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 Tempo Wealth

13F Portfolio OverlapQ2 2026Tempo Wealth portfolio →

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Most similar hedge funds by 13F overlap

Tempo Wealth, LLC is an institutional investor managing $675M across 237 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 Tempo Wealth are Van Cleef Asset, DEMMING FINANCIAL SERVICES, Rodgers & Associates, LTD, with shared positions in $PGR, $PLTR, $BLK, $PH, $SHW, $STT. The full ranking of 25 similar funds is below.

#1Van Cleef Asset Management,IncActive

Notable overlap · 3 shared positions

$PGR $PLTR $BLK

$981M

119 positions

#2DEMMING FINANCIAL SERVICES CORP /ADVSmart money

Notable overlap · 4 shared positions

$PGR $PH $PLTR $SHW

$157M

41 positions

#3Rodgers & Associates, LTDActive

Some overlap · 4 shared positions

$PH $STT $LOW $SO

$1.1B

108 positions

#4Joseph Group Capital ManagementPassive

Some overlap · 3 shared positions

$PH $PGR $LOW

$476M

387 positions

#5Port Capital LLCActive

Some overlap · 4 shared positions

$PH $PGR $ORLY $SHW

$2.5B

108 positions

#6Wilkinson Global Asset Management LLCActive

Some overlap · 4 shared positions

$PH $PGR $SHW $LOW

$1.3B

62 positions

#7DAGCO, INC.Active

Some overlap · 3 shared positions

$PH $ORLY $SHW

$541M

117 positions

#8First Long Island Investors, LLCActive

Some overlap · 3 shared positions

$PH $LOW $BLK

$1.4B

73 positions

#9Lafayette Investments, Inc.Active

Some overlap · 3 shared positions

$PGR $PH $LOW

$542M

162 positions

#10EVEXIA WEALTH LLCPassive

Some overlap · 3 shared positions

$PH $LOW $BLK

$369M

77 positions

#11Marble Harbor Investment Counsel, LLCActive

Some overlap · 3 shared positions

$PH $PGR $ORLY

$984M

200 positions

#12Avalon Global Asset Management LLCActive

Some overlap · 6 shared positions

$PH $LOW $PLTR $CRWD $VRT $MRVL

$917M

38 positions

#13Mendel Capital Management LLCActive

Some overlap · 3 shared positions

$PH $PGR $BLK

$222M

99 positions

#14Stelac Advisory Services LLCPassive

Some overlap · 5 shared positions

$PH $PLTR $CRWD $VRT $BLK

$537M

168 positions

#15Baird Financial Group, Inc.Passive

Some overlap · 3 shared positions

$PGR $PH $ORLY

$72.7B

1,924 positions

#16Eastover Investment Advisors LLCActive

Some overlap · 3 shared positions

$PGR $LOW $SO

$254M

49 positions

#17Compass Wealth Management, LLC/GAActive

Some overlap · 6 shared positions

$STT $LOW $PLTR $CRWD $SO $VRT

$251M

74 positions

#18Waterford Advisors, LLCActive

Some overlap · 3 shared positions

$PGR $SO $SHW

$366M

64 positions

#19KIRTLAND HILLS CAPITAL MANAGEMENT, LLCPassive

Some overlap · 5 shared positions

$PH $PLTR $CRWD $BLK $SHW

$351M

166 positions

#20King Wealth Management GroupActive

Some overlap · 3 shared positions

$PH $PLTR $CRWD

$914M

176 positions

#21Salvus Wealth Management, LLCPassive

Some overlap · 3 shared positions

$PGR $ORLY $BLK

$178M

125 positions

#22NZS Capital, LLCActive

Some overlap · 3 shared positions

$PGR $CRWD $MRVL

$3.9B

61 positions

#23Armor Investment Advisors, LLCActive

Some overlap · 3 shared positions

$PGR $LOW $SO

$312M

155 positions

#24PACIFIC HEIGHTS ASSET MANAGEMENT LLCActive

Some overlap · 3 shared positions

$PH $STT $PLTR

$3.2B

77 positions

#25Brentview Investment Management LLCActive

Some overlap · 3 shared positions

$PH $LOW $BLK

$253M

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.