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Hedge Funds Similar to Timmons Wealth ,

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

Timmons Wealth Management, LLC is an institutional investor managing $106M across 73 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 Timmons Wealth , are New Covenant Company, N.A., New England Professional Planning Group, MontVue ,, with shared positions in $BAC, $GE, $BRZE, $DE, $MKL, $GEV. The full ranking of 25 similar funds is below.

#1New Covenant Trust Company, N.A.Active
Slight overlap · 7 shared positions
$BAC$GE$BRZE$DE$MKL$GEV
$112M
96 positions
#2New England Professional Planning Group Inc.Smart money
Slight overlap · 6 shared positions
$BAC$GE$ADI$DE$GEV$DHR
$239M
49 positions
#3MontVue Capital Management, Inc.Active
Slight overlap · 6 shared positions
$BAC$GE$BRZE$MKL$DHR$MDY
$147M
67 positions
#4Crew Capital Management, Ltd.Passive
Slight overlap · 5 shared positions
$BAC$GE$ADI$NKE$GEV
$151M
109 positions
#5Fee-Only Financial Planning, L.C.Smart money
Slight overlap · 5 shared positions
$BAC$GE$BRZE$MKL$GEV
$166M
43 positions
#6Ensign Peak Advisors, IncActive
Slight overlap · 5 shared positions
$BAC$GE$ADI$EPD$MS
$53.7B
1,708 positions
#7J.P. Marvel Investment Advisors, LLCActive
Slight overlap · 6 shared positions
$BAC$GE$DE$GEV$DHR$MS
$705M
60 positions
#8Johnson & White Wealth Management, LLCActive
Slight overlap · 5 shared positions
$BAC$GE$ADI$GEV$MS
$236M
106 positions
#9ATALANTA SOSNOFF CAPITAL, LLCActive
Slight overlap · 5 shared positions
$BAC$GE$ADI$GEV$MS
$4.7B
104 positions
#10Weinberger Asset Management, IncActive
Slight overlap · 5 shared positions
$BAC$GE$DE$EPD$GEV
$267M
92 positions
#11Aventura Private Wealth, LLCPassive
Slight overlap · 5 shared positions
$BAC$GE$ADI$DHR$MS
$273M
904 positions
#12RETIREMENT PLANNING GROUP, LLC / NYPassive
Slight overlap · 5 shared positions
$BAC$GE$DE$GEV$DHR
$155M
94 positions
#13guardian investment managementActive
Slight overlap · 5 shared positions
$BAC$GE$DE$GEV$DHR
$127M
60 positions
#14AmundiPassive
Slight overlap · 4 shared positions
$BAC$GE$ADI$GEV
$367.1B
2,033 positions
#15ING GROEP NVPassive
Slight overlap · 4 shared positions
$BAC$GE$ADI$GEV
$16.4B
503 positions
#16Davis Investment Partners, LLCActive
Slight overlap · 4 shared positions
$BAC$GE$ADI$GEV
$283M
167 positions
#17abrdn plcActive
Slight overlap · 4 shared positions
$BAC$GE$ADI$DHR
$61.9B
931 positions
#18McNamara Financial Services, Inc.Smart money
Slight overlap · 6 shared positions
$GE$ADI$BAC$NU$GEV$MS
$528M
99 positions
#19ALLIUM FINANCIAL ADVISORS, LLCActive
Slight overlap · 5 shared positions
$BAC$GE$BRZE$NKE$MS
$125M
79 positions
#20Gratus Wealth Advisors, LLCActive
Slight overlap · 4 shared positions
$BAC$GE$ADI$MS
$691M
138 positions
#21Polaris Investment Advisors, LLCPassive
Slight overlap · 6 shared positions
$BAC$GE$MKL$GEV$DHR$MS
$137M
70 positions
#22Gleason Group, Inc.Active
Slight overlap · 5 shared positions
$BAC$BRZE$DE$MKL$DHR
$1.0B
229 positions
#23Parkshore Wealth Management, Inc.Smart money
Slight overlap · 4 shared positions
$BAC$GE$BRZE$GEV
$299M
69 positions
#24Addison Advisors LLCPassive
Slight overlap · 6 shared positions
$BAC$GE$NU$NKE$GEV$MS
$452M
980 positions
#25Massachusetts Wealth ManagementPassive
Slight overlap · 4 shared positions
$BAC$GE$DE$GEV
$231M
98 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.