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 TT

13F Portfolio OverlapQ1 2026TT portfolio →

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Most similar hedge funds by 13F overlap

TT Capital Management LLC is an institutional investor managing $121M 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 TT are Dynamic Financial Group, RiverTree Advisors,, Three Magnolias Financial Advisors,, with shared positions in $JHG, $VZ, $PFE, $ALPS, $ET, $DUK. The full ranking of 25 similar funds is below.

#1Dynamic Financial GroupActive

Substantial overlap · 3 shared positions

$JHG $VZ $PFE

$122M

69 positions

#2RiverTree Advisors, LLCPassive

Substantial overlap · 3 shared positions

$JHG $ALPS $ET

$158M

60 positions

#3Three Magnolias Financial Advisors, LLCPassive

Substantial overlap · 3 shared positions

$JHG $DUK $PFE

$157M

103 positions

#4PFS Partners, LLCActive

Notable overlap · 3 shared positions

$JHG $VZ $MAA

$218M

590 positions

#5DELPHI FINANCIAL GROUP, INC.Active

Notable overlap · 4 shared positions

$JHG $CZR $ET $GSBD

$222M

32 positions

#6EPIQ PARTNERS, LLCPassive

Notable overlap · 4 shared positions

$JHG $OBDC $BN $EPD

$214M

83 positions

#7INSPIRION WEALTH ADVISORS, LLCActive

Notable overlap · 3 shared positions

$JHG $WPC $PFE

$803M

181 positions

#8Whipplewood Advisors, LLCPassive

Notable overlap · 3 shared positions

$JHG $BXSL $EPD

$193M

1,065 positions

#9Miller Global Investments, LLCPassive

Notable overlap · 5 shared positions

$JHG $VZ $VICI $PFE $OKE

$109M

279 positions

#10Symphony Financial Services, Inc.Passive

Notable overlap · 3 shared positions

$JHG $PFE $ET

$195M

99 positions

#11WINEBRENNER CAPITAL MANAGEMENT LLCPassive

Notable overlap · 3 shared positions

$JHG $VZ $ET

$156M

139 positions

#12Sovereign Investment Advisors, LLCActive

Notable overlap · 4 shared positions

$JHG $ALPS $OKE $EPD

$472M

106 positions

#131900 WEALTH MANAGEMENT LLCActive

Notable overlap · 3 shared positions

$JHG $TPL $ET

$1.6B

253 positions

#14Muzinich & Co., Inc.Active

Notable overlap · 7 shared positions

$MSDL $OBDC $OCSL $FSK $BXSL $GSBD

$286M

38 positions

#15Bulwark Capital CorpActive

Notable overlap · 4 shared positions

$JHG $OKE $ALPS $VZ

$162M

100 positions

#16Traub Capital Management LLCPassive

Notable overlap · 3 shared positions

$JHG $PFE $ET

$101M

130 positions

#17TECTONIC ADVISORS LLCActive

Notable overlap · 11 shared positions

$VZ $NNN $ALPS $OBDC $WPC $DUK

$1.9B

267 positions

#18Northwest Financial AdvisorsPassive

Notable overlap · 3 shared positions

$JHG $VZ $BN

$52M

66 positions

#19One Charles Private Wealth Services, LLCActive

Notable overlap · 4 shared positions

$JHG $EPD $ET $TPL

$400M

159 positions

#201 NORTH WEALTH SERVICES LLCPassive

Notable overlap · 3 shared positions

$JHG $ALPS $OKE

$277M

270 positions

#21Future Financial Wealth Managment LLCActive

Notable overlap · 4 shared positions

$JHG $DUK $VZ $PFE

$155M

128 positions

#22SHEPHERD KAPLAN KROCHUK, LLCActive

Notable overlap · 8 shared positions

$JHG $DUK $PFE $DOW $EPD $VZ

$119M

61 positions

#23Verity & Verity, LLCActive

Notable overlap · 6 shared positions

$VICI $VZ $NNN $OWL $PFE $OKE

$1.3B

138 positions

#24Burford Brothers, Inc.Passive

Notable overlap · 4 shared positions

$JHG $VZ $NNN $ET

$244M

172 positions

#25Weaver Consulting GroupPassive

Notable overlap · 3 shared positions

$JHG $WPC $VZ

$420M

275 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.