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Hedge Funds Similar to TPG Advisors

13F Portfolio OverlapQ1 2026TPG Advisors portfolio →
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Most similar hedge funds by 13F overlap

TPG Advisors LLC is an institutional investor managing $160M across 109 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 TPG Advisors are Note Advisors,, Hurlow Wealth Group,, ACCREDITED INVESTOR SERVICES,, with shared positions in $DDOG, $IAU, $HUM, $SCHW, $MCD, $DHR. The full ranking of 25 similar funds is below.

#1Note Advisors, LLCActive
Notable overlap · 6 shared positions
$DDOG$IAU$HUM$SCHW$MCD$DHR
$200M
85 positions
#2Hurlow Wealth Management Group, Inc.Active
Notable overlap · 5 shared positions
$DDOG$IAU$HUM$SCHW$MCD
$420M
120 positions
#3ACCREDITED INVESTOR SERVICES, LLCSmart money
Some overlap · 5 shared positions
$DDOG$IAU$AMN$HUM$UNIT
$156M
77 positions
#4Firestone Capital ManagementPassive
Some overlap · 6 shared positions
$DDOG$HUM$IAU$SCHW$UNIT$DHR
$480M
160 positions
#5Burk Holdings LLCPassive
Some overlap · 6 shared positions
$IAU$HUM$AMN$SCHW$DDOG$DHR
$233M
676 positions
#6Hudson Oak Wealth Advisory LLCActive
Some overlap · 4 shared positions
$DDOG$IAU$AMN$SCHW
$115M
52 positions
#7Capital Advisors Wealth Management, LLCPassive
Some overlap · 6 shared positions
$HUM$AMN$DDOG$SCHW$UNIT$IAU
$745M
219 positions
#8Ballast Financial Advisors LLCActive
Some overlap · 5 shared positions
$IAU$HUM$AMN$UNIT$DHR
$98M
68 positions
#9RCS Financial Planning, LLCPassive
Some overlap · 4 shared positions
$DDOG$IAU$AMN$UNIT
$193M
98 positions
#10Beaird Harris Wealth Management, LLCActive
Some overlap · 5 shared positions
$DDOG$IAU$AMN$UNIT$SCHW
$1.5B
686 positions
#11GEN Financial Management, INC.Active
Some overlap · 5 shared positions
$DDOG$HUM$IAU$AMN$SCHW
$162M
51 positions
#12BSW Wealth PartnersPassive
Some overlap · 4 shared positions
$DDOG$IAU$AMN$UNIT
$819M
312 positions
#13Farrell Financial LLCPassive
Some overlap · 4 shared positions
$IAU$HUM$DDOG$SCHW
$167M
76 positions
#14Towneley Capital Management, Inc / DESmart money
Some overlap · 3 shared positions
$DDOG$IAU$AMN
$478M
42 positions
#15Resonant Capital Advisors, LLCPassive
Some overlap · 4 shared positions
$DDOG$HUM$IAU$MCD
$1.9B
495 positions
#16Integrity Wealth Solutions LLCPassive
Some overlap · 6 shared positions
$IAU$AMN$DDOG$SCHW$UNIT$DHR
$255M
130 positions
#17FLYWHEEL PRIVATE WEALTH LLCPassive
Some overlap · 5 shared positions
$HUM$IAU$AMN$UNIT$SCHW
$176M
104 positions
#18White Lighthouse Investment Management Inc.Active
Some overlap · 6 shared positions
$IAU$HUM$SCHW$UNIT$DHR$DDOG
$721M
145 positions
#19Plum Street Advisors, LLCActive
Some overlap · 5 shared positions
$IAU$DDOG$AMN$UNIT$HUM
$289M
98 positions
#20Sincerus Advisory, LLCActive
Some overlap · 4 shared positions
$DDOG$HUM$SCHW$IAU
$132M
76 positions
#21Pinnacle Financial Group, LLC / ILPassive
Some overlap · 5 shared positions
$IAU$HUM$SCHW$MCD$UNIT
$365M
111 positions
#22Approach Retirement Advisors, LLCActive
Some overlap · 4 shared positions
$HUM$IAU$AMN$TME
$120M
79 positions
#23Vannoy Advisory Group, Inc.Smart money
Some overlap · 4 shared positions
$DDOG$IAU$SCHW$UNIT
$158M
28 positions
#24marrick wealth, LLCSmart money
Some overlap · 3 shared positions
$IAU$HUM$AMN
$119M
52 positions
#25GRAND WEALTH MANAGEMENT, LLCSmart money
Some overlap · 4 shared positions
$DDOG$IAU$AMN$UNIT
$212M
87 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.