Hedge Funds Similar to Timmons Wealth

13F Portfolio OverlapQ2 2026Timmons Wealth portfolio →

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Most similar hedge funds by 13F overlap

Timmons Wealth Management, LLC is an institutional investor managing $137M across 74 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 Timmons Wealth are Clear Trail Advisors, Stonehearth, CULLEN INVESTMENT GROUP, LTD., with shared positions in $ADI, $GIS, $EPD, $DE, $NU, $MDY. The full ranking of 25 similar funds is below.

#1Clear Trail Advisors, LLCPassive

Slight overlap · 3 shared positions

$655M

161 positions

#2Stonehearth Capital Management, LLCActive

Slight overlap · 3 shared positions

$293M

94 positions

#3CULLEN INVESTMENT GROUP, LTD.Active

Slight overlap · 3 shared positions

$827M

181 positions

#4Meriwether Wealth & Planning, LLCActive

Slight overlap · 3 shared positions

$202M

122 positions

#5Baer Investment Advisory LLCPassive

Slight overlap · 3 shared positions

$119M

43 positions

#6Bollard Group LLCActive

Slight overlap · 3 shared positions

$3.3B

309 positions

#7BCM ADVISORS, LLCSmart money

Slight overlap · 3 shared positions

$514M

80 positions

#8BARTLETT & CO. WEALTH MANAGEMENT LLCPassive

Slight overlap · 3 shared positions

$8.0B

1,334 positions

#9Churchill Financial Advisors, LLCActive

Slight overlap · 3 shared positions

$519M

125 positions

#10PATRIOT INVESTMENT MANAGEMENT GROUP, INC.Smart money

Slight overlap · 3 shared positions

$1.7B

240 positions

#11LIBRA WEALTH LLCSmart money

Slight overlap · 3 shared positions

$391M

70 positions

#12OLD NATIONAL BANCORP /IN/Active

Slight overlap · 3 shared positions

$5.0B

625 positions

#13Harbor Asset Planning, Inc.Passive

Slight overlap · 3 shared positions

$133M

416 positions

#14Shoker Investment Counsel, Inc.Active

Slight overlap · 3 shared positions

$398M

113 positions

#15PENNSYLVANIA CAPITAL MANAGEMENT INC /ADVActive

Slight overlap · 3 shared positions

$ADI $EPD $SPCX

$395M

123 positions

#16MADDEN SECURITIES CorpPassive

Slight overlap · 3 shared positions

$GIS $EPD $SPCX

$360M

118 positions

#17Finivi Inc.Passive

Slight overlap · 3 shared positions

$195M

111 positions

#18Nikko Asset Management Americas, Inc.Passive

Slight overlap · 3 shared positions

$7.7B

276 positions

#19Harbor Group, Inc.Active

Slight overlap · 3 shared positions

$ADI $MDY $SPCX

$851M

115 positions

#20Mountain Hill Investment Partners Corp.Active

Slight overlap · 3 shared positions

$GIS $MDY $SPCX

$177M

195 positions

#21E&G Advisors, LPPassive

Slight overlap · 3 shared positions

$518M

243 positions

#22ORBA Wealth Advisors, L.L.C.Passive

Slight overlap · 3 shared positions

$117M

85 positions

#23Creekside PartnersPassive

Slight overlap · 3 shared positions

$276M

193 positions

#24Rothschild Capital Partners, LLCActive

Slight overlap · 3 shared positions

$467M

90 positions

#25Sunbeam Capital Management, LLCActive

Slight overlap · 3 shared positions

$219M

124 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.