Hedge Funds Similar to TFR

13F Portfolio OverlapQ2 2026TFR portfolio →

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Most similar hedge funds by 13F overlap

TFR Capital, LLC. is an institutional investor managing $355M across 165 U.S. equity positions as of Q2 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, Samara Investment, with shared positions in $PWR, $FIX, $ANET, $TJX, $MCK, $NEE. The full ranking of 25 similar funds is below.

#1Davidson Capital Management Inc.Active

Some overlap · 6 shared positions

$PWR $FIX $ANET $TJX $MCK $NEE

$624M

96 positions

#2STRATEGIC PLANNING GROUP, LLCActive

Some overlap · 6 shared positions

$FIX $ISRG $ANET $TJX $VRTX $TT

$918M

75 positions

#3Samara Investment Management, LLCActive

Some overlap · 5 shared positions

$PWR $ISRG $TJX $MCK $TT

$109M

71 positions

#4SIGMA INVESTMENT COUNSELORS INCActive

Some overlap · 5 shared positions

$ISRG $ANET $TJX $VRTX $NEE

$2.1B

218 positions

#5FIRST BUSINESS FINANCIAL SERVICES, INC.Smart money

Some overlap · 5 shared positions

$PWR $ANET $TJX $COR $NEE

$1.3B

201 positions

#6Penobscot Investment Management Company, Inc.Passive

Some overlap · 5 shared positions

$PWR $FIX $TJX $NEE $ANET

$1.5B

315 positions

#7CAMDEN NATIONAL BANKPassive

Some overlap · 5 shared positions

$PWR $TJX $VRTX $KMI $NEE

$767M

184 positions

#8KANE INVESTMENT MANAGEMENT, INC.Active

Some overlap · 5 shared positions

$PWR $FIX $TT $MCK $VRTX

$235M

100 positions

#9Freedom Day Solutions, LLCActive

Some overlap · 4 shared positions

$PWR $FIX $ANET $VRTX

$452M

134 positions

#10Illumine Investment Management, LLCPassive

Some overlap · 4 shared positions

$FIX $ISRG $ANET $VRTX

$154M

95 positions

#11GKV Capital Management Co., Inc.Passive

Some overlap · 4 shared positions

$PWR $ANET $TJX $VRTX

$310M

83 positions

#12Eurizon SLJ Capital LtdPassive

Some overlap · 4 shared positions

$FIX $ANET $TJX $VRTX

$271M

172 positions

#13Smith Group Asset Management, LLCActive

Some overlap · 4 shared positions

$FIX $ANET $TJX $MCK

$2.5B

166 positions

#14Bank OZKPassive

Some overlap · 4 shared positions

$PWR $ANET $TJX $TT

$337M

159 positions

#15AMJ Financial Wealth ManagementActive

Some overlap · 4 shared positions

$PWR $ANET $TJX $TT

$424M

86 positions

#16Longbow Finance SAPassive

Some overlap · 4 shared positions

$PWR $ANET $TJX $MCK

$782M

59 positions

#17RENAISSANCE GROUP LLCPassive

Some overlap · 4 shared positions

$FIX $ANET $TJX $TT

$2.5B

234 positions

#18NORTHEAST INVESTMENT MANAGEMENTActive

Some overlap · 4 shared positions

$PWR $ISRG $TJX $NEE

$2.7B

200 positions

#19Bensler, LLCPassive

Some overlap · 4 shared positions

$FIX $PWR $ANET $VRTX

$1.1B

198 positions

#20Whitaker-Myers Wealth Managers, LTD.Active

Some overlap · 4 shared positions

$PWR $ANET $APLD $TT

$599M

113 positions

#21Saranac Partners LtdPassive

Some overlap · 4 shared positions

$ISRG $ANET $TJX $TT

$343M

117 positions

#22Robbins FarleyPassive

Some overlap · 4 shared positions

$PWR $ANET $TJX $NEE

$260M

157 positions

#23NIXON PEABODY TRUST COActive

Some overlap · 4 shared positions

$PWR $ANET $TJX $NEE

$1.4B

177 positions

#24Winslow Capital Management, LLCActive

Some overlap · 4 shared positions

$PWR $ANET $MCK $TT

$29.1B

66 positions

#25Monument Capital ManagementPassive

Some overlap · 4 shared positions

$FIX $PWR $TT $MTZ

$497M

262 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.