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 Turtle Creek Wealth Advisors,

13F Portfolio OverlapQ1 2026Turtle Creek Wealth Advisors, portfolio →

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Most similar hedge funds by 13F overlap

Turtle Creek Wealth Advisors, LLC is an institutional investor managing $1.3B across 480 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 Turtle Creek Wealth Advisors, are ALBERT D MASON, FORTEM FINANCIAL GROUP,, ARGONAUTICA PRIVATE WEALTH ,, with shared positions in $LRCX, $KLAC, $MCD, $EPD, $ET, $PH. The full ranking of 25 similar funds is below.

#1ALBERT D MASON INCPassive

Notable overlap · 7 shared positions

$LRCX $KLAC $MCD $EPD $ET $PH

$154M

129 positions

#2FORTEM FINANCIAL GROUP, LLCPassive

Some overlap · 6 shared positions

$LRCX $KLAC $AMAT $APH $EOG $ET

$399M

173 positions

#3ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INCPassive

Some overlap · 7 shared positions

$KLAC $AMAT $APH $PH $LRCX $TT

$331M

183 positions

#4Miller Capital Partners, Inc.Passive

Some overlap · 7 shared positions

$LRCX $MCD $KLAC $PH $TJX $SYK

$208M

262 positions

#5RENAISSANCE GROUP LLCPassive

Some overlap · 6 shared positions

$LRCX $KLAC $AMAT $APH $TJX $INTU

$2.4B

234 positions

#6Segment Wealth Management, LLCPassive

Some overlap · 7 shared positions

$MCD $APH $TJX $EOG $PH $GRMN

$1.7B

309 positions

#7Guinness Atkinson Asset Management IncPassive

Some overlap · 6 shared positions

$LRCX $KLAC $AMAT $APH $AFL $INTU

$200M

123 positions

#8ALKEON CAPITAL MANAGEMENT LLCSmart money

Some overlap · 6 shared positions

$LRCX $KLAC $APH $TJX $ETR $MLM

$59.5B

102 positions

#9PBU - The Pension Fund of Early Childhood & Youth EducatorsActive

Some overlap · 6 shared positions

$LRCX $KLAC $AMAT $TJX $PGR $PH

$7.7B

190 positions

#10Progressive Investment Management CorpActive

Some overlap · 6 shared positions

$LRCX $KLAC $AMAT $APH $TT $TJX

$379M

58 positions

#11Shoker Investment Counsel, Inc.Active

Some overlap · 5 shared positions

$LRCX $KLAC $AMAT $EPD $MCD

$337M

109 positions

#12Railway Pension Investments LtdActive

Some overlap · 6 shared positions

$LRCX $KLAC $APH $PH $SYK $TJX

$7.0B

103 positions

#13DIVIDEND ASSETS CAPITAL, LLCPassive

Some overlap · 6 shared positions

$KLAC $EPD $ET $TJX $PH $INTU

$501M

138 positions

#14Westerkirk Capital Inc.Active

Some overlap · 5 shared positions

$LRCX $KLAC $AMAT $TJX $PH

$929M

208 positions

#15OUTFITTERS FINANCIAL LLCPassive

Some overlap · 6 shared positions

$MCD $AMAT $EPD $ET $INTU $MPLX

$129M

80 positions

#16NZS Capital, LLCActive

Some overlap · 6 shared positions

$LRCX $KLAC $APH $TT $SYK $PGR

$3.0B

58 positions

#17Axecap Investments, LLCPassive

Some overlap · 5 shared positions

$LRCX $KLAC $AMAT $TJX $ETR

$145M

69 positions

#18Erste Asset Management GmbHPassive

Some overlap · 6 shared positions

$LRCX $KLAC $TJX $AMAT $INTU $PGR

$10.8B

890 positions

#19Horizon Investment Services, LLCPassive

Some overlap · 5 shared positions

$LRCX $KLAC $AMAT $APH $PGR

$288M

137 positions

#20Benchmark Investment Advisors LLCPassive

Some overlap · 5 shared positions

$LRCX $KLAC $AMAT $APH $PH

$172M

76 positions

#21YHB Investment Advisors, Inc.Passive

Some overlap · 6 shared positions

$LRCX $APH $TJX $INTU $SYK $MCD

$1.4B

298 positions

#22Cartenna Capital, LPPassive

Some overlap · 5 shared positions

$LRCX $MCD $APH $PH $TT

$2.7B

47 positions

#23CHILDRESS CAPITAL ADVISORS, LLCPassive

Some overlap · 5 shared positions

$LRCX $KLAC $EPD $ET $MPLX

$555M

376 positions

#24Crestwood Advisors Group, LLCPassive

Some overlap · 5 shared positions

$AMAT $KLAC $LRCX $TJX $APH

$5.9B

766 positions

#25Pinnacle Holdings, LLCPassive

Some overlap · 5 shared positions

$PAGP $MCD $EPD $ET $MPLX

$309M

233 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.