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 TOUNJIAN ADVISORY PARTNERS,

13F Portfolio OverlapQ1 2026TOUNJIAN ADVISORY PARTNERS, portfolio →

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Most similar hedge funds by 13F overlap

TOUNJIAN ADVISORY PARTNERS, LLC is an institutional investor managing $277M across 150 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 TOUNJIAN ADVISORY PARTNERS, are Beacon Harbor Wealth Advisors,, Whalen Wealth, AssuredPartners Investment Advisors,, with shared positions in $JHG, $PM, $C, $WT, $PFE, $BAC. The full ranking of 25 similar funds is below.

#1Beacon Harbor Wealth Advisors, Inc.Passive

Some overlap · 5 shared positions

$JHG $PM $C $WT $PFE

$477M

70 positions

#2Whalen Wealth Management Inc.Passive

Some overlap · 6 shared positions

$JHG $WT $BAC $MU $LRCX $PM

$187M

174 positions

#3AssuredPartners Investment Advisors, LLCPassive

Some overlap · 6 shared positions

$JHG $WT $MU $BAC $LRCX $CSX

$919M

402 positions

#4AE Wealth Management LLCPassive

Some overlap · 6 shared positions

$JHG $PM $MU $WT $LEN $C

$18.5B

2,591 positions

#5Value Investment Professionals, LLCPassive

Some overlap · 4 shared positions

$JHG $PM $WT $DOV

$89M

81 positions

#6Addison Capital CoPassive

Some overlap · 4 shared positions

$JHG $PM $WT $DOV

$562M

182 positions

#7Ballast Rock Private Wealth LLCPassive

Some overlap · 4 shared positions

$JHG $WT $LRCX $LEN

$181M

177 positions

#8Comprehensive Financial Planning, Inc./PAPassive

Some overlap · 4 shared positions

$JHG $WT $MU $LEN

$144M

387 positions

#9Asio Capital, LLCActive

Some overlap · 4 shared positions

$JHG $C $LRCX $BAC

$712M

110 positions

#10COLUMBIA ADVISORY PARTNERS LLCActive

Some overlap · 4 shared positions

$JHG $WT $LEN $MU

$157M

92 positions

#11Huber Capital Management LLCPassive

Some overlap · 5 shared positions

$PM $AEP $C $BAC $PFE

$647M

99 positions

#12Generation Capital Management LLCPassive

Some overlap · 5 shared positions

$JHG $C $BAC $PM $MU

$137M

74 positions

#13Lionshead Wealth Management, LLCPassive

Some overlap · 4 shared positions

$JHG $WT $__PARK_1390777 $PFE

$136M

108 positions

#14CRAWFORD INVESTMENT COUNSEL INCPassive

Some overlap · 5 shared positions

$PM $AEP $DOV $CSX $PFE

$5.9B

300 positions

#15L & S Advisors IncPassive

Some overlap · 5 shared positions

$AEP $C $LRCX $DOV $__PARK_1390777

$795M

233 positions

#16AIFG Consultants Ltd.

Some overlap · 4 shared positions

$JHG $WT $BAC $MU

$58M

54 positions

#17Fusion Capital, LLCActive

Some overlap · 4 shared positions

$JHG $LRCX $BAC $C

$371M

104 positions

#18LFG Wealth Partners, LLCPassive

Some overlap · 4 shared positions

$JHG $PM $MU $PFE

$166M

89 positions

#19PREVAIL INNOVATIVE WEALTH ADVISORS, LLCPassive

Some overlap · 4 shared positions

$JHG $C $LRCX $MU

$594M

178 positions

#20INTEGRITY WEALTH ADVISORS, INC.Active

Some overlap · 4 shared positions

$JHG $WT $MU $BAC

$168M

73 positions

#21Signature Wealth Management Partners, LLCPassive

Some overlap · 4 shared positions

$JHG $__PARK_1390777 $PM $DOV

$199M

116 positions

#22FIRETHORN WEALTH PARTNERS, LLCPassive

Some overlap · 4 shared positions

$JHG $LEN $CSX $BAC

$273M

190 positions

#23Financial Security Advisor, Inc.Active

Some overlap · 3 shared positions

$JHG $WT $PM

$544M

160 positions

#24Prasad Wealth Partners, LLCPassive

Some overlap · 5 shared positions

$JHG $C $LEN $MU $LRCX

$367M

146 positions

#25SIMON QUICK ADVISORS, LLCPassive

Some overlap · 4 shared positions

$JHG $DOV $BAC $C

$2.2B

378 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.