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Hedge Funds Similar to Tempo Wealth,

13F Portfolio OverlapQ1 2026Tempo Wealth, portfolio →
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Most similar hedge funds by 13F overlap

Tempo Wealth, LLC is an institutional investor managing $573M across 213 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 Tempo Wealth, are Port, Orion Investment, Smith Group Asset ,, with shared positions in $PH, $PGR, $ORLY, $REGN, $PLTR, $AMD. The full ranking of 25 similar funds is below.

#1Port Capital LLCActive
Some overlap · 3 shared positions
$PH$PGR$ORLY
$2.2B
82 positions
#2Orion Investment CoActive
Some overlap · 3 shared positions
$PH$REGN$PLTR
$315M
69 positions
#3Smith Group Asset Management, LLCActive
Some overlap · 3 shared positions
$PH$AMD$OKTA
$2.0B
162 positions
#4STRATEGIC PLANNING GROUP, LLCPassive
Some overlap · 4 shared positions
$PGR$MS$AMD$PLTR
$715M
72 positions
#5Wilkinson Global Asset Management LLCActive
Some overlap · 3 shared positions
$PH$PGR$LOW
$1.3B
60 positions
#6DEMMING FINANCIAL SERVICES CORP /ADVSmart money
Some overlap · 3 shared positions
$PGR$PH$PLTR
$138M
37 positions
#7Lafayette Investments, Inc.Active
Some overlap · 3 shared positions
$PGR$PH$LOW
$494M
158 positions
#8VERUS CAPITAL PARTNERS, LLCActive
Some overlap · 5 shared positions
$MS$AMD$REGN$PLTR$MU
$1.5B
469 positions
#9Winslow Capital Management, LLCActive
Some overlap · 6 shared positions
$PH$AMD$MS$PLTR$MU$ORLY
$25.6B
60 positions
#10FINANCIAL ADVISORY PARTNERS, LLCActive
Some overlap · 4 shared positions
$PH$MS$OKTA$LOW
$354M
66 positions
#11HARTLINE INVESTMENT CORP/Active
Some overlap · 5 shared positions
$MS$AMD$OKTA$PLTR$LOW
$909M
112 positions
#12LEGACY CAPITAL WEALTH MANAGEMENT, LLCPassive
Some overlap · 6 shared positions
$PH$REGN$MU$ORLY$PLTR$AMD
$174M
65 positions
#13Marble Harbor Investment Counsel, LLCActive
Some overlap · 3 shared positions
$PH$PGR$ORLY
$923M
192 positions
#14EVEXIA WEALTH LLCActive
Some overlap · 3 shared positions
$PH$LOW$MS
$364M
84 positions
#15CHILTON INVESTMENT CO INC.Active
Some overlap · 4 shared positions
$PGR$PH$MS$ORLY
$4.3B
280 positions
#16Brentview Investment Management LLCPassive
Some overlap · 3 shared positions
$PH$MS$LOW
$231M
63 positions
#17PeakShares LLCPassive
Some overlap · 5 shared positions
$AMD$REGN$PGR$PLTR$MU
$109M
116 positions
#18OFI INVEST ASSET MANAGEMENTActive
Some overlap · 5 shared positions
$MS$AMD$PLTR$MU$ORLY
$7.6B
347 positions
#19IPG Investment Advisors LLCPassive
Some overlap · 4 shared positions
$PGR$MS$MU$ORLY
$582M
242 positions
#20Guardian Capital, LLCPassive
Some overlap · 6 shared positions
$MS$REGN$OKTA$AMD$PLTR$LOW
$105M
81 positions
#21Carroll Investors, IncActive
Some overlap · 4 shared positions
$PGR$AMD$PLTR$PH
$187M
31 positions
#22DUPONT CAPITAL MANAGEMENT CORPPassive
Some overlap · 4 shared positions
$PH$AMD$MS$ORLY
$879M
101 positions
#23PACIFIC HEIGHTS ASSET MANAGEMENT LLCActive
Some overlap · 3 shared positions
$PH$MS$PLTR
$3.0B
77 positions
#24Eastover Investment Advisors LLCPassive
Some overlap · 4 shared positions
$PGR$LOW$SO$MS
$233M
50 positions
#25NORTHBRIDGE FINANCIAL GROUP, LLCPassive
Some overlap · 4 shared positions
$REGN$AMD$PH$PLTR
$232M
168 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.