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Hedge Funds Similar to Thayer Financial, L.L.C.

13F Portfolio OverlapQ2 2026Thayer Financial, L.L.C. portfolio →
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Most similar hedge funds by 13F overlap

Thayer Financial, L.L.C. is an institutional investor managing $110M across 33 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 Thayer Financial, L.L.C. are Smith Partners Wealth, SECURED RETIREMENT ADVISORS, LCNB, with shared positions in $LOW, $GLW, $DUK. The full ranking of 10 similar funds is below.

#1Smith Partners Wealth Management, LLCActive
Notable overlap · 3 shared positions
$LOW$GLW$DUK
$126M
73 positions
#2SECURED RETIREMENT ADVISORS, LLCPassive
Some overlap · 3 shared positions
$GLW$DUK$LOW
$195M
134 positions
#3LCNB CORPPassive
Some overlap · 3 shared positions
$GLW$LOW$DUK
$326M
184 positions
#4Kentucky Trust CoPassive
Some overlap · 3 shared positions
$GLW$DUK$LOW
$208M
316 positions
#5Hartford Funds Management Co LLCSmart money
Some overlap · 3 shared positions
$LOW$GLW$DUK
$1.3B
98 positions
#6Anchor Investment Management, LLC
Some overlap · 3 shared positions
$LOW$DUK$GLW
$1.2B
1,067 positions
#7Cascades Capital Asset Management, LLCPassive
Some overlap · 3 shared positions
$DUK$LOW$GLW
$270M
167 positions
#8Cornell Pochily Investment Advisors, Inc.Passive
Slight overlap · 3 shared positions
$GLW$LOW$DUK
$372M
189 positions
#9Verus Financial Partners, Inc.Smart money
Slight overlap · 3 shared positions
$LOW$GLW$DUK
$1.2B
127 positions
#10POM Investment Strategies, LLCActive
Slight overlap · 3 shared positions
$DUK$LOW$GLW
$88M
350 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.