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Hedge Funds Similar to Tempus Wealth Planning

13F Portfolio OverlapQ2 2026Tempus Wealth Planning portfolio →
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Most similar hedge funds by 13F overlap

Tempus Wealth Planning, LLC is an institutional investor managing $511M across 282 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 Tempus Wealth Planning are KWMG, OF VIRGINIA, Alpha Wealth Funds, with shared positions in $ROK, $AMGN, $TJX, $BA, $WM, $O. The full ranking of 25 similar funds is below.

#1KWMG, LLCPassive
Some overlap · 4 shared positions
$ROK$AMGN$TJX$BA
$1.4B
153 positions
#2TRUST CO OF VIRGINIA /VAPassive
Some overlap · 5 shared positions
$AMGN$TJX$WM$O$PEP
$1.3B
226 positions
#3Alpha Wealth Funds, LLCActive
Some overlap · 4 shared positions
$ROK$AMGN$GEHC$PLTR
$183M
63 positions
#4Raab & Moskowitz Asset Management LLCPassive
Some overlap · 5 shared positions
$TJX$BA$WM$PFE$PEP
$497M
198 positions
#5RENAISSANCE GROUP LLCPassive
Some overlap · 4 shared positions
$ROK$AMGN$TJX$HSY
$2.5B
234 positions
#6Beaumont Asset Management, L.L.C.Smart money
Some overlap · 4 shared positions
$ROK$AMGN$GEHC$O
$257M
79 positions
#7Hamrick Investment Counsel, llcPassive
Some overlap · 4 shared positions
$ROK$AMGN$WM$PFE
$151M
184 positions
#8Mandatum Life Insurance Co LtdSmart money
Slight overlap · 4 shared positions
$ROK$GEHC$TJX$PLTR
$540M
90 positions
#9GREAT LAKES ADVISORS, LLCPassive
Slight overlap · 4 shared positions
$ROK$TJX$BA$PEP
$13.1B
825 positions
#10WINDWARD CAPITAL MANAGEMENT CO /CAActive
Slight overlap · 5 shared positions
$TJX$BA$AMGN$WM$PEP
$1.3B
73 positions
#11Pine Haven Investment Counsel, IncPassive
Slight overlap · 4 shared positions
$AMGN$TJX$ROK$PEP
$149M
116 positions
#12McGuire Investment Group, LLCActive
Slight overlap · 4 shared positions
$RKLB$ROK$AMGN$PLTR
$1.1B
137 positions
#13Quattro Advisors LLCActive
Slight overlap · 5 shared positions
$RKLB$TJX$PEP$PLTR$HSY
$150M
58 positions
#14HALL LAURIE J TRUSTEEPassive
Slight overlap · 4 shared positions
$ROK$TJX$WM$PEP
$322M
103 positions
#15Stillwater Wealth Management Group
Slight overlap · 4 shared positions
$AMGN$TJX$WM$PFE
$162M
77 positions
#16ALPINE WOODS CAPITAL INVESTORS, LLCPassive
Slight overlap · 4 shared positions
$AMGN$TJX$WM$PEP
$460M
220 positions
#17Blossom Wealth ManagementActive
Slight overlap · 4 shared positions
$AMGN$TJX$WM$PEP
$71M
72 positions
#18BARTLETT & CO. WEALTH MANAGEMENT LLCPassive
Slight overlap · 4 shared positions
$AMGN$TJX$WM$PEP
$8.0B
1,334 positions
#19TOMPKINS FINANCIAL CORPPassive
Slight overlap · 4 shared positions
$AMGN$TJX$WM$PEP
$1.4B
548 positions
#20Richwood Investment Advisors, LLCActive
Slight overlap · 4 shared positions
$AMGN$BA$WM$PEP
$142M
106 positions
#21McClarren Financial Advisors, Inc.Active
Slight overlap · 4 shared positions
$ROK$AMGN$HSY$PEP
$193M
85 positions
#22Ipsen Advisor Group LLCPassive
Slight overlap · 4 shared positions
$AMGN$JBHT$WM$PEP
$155M
107 positions
#23CAPITAL ADVISORS INC/OKActive
Slight overlap · 4 shared positions
$ROK$BA$O$PEP
$6.8B
374 positions
#24Tarbox Group, Inc.Smart money
Slight overlap · 5 shared positions
$BA$O$HSY$PFE$PEP
$698M
96 positions
#25Signature Wealth Management Group
Slight overlap · 5 shared positions
$BA$O$HSY$PFE$PEP
$263M
128 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.