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 Tandem Investment Partners

13F Portfolio OverlapQ1 2026Tandem Investment Partners portfolio →

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Most similar hedge funds by 13F overlap

Tandem Investment Partners LLC is an institutional investor managing $118M across 73 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 Tandem Investment Partners are Winter & Associates,, Argo Wealth Advisory,, White Lighthouse Investment, with shared positions in $REGN, $BRZE, $MDY, $WT, $IBM, $HON. The full ranking of 25 similar funds is below.

#1Winter & Associates, Inc.Passive

Notable overlap · 6 shared positions

$REGN $BRZE $MDY $WT $IBM $HON

$114M

84 positions

#2Argo Wealth Advisory, LLCActive

Notable overlap · 9 shared positions

$REGN $MAR $HUM $NEE $WT $HON

$170M

48 positions

#3White Lighthouse Investment Management Inc.Active

Notable overlap · 5 shared positions

$BRZE $MAR $USB $HUM $DHR

$721M

145 positions

#4Madison Park Capital Advisors, LLCActive

Notable overlap · 6 shared positions

$BRZE $MDY $REGN $HUM $DHR $MAR

$127M

62 positions

#5CATHY PARETO & ASSOCIATES, INCPassive

Notable overlap · 5 shared positions

$REGN $MAR $WT $NEE $USB

$149M

96 positions

#6Latigo Investments, LLCActive

Notable overlap · 3 shared positions

$BRZE $MDY $USB

$201M

14 positions

#7Marshall & Sterling Wealth Advisors Inc.Passive

Notable overlap · 7 shared positions

$MAR $USB $HUM $TMO $WT $AMGN

$153M

344 positions

#8Anson Capital, Inc.Passive

Notable overlap · 5 shared positions

$REGN $USB $HUM $WT $BRZE

$146M

90 positions

#9Wiser Wealth Management, IncSmart money

Notable overlap · 4 shared positions

$REGN $MAR $BRZE $HUM

$464M

58 positions

#10Wealth Group LtdSmart money

Notable overlap · 5 shared positions

$REGN $MAR $DHR $BRZE $HUM

$439M

94 positions

#11Curran Financial Partners, LLCActive

Notable overlap · 6 shared positions

$BRZE $USB $HUM $WT $LOW $MAR

$559M

127 positions

#12MontVue Capital Management, Inc.Active

Notable overlap · 6 shared positions

$BRZE $MAR $MDY $DHR $VZ $TJX

$147M

67 positions

#13CMC Financial GroupActive

Notable overlap · 4 shared positions

$REGN $USB $WT $IBM

$51M

38 positions

#14Family CFO IncActive

Notable overlap · 3 shared positions

$BRZE $USB $HUM

$223M

41 positions

#15Pinnacle Wealth Management Group, Inc.Passive

Notable overlap · 4 shared positions

$BRZE $USB $NEE $VZ

$204M

120 positions

#1625 LLCActive

Notable overlap · 5 shared positions

$BRZE $USB $NEE $SNA $LOW

$324M

69 positions

#17Luminvest Wealth Management LLCSmart money

Notable overlap · 4 shared positions

$BRZE $USB $DHR $HUM

$382M

55 positions

#18ATLANTIC FAMILY WEALTH, LLCSmart money

Notable overlap · 5 shared positions

$MAR $REGN $HUM $USB $VZ

$138M

59 positions

#19STONE LOFT WEALTH MANAGEMENT LLCActive

Notable overlap · 3 shared positions

$BRZE $USB $HUM

$140M

29 positions

#20Sagace Wealth Management LLCPassive

Notable overlap · 4 shared positions

$BRZE $USB $IBM $NEE

$149M

70 positions

#21Peak Financial Management, Inc.Active

Notable overlap · 5 shared positions

$BRZE $USB $VZ $WT $TJX

$394M

100 positions

#22Madden Advisory Services, Inc.Passive

Notable overlap · 4 shared positions

$MAR $BRZE $HUM $MDY

$254M

108 positions

#23Good Harbor Advisors, Inc.Passive

Notable overlap · 7 shared positions

$BRZE $HUM $NEE $WT $DHR $MDY

$92M

82 positions

#24Cornerstone Financial Group, LLC /NE/Active

Notable overlap · 4 shared positions

$BRZE $USB $WT $MAR

$156M

73 positions

#25SWAN Capital LLCPassive

Notable overlap · 3 shared positions

$MAR $USB $HUM

$272M

554 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.