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Hedge Funds Similar to Tanager Wealth LLP

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

Tanager Wealth Management LLP is an institutional investor managing $1.1B across 158 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 Tanager Wealth LLP are MAIMON WEALTH LTD., Signature Wealth Partners, Salomon & Ludwin, with shared positions in $DOV, $PM, $DELL, $MO, $AXP, $MDY. The full ranking of 25 similar funds is below.

#1MAIMON WEALTH MANAGEMENT LTD.Passive
Some overlap · 4 shared positions
$DOV$PM$DELL$MO
$130M
80 positions
#2Signature Wealth Management Partners, LLCPassive
Some overlap · 4 shared positions
$DOV$PM$AXP$MO
$214M
122 positions
#3Salomon & Ludwin, LLCPassive
Some overlap · 4 shared positions
$DOV$PM$MO$MDY
$1.2B
2,116 positions
#4Value Investment Professionals, LLCPassive
Some overlap · 4 shared positions
$DOV$PM$MO$BAH
$119M
97 positions
#5AA Financial Advisors, LLCPassive
Some overlap · 5 shared positions
$DOV$PM$COP$KLAC$ASML
$832M
230 positions
#6Newton One Investments LLCActive
Some overlap · 4 shared positions
$DOV$PM$MDY$MS
$397M
146 positions
#7Hirtle Callaghan & Co LLCSmart money
Slight overlap · 5 shared positions
$DOV$PM$MO$MDY$COP
$3.0B
128 positions
#8Wealth Management NebraskaSmart money
Slight overlap · 3 shared positions
$DOV$PM$AXP
$1.1B
106 positions
#9TOEWS CORP /ADVActive
Slight overlap · 5 shared positions
$PM$DOV$DELL$COP$MO
$686M
151 positions
#10MAYPORT, LLCSmart money
Slight overlap · 6 shared positions
$DOV$AXP$FCNCA$KLAC$MDY$MS
$645M
134 positions
#11Vermillion & White Wealth Management Group, LLCActive
Slight overlap · 3 shared positions
$DOV$PM$MO
$198M
69 positions
#12BBR PARTNERS, LLCSmart money
Slight overlap · 3 shared positions
$DOV$PM$MO
$2.1B
250 positions
#13Coston, McIsaac & PartnersPassive
Slight overlap · 3 shared positions
$DOV$PM$MO
$497M
948 positions
#14Verus Financial Partners, Inc.Smart money
Slight overlap · 3 shared positions
$DOV$PM$MO
$1.2B
127 positions
#15Noble Wealth Partners LLCPassive
Slight overlap · 3 shared positions
$DOV$PM$MO
$115M
76 positions
#16Leonard Rickey Investment Advisors P.L.L.C.Active
Slight overlap · 3 shared positions
$DOV$PM$COP
$637M
125 positions
#17Vanguard National Trust CoSmart money
Slight overlap · 4 shared positions
$DOV$PM$AXP$MDY
$1.8B
787 positions
#18Vantus Wealth LLCPassive
Slight overlap · 4 shared positions
$PM$DOV$COP$ASML
$187M
236 positions
#19KFA Private Wealth Group, LLCActive
Slight overlap · 4 shared positions
$PM$DOV$AXP$MO
$415M
150 positions
#20BENEDICT FINANCIAL ADVISORS INCPassive
Slight overlap · 4 shared positions
$PM$DOV$AXP$MO
$515M
142 positions
#21Heritage Wealth AdvisorsActive
Slight overlap · 4 shared positions
$DOV$PM$COP$MO
$2.9B
703 positions
#22Foster Group, Inc.Active
Slight overlap · 4 shared positions
$DOV$PM$AXP$COP
$3.8B
318 positions
#23Fi3 FINANCIAL ADVISORS, LLCPassive
Slight overlap · 5 shared positions
$DOV$AXP$COP$MO$MDY
$418M
232 positions
#24LOCKHEED MARTIN INVESTMENT MANAGEMENT COActive
Slight overlap · 3 shared positions
$DOV$PM$MO
$2.5B
117 positions
#25BRANDYWINE TRUST COSmart money
Slight overlap · 3 shared positions
$DOV$PM$MO
$621M
33 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.