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Hedge Funds Similar to Thrive Wealth

13F Portfolio OverlapQ3 2026Thrive Wealth portfolio →
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Most similar hedge funds by 13F overlap

Thrive Wealth Management, LLC is an institutional investor managing $805M across 260 U.S. equity positions as of Q3 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Thrive Wealth are Tandem Investment Partners, LCM, Tandem Wealth Advisors, with shared positions in $MDY, $TJX, $AMGN, $TMO, $LMT, $PM. The full ranking of 25 similar funds is below.

#1Tandem Investment Partners LLCActive
Some overlap · 4 shared positions
$MDY$TJX$AMGN$TMO
$129M
76 positions
#2LCM Capital Management IncActive
Some overlap · 3 shared positions
$MDY$LMT$TMO
$235M
125 positions
#3Tandem Wealth Advisors LLCActive
Some overlap · 3 shared positions
$MDY$TJX$TMO
$251M
48 positions
#4STEPHENSON NATIONAL BANK & TRUSTActive
Some overlap · 3 shared positions
$MDY$PM$WFC
$392M
279 positions
#5Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.PActive
Some overlap · 3 shared positions
$MDY$PM$WFC
$849M
165 positions
#6Hills Bank & Trust CoActive
Some overlap · 3 shared positions
$MDY$TJX$TMO
$2.3B
383 positions
#7Paulson Wealth Management Inc.Active
Some overlap · 3 shared positions
$MDY$AMGN$LMT
$471M
146 positions
#8Pacific Center for Financial ServicesActive
Some overlap · 3 shared positions
$MDY$WFC$PM
$477M
506 positions
#9Junk Investment Group, LLCActive
Some overlap · 3 shared positions
$MDY$AMGN$WFC
$241M
98 positions
#10LAM GROUP, INC.Active
Some overlap · 3 shared positions
$MDY$AMGN$WFC
$199M
137 positions
#11Crescent Sterling, Ltd.Passive
Some overlap · 3 shared positions
$MDY$LMT$AMGN
$122M
92 positions
#12Carlton Hofferkamp & Jenks Wealth Management, LLCPassive
Some overlap · 4 shared positions
$MDY$LMT$TJX$AMGN
$319M
146 positions
#13Murphy, Middleton, Hinkle & Parker, Inc.Passive
Some overlap · 3 shared positions
$MDY$AMGN$WFC
$246M
143 positions
#14Private Wealth Group, LLCSmart money
Some overlap · 3 shared positions
$MDY$PM$WFC
$263M
72 positions
#15Union Heritage Capital, LLCPassive
Some overlap · 5 shared positions
$SEIC$LMT$TJX$AMGN$WFC
$295M
65 positions
#16Benchmark Financial Wealth Advisors, LLCActive
Some overlap · 3 shared positions
$MDY$WFC$AMGN
$419M
162 positions
#17Trifecta Capital Advisors, LLCPassive
Some overlap · 5 shared positions
$MDY$LMT$TJX$AMGN$TMO
$808M
315 positions
#18Highview Capital Management LLC/DE/Passive
Some overlap · 3 shared positions
$MDY$SNOW$TJX
$347M
118 positions
#19JLB & ASSOCIATES INCPassive
Some overlap · 3 shared positions
$SEIC$TJX$AMGN
$748M
68 positions
#20Mill Creek Capital Advisors, LLC
Some overlap · 4 shared positions
$MDY$SEIC$TMO$AMGN
$4.9B
260 positions
#21WARNER FINANCIAL, INCActive
Some overlap · 3 shared positions
$MDY$LMT$PM
$340M
145 positions
#22Henderson Brothers Financial Partners, LLCActive
Some overlap · 3 shared positions
$MDY$LMT$TJX
$211M
77 positions
#23WASHINGTON TRUST CoPassive
Some overlap · 3 shared positions
$MDY$TJX$TMO
$3.2B
291 positions
#24STAR Financial BankActive
Some overlap · 3 shared positions
$MDY$LMT$WFC
$245M
109 positions
#25MCF Advisors LLCPassive
Some overlap · 3 shared positions
$MDY$AMGN$TMO
$2.8B
1,403 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.