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Hedge Funds Similar to Post Resch Tallon Group

13F Portfolio OverlapQ2 2026Post Resch Tallon Group portfolio →
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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 Q2 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 Columbus Macro, COOPER/HAIMS ADVISORS, Silver Lake Advisory, with shared positions in $BNL, $OHI, $NLY, $KMI, $QCOM, $GLW. The full ranking of 25 similar funds is below.

#1Columbus Macro, LLCPassive
Some overlap · 5 shared positions
$BNL$OHI$NLY$KMI$QCOM
$1.0B
207 positions
#2COOPER/HAIMS ADVISORS, LLCActive
Some overlap · 3 shared positions
$GLW$BNL$PAYX
$232M
116 positions
#3Silver Lake Advisory, LLCPassive
Some overlap · 4 shared positions
$GLW$PAYX$KMI$TPL
$280M
109 positions
#4CORDA Investment Management, LLC.Active
Some overlap · 3 shared positions
$GLW$PFE$PAYX
$1.6B
85 positions
#5Old North State Wealth Management, LLCPassive
Some overlap · 3 shared positions
$GLW$PFE$KMI
$234M
112 positions
#6Garner Asset Management CorpPassive
Some overlap · 3 shared positions
$GLW$KYN$COP
$308M
169 positions
#7VALLEY WEALTH MANAGERS, INC.Passive
Some overlap · 3 shared positions
$GLW$TMUS$PFE
$1.7B
345 positions
#8Minneapolis Portfolio Management Group, LLCActive
Some overlap · 3 shared positions
$GLW$PFE$QCOM
$1.1B
34 positions
#9BENEDICT FINANCIAL ADVISORS INCPassive
Some overlap · 3 shared positions
$GLW$KMI$QCOM
$515M
142 positions
#10Cornerstone Capital, Inc.Active
Some overlap · 3 shared positions
$GLW$KMI$PFE
$1.1B
120 positions
#11RED CEDAR INVESTMENT MANAGEMENT, LLCActive
Some overlap · 3 shared positions
$GLW$COP$QCOM
$1.1B
90 positions
#12Massachusetts Wealth ManagementPassive
Some overlap · 3 shared positions
$GLW$PFE$COP
$262M
98 positions
#13WealthTrust Axiom LLCPassive
Some overlap · 3 shared positions
$GLW$PFE$KMI
$448M
302 positions
#14LAWOOD & COPassive
Some overlap · 3 shared positions
$GLW$COP$QCOM
$148M
95 positions
#15Steadtrust LLCPassive
Some overlap · 3 shared positions
$GLW$QCOM$KMI
$198M
132 positions
#16Seneca Financial Advisors LLCActive
Some overlap · 3 shared positions
$GLW$BNL$PAYX
$385M
66 positions
#17PROMETHIUM ADVISORS,LLCPassive
Some overlap · 4 shared positions
$BNL$PFE$KYN$TPL
$208M
122 positions
#18O'Keefe Stevens Advisory, Inc.Active
Some overlap · 3 shared positions
$GLW$QCOM$PFE
$488M
81 positions
#19Estabrook Capital ManagementPassive
Some overlap · 3 shared positions
$GLW$PFE$COP
$739M
344 positions
#20Truvestments Capital LLCPassive
Some overlap · 3 shared positions
$GLW$KMI$QCOM
$673M
1,150 positions
#21Lifeworks Advisors, LLCPassive
Some overlap · 3 shared positions
$GLW$PFE$QCOM
$955M
337 positions
#22Plan Group Financial, LLCPassive
Some overlap · 3 shared positions
$OHI$NLY$PFE
$486M
249 positions
#23Loudon Investment Management, LLCPassive
Some overlap · 3 shared positions
$TMUS$PAYX$QCOM
$204M
95 positions
#24CANTOR FITZGERALD INVESTMENT ADVISORS L.P.Active
Some overlap · 3 shared positions
$GLW$PFE$COP
$1.5B
184 positions
#25Alliance Private Wealth, LLCActive
Some overlap · 3 shared positions
$TMUS$PFE$QCOM
$288M
82 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.