How is hedge fund similarity measured?

Similarity is computed from each fund's top conviction holdings in their latest 13F filing. Funds are scored by the overlap of distinctive shared positions (the mega-caps that nearly every fund owns are excluded), so the ranking reflects genuinely shared strategy rather than common index exposure.

Hedge Funds Similar to TMB Partners,

13F Portfolio OverlapQ1 2026TMB Partners, portfolio →

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Most similar hedge funds by 13F overlap

TMB Capital Partners, LLC is an institutional investor managing $297M across 176 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 TMB Partners, are Scissortail Wealth ,, Comprehensive Financial Consultants Institutional,, HARRELL INVESTMENT PARTNERS,, with shared positions in $MSI, $ADI, $ETN, $MPC, $JCI, $CME. The full ranking of 25 similar funds is below.

#1Scissortail Wealth Management, LLCPassive

Notable overlap · 11 shared positions

$MSI $ADI $ETN $MPC $JCI $CME

$498M

115 positions

#2Comprehensive Financial Consultants Institutional, Inc.Passive

Notable overlap · 10 shared positions

$MSI $ADI $ETR $ETN $MPC $JCI

$337M

193 positions

#3HARRELL INVESTMENT PARTNERS, LLCPassive

Notable overlap · 11 shared positions

$MSI $ADI $ETN $MPC $JCI $CME

$419M

144 positions

#4Tulsa Wealth Advisors, INCActive

Notable overlap · 12 shared positions

$MSI $ADI $ETN $MPC $JCI $CME

$570M

150 positions

#5Phoenix Wealth AdvisorsActive

Notable overlap · 10 shared positions

$MSI $ADI $ETN $MPC $ETR $JCI

$253M

126 positions

#6Winthrop Partners - WNY, LLCPassive

Notable overlap · 10 shared positions

$MSI $ADI $ETN $MPC $JCI $CME

$188M

87 positions

#7Clear Trail Advisors, LLCPassive

Notable overlap · 10 shared positions

$MSI $ADI $ETN $MPC $JCI $CME

$601M

149 positions

#8Wealth Intelligence, LLCActive

Notable overlap · 10 shared positions

$MSI $ETN $MPC $ADI $JCI $LOW

$208M

58 positions

#9Keyes, Stange & Wooten Wealth Management, LLCActive

Notable overlap · 10 shared positions

$ETN $MPC $MSI $JCI $CME $VZ

$224M

71 positions

#10Bowman & Co S.C.

Notable overlap · 9 shared positions

$MSI $ADI $ETN $MPC $JCI $CME

$237M

118 positions

#11EagleClaw Capital Managment, LLCActive

Some overlap · 5 shared positions

$TPL $ETN $WPM $LOW $CME

$714M

145 positions

#12CrossGen Wealth, LLCPassive

Some overlap · 7 shared positions

$MSI $ETN $MPC $JCI $CME $CB

$114M

200 positions

#13Invera Wealth Advisors, LLCPassive

Some overlap · 7 shared positions

$ETN $MPC $JCI $MSI $CME $CB

$156M

98 positions

#14HORIZON KINETICS ASSET MANAGEMENT LLCSmart money

Some overlap · 4 shared positions

$TPL $WPM $CME $SII

$9.2B

353 positions

#15Heritage Wealth Management, Inc.Passive

Some overlap · 6 shared positions

$ADI $ETN $MPC $JCI $CB $VZ

$202M

157 positions

#16NCM Capital Management, LLCPassive

Some overlap · 4 shared positions

$TPL $ETN $VZ $WPM

$279M

185 positions

#17SCHWARTZ INVESTMENT COUNSEL INCActive

Some overlap · 3 shared positions

$TPL $WPM $LOW

$2.8B

129 positions

#18PRING TURNER CAPITAL GROUP INCPassive

Some overlap · 4 shared positions

$TPL $ETN $WPM $SCHW

$166M

72 positions

#19Fielder Capital Group LLCPassive

Some overlap · 3 shared positions

$TPL $SII $WPM

$459M

290 positions

#20CALIBER WEALTH MANAGEMENT, LLC / KSActive

Some overlap · 10 shared positions

$MPC $JCI $VZ $UNH $CB $MSI

$914M

270 positions

#21Carnegie Investment CounselPassive

Some overlap · 6 shared positions

$ETN $SCHW $CME $VZ $CB $LOW

$5.1B

559 positions

#22Atlas Wealth Partners, LLCActive

Some overlap · 3 shared positions

$TPL $WPM $CME

$97M

65 positions

#23Edgemoor Investment Advisors, Inc.Active

Some overlap · 6 shared positions

$SCHW $ETR $JCI $LOW $VZ $O

$1.3B

170 positions

#24MAD RIVER INVESTORSSmart money

Some overlap · 4 shared positions

$TPL $WPM $UNH $ETN

$278M

32 positions

#25Nemes Rush Group LLCPassive

Some overlap · 5 shared positions

$MSI $ETN $JCI $CME $CB

$1.1B

944 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.