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Hedge Funds Similar to Tepp RIA

13F Portfolio OverlapQ2 2026Tepp RIA portfolio →
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Most similar hedge funds by 13F overlap

Tepp RIA, LLC is an institutional investor managing $147M across 49 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 Tepp RIA are Oliver Luxxe Assets, Delta Accumulation, Talon Private Wealth, with shared positions in $C, $MS, $AZN, $LMT, $HSBC, $ET. The full ranking of 25 similar funds is below.

#1Oliver Luxxe Assets LLCPassive
Some overlap · 3 shared positions
$C$MS$AZN
$680M
199 positions
#2Delta Accumulation, LLCActive
Some overlap · 3 shared positions
$C$MS$LMT
$2.5B
156 positions
#3Talon Private Wealth, LLCPassive
Some overlap · 3 shared positions
$C$MS$LMT
$1.7B
462 positions
#4ALBION FINANCIAL GROUP /UTPassive
Some overlap · 3 shared positions
$C$MS$LMT
$1.7B
652 positions
#5American Assets Investment Management, LLCActive
Some overlap · 3 shared positions
$C$MS$HSBC
$1.7B
146 positions
#6Jupiter Wealth Management LLCActive
Some overlap · 3 shared positions
$C$MS$LMT
$250M
93 positions
#7Asio Capital, LLCActive
Some overlap · 3 shared positions
$C$MS$AZN
$781M
109 positions
#8YANKCOM PartnershipPassive
Some overlap · 3 shared positions
$C$MS$LMT
$279M
308 positions
#9Altrius Capital Management IncPassive
Some overlap · 3 shared positions
$C$AZN$LMT
$526M
89 positions
#10Chung Wu Investment Group, LLCPassive
Some overlap · 4 shared positions
$MS$AZN$ET$C
$152M
283 positions
#11TL Private WealthSmart money
Some overlap · 3 shared positions
$C$HSBC$LMT
$273M
54 positions
#12MORTON COMMUNITY BANKPassive
Some overlap · 3 shared positions
$C$AZN$LMT
$491M
120 positions
#13Jackson Hole Capital Partners, LLC
Some overlap · 3 shared positions
$C$ET$LMT
$605M
313 positions
#14SECURED RETIREMENT ADVISORS, LLCPassive
Slight overlap · 3 shared positions
$MS$C$LMT
$195M
134 positions
#15Richwood Investment Advisors, LLCActive
Slight overlap · 3 shared positions
$MS$C$LMT
$142M
106 positions
#16BankPlus Trust DepartmentActive
Slight overlap · 3 shared positions
$C$MS$LMT
$428M
470 positions
#17A. D. Beadell Investment Counsel, Inc.Passive
Slight overlap · 3 shared positions
$MS$AZN$LMT
$156M
104 positions
#18Copley Financial Group, Inc.Active
Slight overlap · 3 shared positions
$C$MS$LMT
$165M
118 positions
#19Hurley Capital, LLCPassive
Slight overlap · 3 shared positions
$MS$ET$LMT
$193M
678 positions
#20McKinley Carter Wealth Services, Inc.Active
Slight overlap · 3 shared positions
$C$MS$LMT
$1.9B
322 positions
#21Zurich Insurance Group Ltd/FIPassive
Slight overlap · 3 shared positions
$C$MS$AZN
$14.4B
323 positions
#22Powell Investment Advisors, LLCActive
Slight overlap · 3 shared positions
$C$MS$LMT
$317M
167 positions
#23Northstar Advisory Group, LLCPassive
Slight overlap · 3 shared positions
$MS$ET$C
$322M
119 positions
#24Naviter Wealth, LLCPassive
Slight overlap · 3 shared positions
$HSBC$AZN$C
$1.1B
305 positions
#25JMAC ENTERPRISES LLCActive
Slight overlap · 3 shared positions
$MS$C$LMT
$593M
122 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.