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 Talon Private Wealth

13F Portfolio OverlapQ1 2026Talon Private Wealth portfolio →

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Most similar hedge funds by 13F overlap

Talon Private Wealth, LLC is an institutional investor managing $1.7B across 462 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 Talon Private Wealth are Harvest Investment Advisors, YACKTMAN ASSET, Richwood Investment Advisors, with shared positions in $STT, $LHX, $MS, $GD, $LMT, $QCOM. The full ranking of 25 similar funds is below.

#1Harvest Investment Advisors, LLCActive

Notable overlap · 6 shared positions

$STT $LHX $MS $GD $LMT $QCOM

$202M

58 positions

#2YACKTMAN ASSET MANAGEMENT LPActive

Notable overlap · 6 shared positions

$STT $LHX $LMT $FOX $NOC $FANG

$8.1B

74 positions

#3Richwood Investment Advisors, LLCActive

Some overlap · 6 shared positions

$LMT $NOC $WFC $GD $MS $C

$142M

106 positions

#4MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive

Some overlap · 5 shared positions

$LMT $C $GD $WFC $OKE

$233M

122 positions

#5DMKC Advisory Services, LLCActive

Some overlap · 4 shared positions

$STT $LMT $C $WFC

$530M

92 positions

#6ATWOOD & PALMER INCPassive

Some overlap · 5 shared positions

$LMT $LHX $UTHR $LDOS $URI

$1.9B

495 positions

#7Glass Wealth Management Co LLCPassive

Some overlap · 5 shared positions

$LMT $LHX $NOC $MS $GD

$299M

69 positions

#8Capital Investment Advisors, LLCPassive

Some overlap · 5 shared positions

$STT $LMT $QCOM $OKE $C

$7.6B

789 positions

#9Huber Capital Management LLCActive

Some overlap · 5 shared positions

$C $THC $LNG $NOC $URI

$679M

99 positions

#10Delta Accumulation, LLCActive

Some overlap · 6 shared positions

$C $MS $LMT $GD $NOC $STT

$2.5B

156 positions

#11Focused Investors LLCActive

Some overlap · 4 shared positions

$LMT $LHX $NOC $MS

$3.0B

23 positions

#12Canal Insurance COActive

Some overlap · 4 shared positions

$LMT $LHX $NOC $GD

$456M

76 positions

#13Themes Management Co LLCPassive

Some overlap · 4 shared positions

$LMT $LHX $NOC $GD

$151M

120 positions

#14Stokes Capital Advisors, LLCPassive

Some overlap · 5 shared positions

$LMT $NOC $MS $OKE $QCOM

$467M

118 positions

#15Encore Global Management, LPPassive

Some overlap · 5 shared positions

$STT $FANG $C $TMUS $QCOM

$102M

53 positions

#16FARMERS TRUST CO

Some overlap · 4 shared positions

$STT $C $LNG $LMT

$637M

203 positions

#17Rayburn West Financial Services LLCPassive

Some overlap · 4 shared positions

$LMT $C $GD $WFC

$181M

81 positions

#18SIGNET FINANCIAL MANAGEMENT, LLC

Some overlap · 4 shared positions

$STT $UTHR $WFC $URI

$892M

299 positions

#19Oliver Luxxe Assets LLCPassive

Some overlap · 4 shared positions

$C $BKR $MS $WFC

$680M

199 positions

#20CLOUGH CAPITAL PARTNERS L PPassive

Some overlap · 4 shared positions

$LMT $NOC $GD $LNG

$1.2B

102 positions

#21Clarus Wealth AdvisorsPassive

Some overlap · 5 shared positions

$STT $C $OKE $LMT $QCOM

$260M

86 positions

#22SKBA CAPITAL MANAGEMENT LLCPassive

Some overlap · 4 shared positions

$C $LHX $WFC $PKG

$606M

79 positions

#23Allied Investment Advisors, LLCPassive

Some overlap · 3 shared positions

$STT $LMT $WFC

$797M

110 positions

#24CWC Advisors, LLC.Passive

Some overlap · 4 shared positions

$STT $WFC $LHX $QCOM

$225M

152 positions

#25GLOBALT Investments LLC / GAActive

Some overlap · 4 shared positions

$STT $MS $C $WFC

$3.0B

213 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.