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 Post Resch Tallon Group

13F Portfolio OverlapQ1 2026Post Resch Tallon Group portfolio →

Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Post Resch Tallon Group Inc. is an institutional investor managing $145M 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 Post Resch Tallon Group are Triune Financial Partners,, Mosaic Advisors, HANOVER ADVISORS, with shared positions in $EPAM, $MKL, $IBM, $HUM, $COP, $ARKO. The full ranking of 25 similar funds is below.

#1Triune Financial Partners, LLCSmart money

Notable overlap · 3 shared positions

$EPAM $MKL $IBM

$421M

47 positions

#2Mosaic Advisors LLCPassive

Notable overlap · 4 shared positions

$EPAM $HUM $MKL $COP

$67M

42 positions

#3HANOVER ADVISORS INCActive

Notable overlap · 5 shared positions

$EPAM $HUM $ARKO $WT $MKL

$246M

118 positions

#4SCS Capital Management LLCActive

Notable overlap · 3 shared positions

$EPAM $MS $HUM

$9.4B

468 positions

#5TLWMSmart money

Notable overlap · 3 shared positions

$EPAM $MS $COP

$555M

69 positions

#6Provenance Wealth Advisors, LLCActive

Notable overlap · 7 shared positions

$EPAM $HUM $MS $IBM $PAYX $PFE

$945M

412 positions

#7New England Private Wealth Advisors LLCActive

Notable overlap · 7 shared positions

$BNL $HUM $WT $MKL $COP $EPAM

$866M

194 positions

#8Evergreen Wealth Management, LLCPassive

Notable overlap · 3 shared positions

$REGN $HUM $MKL

$194M

54 positions

#9Guilbault Capital LLCPassive

Notable overlap · 4 shared positions

$REGN $HUM $IBM $MS

$91M

67 positions

#10Great Diamond Partners, LLCPassive

Notable overlap · 3 shared positions

$EPAM $GLW $COP

$520M

228 positions

#11O'Brien Wealth Partners LLC

Some overlap · 4 shared positions

$EPAM $REGN $GLW $IBM

$756M

110 positions

#12Plan Group Financial, LLCPassive

Some overlap · 5 shared positions

$REGN $HUM $OHI $PFE $IBM

$426M

229 positions

#13McClarren Financial Advisors, Inc.Active

Some overlap · 3 shared positions

$EPAM $HUM $MKL

$169M

79 positions

#14Paragon Capital Management LtdActive

Some overlap · 4 shared positions

$REGN $HUM $WT $IBM

$476M

199 positions

#15Fortis Advisors, LLCPassive

Some overlap · 5 shared positions

$HUM $REGN $MS $GLW $COP

$200M

119 positions

#16Firestone Capital ManagementPassive

Some overlap · 5 shared positions

$HUM $MKL $REGN $COP $EPAM

$480M

160 positions

#17Creekside PartnersPassive

Some overlap · 5 shared positions

$HUM $MKL $NLY $COP $IBM

$243M

183 positions

#18Compton Wealth Advisory Group, LLCActive

Some overlap · 4 shared positions

$HUM $MKL $TMUS $MS

$449M

85 positions

#19Hamrick Investment Counsel, llcPassive

Some overlap · 4 shared positions

$HUM $MKL $IBM $PFE

$180M

359 positions

#20Fermata Advisors, LLCPassive

Some overlap · 4 shared positions

$REGN $MKL $MS $WT

$444M

232 positions

#21Argo Wealth Advisory, LLCActive

Some overlap · 4 shared positions

$REGN $HUM $WT $PFE

$170M

48 positions

#22Aprio Wealth Management, LLCPassive

Some overlap · 4 shared positions

$REGN $HUM $MS $WT

$1.8B

613 positions

#23Kraft, Davis & Associates, LLCPassive

Some overlap · 5 shared positions

$HUM $MKL $WT $COP $GMM

$469M

151 positions

#24Sandy Cove Advisors, LLCPassive

Some overlap · 5 shared positions

$HUM $MKL $MS $COP $IBM

$334M

144 positions

#25Grove Street Fiduciary, LLCActive

Some overlap · 4 shared positions

$HUM $MKL $WT $IBM

$227M

74 positions

Compare Post Resch Tallon Group’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 Post Resch Tallon Group’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.