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 TCTC

13F Portfolio OverlapQ2 2026TCTC portfolio →

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Most similar hedge funds by 13F overlap

TCTC Holdings, LLC is an institutional investor managing $3.8B across 240 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 TCTC are Ark Wealth Advisors, Cullen, Exeter Financial, with shared positions in $LIN, $CB, $WM, $QCOM, $AFL, $CVS. The full ranking of 25 similar funds is below.

#1Ark Wealth Advisors LLCPassive

Notable overlap · 9 shared positions

$LIN $CB $WM $QCOM $AFL $CVS

$113M

87 positions

#2Cullen Capital Management, LLCActive

Notable overlap · 8 shared positions

$CB $NVS $QCOM $PM $NEE $LOW

$10.2B

208 positions

#3Exeter Financial, LLCPassive

Notable overlap · 7 shared positions

$AFL $WM $LIN $CVS $PSX $PEP

$261M

101 positions

#4SHRIER WEALTH MANAGEMENT, LLCPassive

Notable overlap · 6 shared positions

$WM $WMB $NVS $FCX $PM $PEP

$296M

134 positions

#5First Fiduciary Investment Counsel, Inc.Passive

Notable overlap · 7 shared positions

$WM $NVS $PSX $PM $NEE $PFE

$529M

75 positions

#6Stokes Capital Advisors, LLCPassive

Notable overlap · 6 shared positions

$CB $WMB $LIN $QCOM $NEE $PEP

$467M

118 positions

#7Somerset Trust CoPassive

Notable overlap · 7 shared positions

$AFL $LIN $CB $PSX $NEE $PEP

$354M

186 positions

#8VIRGINIA WEALTH MANAGEMENT GROUP, INC.Passive

Notable overlap · 6 shared positions

$AFL $CB $QCOM $PSX $PEP $LOW

$201M

57 positions

#9LAWSON KROEKER INVESTMENT MANAGEMENT INC/NEActive

Notable overlap · 6 shared positions

$AFL $CB $PSX $CFR $PFE $PEP

$361M

59 positions

#10CONNORS INVESTOR SERVICES INCPassive

Notable overlap · 6 shared positions

$CB $LIN $WMB $WM $PEP $LOW

$1.2B

153 positions

#11Polaris Capital Management, LLCActive

Notable overlap · 6 shared positions

$LIN $CB $WMB $CVS $CFR $NEE

$1.1B

84 positions

#12MITCHELL & PAHL PRIVATE WEALTH, LLCPassive

Notable overlap · 7 shared positions

$LIN $NVS $WM $AFL $CB $PSX

$272M

149 positions

#13Hayek Kallen Investment ManagementActive

Notable overlap · 7 shared positions

$WM $NVS $PM $PFE $PEP $MO

$330M

97 positions

#14Titan Investment Solutions LtdActive

Some overlap · 5 shared positions

$WM $LIN $UBER $PM $PEP

$894M

60 positions

#15BARTLETT & CO. WEALTH MANAGEMENT LLCPassive

Some overlap · 8 shared positions

$LIN $CB $WM $NEE $PEP $LOW

$8.0B

1,334 positions

#16Aster Capital Management (DIFC) LtdPassive

Some overlap · 8 shared positions

$QCOM $LIN $AFL $WMB $CB $PEP

$470M

808 positions

#17Citizens National Bank Trust DepartmentPassive

Some overlap · 9 shared positions

$AFL $CB $PM $NEE $FCX $PEP

$680M

381 positions

#18TRUST CO OF VIRGINIA /VAPassive

Some overlap · 6 shared positions

$CB $WMB $WM $PM $PEP $LOW

$1.3B

226 positions

#19CAMDEN NATIONAL BANKPassive

Some overlap · 5 shared positions

$CB $LIN $NVS $NEE $PEP

$767M

184 positions

#20DB Fitzpatrick & Co, IncActive

Some overlap · 3 shared positions

$WM $CB $AFL

$124M

100 positions

#21Brentview Investment Management LLCActive

Some overlap · 6 shared positions

$WM $LIN $PM $NEE $PEP $LOW

$253M

63 positions

#22BERKSHIRE ASSET MANAGEMENT LLC/PAActive

Some overlap · 5 shared positions

$WM $CB $QCOM $PEP $LOW

$2.5B

270 positions

#23ZEVIN ASSET MANAGEMENT LLCPassive

Some overlap · 4 shared positions

$CB $LIN $NVS $AON

$713M

97 positions

#24Stillwater Wealth Management Group

Some overlap · 5 shared positions

$WM $CB $NEE $MO $PFE

$162M

77 positions

#25LITTLEJOHN FINANCIAL SERVICES, INC.Passive

Some overlap · 3 shared positions

$WM $CB $UBER

$138M

71 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.