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Hedge Funds Similar to Tudor Financial

13F Portfolio OverlapQ1 2026Tudor Financial portfolio →
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Most similar hedge funds by 13F overlap

Tudor Financial Inc. is an institutional investor managing $195M across 138 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 Tudor Financial are MKT Advisors, Novak & Powell Financial Services,, Weaver C. Barksdale & Associates,, with shared positions in $DIA, $HUM, $AMGN, $AEP, $IAU, $HSY. The full ranking of 25 similar funds is below.

#1MKT Advisors LLCActive
Some overlap · 4 shared positions
$DIA$HUM$AMGN$AEP
$298M
157 positions
#2Novak & Powell Financial Services, Inc.Passive
Some overlap · 6 shared positions
$DIA$HUM$IAU$HSY$DOV$AMGN
$186M
163 positions
#3Weaver C. Barksdale & Associates, Inc.Passive
Some overlap · 6 shared positions
$AMGN$HSY$LOW$ACN$CCZ$MPC
$105M
62 positions
#4Clarity Wealth Advisors, LLCPassive
Some overlap · 3 shared positions
$DIA$HUM$AMGN
$486M
108 positions
#5CM WEALTH ADVISORS LLCActive
Some overlap · 4 shared positions
$DIA$HUM$IAU$NOC
$470M
146 positions
#6Andrews Advisory Associates, LLCActive
Some overlap · 7 shared positions
$HUM$LOW$IAU$APD$NOC$DOV
$190M
82 positions
#7Pinnacle Holdings, LLCPassive
Some overlap · 3 shared positions
$DIA$AMGN$TRV
$309M
233 positions
#8All Terrain Financial Advisors, LLCActive
Some overlap · 3 shared positions
$DIA$LOW$AMGN
$425M
149 positions
#9Excelsior Advisor Network LLCPassive
Some overlap · 5 shared positions
$SAN$HUM$IAU$DOV$AEP
$263M
226 positions
#10BONTEMPO OHLY CAPITAL MGMT LLCActive
Some overlap · 5 shared positions
$HSY$AMGN$LOW$ACN$APD
$222M
34 positions
#11HFR Wealth Management, LLCActive
Some overlap · 4 shared positions
$CTAS$AMGN$APD$DOV
$407M
49 positions
#12Lynch Investment Planning, LLCActive
Some overlap · 3 shared positions
$DIA$APD$LOW
$111M
54 positions
#13JLB & ASSOCIATES INCPassive
Some overlap · 5 shared positions
$AMGN$HSY$ACN$NOC$CNI
$696M
70 positions
#14Interactive Financial AdvisorsActive
Some overlap · 6 shared positions
$SAN$HUM$IAU$ALL$AEP$SLV
$153M
78 positions
#15Sawyer & Company, IncPassive
Some overlap · 5 shared positions
$AMGN$ACN$CTAS$ALL$TRV
$260M
197 positions
#16Northern Financial Advisors IncPassive
Some overlap · 4 shared positions
$DIA$LOW$AMGN$TRV
$137M
105 positions
#17WealthCare Investment Partners, LLCPassive
Some overlap · 5 shared positions
$SAN$SLV$IAU$HUM$NOC
$360M
191 positions
#18Fingerlakes Wealth Management, Inc.Passive
Some overlap · 4 shared positions
$DIA$LOW$DOV$HUM
$151M
97 positions
#19BUTENSKY & COHEN FINANCIAL SECURITY, INCPassive
Some overlap · 4 shared positions
$AMGN$ALL$HSY$LOW
$380M
98 positions
#20Vision Retirement, LLCPassive
Some overlap · 3 shared positions
$DIA$HUM$SAN
$352M
649 positions
#21Pettinga Financial Advisors LLCPassive
Some overlap · 4 shared positions
$DIA$SLV$IAU$HUM
$531M
147 positions
#22Benin Management CORPActive
Some overlap · 4 shared positions
$DIA$ALL$SLV$TRV
$445M
146 positions
#23Argo Wealth Advisory, LLCActive
Some overlap · 4 shared positions
$AMGN$HUM$LOW$ACN
$170M
48 positions
#24Eliot Finkel Investment Counsel, LLCActive
Some overlap · 4 shared positions
$AMGN$HSY$AEP$APD
$184M
32 positions
#25Odyssey Capital Advisors, Inc.Passive
Some overlap · 4 shared positions
$SAN$HUM$DIA$HSY
$112M
97 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.