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 TABLEAUX

13F Portfolio OverlapQ1 2026TABLEAUX portfolio →

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Most similar hedge funds by 13F overlap

TABLEAUX LLC is an institutional investor managing $206M across 113 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 TABLEAUX are Argo Wealth Advisory,, Aprio Wealth ,, Andrew Hill Investment Advisors,, with shared positions in $REGN, $NEE, $WT, $LMT, $HON, $MCD. The full ranking of 25 similar funds is below.

#1Argo Wealth Advisory, LLCActive

Notable overlap · 5 shared positions

$REGN $NEE $WT $LMT $HON

$170M

48 positions

#2Aprio Wealth Management, LLCPassive

Notable overlap · 4 shared positions

$REGN $NEE $WT $MCD

$1.8B

613 positions

#3Andrew Hill Investment Advisors, Inc.Passive

Notable overlap · 5 shared positions

$NEE $GEV $GE $IBM $DE

$112M

54 positions

#4Sanchez Wealth Management GroupActive

Notable overlap · 4 shared positions

$REGN $SOLV $WT $LMT

$462M

53 positions

#5Owen LaRue, LLCPassive

Notable overlap · 3 shared positions

$REGN $GEV $GE

$261M

128 positions

#6OakTrust Wealth Advisors, LLCActive

Some overlap · 6 shared positions

$REGN $WT $GLDM $IBM $CME $MCD

$110M

68 positions

#7CMC Financial GroupActive

Some overlap · 4 shared positions

$REGN $WT $GLDM $IBM

$51M

38 positions

#8Munro PartnersActive

Some overlap · 4 shared positions

$NEE $GEV $GE $CRH

$3.0B

59 positions

#9Slocum, Gordon & Co LLPPassive

Some overlap · 6 shared positions

$NEE $GEV $GE $LMT $IBM $MCD

$147M

64 positions

#10Winter & Associates, Inc.Passive

Some overlap · 5 shared positions

$REGN $WT $IBM $ISRG $HON

$114M

84 positions

#11Fermata Advisors, LLCPassive

Some overlap · 4 shared positions

$REGN $WT $GLDM $MKL

$444M

232 positions

#12CapWealth Advisors, LLCActive

Some overlap · 5 shared positions

$GEV $NEE $GE $IBM $HON

$1.3B

118 positions

#13SFM, LLCActive

Some overlap · 3 shared positions

$IAUM $WT $GE

$165M

63 positions

#14Plan Group Financial, LLCPassive

Some overlap · 3 shared positions

$REGN $SOLV $IBM

$426M

229 positions

#15Savant Capital, LLCActive

Some overlap · 4 shared positions

$NEE $SOLV $WT $MKL

$20.7B

1,500 positions

#16United Community BankPassive

Some overlap · 3 shared positions

$IAUM $NEE $IBM

$300M

565 positions

#17Tandem Investment Partners LLCPassive

Some overlap · 5 shared positions

$REGN $NEE $WT $IBM $HON

$118M

73 positions

#18Cyr Financial Inc.Active

Some overlap · 4 shared positions

$REGN $GE $SSL $HLT

$170M

58 positions

#19STAPP WEALTH MANAGEMENT, PLLCActive

Some overlap · 3 shared positions

$REGN $WT $GLDM

$78M

30 positions

#20Clarus Wealth AdvisorsPassive

Some overlap · 4 shared positions

$REGN $SOLV $LMT $NEE

$235M

88 positions

#21Reliant Wealth PlanningActive

Some overlap · 3 shared positions

$IAUM $SSL $HLT

$331M

51 positions

#22Copley Financial Group, Inc.Active

Some overlap · 4 shared positions

$REGN $GLDM $LMT $MCD

$166M

115 positions

#23Anson Capital, Inc.Passive

Some overlap · 3 shared positions

$REGN $WT $MKL

$146M

90 positions

#24Next Level Private LLCPassive

Some overlap · 5 shared positions

$GEV $GE $WT $IBM $REGN

$443M

175 positions

#25Provident Wealth Management, LLCActive

Some overlap · 4 shared positions

$REGN $WT $HON $MCD

$331M

134 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.