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Hedge Funds Similar to Tenzing Financial

13F Portfolio OverlapQ2 2026Tenzing Financial portfolio →
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Most similar hedge funds by 13F overlap

Tenzing Financial LLC is an institutional investor managing $146M across 84 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 Tenzing Financial are Annex Advisory Services, Park Edge Advisors, CINCINNATI FINANCIAL, with shared positions in $ALPS, $PM, $ASML, $DOV, $NSC, $CEF. The full ranking of 25 similar funds is below.

#1Annex Advisory Services, LLCActive
Notable overlap · 3 shared positions
$ALPS$PM$ASML
$5.9B
356 positions
#2Park Edge Advisors, LLCActive
Some overlap · 3 shared positions
$ALPS$DOV$PM
$475M
154 positions
#3CINCINNATI FINANCIAL CORPActive
Some overlap · 3 shared positions
$DOV$NSC$PM
$5.2B
56 positions
#4Financial Planning Navigators CORPActive
Some overlap · 5 shared positions
$DOV$CEF$PM$ASML$SOBO
$267M
70 positions
#5Verus Financial Partners, Inc.Smart money
Some overlap · 3 shared positions
$DOV$NSC$PM
$1.2B
127 positions
#6Bleakley Financial Group, LLCPassive
Some overlap · 4 shared positions
$DOV$CEF$ASML$PM
$7.9B
944 positions
#7Fermata Advisors, LLCPassive
Some overlap · 3 shared positions
$ALPS$DOV$PM
$495M
275 positions
#8Mayfair Advisory Group, LLCPassive
Some overlap · 3 shared positions
$NSC$DOV$PM
$332M
185 positions
#9AA Financial Advisors, LLCPassive
Some overlap · 3 shared positions
$DOV$PM$ASML
$832M
230 positions
#10WCM INVESTMENT MANAGEMENT, LLCActive
Some overlap · 4 shared positions
$CP$FERG$PM$ASML
$55.2B
266 positions
#11Salomon & Ludwin, LLCPassive
Slight overlap · 3 shared positions
$DOV$PM$NSC
$1.2B
2,116 positions
#12Pine Harbor Wealth Management, LLCActive
Slight overlap · 3 shared positions
$DOV$PM$NSC
$373M
112 positions
#13Partners in Financial PlanningActive
Slight overlap · 3 shared positions
$NSC$FERG$PM
$660M
131 positions
#14FOUNDERS GROVE WEALTH PARTNERS, LLCPassive
Slight overlap · 3 shared positions
$NSC$PM$ASML
$501M
184 positions
#15Gold Investment Management Ltd.Passive
Slight overlap · 3 shared positions
$CP$NSC$ASML
$369M
202 positions
#16FDx Advisors, Inc.Passive
Slight overlap · 4 shared positions
$CP$FERG$PM$ASML
$332M
179 positions
#17New Republic Capital, LLCPassive
Slight overlap · 3 shared positions
$NSC$ASML$CP
$434M
352 positions
#18KFA Private Wealth Group, LLCActive
Slight overlap · 3 shared positions
$NSC$DOV$PM
$415M
150 positions
#19Intergy Private Wealth, LLCActive
Slight overlap · 3 shared positions
$DOV$PM$ASML
$433M
147 positions
#20CDM FINANCIAL COUNSELING SERVICES, INC.Active
Slight overlap · 3 shared positions
$NSC$PM$ASML
$116M
77 positions
#21Symmetry Partners, LLCActive
Slight overlap · 3 shared positions
$DOV$PM$ASML
$2.0B
295 positions
#22ROBERTS GLORE & CO INC /IL/Passive
Slight overlap · 3 shared positions
$NSC$CEF$ASML
$404M
246 positions
#23CLOVERFIELDS CAPITAL GROUP, LPPassive
Slight overlap · 3 shared positions
$CP$PM$ASML
$331M
90 positions
#24Manhattan West Asset Management, LLCPassive
Slight overlap · 3 shared positions
$CP$PM$ASML
$599M
185 positions
#25Roehl & Yi Investment Advisors, LLCPassive
Slight overlap · 3 shared positions
$DOV$PM$ASML
$304M
194 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.