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Hedge Funds Similar to Tortuga Wealth

13F Portfolio OverlapQ2 2026Tortuga Wealth portfolio →
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Most similar hedge funds by 13F overlap

Tortuga Wealth Management, Inc is an institutional investor managing $132M across 135 U.S. equity positions as of Q2 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Tortuga Wealth are Argyle, Anchor Bay, BENEDICT FINANCIAL ADVISORS, with shared positions in $MCK, $AMGN, $VZ, $DUK, $T, $BMY. The full ranking of 25 similar funds is below.

#1Argyle Capital Management, LLCPassive
Notable overlap · 7 shared positions
$MCK$AMGN$VZ$DUK$T$BMY
$347M
138 positions
#2Anchor Bay Capital, Inc.Passive
Notable overlap · 3 shared positions
$MCK$VZ$T
$185M
341 positions
#3BENEDICT FINANCIAL ADVISORS INCPassive
Some overlap · 5 shared positions
$AMGN$QCOM$VZ$DUK$SBUX
$504M
136 positions
#4Hudson Portfolio Management LLCPassive
Some overlap · 3 shared positions
$MCK$AMGN$VZ
$132M
117 positions
#5VIRGINIA WEALTH MANAGEMENT GROUP, INC.Passive
Some overlap · 5 shared positions
$AMGN$QCOM$VZ$DUK$SO
$203M
58 positions
#6Ranch Capital Advisors Inc.Passive
Some overlap · 7 shared positions
$AMGN$VZ$DUK$SO$T$PFE
$316M
157 positions
#7Councilmark Asset Management, LLCActive
Some overlap · 3 shared positions
$MCK$AMGN$VZ
$194M
87 positions
#8Coastwise Capital Group, LLCPassive
Some overlap · 7 shared positions
$VZ$QCOM$SBUX$AMGN$T$BMY
$172M
143 positions
#9PINKERTON WEALTH, LLCActive
Some overlap · 6 shared positions
$AMGN$QCOM$VZ$DUK$SO$C
$1.2B
103 positions
#10SHERMAN PORFOLIOS, LLCSmart money
Some overlap · 6 shared positions
$AMGN$QCOM$VZ$DUK$SO$C
$1.3B
97 positions
#11Vertrix Wealth Management, LLCPassive
Some overlap · 4 shared positions
$AMGN$MCK$SBUX$DUK
$292M
99 positions
#12R.H. Dinel Investment Counsel, Inc.Active
Some overlap · 6 shared positions
$AMGN$QCOM$SBUX$PFE$VZ$T
$142M
39 positions
#13Steigerwald, Gordon & Koch Inc.Passive
Some overlap · 4 shared positions
$MCK$AMGN$T$PFE
$1.0B
765 positions
#14FUKOKU MUTUAL LIFE INSURANCE CoActive
Some overlap · 7 shared positions
$QCOM$VZ$DUK$SO$T$PFE
$1.7B
256 positions
#15Inlet Private Wealth, LLCPassive
Some overlap · 4 shared positions
$MCK$AMGN$QCOM$C
$413M
135 positions
#16Greystone Financial Group, LLCPassive
Some overlap · 4 shared positions
$AMGN$MCK$SBUX$DUK
$360M
73 positions
#17EDGAR LOMAX CO/VAActive
Some overlap · 7 shared positions
$AMGN$SBUX$DUK$SO$T$BMY
$1.3B
58 positions
#18Paradigm Capital Management, LLC/NVActive
Some overlap · 5 shared positions
$AMGN$VZ$DUK$T$PFE
$116M
65 positions
#19Crescent Sterling, Ltd.Passive
Some overlap · 4 shared positions
$AMGN$VZ$QCOM$DUK
$122M
92 positions
#20NEW ENGLAND ASSET MANAGEMENT INCPassive
Some overlap · 5 shared positions
$QCOM$VZ$AMGN$DUK$T
$863M
131 positions
#21Mendel Capital Management LLCActive
Some overlap · 4 shared positions
$AMGN$QCOM$VZ$SBUX
$222M
99 positions
#22FELL CAPITAL MANAGEMENT /ADVPassive
Some overlap · 4 shared positions
$AMGN$MCK$VZ$SBUX
$116M
94 positions
#23Stablepoint Partners, LLCPassive
Some overlap · 5 shared positions
$AMGN$QCOM$VZ$DUK$T
$723M
260 positions
#24EDMP, INC.Passive
Some overlap · 5 shared positions
$AMGN$VZ$T$BMY$C
$130M
74 positions
#25TriCert Investment Counsel Inc.Passive
Some overlap · 4 shared positions
$AMGN$VZ$SBUX$DUK
$1.1B
88 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.