Hedge Funds Similar to TCG Advisory Services

13F Portfolio OverlapQ2 2026TCG Advisory Services portfolio →

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Most similar hedge funds by 13F overlap

TCG Advisory Services, LLC is an institutional investor managing $5.6B across 1,385 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 TCG Advisory Services are Titan Investment, LYELL WEALTH, Cunning Partners, with shared positions in $MS, $DELL, $PWR, $APO, $IDXX, $CBOE. The full ranking of 25 similar funds is below.

#1Titan Investment Management LLCActive

Some overlap · 6 shared positions

$MS $DELL $PWR $APO $IDXX $CBOE

$137M

40 positions

#2LYELL WEALTH MANAGEMENT, LPPassive

Some overlap · 6 shared positions

$MS $DELL $PWR $ISRG $IDXX $DHI

$1.6B

232 positions

#3Cunning Capital Partners, LPActive

Some overlap · 5 shared positions

$MS $DELL $PWR $KLAC $CRWD

$248M

55 positions

#4Highview Capital Management LLC/DE/Passive

Slight overlap · 5 shared positions

$DELL $PWR $KLAC $CRWD $CBOE

$347M

118 positions

#5ABNER HERRMAN & BROCK LLCActive

Slight overlap · 4 shared positions

$MS $DELL $PWR $ISRG

$1.0B

121 positions

#6Asio Capital, LLCActive

Slight overlap · 4 shared positions

$MS $DELL $PWR $CRWD

$816M

131 positions

#7Axecap Investments, LLCPassive

Slight overlap · 4 shared positions

$MS $DELL $KLAC $CRWD

$169M

77 positions

#8NVWM, LLCPassive

Slight overlap · 4 shared positions

$MS $DELL $KLAC $CRWD

$533M

799 positions

#9Orange Investment Advisors, Inc.Passive

Slight overlap · 4 shared positions

$MS $PWR $KLAC $ISRG

$802M

137 positions

#10ABN AMRO Bank N.V.Active

Slight overlap · 4 shared positions

$MS $PWR $KLAC $CRWD

$7.7B

231 positions

#11Blue Chip Partners, LLCActive

Slight overlap · 4 shared positions

$MS $PWR $KLAC $CRWD

$1.6B

184 positions

#12Great Lakes Retirement, Inc.Passive

Slight overlap · 4 shared positions

$DELL $PWR $KLAC $APO

$1.1B

222 positions

#13Markin Volterra Fund LPActive

Slight overlap · 4 shared positions

$DELL $PWR $KLAC $CRWD

$147M

69 positions

#14ZEVENBERGEN CAPITAL INVESTMENTS LLCActive

Slight overlap · 4 shared positions

$DELL $PWR $KLAC $CRWD

$4.4B

118 positions

#15Menard Financial Group LLCActive

Slight overlap · 4 shared positions

$DELL $PWR $KLAC $CRWD

$184M

80 positions

#16Ehrenkranz Partners L.P.Smart money

Slight overlap · 4 shared positions

$MS $PWR $CRWD $DHI

$173M

49 positions

#17FACTORY MUTUAL INSURANCE COActive

Slight overlap · 4 shared positions

$MS $KLAC $ISRG $CRWD

$10.6B

205 positions

#18EVENTIDE ASSET MANAGEMENT, LLCPassive

Slight overlap · 4 shared positions

$DELL $PWR $KLAC $DHI

$7.5B

301 positions

#19Spire Wealth ManagementPassive

Slight overlap · 4 shared positions

$DELL $PWR $KLAC $CRWD

$3.3B

2,226 positions

#20Cornerstone Advisors, LLCActive

Slight overlap · 4 shared positions

$MS $KLAC $ISRG $CRWD

$3.0B

112 positions

#21Dakota Wealth ManagementPassive

Slight overlap · 4 shared positions

$DELL $PWR $KLAC $CBOE

$5.2B

776 positions

#22Westwind CapitalPassive

Slight overlap · 4 shared positions

$MS $DELL $ISRG $KLAC

$426M

87 positions

#23Alaethes Wealth, LLCPassive

Slight overlap · 4 shared positions

$MS $KLAC $CRWD $CBOE

$345M

111 positions

#24Quantum Private Wealth, LLCPassive

Slight overlap · 4 shared positions

$DELL $PWR $KLAC $CRWD

$391M

164 positions

#25MIROVAActive

Slight overlap · 4 shared positions

$PWR $KLAC $ISRG $CRWD

$2.7B

185 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.