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 TD

13F Portfolio OverlapQ2 2026TD portfolio →

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Most similar hedge funds by 13F overlap

TD Capital Management LLC is an institutional investor managing $1.2B across 797 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 TD are William B. Walkup & Associates, THREADGILL FINANCIAL, NEW SOUTH, with shared positions in $AZO, $FDX, $PSX, $BNY, $OXY, $FDXF. The full ranking of 25 similar funds is below.

#1William B. Walkup & Associates, Inc.Passive

Notable overlap · 4 shared positions

$AZO $FDX $PSX $BNY

$208M

258 positions

#2THREADGILL FINANCIAL, LLCActive

Notable overlap · 3 shared positions

$AZO $PSX $OXY

$243M

36 positions

#3NEW SOUTH CAPITAL MANAGEMENT INCActive

Some overlap · 3 shared positions

$AZO $FDX $FDXF

$2.3B

48 positions

#4Horrell Capital Management, Inc.Active

Some overlap · 4 shared positions

$AZO $FDX $SFNC $FDXF

$219M

196 positions

#5Cherokee Insurance CoPassive

Some overlap · 5 shared positions

$AZO $FDX $PSX $BNY $IP

$259M

124 positions

#6Kinsale Capital Group, Inc.Active

Slight overlap · 3 shared positions

$AZO $BNY $WAB

$754M

41 positions

#7PEAK FINANCIAL ADVISORS LLCPassive

Slight overlap · 4 shared positions

$FDX $GLDM $UNM $FDXF

$242M

78 positions

#8Tweedy, Browne Co LLCActive

Slight overlap · 3 shared positions

$AZO $BNY $FDX

$1.3B

91 positions

#9Kohmann Bosshard Financial Services, LLCActive

Slight overlap · 3 shared positions

$FDX $GLDM $WAB

$1.2B

229 positions

#10CABOT WEALTH MANAGEMENT INCPassive

Slight overlap · 3 shared positions

$FDX $GLDM $FDXF

$982M

142 positions

#11Apeiron RIA LLCActive

Slight overlap · 3 shared positions

$GLDM $AZO $BNY

$390M

162 positions

#12Caerus Investment Advisors, LLCPassive

Slight overlap · 3 shared positions

$FDX $GLDM $PSX

$300M

339 positions

#13ARWA LLCPassive

Slight overlap · 3 shared positions

$FDX $GLDM $WAB

$241M

139 positions

#14Marshall & Sterling Wealth Advisors Inc.Passive

Slight overlap · 4 shared positions

$GLDM $STT $PSX $BNY

$169M

339 positions

#15ELLERSON GROUP INC /ADVPassive

Slight overlap · 4 shared positions

$FDX $PSX $AEM $FDXF

$169M

64 positions

#16Gradient Capital Advisors, LLCPassive

Slight overlap · 3 shared positions

$GLDM $STT $BNY

$432M

179 positions

#17WFA of San Diego, LLCPassive

Slight overlap · 3 shared positions

$GLDM $STT $BNY

$122M

94 positions

#18ELEMENT POINTE ADVISORS, LLCSmart money

Slight overlap · 3 shared positions

$GLDM $STT $BNY

$621M

90 positions

#19McGowan Group Asset Management, Inc.Active

Slight overlap · 3 shared positions

$FDX $UNM $FDXF

$823M

154 positions

#20BCM ADVISORS, LLCSmart money

Slight overlap · 3 shared positions

$GLDM $TSCO $IP

$514M

80 positions

#21Quartz Partners, LLCPassive

Slight overlap · 3 shared positions

$GLDM $STT $WAB

$305M

191 positions

#22Medallion Wealth Advisors, LLCPassive

Slight overlap · 3 shared positions

$GLDM $STT $WAB

$317M

1,220 positions

#23RED CEDAR INVESTMENT MANAGEMENT, LLCActive

Slight overlap · 3 shared positions

$FDX $PSX $AEM

$1.1B

90 positions

#24Paragon Capital Management LLCActive

Slight overlap · 3 shared positions

$FDX $PSX $FDXF

$216M

60 positions

#25F&V Capital Management, LLCPassive

Slight overlap · 3 shared positions

$FDX $PSX $FDXF

$542M

63 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.