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Hedge Funds Similar to Tandem Financial

13F Portfolio OverlapQ2 2026Tandem Financial portfolio →
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Most similar hedge funds by 13F overlap

Tandem Financial, LLC is an institutional investor managing $332M across 101 U.S. equity positions as of Q2 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Tandem Financial are ONE PLUS ONE WEALTH, KOM Wealth Group, Rockingstone Advisors, with shared positions in $SII, $PWR, $PM, $NEM, $MO, $CARR. The full ranking of 25 similar funds is below.

#1ONE PLUS ONE WEALTH MANAGEMENT, LLCActive
Some overlap · 5 shared positions
$SII$PWR$PM$NEM$MO
$232M
92 positions
#2KOM Wealth Management Group, LLCActive
Some overlap · 4 shared positions
$PWR$NEM$PM$CARR
$165M
96 positions
#3Rockingstone Advisors LLCPassive
Some overlap · 3 shared positions
$PWR$PM$DOV
$249M
115 positions
#4Stegent Equity Advisors, Inc.Passive
Some overlap · 3 shared positions
$SII$PWR$MO
$140M
112 positions
#5LEE JOHNSON CAPITAL MANAGEMENT, LLCActive
Some overlap · 3 shared positions
$PWR$RIO$PM
$320M
82 positions
#6O'Domhnaill Enterprises, Inc.Passive
Some overlap · 3 shared positions
$PM$NEM$MO
$125M
61 positions
#7GoalVest Advisory LLCActive
Some overlap · 3 shared positions
$AAAU$PM$MO
$539M
500 positions
#8MH & ASSOCIATES SECURITIES MANAGEMENT CORP /ADVPassive
Some overlap · 4 shared positions
$SII$MP$RIO$MO
$112M
100 positions
#9Ridge Creek Global, IncPassive
Some overlap · 3 shared positions
$PWR$NEM$RIO
$129M
94 positions
#10ARS Investment Partners, LLCActive
Some overlap · 3 shared positions
$PWR$NEM$MP
$2.3B
181 positions
#11TrueMark Investments, LLCPassive
Some overlap · 3 shared positions
$PM$RIO$MO
$798M
187 positions
#12Cedar Wealth Management, LLCActive
Some overlap · 4 shared positions
$PM$MO$NEM$NLY
$389M
92 positions
#13CLG LLCActive
Some overlap · 3 shared positions
$AAAU$DOV$MO
$455M
156 positions
#14Ridgepath Capital Management LLCActive
Some overlap · 3 shared positions
$PM$MO$DOV
$227M
54 positions
#15Verus Financial Partners, Inc.Smart money
Some overlap · 3 shared positions
$PM$MO$DOV
$1.2B
127 positions
#16MAIMON WEALTH MANAGEMENT LTD.Passive
Some overlap · 3 shared positions
$PM$MO$DOV
$130M
80 positions
#17Vermillion & White Wealth Management Group, LLCActive
Some overlap · 3 shared positions
$PM$MO$DOV
$198M
69 positions
#18Ellenbecker Investment GroupSmart money
Some overlap · 3 shared positions
$PM$MO$DOV
$860M
149 positions
#19Coston, McIsaac & PartnersPassive
Some overlap · 3 shared positions
$PM$MO$DOV
$497M
948 positions
#20Noble Wealth Partners LLCPassive
Some overlap · 3 shared positions
$PM$MO$DOV
$115M
76 positions
#21Pinion Investment Advisors, LLCActive
Some overlap · 3 shared positions
$AAAU$PM$MO
$527M
205 positions
#22OPAL CAPITAL LLCPassive
Some overlap · 3 shared positions
$PM$RIO$MO
$560M
136 positions
#23Blake Schutter Theil Wealth Advisors, LLCActive
Some overlap · 3 shared positions
$NUV$PM$MO
$148M
110 positions
#24CAPITAL FINANCIAL GROUP INC\CO\ /ADVPassive
Some overlap · 4 shared positions
$PM$MP$NEM$MO
$191M
102 positions
#25Walser Wealth Management Company, A Ltd Liability CoPassive
Some overlap · 4 shared positions
$SII$MP$AAAU$MO
$241M
215 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.