13F Pro

Hedge Funds Similar to Timonier Family Office, LTD.

13F Portfolio OverlapQ4 2025Timonier Family Office, LTD. portfolio →
Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Timonier Family Office, LTD. is an institutional investor managing $315M across 56 U.S. equity positions as of Q4 2025. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Timonier Family Office, LTD. are GREAT OAK PARTNERS,, Oceanside Advisors, Trailhead Planners, with shared positions in $NEE, $IAU, $NKE, $MAR, $USB, $CTVA. The full ranking of 25 similar funds is below.

#1GREAT OAK CAPITAL PARTNERS, LLCSmart money
Substantial overlap · 4 shared positions
$NEE$IAU$NKE$MAR
$430M
47 positions
#2Oceanside Advisors LLCActive
Substantial overlap · 3 shared positions
$NEE$IAU$NKE
$175M
53 positions
#3Trailhead Planners LLCActive
Substantial overlap · 3 shared positions
$NEE$IAU$NKE
$104M
49 positions
#4DiNuzzo Private Wealth, Inc.Active
Substantial overlap · 6 shared positions
$NEE$NKE$IAU$USB$CTVA$LOW
$928M
1,345 positions
#5Rather & Kittrell, Inc.Active
Substantial overlap · 6 shared positions
$IAU$NKE$LOW$USB$TFC$NEE
$648M
113 positions
#6Capstone Wealth Management, Inc.Smart money
Substantial overlap · 3 shared positions
$NEE$LOW$IAU
$118M
38 positions
#7PINNEY & SCOFIELD, INC.Active
Substantial overlap · 4 shared positions
$IAU$NKE$NEE$CTVA
$185M
243 positions
#8Petersen Hastings Wealth Advisors Inc.Smart money
Substantial overlap · 6 shared positions
$NEE$NKE$DDOG$USB$IAU$EPAM
$1.1B
81 positions
#9Forum Financial Management, LPSmart money
Substantial overlap · 5 shared positions
$NEE$DDOG$NKE$IAU$MAR
$7.1B
331 positions
#10Core Wealth Management, Inc.Smart money
Substantial overlap · 3 shared positions
$IAU$NEE$EPAM
$326M
40 positions
#11Pillar Financial Advisors, LLCActive
Substantial overlap · 3 shared positions
$IAU$NKE$USB
$171M
106 positions
#12Kane Co Wealth Management, Inc.Active
Substantial overlap · 3 shared positions
$NEE$NKE$DDOG
$119M
51 positions
#13ANDREWS, LUCIA WEALTH MANAGEMENT LLCSmart money
Substantial overlap · 3 shared positions
$IAU$NKE$NEE
$167M
35 positions
#14Yeomans Consulting Group, Inc.
Notable overlap · 4 shared positions
$IAU$DDOG$NEE$USB
$341M
113 positions
#15PROFESSIONAL FINANCIAL SOLUTIONS LLC /ADVActive
Notable overlap · 3 shared positions
$IAU$NKE$LOW
$112M
38 positions
#16Altiora Financial Group, LLCActive
Notable overlap · 6 shared positions
$NKE$DDOG$IAU$NEE$CTVA$EPAM
$607M
110 positions
#17SATOVSKY ASSET MANAGEMENT LLCSmart money
Notable overlap · 3 shared positions
$NEE$IAU$MAR
$566M
73 positions
#18GRAND WEALTH MANAGEMENT, LLCSmart money
Notable overlap · 3 shared positions
$IAU$DDOG$CTVA
$212M
87 positions
#19Mills Wealth Advisors LLCActive
Notable overlap · 4 shared positions
$NEE$NKE$LOW$MAR
$286M
80 positions
#20Savant Capital, LLCActive
Notable overlap · 4 shared positions
$NEE$NKE$DDOG$USB
$20.7B
1,500 positions
#21Sterling Financial Planning, Inc.Active
Notable overlap · 3 shared positions
$IAU$NKE$DDOG
$337M
117 positions
#22WEBSTERROGERS FINANCIAL ADVISORS, LLCActive
Notable overlap · 5 shared positions
$NEE$DDOG$USB$DUK$LOW
$350M
95 positions
#23Proficio Capital Partners LLCActive
Notable overlap · 5 shared positions
$IAU$EPAM$USB$SGOL$MAR
$1.9B
248 positions
#24Strathmore Capital Advisors, Inc.Active
Notable overlap · 4 shared positions
$IAU$DDOG$NKE$LOW
$354M
138 positions
#25Meredith Wealth PlanningActive
Notable overlap · 4 shared positions
$NEE$DDOG$NKE$MAR
$369M
70 positions

Compare Timonier Family Office, LTD.’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View Timonier Family Office, LTD.’s holdings

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.