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Hedge Funds Similar to Tumwater Wealth ,

13F Portfolio OverlapQ1 2026Tumwater Wealth , portfolio →
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Most similar hedge funds by 13F overlap

Tumwater Wealth Management, LLC is an institutional investor managing $249M across 34 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 Tumwater Wealth , are Fortis Advisors,, GREENUP STREET WEALTH, EPG Wealth, with shared positions in $SNOW, $FCX, $STX, $SCHW, $KEYS, $IDA. The full ranking of 15 similar funds is below.

#1Fortis Advisors, LLCPassive
Notable overlap · 3 shared positions
$SNOW$FCX$STX
$200M
119 positions
#2GREENUP STREET WEALTH MANAGEMENT LLCActive
Some overlap · 3 shared positions
$SNOW$STX$SCHW
$710M
127 positions
#3EPG Wealth Management LLCPassive
Slight overlap · 3 shared positions
$SNOW$STX$SCHW
$369M
320 positions
#4Donalies Financial Planning, LLCActive
Slight overlap · 3 shared positions
$SNOW$STX$SCHW
$117M
74 positions
#5Quadrant Private Wealth Management, LLCPassive
Slight overlap · 3 shared positions
$SNOW$FCX$SCHW
$646M
282 positions
#6WIN ADVISORS, INCPassive
Slight overlap · 4 shared positions
$SNOW$KEYS$FCX$STX
$219M
78 positions
#7Addison Capital CoPassive
Slight overlap · 3 shared positions
$SNOW$FCX$SCHW
$562M
182 positions
#8Kestra Investment Management, LLCActive
Slight overlap · 3 shared positions
$SNOW$SCHW$KEYS
$5.8B
439 positions
#9NBC SECURITIES, INC.Passive
Slight overlap · 3 shared positions
$SNOW$IDA$SCHW
$1.3B
2,546 positions
#10Value Aligned Research Advisors, LLCActive
Slight overlap · 3 shared positions
$SNOW$FCX$STX
$20.7B
107 positions
#11Safe Harbor Fiduciary, LLCPassive
Slight overlap · 3 shared positions
$FCX$STX$SCHW
$105M
56 positions
#12Hosking Partners LLPActive
Slight overlap · 3 shared positions
$FCX$STX$SCHW
$2.8B
99 positions
#13PATTON FUND MANAGEMENT, INC.Passive
Slight overlap · 3 shared positions
$FCX$STX$SCHW
$589M
488 positions
#14Partners in Financial PlanningActive
Slight overlap · 3 shared positions
$SNOW$SCHW$STX
$603M
122 positions
#15RW Investment Management LLCActive
Slight overlap · 3 shared positions
$IDA$FCX$SCHW
$1.0B
113 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.