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Hedge Funds Similar to Targeted Financial Services

13F Portfolio OverlapQ2 2026Targeted Financial Services portfolio →
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Most similar hedge funds by 13F overlap

Targeted Financial Services LLC is an institutional investor managing $136M across 63 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 Targeted Financial Services are Markets Trading UK LLP, Perpetual Ltd, BOURGEON, with shared positions in $FCX, $MRVL, $BA, $SHOP, $QCOM, $ATO. The full ranking of 25 similar funds is below.

#1Capital Markets Trading UK LLPActive
Some overlap · 5 shared positions
$FCX$MRVL$BA$SHOP$QCOM
$10.4B
351 positions
#2Perpetual LtdPassive
Some overlap · 3 shared positions
$ATO$FCX$UNP
$7.0B
419 positions
#3BOURGEON CAPITAL MANAGEMENT LLCPassive
Some overlap · 5 shared positions
$FCX$MRVL$BA$UNP$QCOM
$679M
104 positions
#4Cravens & Co Advisors, LLCActive
Some overlap · 4 shared positions
$ATO$BA$SHOP$UNP
$149M
67 positions
#5SYNTAX RESEARCH, INC.Active
Some overlap · 4 shared positions
$FCX$BA$SPGI$QCOM
$137M
179 positions
#6SIERRA SUMMIT ADVISORS LLCPassive
Some overlap · 4 shared positions
$FCX$MRVL$BA$SHOP
$895M
185 positions
#7Paradiem, LLCPassive
Some overlap · 3 shared positions
$ATO$MRVL$QCOM
$464M
68 positions
#8Myriad Asset Management US LPActive
Some overlap · 3 shared positions
$FCX$MRVL$UNP
$72M
52 positions
#9Myriad Asset Management Advisors LLCActive
Some overlap · 3 shared positions
$FCX$MRVL$UNP
$424M
49 positions
#10Corecam Pte. Ltd.Passive
Some overlap · 3 shared positions
$FCX$OXY$QCOM
$264M
82 positions
#11Financial Sense Advisors, Inc.Passive
Some overlap · 3 shared positions
$FCX$BA$QCOM
$508M
137 positions
#12EagleClaw Capital Managment, LLCPassive
Some overlap · 4 shared positions
$FCX$BA$UNP$QCOM
$745M
145 positions
#13DEARBORN PARTNERS LLCPassive
Some overlap · 3 shared positions
$ATO$SPGI$QCOM
$1.8B
269 positions
#14Advanced Asset Management Advisors IncActive
Slight overlap · 3 shared positions
$FCX$UNP$QCOM
$380M
85 positions
#15Nan Shan Life Insurance Co., Ltd.Active
Slight overlap · 4 shared positions
$FCX$MRVL$SPGI$QCOM
$3.2B
82 positions
#16Maven Securities LTDPassive
Slight overlap · 4 shared positions
$MRVL$BA$SHOP$QCOM
$5.1B
329 positions
#17Old West Investment Management, LLCPassive
Slight overlap · 3 shared positions
$FCX$BA$UNP
$944M
124 positions
#18Orion Investment CoActive
Slight overlap · 4 shared positions
$ATO$SHOP$UNP$QCOM
$343M
73 positions
#19Mengis Capital Management, Inc.Passive
Slight overlap · 4 shared positions
$MRVL$BA$UNP$QCOM
$658M
218 positions
#20Investors Towarzystwo Funduszy Inwestycyjnych Spolka AkcyjnaPassive
Slight overlap · 3 shared positions
$FCX$MRVL$UNP
$300M
199 positions
#21Camarda Financial Advisors, LLCPassive
Slight overlap · 3 shared positions
$OXY$MRVL$BA
$331M
122 positions
#22Douglas Lane & Associates, LLCActive
Slight overlap · 3 shared positions
$FCX$BA$QCOM
$7.4B
250 positions
#23Turas Capital Management LPPassive
Slight overlap · 3 shared positions
$FCX$OXY$UNP
$218M
59 positions
#24Sather Financial Group IncActive
Slight overlap · 4 shared positions
$BA$SPGI$UNP$QCOM
$1.7B
121 positions
#25HIGHLAND CAPITAL MANAGEMENT, LLCPassive
Slight overlap · 4 shared positions
$MRVL$BA$SPGI$QCOM
$2.2B
411 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.