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Hedge Funds Similar to Tenzing Financial

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

Tenzing Financial LLC is an institutional investor managing $146M across 84 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 Tenzing Financial are Stonehearth ,, Sage Mountain Advisors, Guardian Financial Partners,, with shared positions in $ALPS, $GEV, $GE, $SOLV, $JHG, $DDOG. The full ranking of 25 similar funds is below.

#1Stonehearth Capital Management, LLCActive
Notable overlap · 3 shared positions
$ALPS$GEV$GE
$252M
96 positions
#2Sage Mountain Advisors LLCActive
Notable overlap · 3 shared positions
$SOLV$JHG$DDOG
$1.4B
281 positions
#3Guardian Financial Partners, LLCActive
Notable overlap · 3 shared positions
$ALPS$JHG$GEV
$237M
67 positions
#4TRIAN FUND MANAGEMENT, L.P.Smart money
Notable overlap · 4 shared positions
$SOLV$JHG$FERG$GE
$3.9B
8 positions
#5PETRA FINANCIAL ADVISORS INCPassive
Notable overlap · 5 shared positions
$SOLV$DDOG$GEV$CEF$GE
$162M
117 positions
#6Sanchez Wealth Management GroupActive
Notable overlap · 4 shared positions
$SOLV$JHG$AMAT$LRCX
$462M
53 positions
#7Ballast Financial Advisors LLCActive
Notable overlap · 3 shared positions
$SOLV$DOV$BAC
$98M
68 positions
#8TFC Financial Management, Inc.Active
Notable overlap · 4 shared positions
$SOLV$GEV$GE$DDOG
$812M
998 positions
#9Spectrum Wealth Advisory Group, LLCActive
Notable overlap · 3 shared positions
$SOLV$JHG$AMAT
$269M
58 positions
#10LVZ, Inc.Smart money
Notable overlap · 3 shared positions
$SOLV$AMAT$LRCX
$876M
161 positions
#11KELLY FINANCIAL GROUP LLCActive
Notable overlap · 3 shared positions
$SOLV$BAC$PM
$398M
100 positions
#12SHEPHERD KAPLAN KROCHUK, LLCActive
Some overlap · 4 shared positions
$SOLV$JHG$ALPS$DDOG
$119M
61 positions
#13TERRIL BROTHERS, INC.Active
Some overlap · 4 shared positions
$SOLV$BAC$INTC$GE
$366M
75 positions
#14Prasad Wealth Partners, LLCPassive
Some overlap · 4 shared positions
$ALPS$JHG$MU$LRCX
$367M
146 positions
#15MBA Advisors LLCPassive
Some overlap · 4 shared positions
$SOLV$JHG$ALPS$GE
$260M
146 positions
#16Goldstone Financial Group, LLCPassive
Some overlap · 4 shared positions
$SOLV$DOV$MU$BAC
$922M
228 positions
#17Ballast Rock Private Wealth LLCPassive
Some overlap · 6 shared positions
$SOLV$JHG$DDOG$ALPS$AMAT$LRCX
$181M
177 positions
#18Madrid Wealth Management, LLCPassive
Some overlap · 3 shared positions
$SOLV$GE$INTC
$133M
70 positions
#19Stratos Investment Management, LLCPassive
Some overlap · 3 shared positions
$ALPS$GEV$BAC
$2.5B
371 positions
#20Prota Financial, LLCActive
Some overlap · 5 shared positions
$ALPS$AMAT$GEV$LRCX$GE
$138M
67 positions
#21Breakwater Capital GroupPassive
Some overlap · 3 shared positions
$SOLV$JHG$GE
$747M
373 positions
#22SBE LLC DBA CEDAR COVE WEALTH PARTNERSActive
Some overlap · 3 shared positions
$ALPS$AMAT$GE
$191M
88 positions
#23FORTEM FINANCIAL GROUP, LLCPassive
Some overlap · 4 shared positions
$ALPS$JHG$AMAT$LRCX
$399M
173 positions
#24Artesa Financial Group, LLCActive
Some overlap · 3 shared positions
$ALPS$DDOG$MU
$105M
55 positions
#25Aprio Wealth Management, LLCPassive
Some overlap · 3 shared positions
$ALPS$DDOG$JHG
$1.8B
613 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.