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Hedge Funds Similar to Tannin

13F Portfolio OverlapQ1 2026Tannin portfolio →
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Most similar hedge funds by 13F overlap

Tannin Capital LLC is an institutional investor managing $138M across 152 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 Tannin are NewEdge Advisors,, Aull & Monroe Investment, Fingerlakes Wealth ,, with shared positions in $EMR, $DOV, $DIA, $IBM, $SO, $OKE. The full ranking of 25 similar funds is below.

#1NewEdge Advisors, LLCPassive
Some overlap · 6 shared positions
$EMR$DOV$DIA$IBM$SO$OKE
$2.2B
1,217 positions
#2Aull & Monroe Investment Management CorpPassive
Some overlap · 5 shared positions
$SO$EMR$BAC$CSX$IBM
$215M
125 positions
#3Fingerlakes Wealth Management, Inc.Passive
Some overlap · 5 shared positions
$DOV$DIA$CSX$KKR$IBM
$151M
97 positions
#4Rithm Capital Corp.Active
Some overlap · 4 shared positions
$EMR$SO$OKE$EME
$67M
38 positions
#5Murphy, Middleton, Hinkle & Parker, Inc.Passive
Some overlap · 5 shared positions
$EMR$SO$BAC$KKR$IBM
$216M
133 positions
#6Excelsior Advisor Network LLCPassive
Some overlap · 5 shared positions
$DOV$SO$KKR$BAC$IBM
$263M
226 positions
#7Iowa State BankPassive
Some overlap · 4 shared positions
$EMR$DIA$BAC$IBM
$543M
117 positions
#8Approach Retirement Advisors, LLCActive
Some overlap · 4 shared positions
$DOV$SO$KKR$IBM
$120M
79 positions
#9LYNCH & ASSOCIATES/INPassive
Some overlap · 4 shared positions
$EMR$BAC$COF$IBM
$533M
126 positions
#10DB&C Advisors, LLCPassive
Some overlap · 4 shared positions
$EMR$SO$SHOP$IBM
$77M
67 positions
#11Kimelman & Baird, LLCActive
Some overlap · 4 shared positions
$DOV$BAC$EMR$IBM
$1.2B
263 positions
#12SMA Capital LLCPassive
Some overlap · 3 shared positions
$EMR$DOV$CSX
$232M
95 positions
#13HARMONY ASSET MANAGEMENT LLCPassive
Some overlap · 4 shared positions
$DOV$BAC$OKE$IBM
$327M
195 positions
#14Pinnacle Holdings, LLCPassive
Some overlap · 4 shared positions
$DIA$OKE$BAC$IBM
$309M
233 positions
#15Bank OZKPassive
Some overlap · 4 shared positions
$SO$BAC$CSX$IBM
$283M
149 positions
#16BROOKS, MOORE & ASSOCIATES, INC.Passive
Some overlap · 4 shared positions
$SO$BAC$COF$IBM
$199M
110 positions
#17SageOak Financial, LLCSmart money
Some overlap · 3 shared positions
$DOV$SO$OKE
$142M
35 positions
#18ZACKS INVESTMENT MANAGEMENTPassive
Some overlap · 4 shared positions
$BAC$EME$SO$IBM
$12.5B
706 positions
#19Walsky Investment Management, Inc.Passive
Some overlap · 3 shared positions
$EMR$SO$CSX
$98M
50 positions
#20First City Capital Management, Inc.Passive
Some overlap · 4 shared positions
$BAC$SO$DIA$IBM
$189M
160 positions
#21INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADVPassive
Some overlap · 4 shared positions
$OKE$BAC$KKR$IBM
$244M
182 positions
#22Global Wealth Management Investment Advisory, Inc.Passive
Some overlap · 4 shared positions
$SO$BAC$KKR$IBM
$638M
158 positions
#23Mosaic Advisors LLCPassive
Some overlap · 3 shared positions
$DOV$DIA$CSX
$67M
42 positions
#24L & S Advisors IncPassive
Some overlap · 3 shared positions
$DOV$DIA$OKE
$795M
233 positions
#25ALPINE WOODS CAPITAL INVESTORS, LLCPassive
Some overlap · 3 shared positions
$EMR$SO$BAC
$417M
199 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.