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Hedge Funds Similar to TANDEM

13F Portfolio OverlapQ3 2026TANDEM portfolio →
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Most similar hedge funds by 13F overlap

TANDEM CAPITAL MANAGEMENT CORP /ADV is an institutional investor managing $226M across 113 U.S. equity positions as of Q3 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to TANDEM are MeadowBrook Investment Advisors, First Washington, Nordwand Advisors, with shared positions in $MRVL, $SYK, $BA, $ETN, $CVS, $LHX. The full ranking of 25 similar funds is below.

#1MeadowBrook Investment Advisors LLCPassive
Notable overlap · 7 shared positions
$MRVL$SYK$BA$ETN$CVS$LHX
$126M
196 positions
#2First Washington CORPActive
Notable overlap · 5 shared positions
$MRVL$ETN$UBER$BABA$CRWD
$418M
51 positions
#3Nordwand Advisors, LLCPassive
Notable overlap · 5 shared positions
$MRVL$ETN$LHX$WM$ABT
$652M
146 positions
#4DB Fitzpatrick & Co, IncActive
Notable overlap · 6 shared positions
$ETN$SYK$BA$DHR$ELV$WM
$121M
100 positions
#5BOURGEON CAPITAL MANAGEMENT LLCPassive
Notable overlap · 4 shared positions
$MRVL$ETN$BA$DHR
$696M
113 positions
#6Advocacy Wealth Management, LLCActive
Notable overlap · 5 shared positions
$SYK$SCHW$ETN$UBER$ABT
$2.8B
151 positions
#7Alley Investment Management Company, LLCActive
Notable overlap · 6 shared positions
$ETN$SYK$ABT$DHR$PLD$COF
$856M
89 positions
#8Bouvel Investment Partners, LLCPassive
Notable overlap · 4 shared positions
$MRVL$ETN$BA$CRWD
$433M
85 positions
#9Robeco Schweiz AGActive
Notable overlap · 5 shared positions
$MRVL$RRX$CSL$DHR$WM
$5.5B
135 positions
#10Kimelman & Baird, LLCActive
Notable overlap · 4 shared positions
$MRVL$BA$UBER$WM
$1.3B
261 positions
#11Red Spruce Capital, LLCPassive
Some overlap · 4 shared positions
$MRVL$ETN$SCHW$ABT
$283M
94 positions
#12SFE Investment CounselPassive
Some overlap · 6 shared positions
$MRVL$ETN$ABT$DHR$LHX$UBER
$742M
152 positions
#13HOERTKORN RICHARD CHARLESActive
Some overlap · 3 shared positions
$MRVL$SCHW$BA
$149M
71 positions
#14Eagle Bluffs Wealth Management LLCActive
Some overlap · 4 shared positions
$MRVL$SCHW$COF$ABT
$291M
85 positions
#15WealthBridge Investment Counsel Inc.Active
Some overlap · 5 shared positions
$ETN$BA$ABT$LHX$DHR
$377M
44 positions
#16Barnes Dennig Private Wealth Management LLCPassive
Some overlap · 3 shared positions
$MRVL$SCHW$CVS
$125M
365 positions
#17Michael Brady & Co., LLCActive
Some overlap · 5 shared positions
$ETN$DHR$ABT$LHX$WM
$110M
55 positions
#18NZS Capital, LLCActive
Some overlap · 5 shared positions
$SYK$MRVL$DHR$UBER$CRWD
$3.9B
61 positions
#19Sivik Global Healthcare LLCActive
Some overlap · 5 shared positions
$SYK$DHR$CVS$ABT$ELV
$175M
35 positions
#20Family Legacy Financial Solutions, LLCActive
Some overlap · 5 shared positions
$MRVL$SYK$DHR$WM$ABT
$173M
51 positions
#21PARAGON CAPITAL MANAGEMENT INCPassive
Some overlap · 3 shared positions
$MRVL$SCHW$UBER
$132M
70 positions
#22Strategic Wealth Investment Group, LLCPassive
Some overlap · 6 shared positions
$BA$UBER$DHR$CRWD$WM$ETN
$825M
104 positions
#23PATHWAY WEALTH MANAGEMENT LLCSmart money
Some overlap · 3 shared positions
$MRVL$ETN$CRWD
$150M
30 positions
#24NORRIS PERNE & FRENCH LLP/MIActive
Some overlap · 6 shared positions
$DHR$ABT$ETN$SYK$MSI$WM
$2.3B
156 positions
#25Parsonex Advisory Services, Inc.Passive
Some overlap · 4 shared positions
$ETN$SCHW$UBER$CRWD
$115M
50 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.