13F Pro

Hedge Funds Similar to TBH Global Asset

13F Portfolio OverlapQ2 2026TBH Global Asset portfolio →
Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

TBH Global Asset Management, LLC is an institutional investor managing $546M across 263 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 TBH Global Asset are Cherokee Insurance, Stegent Equity Advisors, COWA, with shared positions in $HCA, $PSX, $FHN, $COP, $PWR, $IAU. The full ranking of 25 similar funds is below.

#1Cherokee Insurance CoPassive
Some overlap · 4 shared positions
$HCA$PSX$FHN$COP
$259M
124 positions
#2Stegent Equity Advisors, Inc.Passive
Some overlap · 4 shared positions
$PWR$PSX$IAU$COP
$140M
112 positions
#3COWA, LLCPassive
Some overlap · 4 shared positions
$PWR$PSX$IAU$COP
$399M
181 positions
#4Barden Capital Management, Inc.Passive
Some overlap · 3 shared positions
$HCA$PWR$COP
$108M
53 positions
#5LAWSON KROEKER INVESTMENT MANAGEMENT INC/NEActive
Some overlap · 3 shared positions
$HCA$PSX$DIS
$361M
59 positions
#6OpenArc Corporate Advisory, LLCActive
Slight overlap · 4 shared positions
$HCA$DIS$COP$IAU
$8.4B
789 positions
#7Townsend & Associates, IncActive
Slight overlap · 3 shared positions
$HCA$IAU$DIS
$1.2B
115 positions
#8EQUITABLE TRUST COPassive
Slight overlap · 3 shared positions
$HCA$IAU$DG
$2.4B
452 positions
#9J. R. Prunier Capital Management LLC
Slight overlap · 3 shared positions
$HCA$IAU$DIS
$235M
67 positions
#10INKWELL CAPITAL LLCActive
Slight overlap · 3 shared positions
$HCA$DIS$DG
$96M
31 positions
#11Scissortail Wealth Management, LLCPassive
Slight overlap · 3 shared positions
$HCA$PSX$COP
$520M
106 positions
#12Marion Wealth ManagementPassive
Slight overlap · 3 shared positions
$PWR$PSX$COP
$491M
159 positions
#13Stack Financial Management, IncActive
Slight overlap · 3 shared positions
$PWR$PSX$COP
$1.3B
54 positions
#14Ridge Creek Global, IncPassive
Slight overlap · 3 shared positions
$PWR$IAU$DIS
$129M
94 positions
#15Reliant Investment Management, LLCPassive
Slight overlap · 3 shared positions
$PWR$FHN$COP
$281M
55 positions
#16FLYWHEEL PRIVATE WEALTH LLCActive
Slight overlap · 3 shared positions
$PWR$IAU$PSX
$203M
109 positions
#17DSG Capital Advisors, LLCPassive
Slight overlap · 3 shared positions
$PWR$IAU$COP
$704M
118 positions
#18Capital Advisors Wealth Management, LLCActive
Slight overlap · 3 shared positions
$PWR$IAU$PSX
$851M
231 positions
#19Applied Finance Capital Management, LLCPassive
Slight overlap · 3 shared positions
$PWR$DIS$COP
$1.3B
218 positions
#20GREAT LAKES ADVISORS, LLCPassive
Slight overlap · 3 shared positions
$PWR$DIS$COP
$13.1B
825 positions
#21Wallington Asset Management, LLCActive
Slight overlap · 3 shared positions
$PSX$IAU$DIS
$814M
61 positions
#22Ballew Advisors, IncActive
Slight overlap · 3 shared positions
$PSX$IAU$COP
$194M
129 positions
#23DCM Advisors, LLCActive
Slight overlap · 3 shared positions
$PSX$DIS$COP
$253M
38 positions
#24Bristlecone Value Partners, LLCActive
Slight overlap · 3 shared positions
$GHC$VMI$DIS
$124M
70 positions
#25Keystone Wealth Services, LLCPassive
Slight overlap · 3 shared positions
$PSX$IAU$COP
$539M
327 positions

Compare TBH Global Asset’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 TBH Global Asset’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.