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 Tyche Wealth Partners

13F Portfolio OverlapQ1 2026Tyche Wealth Partners portfolio →

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Most similar hedge funds by 13F overlap

Tyche Wealth Partners LLC is an institutional investor managing $648M across 347 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 Tyche Wealth Partners are Finward Bancorp, Cushing Partners,, Claris Financial, with shared positions in $KKR, $AGQ, $MCD, $KO, $HUM, $NEE. The full ranking of 25 similar funds is below.

#1Finward BancorpPassive

Some overlap · 5 shared positions

$KKR $AGQ $MCD $KO $HUM

$125M

104 positions

#2Cushing Capital Partners, LLCPassive

Some overlap · 4 shared positions

$KKR $AGQ $NEE $MCD

$130M

96 positions

#3Claris Financial LLCPassive

Some overlap · 5 shared positions

$KKR $AGQ $MO $KO $HUM

$183M

177 positions

#4WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADVPassive

Some overlap · 5 shared positions

$KKR $TXN $KO $NEE $HUM

$355M

156 positions

#5Stillwater Wealth Management GroupPassive

Some overlap · 5 shared positions

$AGQ $MO $MCD $NEE $KO

$162M

77 positions

#6FUKOKU MUTUAL LIFE INSURANCE CoPassive

Some overlap · 5 shared positions

$MO $TXN $NEE $MCD $KO

$1.5B

235 positions

#7Drucker Wealth 3.0, LLCPassive

Some overlap · 5 shared positions

$KKR $NEE $KO $TXN $HUM

$573M

266 positions

#8Northside Capital Management, LLCActive

Some overlap · 4 shared positions

$KKR $TXN $NEE $KO

$1.1B

193 positions

#9Talisman Wealth Advisors LLCPassive

Some overlap · 5 shared positions

$KKR $NEE $KO $HUM $MCD

$124M

101 positions

#10MSH Capital Advisors LLCPassive

Some overlap · 4 shared positions

$KKR $AGQ $KO $HUM

$472M

273 positions

#11Andrews Advisory Associates, LLCActive

Some overlap · 5 shared positions

$TXN $KKR $NEE $MCD $HUM

$190M

82 positions

#12O'ROURKE & COMPANY, IncPassive

Some overlap · 4 shared positions

$KKR $AGQ $KO $HUM

$253M

171 positions

#13Gerald Baker Financial Group LLCPassive

Some overlap · 5 shared positions

$AGQ $MO $MCD $HUM $KO

$253M

107 positions

#14Essex Financial Services, Inc.Passive

Some overlap · 4 shared positions

$KKR $AGQ $HUM $KO

$1.8B

794 positions

#15SPRENG CAPITAL MANAGEMENT, INC.Active

Some overlap · 5 shared positions

$KKR $MO $HUM $KO $AGQ

$212M

66 positions

#16MARK SHEPTOFF FINANCIAL PLANNING, LLCPassive

Some overlap · 5 shared positions

$KKR $NEE $KO $TXN $HUM

$189M

510 positions

#17MARINO, STRAM & ASSOCIATES LLCActive

Some overlap · 5 shared positions

$KKR $KO $MCD $HUM $MO

$557M

185 positions

#18SBI Securities Co., Ltd.Passive

Some overlap · 5 shared positions

$KKR $KO $HUM $MO $AGQ

$3.6B

4,018 positions

#19Stokes Capital Advisors, LLCPassive

Some overlap · 5 shared positions

$TXN $NEE $MCD $KO $HUM

$446M

104 positions

#20WEALTHSPAN PARTNERS, LLCPassive

Some overlap · 4 shared positions

$KKR $NEE $MCD $HUM

$284M

123 positions

#21KDT Advisors, LLCPassive

Some overlap · 4 shared positions

$KKR $NEE $MCD $HUM

$63M

69 positions

#22W ADVISORS, LLCPassive

Some overlap · 5 shared positions

$KKR $KO $MCD $NEE $HUM

$195M

141 positions

#23Donalies Financial Planning, LLCActive

Some overlap · 4 shared positions

$KKR $NEE $TXN $HUM

$117M

74 positions

#24Accretive Wealth Partners, LLCPassive

Some overlap · 4 shared positions

$KKR $MCD $KO $HUM

$356M

180 positions

#25MONEY CONCEPTS CAPITAL CORPPassive

Some overlap · 4 shared positions

$KKR $AGQ $KO $MCD

$1.8B

567 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.