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Hedge Funds Similar to Thayer Financial, L.L.C.

13F Portfolio OverlapQ1 2026Thayer Financial, L.L.C. portfolio →
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Most similar hedge funds by 13F overlap

Thayer Financial, L.L.C. is an institutional investor managing $110M across 33 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 Thayer Financial, L.L.C. are MTM Investment ,, Founders Financial Alliance,, Cannon Wealth Services,, with shared positions in $BAH, $LOW, $DUK, $GLW. The full ranking of 12 similar funds is below.

#1MTM Investment Management, LLCPassive
Some overlap · 3 shared positions
$BAH$LOW$DUK
$316M
709 positions
#2Founders Financial Alliance, LLCPassive
Some overlap · 3 shared positions
$BAH$DUK$LOW
$555M
735 positions
#3Cannon Wealth Management Services, LLCPassive
Some overlap · 3 shared positions
$BAH$DUK$LOW
$148M
85 positions
#4Godshalk Welsh Capital Management, Inc.Passive
Slight overlap · 3 shared positions
$BAH$LOW$GLW
$172M
129 positions
#5Kentucky Trust CoPassive
Slight overlap · 3 shared positions
$DUK$LOW$GLW
$191M
311 positions
#6Anchor Investment Management, LLCPassive
Slight overlap · 3 shared positions
$LOW$DUK$GLW
$1.2B
1,067 positions
#7KMG FIDUCIARY PARTNERS, LLCPassive
Slight overlap · 3 shared positions
$BAH$LOW$DUK
$1.4B
261 positions
#8HOLDERNESS INVESTMENTS COPassive
Slight overlap · 3 shared positions
$DUK$LOW$GLW
$498M
252 positions
#9Cornell Pochily Investment Advisors, Inc.Passive
Slight overlap · 3 shared positions
$LOW$DUK$GLW
$340M
174 positions
#10LCNB CORPPassive
Slight overlap · 3 shared positions
$LOW$DUK$GLW
$297M
186 positions
#11Pathfinder Wealth Consulting, Inc.Passive
Slight overlap · 3 shared positions
$DUK$LOW$GLW
$154M
163 positions
#12Smith Partners Wealth Management, LLCPassive
Slight overlap · 3 shared positions
$LOW$GLW$DUK
$112M
76 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.