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 TANDEM /ADV

13F Portfolio OverlapQ1 2026TANDEM /ADV portfolio →

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Most similar hedge funds by 13F overlap

TANDEM CAPITAL MANAGEMENT CORP /ADV is an institutional investor managing $200M across 110 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 TANDEM /ADV are HOERTKORN RICHARD CHARLES, Codex Asset L.L.C., TRUSTCO BANK N Y, with shared positions in $GE, $GEV, $SCHW, $MRVL, $BA, $ETN. The full ranking of 25 similar funds is below.

#1HOERTKORN RICHARD CHARLESActive

Notable overlap · 5 shared positions

$GE $GEV $SCHW $MRVL $BA

$122M

75 positions

#2Codex Capital Asset Management L.L.C.Active

Notable overlap · 6 shared positions

$GE $GEV $ETN $BA $GEHC $BSX

$259M

31 positions

#3TRUSTCO BANK CORP N YPassive

Notable overlap · 4 shared positions

$GE $GEV $AMAT $ABT

$113M

71 positions

#4Tempus Wealth Planning, LLCPassive

Notable overlap · 7 shared positions

$GE $GEV $HUM $AMAT $GEHC $WM

$435M

270 positions

#5Next Level Private LLCPassive

Notable overlap · 5 shared positions

$GE $GEV $BA $CSL $AMAT

$443M

175 positions

#6Newport Trust Company, LLCSmart money

Notable overlap · 6 shared positions

$GE $GEV $BA $COF $ELV $HUM

$40.7B

64 positions

#7Night Owl Capital Management, LLCActive

Notable overlap · 4 shared positions

$GE $GEV $GEHC $AMAT

$858M

30 positions

#8Sandhill Capital Partners LLCActive

Notable overlap · 5 shared positions

$GE $SCHW $SYK $UBER $WM

$1.2B

95 positions

#9GRAYBILL WEALTH MANAGEMENT, LTD.Passive

Notable overlap · 7 shared positions

$GE $GEV $UBER $BA $ABT $PLD

$328M

83 positions

#10M3 Wealth Management, LLCPassive

Notable overlap · 5 shared positions

$GEV $SYK $ETN $HUM $WM

$130M

35 positions

#11Tenere Capital LLCActive

Notable overlap · 3 shared positions

$GE $GEV $AMAT

$136M

22 positions

#12Alley Investment Management Company, LLCActive

Notable overlap · 8 shared positions

$ETN $ABT $SYK $GE $PLD $COF

$821M

85 positions

#13First Washington CORPActive

Notable overlap · 5 shared positions

$GEV $ETN $MRVL $UBER $BABA

$353M

50 positions

#14Hudson Canyon Capital ManagementPassive

Notable overlap · 6 shared positions

$AMAT $GE $ETN $SCHW $COF $WM

$163M

52 positions

#1511 Capital Partners LPActive

Notable overlap · 3 shared positions

$GE $GEV $DHR

$348M

20 positions

#16Gunderson Capital Management Inc.Passive

Notable overlap · 4 shared positions

$GEV $GE $AMAT $ETN

$239M

46 positions

#17MARSICO CAPITAL MANAGEMENT LLCActive

Notable overlap · 3 shared positions

$GE $GEV $BA

$3.4B

65 positions

#18HALL LAURIE J TRUSTEEPassive

Notable overlap · 6 shared positions

$AMAT $SYK $ABT $DHR $WM $GE

$283M

104 positions

#19London & Capital Asset Management LtdActive

Notable overlap · 4 shared positions

$GE $GEV $COF $GEHC

$9.2B

223 positions

#20SCHOLTZ & COMPANY, LLCPassive

Notable overlap · 5 shared positions

$GE $ETN $UBER $BSX $ABT

$195M

49 positions

#21NORRIS PERNE & FRENCH LLP/MIActive

Notable overlap · 7 shared positions

$AMAT $ABT $DHR $MSI $SYK $WM

$1.5B

139 positions

#22BOWEN HANES & CO INCActive

Notable overlap · 5 shared positions

$GEV $ETN $SCHW $BA $MSI

$4.1B

151 positions

#23GRANDFIELD & DODD, LLCPassive

Notable overlap · 4 shared positions

$GE $AMAT $SYK $GEHC

$1.8B

209 positions

#24Dempze Nancy EPassive

Notable overlap · 7 shared positions

$AMAT $ABT $DHR $UBER $SCHW $HUM

$182M

92 positions

#25Midway Capital Research & ManagementPassive

Notable overlap · 6 shared positions

$AMAT $SYK $JLL $BN $HUM $WM

$106M

117 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.