What hedge funds are most similar to Teamwork Financial Advisors, LLC?

The funds with the most similar 13F portfolios to Teamwork Financial Advisors, LLC are Vivid Wealth, BNC WEALTH, Sun Financial, based on overlapping conviction holdings in the latest SEC filings.

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 Teamwork Financial Advisors

13F Portfolio OverlapQ3 2026Teamwork Financial Advisors portfolio →

Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Teamwork Financial Advisors, LLC is an institutional investor managing $908M across 182 U.S. equity positions as of Q3 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Teamwork Financial Advisors are Vivid Wealth, BNC WEALTH, Sun Financial, with shared positions in $KLAC, $ANET, $PWR, $NOW, $HOOD, $DE. The full ranking of 25 similar funds is below.

#1Vivid Wealth Management, LLCPassive

Substantial overlap · 20 shared positions

$KLAC $ANET $PWR $NOW $HOOD $DE

$280M

73 positions

#2BNC WEALTH MANAGEMENT, LLCPassive

Substantial overlap · 18 shared positions

$KLAC $ANET $PWR $HOOD $PNC $MNST

$436M

104 positions

#3Sun Financial IncPassive

Substantial overlap · 17 shared positions

$ANET $MNST $ETN $PLTR $PWR $AXP

$212M

161 positions

#4Bluebird Wealth Management LLCPassive

Notable overlap · 7 shared positions

$ANET $AXP $NOW $HOOD $ETN $TJX

$115M

89 positions

#5Blue Chip Partners, LLCActive

Notable overlap · 6 shared positions

$KLAC $PWR $MNST $ETN $TJX $PM

$1.6B

184 positions

#6Taylor Hoffman Capital Management LLCActive

Notable overlap · 6 shared positions

$KLAC $ANET $DE $UNP $MNST $PM

$412M

122 positions

#7Clarus Wealth AdvisorsActive

Notable overlap · 6 shared positions

$HOOD $PWR $NOW $PLTR $TJX $OKE

$275M

86 positions

#8Longbow Finance SAPassive

Notable overlap · 7 shared positions

$AXP $BNY $TJX $KLAC $CDNS $ANET

$782M

59 positions

#9BEESE FULMER INVESTMENT MANAGEMENT, INC.Passive

Notable overlap · 6 shared positions

$KLAC $ANET $ETN $TJX $PM $UNP

$1.8B

356 positions

#10Smith Group Asset Management, LLCActive

Notable overlap · 5 shared positions

$KLAC $ANET $AXP $TJX $CDNS

$2.5B

166 positions

#11Axecap Investments, LLCPassive

Notable overlap · 5 shared positions

$KLAC $ANET $MNST $BNY $CDNS

$169M

77 positions

#12Realta Investment AdvisorsPassive

Notable overlap · 11 shared positions

$PLTR $KLAC $ANET $AXP $PWR $CDNS

$342M

362 positions

#13Covenant Asset Management, LLCPassive

Notable overlap · 5 shared positions

$KLAC $PWR $HOOD $ANET $AXP

$746M

169 positions

#14Kessler Investment Group, LLCPassive

Notable overlap · 5 shared positions

$KLAC $ANET $NOW $PLTR $PM

$207M

82 positions

#15Menard Financial Group LLCActive

Notable overlap · 5 shared positions

$KLAC $PWR $PLTR $DE $AXP

$184M

80 positions

#16TCW GROUP INCActive

Notable overlap · 6 shared positions

$KLAC $ANET $ETN $CDNS $BNY $NOW

$14.9B

640 positions

#17Legacy Bridge, LLCPassive

Notable overlap · 6 shared positions

$ANET $ETN $PLTR $PWR $BNY $DE

$324M

322 positions

#18Westerkirk Capital Inc.Active

Notable overlap · 6 shared positions

$KLAC $TJX $ANET $ETN $APD $TPL

$1.0B

212 positions

#19PeakShares LLCActive

Some overlap · 5 shared positions

$KLAC $ANET $AXP $PLTR $TJX

$134.4B

122 positions

#20SHUTTLEWORTH & CoPassive

Some overlap · 5 shared positions

$ANET $ETN $PLTR $PKG $TJX

$125M

51 positions

#21Fortune Financial Advisors, LLCPassive

Some overlap · 7 shared positions

$MNST $PM $TJX $KLAC $UNP $TPL

$234M

163 positions

#22Titan Wealth (CI) LtdPassive

Some overlap · 4 shared positions

$KLAC $ANET $NOW $PLTR

$269M

51 positions

#23Bensler, LLCPassive

Some overlap · 5 shared positions

$KLAC $AXP $VST $ANET $PWR

$1.1B

198 positions

#24ARGUS INVESTORS' COUNSEL, INC.Passive

Some overlap · 6 shared positions

$PWR $ANET $KLAC $AXP $TJX $BNY

$129M

106 positions

#25ITHAKA GROUP LLCActive

Some overlap · 4 shared positions

$HOOD $ANET $NOW $PLTR

$551M

40 positions

Compare Teamwork Financial Advisors’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 Teamwork Financial Advisors’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.