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Hedge Funds Similar to Tandem Investment Partners

13F Portfolio OverlapQ3 2026Tandem Investment Partners portfolio →
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Most similar hedge funds by 13F overlap

Tandem Investment Partners LLC is an institutional investor managing $129M across 76 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 Investment Partners are Hopwood Financial Services, Arvest Bank Division, Corsicana, with shared positions in $MDY, $AMGN, $LOW, $ITW, $AXP, $HON. The full ranking of 25 similar funds is below.

#1Hopwood Financial Services, Inc.Active
Notable overlap · 5 shared positions
$MDY$AMGN$LOW$ITW$AXP
$173M
92 positions
#2Arvest Bank Trust DivisionPassive
Notable overlap · 4 shared positions
$MDY$LOW$AXP$HON
$2.1B
240 positions
#3Corsicana & Co.Passive
Notable overlap · 3 shared positions
$MDY$NEE$VZ
$206M
309 positions
#4OFS Enterprise LLCActive
Notable overlap · 4 shared positions
$MDY$AXP$VZ$LOW
$382M
104 positions
#5Tandem Wealth Advisors LLCActive
Notable overlap · 4 shared positions
$MDY$CB$TMO$TJX
$251M
48 positions
#6Portland Global Advisors LLCActive
Notable overlap · 3 shared positions
$MDY$AMGN$CB
$1.1B
154 positions
#7Fi3 FINANCIAL ADVISORS, LLCPassive
Notable overlap · 3 shared positions
$MDY$AXP$BLK
$418M
232 positions
#8Hills Bank & Trust CoActive
Notable overlap · 5 shared positions
$MDY$ITW$TJX$TMO$DHR
$2.3B
383 positions
#9LCM Capital Management IncActive
Notable overlap · 3 shared positions
$MDY$GILD$TMO
$235M
125 positions
#10ARBOR TRUST WEALTH ADVISORS, LLCPassive
Notable overlap · 7 shared positions
$MDY$TJX$LOW$HON$HONA$AXP
$248M
96 positions
#11Curbstone Financial Management CorpPassive
Notable overlap · 3 shared positions
$MDY$TJX$NEE
$579M
202 positions
#12Atlantic Edge Private Wealth Management, LLCPassive
Notable overlap · 4 shared positions
$MDY$TMO$LOW$VZ
$487M
628 positions
#13PIONEER TRUST BANK N A/ORPassive
Notable overlap · 9 shared positions
$NEE$TJX$DHR$BLK$LOW$ITW
$441M
87 positions
#14BARTLETT & CO. WEALTH MANAGEMENT LLCPassive
Notable overlap · 8 shared positions
$NEE$TJX$TMO$AMGN$LOW$ITW
$8.0B
1,334 positions
#15LYNX CAPITAL GROUP LTD /ADVPassive
Notable overlap · 5 shared positions
$MDY$TJX$BLK$HON$HONA
$248M
91 positions
#16Junk Investment Group, LLCActive
Some overlap · 5 shared positions
$MDY$AMGN$D$VZ$AXP
$241M
98 positions
#17Crescent Sterling, Ltd.Passive
Some overlap · 6 shared positions
$MDY$AMGN$VZ$CB$HON$HONA
$122M
92 positions
#18WASHINGTON TRUST CoPassive
Some overlap · 5 shared positions
$MDY$TMO$TJX$NEE$BLK
$3.2B
291 positions
#19Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.PActive
Some overlap · 3 shared positions
$MDY$BLK$CB
$849M
165 positions
#20STEPHENSON NATIONAL BANK & TRUSTActive
Some overlap · 3 shared positions
$MDY$VZ$GILD
$392M
279 positions
#21Haverford Trust CoActive
Some overlap · 7 shared positions
$NEE$TMO$TJX$BLK$LOW$HON
$11.6B
424 positions
#22Berkshire BankActive
Some overlap · 7 shared positions
$NEE$TJX$DHR$BLK$AXP$VZ
$524M
160 positions
#23Thrive Wealth Management, LLCSmart money
Some overlap · 4 shared positions
$MDY$TJX$AMGN$TMO
$805M
260 positions
#24ST GERMAIN D J CO INCPassive
Some overlap · 7 shared positions
$NEE$DHR$AMGN$BLK$TJX$VZ
$2.8B
914 positions
#25TI-TRUST, INCPassive
Some overlap · 3 shared positions
$MDY$NEE$ITW
$181M
134 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.