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Hedge Funds Similar to Tidemark

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

Tidemark, LLC is an institutional investor managing $444M across 935 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 Tidemark are Argos Wealth Advisors, Compass Wealth, Integrity Wealth Solutions, with shared positions in $GLDM, $ASML, $VSAT, $CRWD, $PLTR, $IAU. The full ranking of 25 similar funds is below.

#1Argos Wealth Advisors, LLCActive
Some overlap · 6 shared positions
$GLDM$ASML$VSAT$CRWD$PLTR$IAU
$378M
224 positions
#2Compass Wealth Management, LLC/GAActive
Some overlap · 5 shared positions
$GLDM$CRWD$PLTR$VRT$IAU
$251M
74 positions
#3Integrity Wealth Solutions LLCActive
Some overlap · 4 shared positions
$GLDM$CRWD$PLTR$IAU
$271M
129 positions
#4Financial Planning Navigators CORPActive
Some overlap · 3 shared positions
$GLDM$ASML$PLTR
$267M
70 positions
#5My Portfolio Guide, LLC
Some overlap · 4 shared positions
$GLDM$QCOM$PLTR$VRT
$181M
166 positions
#6SIGNATURE ESTATE & INVESTMENT ADVISORS LLCActive
Some overlap · 3 shared positions
$GLDM$CRWD$VRT
$5.6B
669 positions
#7Chatterton & Associates Inc.Passive
Some overlap · 3 shared positions
$GLDM$ASML$NOC
$170M
101 positions
#8Hollow Brook Wealth Management LLCActive
Some overlap · 3 shared positions
$GLDM$ASML$VRT
$504M
78 positions
#9Mission Creek Capital Partners, Inc.Passive
Some overlap · 3 shared positions
$GLDM$ASML$VRT
$569M
231 positions
#10Capital Planning Advisors, LLC
Some overlap · 3 shared positions
$GLDM$ASML$VRT
$692M
146 positions
#11CONTINUUM WEALTH ADVISORS, LLCActive
Some overlap · 4 shared positions
$GLDM$CRWD$UNP$IAU
$296M
82 positions
#12SAGE PRIVATE WEALTH GROUP, LLCActive
Some overlap · 4 shared positions
$GLDM$QCOM$IAU$AXP
$222M
100 positions
#13NavPoint Financial, Inc.Active
Some overlap · 4 shared positions
$GLDM$PLTR$IAU$AXP
$270M
74 positions
#14Avid Wealth Partners LLCActive
Some overlap · 3 shared positions
$GLDM$ASML$IAU
$207M
77 positions
#15Cardinal Strategic Wealth GuidanceActive
Some overlap · 3 shared positions
$GLDM$PLTR$UNP
$441M
67 positions
#16Sankala Group LLCPassive
Some overlap · 3 shared positions
$GLDM$GILD$IAU
$150M
631 positions
#17RETIREMENT INCOME SOLUTIONS, INCSmart money
Some overlap · 3 shared positions
$GLDM$PLTR$IAU
$581M
172 positions
#18Austin Wealth Management, LLCActive
Some overlap · 3 shared positions
$GLDM$GILD$AXP
$473M
126 positions
#19Accretive Wealth Partners, LLCPassive
Some overlap · 3 shared positions
$GLDM$UNP$IAU
$412M
181 positions
#20ELEMENT POINTE ADVISORS, LLCSmart money
Some overlap · 3 shared positions
$GLDM$ASML$VRT
$621M
90 positions
#21MAI Capital ManagementPassive
Some overlap · 3 shared positions
$GLDM$QCOM$IAU
$26.6B
2,108 positions
#22WFA of San Diego, LLCPassive
Some overlap · 3 shared positions
$GLDM$QCOM$IAU
$122M
94 positions
#23Parcion Private Wealth LLCPassive
Some overlap · 3 shared positions
$GLDM$HUBB$IAU
$1.8B
529 positions
#24Hobbs Group Advisors, LLCActive
Some overlap · 6 shared positions
$GLDM$CRWD$REGN$VRT$IAU$AXP
$380M
164 positions
#25MACROVIEW INVESTMENT MANAGEMENT LLCPassive
Some overlap · 5 shared positions
$GLDM$CRWD$UNP$IAU$AXP
$162M
106 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.