13F Pro

Hedge Funds Similar to TME FINANCIAL,

13F Portfolio OverlapQ1 2026TME FINANCIAL, portfolio →
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Most similar hedge funds by 13F overlap

TME FINANCIAL, INC. is an institutional investor managing $144M across 65 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 TME FINANCIAL, are Silver Coast Investments, Fairway Financial,, Pillar Financial Advisors,, with shared positions in $MS, $UNIT, $USB, $DDOG, $SNOW, $NOW. The full ranking of 25 similar funds is below.

#1Silver Coast Investments LLCActive
Notable overlap · 5 shared positions
$MS$UNIT$USB$DDOG$SNOW
$313M
119 positions
#2Fairway Financial, LLCActive
Notable overlap · 3 shared positions
$MS$UNIT$NOW
$132M
23 positions
#3Pillar Financial Advisors, LLCActive
Notable overlap · 5 shared positions
$UNIT$IAU$NTRB$SNOW$USB
$171M
106 positions
#4Ballast Financial Advisors LLCActive
Notable overlap · 5 shared positions
$IAU$UNIT$USB$MS$KKR
$98M
68 positions
#5Gladwyn Financial Advisors, Inc.Active
Notable overlap · 4 shared positions
$UNIT$USB$NTRB$SE
$144M
86 positions
#6Strategies Wealth Advisors, LLCActive
Notable overlap · 3 shared positions
$MS$UNIT$SNOW
$995M
193 positions
#7Plum Street Advisors, LLCActive
Notable overlap · 5 shared positions
$UNIT$IAU$MUFG$DDOG$SNOW
$289M
98 positions
#8CLEAR WAVE WEALTH MANAGEMENT LLCPassive
Notable overlap · 4 shared positions
$MS$IAU$UNIT$SNOW
$463M
177 positions
#9Sagace Wealth Management LLCPassive
Notable overlap · 6 shared positions
$IAU$USB$KKR$IBIT$UNIT$SNOW
$149M
70 positions
#10SWAN Capital LLCPassive
Notable overlap · 3 shared positions
$UNIT$USB$KKR
$272M
554 positions
#11Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth SActive
Notable overlap · 5 shared positions
$UNIT$KKR$NTRB$SE$SNOW
$111M
63 positions
#12TriaGen Wealth Management LLCPassive
Notable overlap · 5 shared positions
$MS$IAU$UNIT$USB$NOW
$366M
171 positions
#13FLYWHEEL PRIVATE WEALTH LLCPassive
Notable overlap · 3 shared positions
$UNIT$KKR$IAU
$176M
104 positions
#14Wolff Financial Management LLCActive
Notable overlap · 4 shared positions
$MS$KKR$UNIT$DDOG
$453M
103 positions
#15Hegarty Advisors, LLCActive
Notable overlap · 5 shared positions
$UNIT$KKR$MS$ALPS$USB
$127M
57 positions
#16Rooted Wealth Advisors, Inc.Active
Notable overlap · 4 shared positions
$MS$KKR$USB$UNIT
$379M
144 positions
#17Forza Wealth Management, LLCPassive
Notable overlap · 5 shared positions
$IAU$KKR$USB$UNIT$MS
$287M
188 positions
#18truNorth Financial Services, Inc.Active
Notable overlap · 3 shared positions
$MS$KKR$UNIT
$97M
49 positions
#19Madrid Wealth Management, LLCPassive
Notable overlap · 6 shared positions
$MS$KKR$MUFG$NOW$USB$SNOW
$133M
70 positions
#20Adirondack Capital Advisors, LLCSmart money
Notable overlap · 3 shared positions
$MS$KKR$NTRB
$156M
44 positions
#21Modus Advisors, LLCPassive
Notable overlap · 4 shared positions
$IAU$MS$IBIT$USB
$363M
117 positions
#22BEACON ADVISORS HOLDINGS, LLCActive
Notable overlap · 3 shared positions
$MS$KKR$USB
$187M
37 positions
#23CATHY PARETO & ASSOCIATES, INCPassive
Notable overlap · 6 shared positions
$UNIT$IAU$KKR$ALPS$USB$IBIT
$149M
96 positions
#24Powers Advisory Group, LLCActive
Notable overlap · 3 shared positions
$MS$USB$SNOW
$284M
125 positions
#25CYPRESS FINANCIAL PLANNING LLCActive
Notable overlap · 3 shared positions
$MS$USB$DDOG
$363M
102 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.