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Hedge Funds Similar to TSG Advice Partners,

13F Portfolio OverlapQ1 2026TSG Advice Partners, portfolio →
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Most similar hedge funds by 13F overlap

TSG Advice Partners, LLC is an institutional investor managing $667M across 135 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 TSG Advice Partners, are Evelyn Partners Asset Ltd, Systelligence,, GoalFusion Wealth ,, with shared positions in $DOV, $USB, $MCD, $GSAT, $IBM, $DDOG. The full ranking of 25 similar funds is below.

#1Evelyn Partners Asset Management LtdPassive
Notable overlap · 3 shared positions
$DOV$USB$MCD
$406M
308 positions
#2Systelligence, LLCPassive
Notable overlap · 3 shared positions
$DOV$USB$GSAT
$514M
56 positions
#3GoalFusion Wealth Management, LLCSmart money
Notable overlap · 3 shared positions
$DOV$USB$IBM
$220M
30 positions
#4Orcam Financial GroupSmart money
Notable overlap · 3 shared positions
$DOV$USB$DDOG
$141M
62 positions
#5Coyle Financial Counsel LLCActive
Notable overlap · 4 shared positions
$DOV$USB$MDY$ABT
$473M
113 positions
#6Intelligent Financial StrategiesSmart money
Some overlap · 3 shared positions
$DOV$MDY$MCD
$192M
62 positions
#7Weil Company, Inc.Passive
Some overlap · 3 shared positions
$DOV$MDY$MCD
$445M
115 positions
#8Divergent Planning, LLC
Some overlap · 4 shared positions
$MDY$USB$DOV$DDOG
$392M
36 positions
#9Long Island Wealth Management, Inc.Active
Some overlap · 4 shared positions
$DOV$USB$DDOG$IBM
$216M
89 positions
#10American National Bank of TexasActive
Some overlap · 4 shared positions
$DOV$MDY$MCD$ABT
$105M
57 positions
#11Compass Advisory Group LLCActive
Some overlap · 3 shared positions
$DOV$USB$DDOG
$374M
86 positions
#12Financial Symmetry IncSmart money
Some overlap · 3 shared positions
$DOV$MCD$IBM
$281M
63 positions
#13Pacific Park Financial, Inc.Active
Some overlap · 3 shared positions
$DOV$DDOG$GSAT
$153M
73 positions
#14Prentice Wealth Management LLCActive
Some overlap · 3 shared positions
$DOV$MCD$IBM
$443M
117 positions
#15Tandem Investment Partners LLCPassive
Some overlap · 3 shared positions
$MDY$USB$IBM
$118M
73 positions
#16NEPC LLCSmart money
Some overlap · 3 shared positions
$DOV$USB$DDOG
$5.0B
51 positions
#17Barry Investment Advisors, LLCActive
Some overlap · 3 shared positions
$DOV$USB$PFE
$454M
99 positions
#18Lionsbridge Wealth Management LLCPassive
Some overlap · 3 shared positions
$MDY$USB$GSAT
$99M
59 positions
#19Curbstone Financial Management CorpPassive
Some overlap · 3 shared positions
$MDY$USB$ABT
$523M
202 positions
#20Silver Coast Investments LLCActive
Some overlap · 4 shared positions
$USB$DOV$DDOG$GILD
$313M
119 positions
#21Oldfather Financial Services, LLC
Some overlap · 4 shared positions
$MDY$USB$MCD$IBM
$336M
98 positions
#22OFS Enterprise LLCActive
Some overlap · 4 shared positions
$MDY$USB$MCD$IBM
$340M
94 positions
#23Sageworth Trust CoActive
Some overlap · 4 shared positions
$DOV$MDY$ABT$GSAT
$2.3B
172 positions
#24PLANNING DIRECTIONS INCActive
Some overlap · 5 shared positions
$DOV$USB$DDOG$MCD$PANW
$198M
106 positions
#25Hummer Financial Advisory Services IncActive
Some overlap · 3 shared positions
$MDY$MCD$ABT
$141M
129 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.