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Hedge Funds Similar to Twin Cities Retirement Group

13F Portfolio OverlapQ1 2026Twin Cities Retirement Group portfolio →
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Most similar hedge funds by 13F overlap

Twin Cities Retirement Group LLC is an institutional investor managing $117M across 22 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 Twin Cities Retirement Group are Sagace Wealth, Gladwyn Financial Advisors,, Guardian Wealth ,, with shared positions in $USB, $COP, $MMM, $SSL. The full ranking of 24 similar funds is below.

#1Sagace Wealth Management LLCPassive
Notable overlap · 3 shared positions
$USB$COP$MMM
$149M
70 positions
#2Gladwyn Financial Advisors, Inc.Active
Notable overlap · 3 shared positions
$COP$USB$MMM
$160M
82 positions
#3Guardian Wealth Management, Inc.Passive
Notable overlap · 3 shared positions
$COP$USB$MMM
$183M
61 positions
#4LFA - Lugano Financial Advisors SAActive
Some overlap · 3 shared positions
$COP$USB$SSL
$197M
223 positions
#5Cherry Tree Wealth Management, LLCPassive
Some overlap · 4 shared positions
$COP$SSL$MMM$USB
$473M
582 positions
#6InvesTrustPassive
Some overlap · 3 shared positions
$SSL$MMM$USB
$238M
91 positions
#7SKBA CAPITAL MANAGEMENT LLCActive
Some overlap · 3 shared positions
$COP$USB$MMM
$728M
79 positions
#8Sightline Wealth Advisors, LLCActive
Some overlap · 3 shared positions
$COP$SSL$USB
$236M
91 positions
#9Kure Advisory, LLCActive
Some overlap · 3 shared positions
$COP$MMM$USB
$184M
56 positions
#10LifePlan Financial, LLCPassive
Some overlap · 3 shared positions
$SSL$USB$COP
$135M
83 positions
#11Gilbert Capital Group, Inc.Active
Some overlap · 3 shared positions
$USB$SSL$COP
$129M
51 positions
#12Houlihan Financial Resource Group, Ltd.Passive
Some overlap · 3 shared positions
$SSL$COP$USB
$257M
109 positions
#13NOVEM GROUPPassive
Some overlap · 3 shared positions
$SSL$COP$USB
$873M
437 positions
#14SONATA CAPITAL GROUP INCPassive
Some overlap · 3 shared positions
$SSL$COP$USB
$271M
123 positions
#15Cheviot Value Management, LLCActive
Some overlap · 3 shared positions
$COP$SSL$USB
$996M
426 positions
#16SIGMA INVESTMENT COUNSELORS INCActive
Slight overlap · 3 shared positions
$SSL$USB$COP
$1.9B
194 positions
#17Praetorian Wealth Management, Inc.Active
Slight overlap · 3 shared positions
$SSL$USB$COP
$526M
77 positions
#18PARSONS CAPITAL MANAGEMENT INC/RIPassive
Slight overlap · 3 shared positions
$MMM$USB$COP
$2.2B
488 positions
#19Arcataur Capital Management LLCActive
Slight overlap · 3 shared positions
$COP$SSL$USB
$359M
103 positions
#20FIRST NATIONAL TRUST COActive
Slight overlap · 3 shared positions
$COP$USB$SSL
$2.9B
407 positions
#21BridgePort Financial Solutions, LLCPassive
Slight overlap · 3 shared positions
$USB$COP$SSL
$353M
231 positions
#22Prosperity Planning, Inc.Active
Slight overlap · 3 shared positions
$COP$SSL$USB
$395M
110 positions
#23FF Advisors,LLCActive
Slight overlap · 3 shared positions
$SSL$COP$USB
$247M
114 positions
#24MJT & Associates Financial Advisory Group, Inc.Active
Slight overlap · 3 shared positions
$MMM$USB$COP
$136M
442 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.