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Hedge Funds Similar to Tenon Financial

13F Portfolio OverlapQ1 2026Tenon Financial portfolio →
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Most similar hedge funds by 13F overlap

Tenon Financial LLC is an institutional investor managing $255M across 54 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 Tenon Financial are VANGUARD ADVISERS, 25, Luminvest Wealth, with shared positions in $BRZE, $DDOG, $KKR, $UNIT, $DHR, $AMN. The full ranking of 25 similar funds is below.

#1VANGUARD ADVISERS INCSmart money
Substantial overlap · 5 shared positions
$BRZE$DDOG$KKR$UNIT$DHR
$25.5B
668 positions
#225 LLCActive
Substantial overlap · 3 shared positions
$BRZE$DDOG$UNIT
$324M
69 positions
#3Luminvest Wealth Management LLCSmart money
Substantial overlap · 4 shared positions
$BRZE$DDOG$DHR$KKR
$382M
55 positions
#4Manuka Financial, LLCActive
Substantial overlap · 5 shared positions
$BRZE$DDOG$DHR$KKR$UNIT
$162M
56 positions
#5Arbor Wealth Advisors LLCActive
Substantial overlap · 4 shared positions
$BRZE$AMN$KKR$UNIT
$143M
56 positions
#6Tribridge Partners Financial LLCActive
Notable overlap · 3 shared positions
$BRZE$DDOG$TT
$242M
80 positions
#7Prospera Capital Management, LLCSmart money
Notable overlap · 5 shared positions
$BRZE$DDOG$AMN$PLTR$UNIT
$199M
45 positions
#8Towneley Capital Management, Inc / DESmart money
Notable overlap · 3 shared positions
$BRZE$DDOG$AMN
$478M
42 positions
#9Mallini Complete Financial Planning LLCSmart money
Notable overlap · 3 shared positions
$BRZE$DDOG$KKR
$126M
61 positions
#10SVRN Asset Management, LLCActive
Notable overlap · 3 shared positions
$BRZE$DDOG$UNIT
$103M
37 positions
#11Sageworth Trust CoActive
Notable overlap · 4 shared positions
$BRZE$KKR$UNIT$PLTR
$2.3B
172 positions
#12M Wealth Management, LLCActive
Notable overlap · 3 shared positions
$BRZE$AMN$PLTR
$119M
55 positions
#13Juno Financial Group LLCActive
Notable overlap · 3 shared positions
$BRZE$DHR$KKR
$255M
70 positions
#14Gleason Group, Inc.Active
Notable overlap · 4 shared positions
$BRZE$DDOG$DHR$KKR
$1.0B
229 positions
#15FIDUCIARY ADVISORS, INC.Active
Notable overlap · 5 shared positions
$BRZE$AMN$DHR$KKR$UNIT
$133M
121 positions
#16Verus Financial Partners, Inc.Smart money
Notable overlap · 5 shared positions
$BRZE$DDOG$DHR$HCA$UNIT
$1.1B
121 positions
#17Vanguard National Trust CoActive
Notable overlap · 4 shared positions
$BRZE$DDOG$KKR$UNIT
$1.6B
751 positions
#18Seneca Financial Advisors LLCActive
Notable overlap · 3 shared positions
$BRZE$DDOG$KKR
$341M
64 positions
#19Charter Oak Capital Management, LLCActive
Notable overlap · 3 shared positions
$BRZE$DHR$KKR
$1.3B
208 positions
#20St. Louis Trust CoActive
Notable overlap · 3 shared positions
$BRZE$BN$DHR
$856M
145 positions
#21Trellis Wealth Advisors LLCSmart money
Notable overlap · 5 shared positions
$BRZE$DDOG$AMN$KKR$PLTR
$263M
47 positions
#22Financial Architects, LLCSmart money
Notable overlap · 4 shared positions
$BRZE$DDOG$AMN$DHR
$190M
25 positions
#23Sunflower Bank, N.A.Active
Notable overlap · 3 shared positions
$BRZE$DDOG$AMAT
$392M
155 positions
#24New Covenant Trust Company, N.A.Active
Notable overlap · 3 shared positions
$BRZE$KKR$AMAT
$112M
96 positions
#25WealthCollab, LLCPassive
Notable overlap · 4 shared positions
$BRZE$DDOG$AMN$DHR
$243M
977 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.