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 Tepp RIA,

13F Portfolio OverlapQ1 2026Tepp RIA, portfolio →

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Most similar hedge funds by 13F overlap

Tepp RIA, LLC is an institutional investor managing $128M across 41 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 Tepp RIA, are ACT WEALTH ,, MARINO, STRAM & ASSOCIATES, truNorth Financial Services,, with shared positions in $KKR, $ET, $MS, $SLV, $LMT, $EPAM. The full ranking of 25 similar funds is below.

#1ACT WEALTH MANAGEMENT, LLCActive

Notable overlap · 3 shared positions

$KKR $ET $MS

$298M

62 positions

#2MARINO, STRAM & ASSOCIATES LLCActive

Notable overlap · 4 shared positions

$KKR $SLV $MS $LMT

$557M

185 positions

#3truNorth Financial Services, Inc.Active

Notable overlap · 3 shared positions

$KKR $SLV $MS

$97M

49 positions

#4Safe Harbor Family Capital, LLCSmart money

Notable overlap · 3 shared positions

$KKR $EPAM $MAR

$128M

55 positions

#5Gross & Hartman Investments LLCSmart money

Notable overlap · 4 shared positions

$KKR $MS $EPAM $MAR

$192M

72 positions

#6PARAGON FINANCIAL PARTNERS, INC.Active

Notable overlap · 3 shared positions

$KKR $SAN $MAR

$177M

77 positions

#7White Lighthouse Investment Management Inc.Active

Notable overlap · 3 shared positions

$KKR $AZN $MAR

$721M

145 positions

#8Juno Financial Group LLCActive

Notable overlap · 3 shared positions

$KKR $LMT $SAN

$255M

70 positions

#9One Day In July LLCActive

Notable overlap · 3 shared positions

$KKR $EPAM $MAR

$1.2B

153 positions

#10HOWARD WEALTH MANAGEMENT, LLCPassive

Notable overlap · 3 shared positions

$KKR $SAN $MAR

$238M

142 positions

#11Wolff Financial Management LLCActive

Notable overlap · 3 shared positions

$KKR $MS $MAR

$453M

103 positions

#12VSM Wealth Advisory, LLCPassive

Notable overlap · 3 shared positions

$KKR $LMT $MAR

$335M

505 positions

#13Round Rock Advisors, LLCPassive

Notable overlap · 3 shared positions

$KKR $C $MAR

$654M

318 positions

#14Catalyst Investment Management LLCPassive

Notable overlap · 3 shared positions

$KKR $MS $LMT

$90M

65 positions

#15DAGCO, INC.Passive

Notable overlap · 4 shared positions

$KKR $MS $MAR $SLV

$461M

353 positions

#16Talisman Wealth Advisors LLCPassive

Notable overlap · 4 shared positions

$KKR $MS $LMT $MAR

$124M

101 positions

#17Decker Wealth Management LLCPassive

Notable overlap · 3 shared positions

$KKR $GSAT $LMT

$441M

105 positions

#18Financial Perspectives, IncPassive

Some overlap · 3 shared positions

$KKR $MS $MAR

$358M

716 positions

#19Caldwell Investment Management Ltd.Active

Some overlap · 3 shared positions

$KKR $C $MS

$255M

57 positions

#20Measured Wealth Private Client Group, LLCPassive

Some overlap · 3 shared positions

$KKR $C $MS

$366M

726 positions

#21FLAGSHIP WEALTH ADVISORS, LLCPassive

Some overlap · 3 shared positions

$KKR $MS $MAR

$233M

350 positions

#22Montis Financial, LLCActive

Some overlap · 3 shared positions

$KKR $SLV $MS

$484M

150 positions

#23APS Management Group, Inc.Passive

Some overlap · 4 shared positions

$KKR $GSAT $MS $MAR

$117M

72 positions

#24Human Investing LLCSmart money

Some overlap · 3 shared positions

$KKR $SLV $MS

$687M

96 positions

#25Joel Isaacson & Co., LLCActive

Some overlap · 3 shared positions

$KKR $MS $MAR

$3.0B

455 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.