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 Tandem Financial,

13F Portfolio OverlapQ1 2026Tandem Financial, portfolio →

Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Tandem Financial, LLC is an institutional investor managing $314M across 98 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 Tandem Financial, are Longview Financial Advisors, Rosenberg Matthew Hamilton, Financial Futures Ltd Liability, with shared positions in $SNOW, $USB, $NKE, $MS, $SOLV, $SLV. The full ranking of 25 similar funds is below.

#1Longview Financial Advisors LLCActive

Notable overlap · 5 shared positions

$SNOW $USB $NKE $MS $SOLV

$184M

157 positions

#2Rosenberg Matthew HamiltonActive

Notable overlap · 3 shared positions

$SNOW $USB $SLV

$488M

799 positions

#3Financial Futures Ltd Liability Co.Active

Notable overlap · 4 shared positions

$USB $SNOW $SOLV $NKE

$228M

72 positions

#4Sagace Wealth Management LLCPassive

Notable overlap · 3 shared positions

$SNOW $USB $NEM

$149M

70 positions

#5MFA WEALTH ADVISORS, LLCActive

Notable overlap · 4 shared positions

$SNOW $USB $SAN $GSAT

$508M

88 positions

#6FLC Capital AdvisorsPassive

Notable overlap · 4 shared positions

$SNOW $USB $PM $SAN

$560M

221 positions

#7Lionsbridge Wealth Management LLCPassive

Notable overlap · 5 shared positions

$SNOW $PWR $USB $GRWG $GSAT

$99M

59 positions

#8Scott Capital Advisors, LLCActive

Notable overlap · 5 shared positions

$SNOW $SLV $MS $USB $NKE

$493M

58 positions

#9Silver Coast Investments LLCActive

Notable overlap · 3 shared positions

$SNOW $USB $MS

$313M

119 positions

#10STEPHEN J. GARRY & ASSOCIATES, LLCActive

Notable overlap · 3 shared positions

$SNOW $SAN $SLV

$124M

51 positions

#11MBA Advisors LLCPassive

Notable overlap · 3 shared positions

$SNOW $SOLV $ALPS

$260M

146 positions

#12Fortis Advisors, LLCPassive

Notable overlap · 5 shared positions

$SNOW $USB $ALPS $GSAT $MS

$200M

119 positions

#13Courage Miller Partners, LLCActive

Notable overlap · 4 shared positions

$SNOW $SLV $USB $PM

$354M

92 positions

#14ACCESS FINANCIAL SERVICES, INC.Active

Notable overlap · 3 shared positions

$SNOW $PWR $SLV

$282M

95 positions

#15Capital Advisors Wealth Management, LLCPassive

Notable overlap · 3 shared positions

$USB $SNOW $ALPS

$745M

219 positions

#16NORTHLAND SECURITIES, INC.Active

Notable overlap · 3 shared positions

$SNOW $SAN $USB

$105M

107 positions

#17Hilton Capital Management, LLCActive

Notable overlap · 3 shared positions

$USB $SNOW $ALPS

$1.3B

129 positions

#18TPG Financial Advisors, LLCPassive

Notable overlap · 5 shared positions

$SNOW $USB $GSAT $NKE $PM

$307M

76 positions

#19FIDUCIARY FINANCIAL GROUP, LLCPassive

Notable overlap · 3 shared positions

$SNOW $GSAT $NKE

$754M

345 positions

#20American TrustActive

Notable overlap · 3 shared positions

$SNOW $SLV $MS

$1.1B

313 positions

#21rebel Financial LLCPassive

Notable overlap · 3 shared positions

$SNOW $USB $SLV

$231M

65 positions

#22NORTHEAST PLANNING ASSOCIATES, INC. / NH /Active

Notable overlap · 3 shared positions

$USB $SLV $GSAT

$149M

55 positions

#23Grand Central Investment GroupActive

Notable overlap · 3 shared positions

$USB $SLV $NEM

$135M

44 positions

#24Forest Hill Capital, LLCActive

Notable overlap · 3 shared positions

$USB $SLV $NEM

$152M

19 positions

#25Clarity Asset Management, Inc.Passive

Notable overlap · 3 shared positions

$SNOW $NKE $MS

$198M

290 positions

Compare Tandem Financial,’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 Tandem Financial,’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.