions

$KKR $DDOG $BRZE $NKE $WT $SCHW

$473M

582 positions

#8Trinity Financial Advisors LLCActive

Notable overlap · 3 shared positions

$NKE $DDOG $KKR

$351M

89 positions

#9Altiora Financial Group, LLCActive

Some overlap · 5 shared positions

$NKE $DDOG $BRZE $SE $BAC

$607M

110 positions

#10Dickmeyer Boyce Financial Management, Inc.Passive

Some overlap · 4 shared positions

$KKR $DDOG $VZ $WT

$170M

125 positions

#11SKY-MOUNTAIN CAPITAL MANAGEMENT, INC.Smart money

Some overlap · 4 shared positions

$KKR $NKE $BRZE $WT

$139M

37 positions

#12Donalies Financial Planning, LLCActive

Some overlap · 6 shared positions

$NKE $KKR $DDOG $BRZE $SCHW $GMM

$117M

74 positions

#13VSM Wealth Advisory, LLCPassive

Some overlap · 3 shared positions

$KKR $DDOG $SCHW

$335M

505 positions

#14Evanson Asset Management, LLCActive

Some overlap · 6 shared positions

$NKE $DDOG $KKR $BRZE $WT $SCHW

$1.9B

321 positions

#15OMNI 360 Wealth, Inc.Passive

Some overlap · 4 shared positions

$KKR $NKE $DDOG $WT

$194M

125 positions

#16Apeiron RIA LLCPassive

Some overlap · 6 shared positions

$NKE $KKR $DDOG $WT $SCHW $GMM

$431M

204 positions

#17Investment Advisory Group, LLCPassive

Some overlap · 4 shared positions

$KKR $NKE $BRZE $SCHW

$393M

194 positions

#18ACT WEALTH MANAGEMENT, LLCActive

Some overlap · 4 shared positions

$KKR $DDOG $SCHW $PM

$298M

62 positions

#19Hyposwiss Advisors SAPassive

Some overlap · 4 shared positions

$KKR $DDOG $BRZE $WT

$101M

112 positions

#20Long Run Wealth Advisors, LLC

Some overlap · 7 shared positions

$KKR $UPS $RELX $WT $BRZE $SE

$531M

106 positions

#21PENNEY FINANCIAL, LLCSmart money

Some overlap · 3 shared positions

$KKR $DDOG $BRZE

$261M

48 positions

#22Juno Financial Group LLCActive

Some overlap · 5 shared positions

$KKR $BRZE $SE $PM $SCHW

$255M

70 positions

#23SwitchPoint Financial Planning, LLCActive

Some overlap · 4 shared positions

$NKE $DDOG $BRZE $SCHW

$147M

64 positions

#24McGlone Suttner Wealth Management, Inc.Active

Some overlap · 6 shared positions

$NKE $KKR $DDOG $MCD $BAC $PM

$755M

189 positions

#25Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth SActive

Some overlap · 5 shared positions

$NKE $KKR $BRZE $SE $IDCC

$111M

63 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.