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Hedge Funds Similar to TFR ,

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

TFR Capital, LLC. is an institutional investor managing $326M across 163 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 TFR , are Davidson, STRATEGIC PLANNING GROUP,, McLaughlin Asset ,, with shared positions in $GEV, $TJX, $PWR, $FIX, $ANET, $COP. The full ranking of 25 similar funds is below.

#1Davidson Capital Management Inc.Active
Some overlap · 7 shared positions
$GEV$TJX$PWR$FIX$ANET$COP
$552M
93 positions
#2STRATEGIC PLANNING GROUP, LLCPassive
Some overlap · 7 shared positions
$ISRG$TJX$FIX$ANET$LIN$VRTX
$715M
72 positions
#3McLaughlin Asset Management, Inc.Passive
Some overlap · 6 shared positions
$GEV$ISRG$TJX$LNG$ANET$LIN
$105M
91 positions
#4Winslow Capital Management, LLCActive
Some overlap · 6 shared positions
$GEV$ISRG$PWR$ANET$MCK$TT
$25.6B
60 positions
#5Transamerica Financial Advisors, LLCPassive
Some overlap · 6 shared positions
$GEV$JHG$FIX$ANET$COP$TJX
$1.2B
1,940 positions
#6ABN AMRO Bank N.V.Active
Some overlap · 6 shared positions
$GEV$TJX$PWR$LIN$TT$VRTX
$9.3B
228 positions
#7WD RUTHERFORD LLCPassive
Some overlap · 5 shared positions
$GEV$ISRG$TJX$ANET$MCK
$225M
71 positions
#8CHILTON CAPITAL MANAGEMENT LLCPassive
Some overlap · 5 shared positions
$GEV$TJX$PWR$LIN$COP
$2.9B
658 positions
#9Munro PartnersActive
Some overlap · 5 shared positions
$GEV$PWR$FIX$LIN$MCK
$3.0B
59 positions
#10CAPITAL MANAGEMENT ASSOCIATES /NY/Passive
Some overlap · 5 shared positions
$GEV$PWR$LNG$LIN$MCK
$60M
36 positions
#11ALBION FINANCIAL GROUP /UTActive
Some overlap · 5 shared positions
$JHG$TJX$PWR$COP$GEV
$1.5B
737 positions
#1211 Capital Partners LPActive
Some overlap · 5 shared positions
$GEV$PWR$LIN$TT$MCO
$348M
20 positions
#13MARIETTA INVESTMENT PARTNERS LLCPassive
Some overlap · 5 shared positions
$GEV$FIX$ANET$MCK$TT
$499M
161 positions
#14LEGACY CAPITAL WEALTH MANAGEMENT, LLCPassive
Some overlap · 5 shared positions
$JHG$TJX$ANET$VRTX$MCK
$174M
65 positions
#15Mendel Money ManagementPassive
Some overlap · 4 shared positions
$GEV$JHG$PWR$LIN
$239M
137 positions
#16HAGER INVESTMENT MANAGEMENT SERVICES, LLCPassive
Some overlap · 5 shared positions
$TJX$PWR$GEV$LNG$VRTX
$182M
329 positions
#17Paragon Advisors, LLCActive
Some overlap · 5 shared positions
$JHG$FIX$LNG$ANET$GEV
$371M
76 positions
#18SIERRA SUMMIT ADVISORS LLCPassive
Some overlap · 4 shared positions
$GEV$ISRG$PWR$ANET
$688M
180 positions
#19Samara Investment Management, LLCPassive
Some overlap · 5 shared positions
$ISRG$TJX$PWR$MCK$TT
$96M
72 positions
#20Asio Capital, LLCActive
Some overlap · 4 shared positions
$GEV$JHG$PWR$COP
$712M
110 positions
#21Renaissance Investment Group LLCPassive
Some overlap · 4 shared positions
$GEV$ISRG$TJX$TT
$465M
81 positions
#22KANE INVESTMENT MANAGEMENT, INC.Active
Some overlap · 6 shared positions
$PWR$FIX$MCK$TT$LNG$JHG
$194M
99 positions
#23Sun Financial IncPassive
Some overlap · 4 shared positions
$GEV$TJX$PWR$ANET
$200M
159 positions
#24BNC WEALTH MANAGEMENT, LLCPassive
Some overlap · 4 shared positions
$GEV$TJX$PWR$ANET
$360M
106 positions
#25Teamwork Financial Advisors, LLCPassive
Some overlap · 4 shared positions
$GEV$TJX$PWR$ANET
$946M
216 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.