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 Tide Cove Partners

13F Portfolio OverlapQ1 2026Tide Cove Partners portfolio →

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Most similar hedge funds by 13F overlap

Tide Cove Capital Partners LLC is an institutional investor managing $147M across 13 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 Tide Cove Partners are Kastel Advisors,, Employees' Retirement Fund of the City of Fort Worth, SWAN, with shared positions in $DHR, $HUM, $COP, $KKR, $SCHW, $USB. The full ranking of 25 similar funds is below.

#1Kastel Capital Advisors, LLCActive

Substantial overlap · 4 shared positions

$DHR $HUM $COP $KKR

$163M

55 positions

#2Employees' Retirement Fund of the City of Fort WorthActive

Substantial overlap · 4 shared positions

$KKR $HUM $SCHW $COP

$230M

21 positions

#3SWAN Capital LLCPassive

Substantial overlap · 4 shared positions

$KKR $HUM $SCHW $USB

$272M

554 positions

#4Magnolia Wealth Management, LLCActive

Substantial overlap · 3 shared positions

$DHR $SCHW $COP

$172M

212 positions

#5White Lighthouse Investment Management Inc.Active

Substantial overlap · 6 shared positions

$KKR $COP $USB $DHR $HUM $SCHW

$721M

145 positions

#6Forum Private Client Group LLCActive

Notable overlap · 5 shared positions

$DHR $KKR $COP $HUM $USB

$300M

80 positions

#7Hurlow Wealth Management Group, Inc.Active

Notable overlap · 5 shared positions

$SCHW $COP $USB $HUM $KKR

$420M

120 positions

#8CYPRESS FINANCIAL PLANNING LLCActive

Notable overlap · 4 shared positions

$SCHW $COP $USB $HUM

$363M

102 positions

#9Ariston Services GroupActive

Notable overlap · 4 shared positions

$KKR $HUM $SCHW $COP

$167M

71 positions

#10FIDUCIARY ADVISORS, INC.Active

Notable overlap · 4 shared positions

$KKR $DHR $COP $USB

$133M

121 positions

#11Firestone Capital ManagementPassive

Notable overlap · 5 shared positions

$HUM $COP $SCHW $DHR $USB

$480M

160 positions

#12Alliance Wealth Advisors, LLC /UTPassive

Notable overlap · 4 shared positions

$KKR $DHR $USB $SCHW

$462M

228 positions

#13Ballast Financial Advisors LLCActive

Notable overlap · 5 shared positions

$HUM $USB $COP $DHR $KKR

$98M

68 positions

#14Hardy Reed LLCActive

Notable overlap · 4 shared positions

$DHR $COP $KKR $SCHW

$1.4B

243 positions

#15Crews Bank & TrustPassive

Notable overlap · 4 shared positions

$KKR $HUM $USB $DHR

$690M

673 positions

#16Catalyst Investment Management LLCPassive

Notable overlap · 4 shared positions

$DHR $KKR $HUM $SCHW

$90M

65 positions

#17Quaker Wealth Management, LLCActive

Notable overlap · 4 shared positions

$KKR $COP $USB $HUM

$320M

972 positions

#18FIDELIS iM, LLCSmart money

Notable overlap · 3 shared positions

$HUM $COP $SCHW

$264M

25 positions

#19Kohmann Bosshard Financial Services, LLCActive

Notable overlap · 4 shared positions

$HUM $COP $SCHW $KKR

$1.2B

1,060 positions

#20Buska Wealth Management, LLCActive

Notable overlap · 3 shared positions

$KKR $HUM $USB

$249M

74 positions

#21American Financial Advisors, LLCActive

Notable overlap · 4 shared positions

$HUM $COP $USB $SCHW

$750M

159 positions

#22DecisionPoint Financial, LLCActive

Notable overlap · 3 shared positions

$SCHW $COP $USB

$464M

679 positions

#23Cordant, Inc.Active

Notable overlap · 3 shared positions

$SCHW $COP $USB

$246M

75 positions

#24WEBSTERROGERS FINANCIAL ADVISORS, LLCActive

Notable overlap · 4 shared positions

$HUM $USB $COP $SCHW

$350M

95 positions

#25Juno Financial Group LLCActive

Notable overlap · 4 shared positions

$KKR $HUM $SCHW $DHR

$255M

70 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.