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 Tidemark,

13F Portfolio OverlapQ1 2026Tidemark, portfolio →

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Most similar hedge funds by 13F overlap

Tidemark, LLC is an institutional investor managing $393M across 901 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 Tidemark, are STAPP WEALTH , PLLC, Team Financial Group,, Encompass More Asset, with shared positions in $WT, $GLDM, $REGN, $CRWD, $MAR, $XYZ. The full ranking of 25 similar funds is below.

#1STAPP WEALTH MANAGEMENT, PLLCActive

Notable overlap · 3 shared positions

$WT $GLDM $REGN

$78M

30 positions

#2Team Financial Group, LLCActive

Notable overlap · 3 shared positions

$WT $GLDM $REGN

$220M

273 positions

#3Encompass More Asset ManagementPassive

Notable overlap · 3 shared positions

$WT $GLDM $CRWD

$597M

251 positions

#4Bravias Capital Group, LLCActive

Notable overlap · 4 shared positions

$WT $GLDM $MAR $REGN

$153M

96 positions

#5Systelligence, LLCPassive

Notable overlap · 4 shared positions

$WT $XYZ $FSCO $MAR

$514M

56 positions

#6Lunt Capital Management, Inc.Active

Notable overlap · 4 shared positions

$WT $XYZ $MAR $REGN

$260M

97 positions

#7Etesian Wealth Advisors, Inc.Passive

Notable overlap · 3 shared positions

$WT $XYZ $GILD

$313M

138 positions

#8Wealthcare Capital Partners, LLCActive

Notable overlap · 3 shared positions

$WT $GLDM $JHG

$213M

153 positions

#9Boyce & Associates Wealth Consulting, Inc.Active

Notable overlap · 3 shared positions

$WT $GLDM $FSCO

$132M

80 positions

#10Fiduciary Planning LLCActive

Notable overlap · 4 shared positions

$WT $MDLZ $SHOP $CRWD

$331M

76 positions

#11tru Independence LLCPassive

Notable overlap · 3 shared positions

$WT $JHG $MAR

$202M

102 positions

#12RESOLUTE CAPITAL, LLCActive

Notable overlap · 4 shared positions

$WT $JHG $GILD $MAR

$247M

57 positions

#13Stonebridge Wealth Management, LLCSmart money

Notable overlap · 3 shared positions

$WT $JHG $MAR

$104M

36 positions

#14AMERICAN FINANCIAL & TAX STRATEGIES INCPassive

Notable overlap · 3 shared positions

$WT $MDLZ $REGN

$206M

97 positions

#15IAM Advisory, LLCActive

Notable overlap · 4 shared positions

$WT $GILD $BMY $REGN

$446M

95 positions

#16Exit Wealth Advisors, LLC.Active

Notable overlap · 3 shared positions

$WT $JHG $BMY

$195M

131 positions

#17Sharper & Granite LLCPassive

Notable overlap · 3 shared positions

$WT $MAR $GILD

$293M

107 positions

#18Value Investment Professionals, LLCPassive

Notable overlap · 3 shared positions

$WT $JHG $REGN

$89M

81 positions

#19Gaddis Premier Wealth Advisors LLCPassive

Notable overlap · 3 shared positions

$WT $JHG $REGN

$136M

85 positions

#20COLUMBIA ADVISORY PARTNERS LLCActive

Notable overlap · 3 shared positions

$WT $JHG $REGN

$157M

92 positions

#21Freedom Investment Management, Inc.Active

Notable overlap · 3 shared positions

$WT $GLDM $MDLZ

$337M

106 positions

#22Retirement Planning Group, LLCActive

Notable overlap · 3 shared positions

$WT $MAR $REGN

$3.2B

481 positions

#23CATHY PARETO & ASSOCIATES, INCPassive

Notable overlap · 3 shared positions

$WT $MAR $REGN

$149M

96 positions

#24626 Financial, LLCActive

Notable overlap · 3 shared positions

$WT $BMY $CRWD

$224M

121 positions

#25Leibman Financial Services, Inc.Passive

Notable overlap · 3 shared positions

$WT $BMY $CRWD

$136M

49 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.