Hedge Funds Similar to Tassel ,

13F Portfolio OverlapQ1 2026Tassel , portfolio →

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Most similar hedge funds by 13F overlap

Tassel Capital Management, Inc. is an institutional investor managing $184M across 37 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 Tassel , are Altiora Financial Group,, Tillman Hartley, VANCE WEALTH,, with shared positions in $SNOW, $NKE, $CTVA. The full ranking of 19 similar funds is below.

#1Altiora Financial Group, LLCActive

Notable overlap · 3 shared positions

$SNOW $NKE $CTVA

$607M

110 positions

#2Tillman Hartley LLCActive

Notable overlap · 3 shared positions

$SNOW $NKE $CTVA

$398M

88 positions

#3VANCE WEALTH, LLCActive

Notable overlap · 3 shared positions

$NKE $SNOW $CTVA

$346M

118 positions

#4McLean Asset Management CorpActive

Some overlap · 3 shared positions

$NKE $CTVA $SNOW

$572M

165 positions

#5TOBIAS FINANCIAL ADVISORS, INC.Active

Some overlap · 3 shared positions

$NKE $SNOW $CTVA

$718M

143 positions

#6RF&L WEALTH MANAGEMENT, LLCActive

Some overlap · 3 shared positions

$NKE $CTVA $SNOW

$134M

52 positions

#7ARK & TLK INVESTMENTS, LLCActive

Some overlap · 3 shared positions

$SNOW $NKE $CTVA

$370M

119 positions

#8Disciplined Investments, LLCPassive

Some overlap · 3 shared positions

$NKE $CTVA $SNOW

$279M

141 positions

#9RTD Financial Advisors, Inc.Active

Some overlap · 3 shared positions

$SNOW $CTVA $NKE

$814M

114 positions

#10Noble Family Wealth, LLCActive

Some overlap · 3 shared positions

$SNOW $CTVA $NKE

$484M

76 positions

#11Foundation Wealth Management, LLC\PAActive

Some overlap · 3 shared positions

$CTVA $SNOW $NKE

$284M

91 positions

#12Prosperity Planning, Inc.Active

Some overlap · 3 shared positions

$CTVA $NKE $SNOW

$395M

110 positions

#13K2 Financial Inc.Passive

Some overlap · 3 shared positions

$SNOW $NKE $CTVA

$138M

59 positions

#14LifePlan Financial, LLCPassive

Some overlap · 3 shared positions

$CTVA $SNOW $NKE

$135M

83 positions

#15Modera Wealth Management, LLCActive

Slight overlap · 3 shared positions

$NKE $SNOW $CTVA

$8.3B

635 positions

#16CHOREO, LLCPassive

Slight overlap · 3 shared positions

$NKE $SNOW $CTVA

$8.1B

1,613 positions

#17Archvest Wealth Advisors, Inc.Active

Slight overlap · 3 shared positions

$NKE $CTVA $SNOW

$155M

74 positions

#18MORRIS FINANCIAL CONCEPTS, INC.Active

Slight overlap · 3 shared positions

$NKE $CTVA $SNOW

$295M

195 positions

#19KDK Private Wealth Management, LLCActive

Slight overlap · 3 shared positions

$CTVA $SNOW $NKE

$109M

60 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.