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Hedge Funds Similar to Tilson Financial Group

13F Portfolio OverlapQ2 2026Tilson Financial Group portfolio →
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Most similar hedge funds by 13F overlap

Tilson Financial Group, Inc. is an institutional investor managing $364M across 86 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 Tilson Financial Group are Drexel Morgan, OPUS INVESTMENT, MORGAN DEMPSEY, with shared positions in $UPS, $VZ, $MCD, $PEG, $PM, $BMY. The full ranking of 25 similar funds is below.

#1Drexel Morgan & Co.Active
Notable overlap · 3 shared positions
$UPS$VZ$MCD
$719M
60 positions
#2OPUS INVESTMENT MANAGEMENT INCActive
Notable overlap · 3 shared positions
$PEG$MCD$UPS
$183M
31 positions
#3MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive
Notable overlap · 4 shared positions
$UPS$MCD$VZ$PM
$233M
122 positions
#4Keystone Financial Planning, Inc.Smart money
Notable overlap · 6 shared positions
$UPS$VZ$PM$BMY$MCD$PEG
$388M
39 positions
#5ST. NICHOLAS PRIVATE ASSET MANAGEMENT, INCActive
Some overlap · 4 shared positions
$MCD$PEG$VZ$PM
$115M
36 positions
#6High Point Wealth Management, LLCPassive
Some overlap · 3 shared positions
$PEG$ED$PM
$122M
250 positions
#7Catherine Avery Investment Management LLCPassive
Some overlap · 4 shared positions
$UPS$MCD$BMY$VZ
$229M
166 positions
#8Coston, McIsaac & PartnersPassive
Some overlap · 4 shared positions
$MCD$VZ$ED$PM
$497M
948 positions
#9VAUGHAN & Co SECURITIES, INC.Smart money
Some overlap · 4 shared positions
$UPS$VZ$PM$BMY
$214M
61 positions
#10Westshore Wealth, LLCActive
Some overlap · 4 shared positions
$UPS$PM$BMY$MCD
$322M
107 positions
#11Neumann Capital Management, LLCActive
Some overlap · 3 shared positions
$PEG$BMY$SCHW
$151M
58 positions
#12Beacon Harbor Wealth Advisors, Inc.Passive
Some overlap · 4 shared positions
$MCD$VZ$PM$BMY
$513M
70 positions
#13ADVOCATE GROUP LLCPassive
Some overlap · 5 shared positions
$VZ$MCD$UPS$BMY$SCHW
$665M
122 positions
#14InvesTrustPassive
Some overlap · 4 shared positions
$MCD$VZ$PM$BMY
$260M
95 positions
#15CUTLER INVESTMENT COUNSEL LLCActive
Some overlap · 4 shared positions
$MCD$VZ$SCHW$BDX
$1.1B
157 positions
#16Measured Risk Portfolios, Inc.Active
Some overlap · 3 shared positions
$UPS$VZ$PM
$112M
63 positions
#17Stockman Wealth Management, Inc.Passive
Some overlap · 3 shared positions
$UPS$MCD$VZ
$968M
178 positions
#18RAHLFS CAPITAL, LLCPassive
Some overlap · 4 shared positions
$MCD$VZ$PM$BMY
$136M
86 positions
#19EQUITY INVESTMENT CORPActive
Some overlap · 3 shared positions
$UPS$VZ$SCHW
$5.2B
76 positions
#20Windle Wealth, LLCActive
Some overlap · 3 shared positions
$MCD$VZ$ED
$249M
35 positions
#21P.A.W. CAPITAL CORPPassive
Some overlap · 4 shared positions
$VZ$UPS$PM$BMY
$133M
66 positions
#22Patrick Mauro Investment Advisor, INC.Active
Some overlap · 4 shared positions
$MCD$VZ$BMY$ED
$199M
38 positions
#23TrueMark Investments, LLCPassive
Some overlap · 3 shared positions
$UPS$VZ$PM
$798M
187 positions
#24Hillman Capital Management, Inc.Passive
Some overlap · 4 shared positions
$UPS$VZ$BMY$BDX
$138M
54 positions
#25MILLER VALUE PARTNERS, LLCActive
Some overlap · 3 shared positions
$UPS$VZ$BMY
$423M
56 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.