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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 Intelligent Financial Strategies, American National Bank of Texas, Sageworth, with shared positions in $DOV, $MDY, $MCD, $PEP, $PM, $ABT. The full ranking of 25 similar funds is below.

#1Intelligent Financial StrategiesSmart money
Notable overlap · 5 shared positions
$DOV$MDY$MCD$PEP$PM
$208M
60 positions
#2American National Bank of TexasActive
Notable overlap · 6 shared positions
$DOV$MCD$MDY$ABT$PM$CVS
$110M
56 positions
#3Sageworth Trust CoActive
Notable overlap · 3 shared positions
$DOV$MDY$ABT
$2.5B
127 positions
#4Coyle Financial Counsel LLCActive
Notable overlap · 3 shared positions
$DOV$MDY$MCD
$548M
126 positions
#5Financial Symmetry IncSmart money
Notable overlap · 3 shared positions
$DOV$MCD$ABT
$300M
68 positions
#6HOGE FINANCIAL SERVICES, LLCActive
Notable overlap · 3 shared positions
$DOV$MCD$PEP
$209M
83 positions
#7Rakuten Investment Management, Inc.Smart money
Notable overlap · 4 shared positions
$DOV$PEP$PM$GILD
$34.6B
467 positions
#8Highland Investment Advisors LLCPassive
Notable overlap · 3 shared positions
$DOV$MCD$PM
$229M
734 positions
#9BRANDYWINE TRUST COSmart money
Notable overlap · 3 shared positions
$DOV$ABT$PM
$621M
33 positions
#10PLANNING DIRECTIONS INCActive
Notable overlap · 3 shared positions
$DOV$MCD$PEP
$216M
110 positions
#11Fi3 FINANCIAL ADVISORS, LLCPassive
Notable overlap · 3 shared positions
$MDY$DOV$PFE
$418M
232 positions
#12Weil Company, Inc.Passive
Notable overlap · 3 shared positions
$DOV$MDY$MCD
$568M
133 positions
#13Bernardo Wealth Planning LLCActive
Notable overlap · 3 shared positions
$DOV$MCD$PM
$585M
139 positions
#14Neumann Capital Management, LLCActive
Notable overlap · 4 shared positions
$DOV$GILD$PFE$CVS
$151M
58 positions
#15Barry Investment Advisors, LLCActive
Notable overlap · 3 shared positions
$DOV$PFE$PEP
$478M
102 positions
#16Vantage Point Financial LLCPassive
Notable overlap · 3 shared positions
$DOV$MCD$PFE
$328M
188 positions
#17LCM Capital Management IncActive
Notable overlap · 4 shared positions
$MDY$MCD$GILD$PEP
$230M
129 positions
#18Newton One Investments LLCActive
Notable overlap · 5 shared positions
$DOV$MCD$MDY$PEP$PM
$397M
146 positions
#19Hopwood Financial Services, Inc.Active
Notable overlap · 3 shared positions
$MDY$ABT$PEP
$173M
92 positions
#20YOUNGS ADVISORY GROUP, INC.Smart money
Notable overlap · 4 shared positions
$MDY$MCD$PFE$PEP
$319M
69 positions
#21Powerhouse Assets LLCSmart money
Notable overlap · 3 shared positions
$DOV$MDY$MCD
$123M
57 positions
#2249 WEALTH MANAGEMENT, LLCPassive
Notable overlap · 3 shared positions
$DOV$ABT$PM
$524M
189 positions
#23ALONGSIDE, LLCPassive
Notable overlap · 3 shared positions
$DOV$ABT$PM
$525M
190 positions
#24PROFFITT & GOODSON INCActive
Notable overlap · 4 shared positions
$DOV$PFE$PEP$CVS
$728M
298 positions
#25AA Financial Advisors, LLCPassive
Notable overlap · 3 shared positions
$DOV$MCD$PM
$832M
230 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.