How is hedge fund similarity measured?

Similarity is computed from each fund's top conviction holdings in their latest 13F filing. Funds are scored by the overlap of distinctive shared positions (the mega-caps that nearly every fund owns are excluded), so the ranking reflects genuinely shared strategy rather than common index exposure.

Hedge Funds Similar to Tarbox Group

13F Portfolio OverlapQ2 2026Tarbox Group portfolio →

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Most similar hedge funds by 13F overlap

Tarbox Group, Inc. is an institutional investor managing $698M across 96 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 Tarbox Group are DMKC Advisory Services, Allied Investment Advisors, ABSHER WEALTH, with shared positions in $DE, $USB, $ABT, $BA, $WFC, $PFE. The full ranking of 25 similar funds is below.

#1DMKC Advisory Services, LLCActive

Notable overlap · 12 shared positions

$DE $USB $ABT $BA $WFC $PFE

$530M

92 positions

#2Allied Investment Advisors, LLCPassive

Notable overlap · 11 shared positions

$DE $USB $ABT $BA $WFC $PFE

$797M

110 positions

#3ABSHER WEALTH MANAGEMENT, LLCActive

Notable overlap · 7 shared positions

$ABT $DE $BA $PEP $EMR $LOW

$878M

73 positions

#4BIRMINGHAM CAPITAL MANAGEMENT CO INC/ALActive

Notable overlap · 8 shared positions

$DE $BA $PFE $HSY $ABT $C

$263M

90 positions

#5COERENTE CAPITAL MANAGEMENTActive

Notable overlap · 5 shared positions

$ABT $USB $PFE $PEP $EMR

$543M

43 positions

#6Eliot Finkel Investment Counsel, LLCActive

Notable overlap · 4 shared positions

$DE $USB $HSY $PEP

$214M

33 positions

#7Minneapolis Portfolio Management Group, LLCActive

Notable overlap · 4 shared positions

$DE $USB $BA $PFE

$1.1B

34 positions

#8CORDA Investment Management, LLC.Active

Notable overlap · 5 shared positions

$DE $USB $PFE $PEP $HSY

$1.6B

85 positions

#9BCR Wealth Strategies, LLCSmart money

Notable overlap · 5 shared positions

$DE $WFC $LOW $PEP $EMR

$356M

32 positions

#10Skyline Advisors, Inc.Active

Notable overlap · 6 shared positions

$DE $IAU $BA $EMR $WFC $PEP

$319M

123 positions

#11WEALTHSPAN PARTNERS, LLCPassive

Notable overlap · 3 shared positions

$DE $IAU $WFC

$317M

129 positions

#12B&D White Capital Company, LLCActive

Notable overlap · 3 shared positions

$ABT $LOW $PEP

$1.0B

94 positions

#13Flagstone Financial ManagementSmart money

Notable overlap · 4 shared positions

$USB $DE $WFC $PEP

$447M

77 positions

#14Dynamic Financial GroupSmart money

Notable overlap · 3 shared positions

$DE $IAU $PFE

$132M

76 positions

#15COTTONWOOD CAPITAL ADVISORS, LLCActive

Some overlap · 4 shared positions

$DE $WFC $PEP $EMR

$166M

88 positions

#16Spectrum Financial Alliance Ltd LLCActive

Some overlap · 4 shared positions

$DE $BA $C $IP

$679M

31 positions

#17Juno Financial Group LLCActive

Some overlap · 4 shared positions

$DE $LOW $PEP $BA

$282M

73 positions

#18Econ Financial Services CorpPassive

Some overlap · 5 shared positions

$PPG $BA $LUV $PFE $HSY

$214M

72 positions

#19LOUNTZIS ASSET MANAGEMENT, LLCSmart money

Some overlap · 6 shared positions

$USB $WFC $LOW $MLM $PEP $ABT

$316M

55 positions

#20INSPIRION WEALTH ADVISORS, LLCActive

Some overlap · 3 shared positions

$ABT $DE $PFE

$874M

189 positions

#21EQUITY INVESTMENT CORPActive

Some overlap · 4 shared positions

$USB $PPG $WFC $HSY

$5.2B

76 positions

#22MATRIX ASSET ADVISORS INC/NYActive

Some overlap · 6 shared positions

$USB $WFC $LOW $PEP $ABT $MDY

$1.2B

106 positions

#23Trace Wealth Advisors, LLCActive

Some overlap · 4 shared positions

$DE $PEP $PFE $O

$153M

69 positions

#24SHRIER WEALTH MANAGEMENT, LLCPassive

Some overlap · 7 shared positions

$IAU $BA $ABT $WFC $PEP $C

$296M

134 positions

#25BERKSHIRE ASSET MANAGEMENT LLC/PAActive

Some overlap · 7 shared positions

$DE $ABT $LOW $WFC $PEP $HSY

$2.5B

270 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.