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Hedge Funds Similar to Tanglewood Wealth

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

Tanglewood Wealth Management, Inc. is an institutional investor managing $1.2B across 44 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 Tanglewood Wealth are Kure Advisory, Madden Advisory Services, Sharkey, Howes & Javer, with shared positions in $IAU, $STT, $SLV, $WELL, $BAH. The full ranking of 25 similar funds is below.

#1Kure Advisory, LLCActive
Substantial overlap · 3 shared positions
$IAU$STT$SLV
$211M
62 positions
#2Madden Advisory Services, Inc.Active
Substantial overlap · 4 shared positions
$IAU$STT$SLV$WELL
$279M
110 positions
#3Sharkey, Howes & JaverActive
Notable overlap · 3 shared positions
$IAU$BAH$STT
$829M
163 positions
#4Independent Wealth Advisors LLCActive
Notable overlap · 3 shared positions
$IAU$BAH$SLV
$111M
77 positions
#5RCW Management, LLCActive
Notable overlap · 3 shared positions
$IAU$STT$WELL
$112M
68 positions
#6FIFTH THIRD SECURITIES, INC.Active
Some overlap · 3 shared positions
$IAU$STT$SLV
$1.8B
360 positions
#7Wealth Watch Advisors, INCActive
Some overlap · 3 shared positions
$IAU$STT$SLV
$309M
142 positions
#8Discipline Wealth Solutions, LLCActive
Some overlap · 3 shared positions
$IAU$SLV$WELL
$1.1B
197 positions
#9Hamilton Wealth, LLCPassive
Some overlap · 3 shared positions
$IAU$SLV$WELL
$546M
118 positions
#10CATHY PARETO & ASSOCIATES, INCPassive
Some overlap · 3 shared positions
$IAU$STT$SLV
$171M
102 positions
#11Foguth Wealth Management, LLC.Active
Some overlap · 3 shared positions
$IAU$STT$SLV
$879M
213 positions
#12Walkner Condon Financial Advisors LLCPassive
Some overlap · 3 shared positions
$IAU$BAH$STT
$871M
344 positions
#13NTV ASSET MANAGEMENT LLCPassive
Some overlap · 3 shared positions
$IAU$STT$SLV
$1.0B
317 positions
#14Twelve Points Wealth Management LLCPassive
Slight overlap · 3 shared positions
$IAU$STT$SLV
$499M
213 positions
#15Copia Wealth ManagementPassive
Slight overlap · 3 shared positions
$IAU$STT$SLV
$166M
570 positions
#16Compass Wealth Management, LLC/GAActive
Slight overlap · 3 shared positions
$IAU$STT$WELL
$251M
74 positions
#17VICUS CAPITALActive
Slight overlap · 3 shared positions
$BAH$IAU$STT
$1.5B
268 positions
#18Eagle Strategies LLCPassive
Slight overlap · 3 shared positions
$IAU$STT$SLV
$1.0B
273 positions
#19MONOGRAPH WEALTH ADVISORS, LLCSmart money
Slight overlap · 3 shared positions
$IAU$STT$SLV
$1.2B
143 positions
#20Twin Tree Management, LPPassive
Slight overlap · 3 shared positions
$IAU$SLV$WELL
$5.3B
1,357 positions
#21Ameritas Advisory Services, LLCPassive
Slight overlap · 3 shared positions
$STT$IAU$SLV
$5.0B
1,942 positions
#22LPL Financial LLCPassive
Slight overlap · 3 shared positions
$IAU$BAH$STT
$445.1B
6,201 positions
#23Atlas Wealth Partners, LLCActive
Slight overlap · 3 shared positions
$IAU$BAH$SLV
$92M
64 positions
#24PANORAMIC INVESTMENT ADVISORS, LLCPassive
Slight overlap · 3 shared positions
$IAU$SLV$WELL
$209M
141 positions
#25American Financial Advisors, LLCActive
Slight overlap · 3 shared positions
$STT$BAH$WELL
$831M
169 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.