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Hedge Funds Similar to TFB Advisors

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

TFB Advisors LLC is an institutional investor managing $227M across 190 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 TFB Advisors are Center For Asset, Sanchez Gaunt, ASSETMARK, with shared positions in $UTHR, $SYF, $NEM, $T, $WDC, $FOX. The full ranking of 25 similar funds is below.

#1Center For Asset Management LLCPassive
Notable overlap · 11 shared positions
$UTHR$SYF$NEM$T$WDC$FOX
$225M
151 positions
#2Sanchez Gaunt Capital Management, LLCPassive
Notable overlap · 10 shared positions
$UTHR$SYF$NEM$WDC$T$FOX
$179M
189 positions
#3ASSETMARK, INCPassive
Notable overlap · 9 shared positions
$UTHR$SYF$NEM$WDC$T$FOX
$58.2B
3,558 positions
#4Strategic Investment Advisors / MIActive
Notable overlap · 10 shared positions
$UTHR$SYF$NEM$T$WDC$KLAC
$1.7B
398 positions
#5Lifestyle Asset Management, Inc.Active
Some overlap · 6 shared positions
$WDC$UTHR$EXEL$HIG$NEM$KLAC
$372M
129 positions
#6Camarda Financial Advisors, LLCPassive
Some overlap · 4 shared positions
$WDC$ARM$ASML$KLAC
$331M
122 positions
#7Rheos Capital Works Inc.Active
Some overlap · 4 shared positions
$WDC$ARM$ASML$KLAC
$1.8B
82 positions
#8Broadleaf Partners, LLCPassive
Some overlap · 4 shared positions
$UTHR$ARM$ASML$KLAC
$517M
86 positions
#9Livforsakringsbolaget Skandia, OmsesidigtActive
Some overlap · 6 shared positions
$AMGN$KLAC$HIG$UTHR$FOX$EXEL
$3.1B
444 positions
#10STANCE CAPITAL LLCPassive
Some overlap · 4 shared positions
$WDC$AMGN$NEM$T
$328M
340 positions
#11VAN ECK ASSOCIATES CORPActive
Some overlap · 5 shared positions
$NEM$ASML$KLAC$MPWR$ARM
$164.1B
1,337 positions
#12WAYSTONE ADVISORS LLCPassive
Some overlap · 5 shared positions
$ASML$AMGN$KLAC$HIG$UTHR
$134M
110 positions
#13UNICOM Systems, Inc.Active
Some overlap · 3 shared positions
$WDC$ARM$ASML
$1.5B
39 positions
#14WINNOW WEALTH LLCPassive
Some overlap · 4 shared positions
$UTHR$FOX$EXEL$MPWR
$147M
137 positions
#15SIGNET FINANCIAL MANAGEMENT, LLC
Some overlap · 4 shared positions
$UTHR$ASML$KLAC$HIG
$892M
299 positions
#16Stanley-Laman Group, Ltd.Passive
Some overlap · 4 shared positions
$ARM$ASML$KLAC$MPWR
$984M
298 positions
#17KICKSTAND VENTURES, LLC.Active
Some overlap · 5 shared positions
$WDC$KLAC$MPWR$T$SHOP
$550M
154 positions
#18Davidson Capital Management Inc.Active
Some overlap · 4 shared positions
$UTHR$EXEL$KLAC$MPWR
$624M
96 positions
#19REXFORD CAPITAL INCPassive
Some overlap · 4 shared positions
$WDC$AMGN$KLAC$UAL
$163M
301 positions
#20BERKSHIRE CAPITAL HOLDINGS INCActive
Some overlap · 5 shared positions
$WDC$ARM$KLAC$ASML$MPWR
$462M
122 positions
#21Capital World InvestorsActive
Some overlap · 4 shared positions
$WDC$AMGN$ASML$KLAC
$846.4B
637 positions
#22Fedenia Advisers LLCPassive
Some overlap · 3 shared positions
$WDC$ARM$KLAC
$421M
459 positions
#23Markin Volterra Fund LPActive
Some overlap · 3 shared positions
$WDC$ARM$KLAC
$147M
69 positions
#24NZS Capital, LLCActive
Some overlap · 4 shared positions
$ARM$SHOP$KLAC$MPWR
$3.9B
61 positions
#25American Alpha Advisors, LLCPassive
Some overlap · 5 shared positions
$AMGN$SHOP$NEM$UAL$T
$185M
95 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.