13F Pro

Hedge Funds Similar to Tyche Wealth Partners

13F Portfolio OverlapQ2 2026Tyche Wealth Partners portfolio →
Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Tyche Wealth Partners LLC is an institutional investor managing $712M across 339 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 Tyche Wealth Partners are Coston, McIsaac & Partners, ADVISORS, Graver, with shared positions in $PEP, $TXN, $MO, $NEE, $PM, $MCD. The full ranking of 25 similar funds is below.

#1Coston, McIsaac & PartnersPassive
Notable overlap · 7 shared positions
$PEP$TXN$MO$NEE$PM$MCD
$497M
948 positions
#2CAPITAL ADVISORS INC/OKActive
Some overlap · 3 shared positions
$PEP$TXN$SO
$6.8B
374 positions
#3Graver Capital Management, LLCSmart money
Some overlap · 4 shared positions
$PEP$MO$PM$MCD
$140M
26 positions
#4Miller Financial Services LLCPassive
Some overlap · 3 shared positions
$PEP$MO$CRWD
$132M
155 positions
#5MATRIX ASSET ADVISORS INC/NYActive
Some overlap · 4 shared positions
$PEP$TXN$NEE$WFC
$1.2B
100 positions
#6Kennon-Green & Company, LLCActive
Some overlap · 4 shared positions
$PEP$MO$PM$MCD
$131M
42 positions
#7MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive
Some overlap · 6 shared positions
$PEP$TXN$WFC$PM$MCD$SO
$233M
122 positions
#8HUTNER CAPITAL MANAGEMENT INCActive
Some overlap · 5 shared positions
$PEP$MO$PM$MCD$WFC
$252M
43 positions
#9COTTONWOOD CAPITAL ADVISORS, LLCActive
Some overlap · 5 shared positions
$PEP$MO$WFC$PM$MCD
$166M
90 positions
#10HF Advisory Group, LLCPassive
Some overlap · 6 shared positions
$PEP$MO$TXN$WFC$PM$SO
$336M
174 positions
#11Slagle Financial, LLCPassive
Some overlap · 6 shared positions
$PEP$MO$NEE$WFC$PM$MCD
$334M
127 positions
#12Verity & Verity, LLCActive
Some overlap · 4 shared positions
$PEP$TXN$MO$NEE
$1.5B
139 positions
#13RBO & CO LLCActive
Some overlap · 4 shared positions
$PEP$MO$PM$MCD
$628M
56 positions
#14Windle Wealth, LLCActive
Some overlap · 4 shared positions
$PEP$MO$MCD$SO
$249M
35 positions
#15RAHLFS CAPITAL, LLCPassive
Some overlap · 6 shared positions
$TXN$PEP$MO$PM$MCD$SO
$150M
89 positions
#16TrueMark Investments, LLCPassive
Some overlap · 5 shared positions
$PEP$MO$TXN$NEE$PM
$798M
187 positions
#17Walsky Investment Management, Inc.Passive
Some overlap · 6 shared positions
$TXN$PEP$WFC$MCD$SO$NEE
$108M
52 positions
#18Juno Financial Group LLCActive
Some overlap · 4 shared positions
$PEP$MO$PM$CRWD
$286M
72 positions
#19Welch Group, LLCPassive
Some overlap · 5 shared positions
$TXN$PEP$NEE$MCD$SO
$2.9B
326 positions
#20Walsh & Associates, LLCActive
Some overlap · 4 shared positions
$PEP$WFC$PM$SO
$122M
245 positions
#21Eldred Rock Partners, LLCActive
Some overlap · 3 shared positions
$PEP$TXN$WFC
$451M
29 positions
#22TORRAY LLCActive
Some overlap · 3 shared positions
$PEP$TXN$NEE
$741M
91 positions
#23OPUS INVESTMENT MANAGEMENT INCSmart money
Some overlap · 3 shared positions
$PEP$NEE$MCD
$183M
31 positions
#24Nicholson Wealth Management Group, LLCPassive
Some overlap · 5 shared positions
$TXN$PEP$NEE$MCD$SO
$170M
111 positions
#25Carolina Wealth Advisors, LLCPassive
Some overlap · 4 shared positions
$TXN$PEP$MO$PM
$263M
373 positions

Compare Tyche Wealth Partners’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View Tyche Wealth Partners’s holdings

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.