13F Pro

Hedge Funds Similar to Tannin

13F Portfolio OverlapQ2 2026Tannin portfolio →
Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Tannin Capital LLC is an institutional investor managing $152M across 169 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 Tannin are St. Louis, WMG Financial Advisors, Aull & Monroe Investment, with shared positions in $EMR, $DOV, $SO, $CL, $DUK, $KMB. The full ranking of 25 similar funds is below.

#1St. Louis Trust CoActive
Some overlap · 6 shared positions
$EMR$DOV$SO$CL$DUK$KMB
$875M
125 positions
#2WMG Financial Advisors, LLCActive
Some overlap · 5 shared positions
$DOV$IBIT$SO$SHOP$EMR
$265M
105 positions
#3Aull & Monroe Investment Management CorpPassive
Some overlap · 5 shared positions
$STX$SO$CSX$EMR$DUK
$239M
126 positions
#4Rithm Capital Corp.Active
Some overlap · 5 shared positions
$EMR$SO$EME$OKE$DUK
$81M
38 positions
#5Fi3 FINANCIAL ADVISORS, LLCPassive
Some overlap · 4 shared positions
$DOV$STX$EME$COF
$418M
232 positions
#6Welch Group, LLCPassive
Some overlap · 4 shared positions
$EMR$SO$KMB$CL
$2.9B
326 positions
#7BCR Wealth Strategies, LLCSmart money
Some overlap · 3 shared positions
$EMR$DOV$SO
$356M
32 positions
#8Walsky Investment Management, Inc.Passive
Some overlap · 4 shared positions
$EMR$SO$CSX$CL
$108M
52 positions
#9OLD REPUBLIC INTERNATIONAL CORPActive
Some overlap · 4 shared positions
$EMR$SO$KMB$DUK
$2.7B
54 positions
#10Rodgers Brothers Inc.Active
Some overlap · 4 shared positions
$EMR$STX$CL$OKE
$1.0B
247 positions
#11First PREMIER BankPassive
Some overlap · 4 shared positions
$EMR$SO$CSX$DUK
$619M
358 positions
#12MAIMON WEALTH MANAGEMENT LTD.Passive
Some overlap · 3 shared positions
$EMR$DOV$CL
$130M
80 positions
#13Bell BankActive
Some overlap · 4 shared positions
$STX$SO$KMB$DUK
$2.6B
195 positions
#14Copia Wealth Management
Some overlap · 4 shared positions
$DOV$IBIT$SO$DUK
$166M
570 positions
#15DB&C Advisors, LLCPassive
Some overlap · 4 shared positions
$EMR$SO$SHOP$DUK
$92M
76 positions
#16Cambridge Financial Group, LLCActive
Some overlap · 3 shared positions
$IBIT$DOV$EMR
$318M
155 positions
#17Sarasin & Partners LLPActive
Some overlap · 4 shared positions
$EMR$KMB$CL$DUK
$8.5B
94 positions
#18ADVISORS MANAGEMENT GROUP INC /ADVActive
Some overlap · 4 shared positions
$EMR$SO$OKE$DUK
$604M
159 positions
#19Verus Financial Partners, Inc.Smart money
Some overlap · 4 shared positions
$DOV$SO$COF$DUK
$1.2B
127 positions
#20Financial Symmetry IncSmart money
Some overlap · 4 shared positions
$DOV$CSX$STX$DUK
$300M
68 positions
#21Sara-Bay FinancialActive
Some overlap · 3 shared positions
$IBIT$STX$EMR
$375M
87 positions
#22Lifeworks Advisors, LLCPassive
Some overlap · 3 shared positions
$STX$IBIT$SO
$955M
337 positions
#23MATRIX PRIVATE CAPITAL GROUP LLCActive
Some overlap · 4 shared positions
$IBIT$EMR$OKE$DUK
$230M
143 positions
#24Stack Financial Management, IncActive
Some overlap · 3 shared positions
$EMR$DOV$DUK
$1.3B
54 positions
#25Counterweight Ventures, LLCPassive
Some overlap · 4 shared positions
$STX$CSX$IBIT$DUK
$201M
81 positions

Compare Tannin’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View Tannin’s holdings

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.