13F Pro

Hedge Funds Similar to TENET WEALTH PARTNERS

13F Portfolio OverlapQ2 2026TENET WEALTH PARTNERS portfolio →
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Most similar hedge funds by 13F overlap

TENET WEALTH PARTNERS, LLC is an institutional investor managing $134M across 101 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 TENET WEALTH PARTNERS are Skyline Advisors, Cranbrook Wealth, Gibson, with shared positions in $IAU, $DE, $PM, $SO, $MO, $KLAC. The full ranking of 25 similar funds is below.

#1Skyline Advisors, Inc.Active
Notable overlap · 8 shared positions
$IAU$DE$PM$SO$MO$KLAC
$319M
123 positions
#2Cranbrook Wealth Management, LLCActive
Notable overlap · 5 shared positions
$IAU$IBIT$DE$SO$PEP
$534M
406 positions
#3Gibson Capital, LLCSmart money
Notable overlap · 6 shared positions
$IAU$PM$MO$IBIT$ETN$KLAC
$610M
94 positions
#4Bull Oak Capital, LLCSmart money
Notable overlap · 4 shared positions
$IAU$IBIT$WFC$PEP
$300M
40 positions
#5CAPE ANN SAVINGS BANKActive
Notable overlap · 4 shared positions
$IAU$DE$PEP$ETN
$212M
113 positions
#6Bigelow Investment Advisors, LLCPassive
Notable overlap · 5 shared positions
$IAU$PEP$ETN$DE$DIS
$276M
157 positions
#7Private Harbour Investment Management & Counsel, LLCActive
Notable overlap · 4 shared positions
$IAU$PEP$WEC$ETN
$84M
36 positions
#8MBA Advisors LLCPassive
Notable overlap · 4 shared positions
$IAU$PEP$MO$PM
$297M
166 positions
#9RiverGlades Family Offices LLCActive
Notable overlap · 4 shared positions
$IAU$PM$KLAC$ETN
$218M
108 positions
#10ACORN FINANCIAL ADVISORY SERVICES INC /ADVPassive
Notable overlap · 3 shared positions
$IAU$IBIT$ETN
$753M
223 positions
#11Upper Left Wealth Management, LLCActive
Notable overlap · 3 shared positions
$IAU$IBIT$DE
$180M
73 positions
#12Sagace Wealth Management LLCActive
Notable overlap · 3 shared positions
$IAU$IBIT$ETN
$159M
71 positions
#13JSF Financial, LLCActive
Notable overlap · 4 shared positions
$IAU$KLAC$MO$DIS
$632M
142 positions
#14DWM Financial Group, Inc.Active
Notable overlap · 3 shared positions
$IAU$IBIT$ETN
$112M
40 positions
#15White Lighthouse Investment Management Inc.Active
Notable overlap · 4 shared positions
$IAU$PM$MO$SO
$802M
151 positions
#16WEALTHSPAN PARTNERS, LLCPassive
Notable overlap · 3 shared positions
$IAU$DE$WFC
$317M
129 positions
#17MAINSTAY CAPITAL MANAGEMENT LLC /ADVActive
Notable overlap · 6 shared positions
$IAU$SO$PM$WFC$CEG$MO
$1.4B
144 positions
#18Sage Investment Advisers LLCPassive
Notable overlap · 3 shared positions
$IAU$DE$ETN
$149M
98 positions
#19GM Advisory Group, LLC
Notable overlap · 3 shared positions
$IAU$IBIT$KLAC
$2.6B
374 positions
#20Shah Wealth Advisors, LLCActive
Notable overlap · 4 shared positions
$IAU$PM$MO$PEP
$433M
79 positions
#21Highland Financial Advisors, LLCActive
Notable overlap · 3 shared positions
$IAU$PM$MO
$455M
73 positions
#22Forthright Family Wealth Advisory LLCActive
Notable overlap · 3 shared positions
$IAU$PM$MO
$177M
57 positions
#23ROGCO, LPActive
Notable overlap · 3 shared positions
$IAU$PEP$SO
$327M
224 positions
#24Centerline Wealth Advisors, LLCActive
Notable overlap · 3 shared positions
$IAU$PEP$DIS
$319M
79 positions
#25Altiora Financial Group, LLCActive
Notable overlap · 3 shared positions
$IAU$KLAC$IBIT
$634M
112 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.