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 Tillman Hartley

13F Portfolio OverlapQ1 2026Tillman Hartley portfolio →

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Most similar hedge funds by 13F overlap

Tillman Hartley LLC is an institutional investor managing $398M across 88 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 Tillman Hartley are Frankly Finances,, Financial Futures Ltd Liability, Team Hewins,, with shared positions in $NKE, $SNOW, $SCHW, $AMN, $IAU, $DOV. The full ranking of 25 similar funds is below.

#1Frankly Finances, LLCActive

Substantial overlap · 8 shared positions

$NKE $SNOW $SCHW $AMN $IAU $DOV

$110M

64 positions

#2Financial Futures Ltd Liability Co.Active

Substantial overlap · 5 shared positions

$NKE $AMN $SNOW $SCHW $IAU

$228M

72 positions

#3Team Hewins, LLCSmart money

Substantial overlap · 4 shared positions

$NKE $AMN $SNOW $WT

$337M

41 positions

#4Burk Holdings LLCPassive

Substantial overlap · 6 shared positions

$NKE $AMN $SNOW $IAU $SCHW $WT

$233M

676 positions

#5ELEVATE WEALTH ADVISORY, INCActive

Substantial overlap · 8 shared positions

$NKE $AMN $SCHW $IAU $WFC $KO

$158M

125 positions

#6Fonville Wealth Management LLCPassive

Substantial overlap · 6 shared positions

$SNOW $AMN $NKE $SCHW $BRZE $IAU

$525M

138 positions

#7BAYSHORE ASSET MANAGEMENT, LLCSmart money

Substantial overlap · 4 shared positions

$NKE $AMN $SCHW $IAU

$251M

40 positions

#8DOPKINS WEALTH MANAGEMENT, LLCActive

Substantial overlap · 5 shared positions

$NKE $AMN $SNOW $SCHW $IAU

$249M

92 positions

#9FMB WEALTH MANAGEMENTActive

Substantial overlap · 4 shared positions

$NKE $AMN $IAU $SCHW

$242M

73 positions

#10Altiora Financial Group, LLCActive

Substantial overlap · 8 shared positions

$NKE $SNOW $UPST $IAU $CTVA $BRZE

$607M

110 positions

#11McCartney Wealth Management LLCActive

Substantial overlap · 5 shared positions

$NKE $AMN $SNOW $WT $DOV

$119M

65 positions

#12Beaird Harris Wealth Management, LLCActive

Substantial overlap · 7 shared positions

$NKE $AMN $IAU $SNOW $UPST $WT

$1.5B

686 positions

#13Porter White Investment Advisors, Inc.Smart money

Substantial overlap · 3 shared positions

$NKE $AMN $IAU

$250M

40 positions

#14Pillar Financial Advisors, LLCActive

Substantial overlap · 6 shared positions

$NKE $SNOW $IAU $COP $BRZE $DOV

$171M

106 positions

#15COWA, LLCActive

Notable overlap · 5 shared positions

$NKE $AMN $IAU $COP $WT

$371M

158 positions

#16Disciplined Investments, LLCPassive

Notable overlap · 7 shared positions

$NKE $UPST $IAU $SCHW $COP $CTVA

$279M

141 positions

#17Austin Asset Management Co IncSmart money

Notable overlap · 5 shared positions

$SNOW $NKE $AMN $SCHW $IAU

$608M

85 positions

#18JDH Wealth Management, LLCActive

Notable overlap · 5 shared positions

$NKE $AMN $IAU $DOV $BRZE

$148M

54 positions

#19Moisand Fitzgerald Tamayo, LLCActive

Notable overlap · 8 shared positions

$SNOW $AMN $IAU $NKE $AXP $SCHW

$931M

518 positions

#20EnRich Financial Partners LLCActive

Notable overlap · 5 shared positions

$NKE $AMN $SNOW $IAU $BRZE

$377M

64 positions

#21ATLas Financial Planning LLCActive

Notable overlap · 5 shared positions

$NKE $AMN $WT $DOV $BRZE

$112M

69 positions

#22Peirce Capital Management, LLCActive

Notable overlap · 3 shared positions

$NKE $AMN $COP

$256M

43 positions

#23Plancorp, LLCActive

Notable overlap · 3 shared positions

$NKE $AMN $SCHW

$3.5B

378 positions

#24CLARIS ADVISORS, LLC / MO /Active

Notable overlap · 4 shared positions

$NKE $AMN $COP $UNH

$334M

70 positions

#25Three Arch Wealth Management LLCActive

Notable overlap · 3 shared positions

$NKE $AMN $DOV

$556M

61 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.