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 Tennessee Valley Asset Partners

13F Portfolio OverlapQ2 2026Tennessee Valley Asset Partners portfolio →

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Most similar hedge funds by 13F overlap

Tennessee Valley Asset Management Partners is an institutional investor managing $907M across 207 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 Tennessee Valley Asset Partners are Bellwether Advisors, Lifeworks Advisors, LIFELONG WEALTH ADVISORS, with shared positions in $IAU, $DELL, $STX, $ABT, $RDDT, $GLDM. The full ranking of 25 similar funds is below.

#1Bellwether Advisors, LLCActive

Some overlap · 5 shared positions

$IAU $DELL $STX $ABT $RDDT

$675M

167 positions

#2Lifeworks Advisors, LLCPassive

Some overlap · 3 shared positions

$DELL $IAU $STX

$955M

337 positions

#3LIFELONG WEALTH ADVISORS, INC.Smart money

Some overlap · 4 shared positions

$IAU $GLDM $STX $ABT

$432M

104 positions

#4West Wealth Group, LLCActive

Some overlap · 4 shared positions

$IAU $STX $DELL $BA

$645M

145 positions

#5PATTON FUND MANAGEMENT, INC.Passive

Some overlap · 3 shared positions

$IAU $STX $DELL

$389M

77 positions

#6Compass Wealth Management, LLC/GAActive

Some overlap · 4 shared positions

$GLDM $IAU $LOW $BA

$251M

74 positions

#7Forza Wealth Management, LLCPassive

Some overlap · 4 shared positions

$IAU $STX $MDY $LOW

$346M

194 positions

#8NOTTINGHAM ADVISORS, INC.Active

Some overlap · 3 shared positions

$IAU $GLDM $DELL

$838M

122 positions

#9SEEDS INVESTOR LLCPassive

Some overlap · 4 shared positions

$IAU $STX $DELL $MDY

$973M

379 positions

#10Biltmore Family Office, LLCActive

Some overlap · 3 shared positions

$IAU $DELL $ABT

$761M

333 positions

#11Spectrum Planning & Advisory Services Inc.Active

Some overlap · 3 shared positions

$IAU $GLDM $BA

$223M

120 positions

#12CHATHAM CAPITAL GROUP, INC.Passive

Some overlap · 3 shared positions

$IAU $GLDM $LOW

$777M

203 positions

#13A4 Wealth Advisors LLCActive

Some overlap · 3 shared positions

$IAU $GLDM $LOW

$153M

76 positions

#14Apeiron RIA LLCActive

Some overlap · 3 shared positions

$IAU $GLDM $MDY

$440M

136 positions

#15Tarbox Group, Inc.Smart money

Some overlap · 5 shared positions

$IAU $ABT $LOW $BA $MDY

$711M

100 positions

#16Lineweaver Wealth Advisors, LLCPassive

Some overlap · 3 shared positions

$DELL $IAU $ABT

$863M

182 positions

#17ENTRUST FINANCIAL LLCActive

Some overlap · 5 shared positions

$GLDM $STX $MDY $DELL $BA

$154M

445 positions

#18JNBA Financial AdvisorsActive

Some overlap · 3 shared positions

$IAU $GLDM $ABT

$1.3B

830 positions

#19LifeWealth Investments, LLCActive

Some overlap · 3 shared positions

$IAU $PDI $DELL

$360M

139 positions

#20ELEMENT POINTE ADVISORS, LLCSmart money

Some overlap · 3 shared positions

$GLDM $DELL $MDY

$709M

91 positions

#21Hilltop National BankPassive

Some overlap · 3 shared positions

$IAU $STX $DELL

$465M

786 positions

#22BERKSHIRE ASSET MANAGEMENT LLC/PAActive

Some overlap · 3 shared positions

$DELL $ABT $LOW

$2.5B

270 positions

#23Henderson Brothers Financial Partners, LLCActive

Some overlap · 3 shared positions

$GLDM $IAU $MDY

$211M

77 positions

#24Advocacy Wealth Management, LLCActive

Some overlap · 3 shared positions

$IAU $ABT $LOW

$2.8B

151 positions

#25Mizuho Markets Cayman LPActive

Some overlap · 3 shared positions

$DELL $ABT $BA

$2.7B

95 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.