How is hedge fund similarity measured?

Similarity is computed from each fund's top conviction holdings in their latest 13F filing. Funds are scored by the overlap of distinctive shared positions (the mega-caps that nearly every fund owns are excluded), so the ranking reflects genuinely shared strategy rather than common index exposure.

Hedge Funds Similar to TIEMANN INVESTMENT ADVISORS

13F Portfolio OverlapQ2 2026TIEMANN INVESTMENT ADVISORS portfolio →

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Most similar hedge funds by 13F overlap

TIEMANN INVESTMENT ADVISORS, LLC is an institutional investor managing $276M across 207 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 TIEMANN INVESTMENT ADVISORS are MontVue, Atlantic Edge Private Wealth, DMKC Advisory Services, with shared positions in $STT, $MDY, $GLW, $COF, $KLAC, $LOW. The full ranking of 25 similar funds is below.

#1MontVue Capital Management, Inc.Active

Some overlap · 5 shared positions

$STT $MDY $GLW $COF $KLAC

$174M

78 positions

#2Atlantic Edge Private Wealth Management, LLCPassive

Some overlap · 5 shared positions

$STT $MDY $LOW $KLAC $CMI

$489M

619 positions

#3DMKC Advisory Services, LLCActive

Some overlap · 4 shared positions

$STT $ALL $LOW $CMI

$530M

92 positions

#4Wealth Watch Advisors, INCActive

Some overlap · 4 shared positions

$STT $MDY $GLW $CMI

$309M

142 positions

#5Estate Counselors, LLCSmart money

Some overlap · 3 shared positions

$STT $MDY $ALL

$1.2B

92 positions

#6LYNX CAPITAL GROUP LTD /ADVPassive

Some overlap · 3 shared positions

$STT $MDY $ALL

$248M

91 positions

#7PEDDOCK CAPITAL ADVISORS, LLCActive

Some overlap · 6 shared positions

$MDY $ALL $KLAC $COF $CMI $LOW

$501M

165 positions

#8Forvis Mazars Wealth Advisors, LLCActive

Some overlap · 4 shared positions

$STT $LOW $KLAC $CMI

$6.0B

433 positions

#9Barden Capital Management, Inc.Passive

Some overlap · 3 shared positions

$STT $ALL $COF

$108M

53 positions

#10GODSEY & GIBB, INCPassive

Some overlap · 3 shared positions

$STT $MCHP $GLW

$1.2B

383 positions

#11Aurdan Capital Management, LLCActive

Some overlap · 3 shared positions

$STT $MCHP $LOW

$394M

99 positions

#12ELEMENT POINTE ADVISORS, LLCSmart money

Some overlap · 3 shared positions

$STT $MDY $CRM

$621M

90 positions

#13FLOW TRADERS U.S. LLCPassive

Some overlap · 3 shared positions

$STT $MDY $KLAC

$2.4B

979 positions

#14Convergence Financial, LLCPassive

Some overlap · 3 shared positions

$STT $ALL $LOW

$1.3B

272 positions

#15GLOBALT Investments LLC / GAActive

Some overlap · 3 shared positions

$STT $GLW $KLAC

$3.0B

213 positions

#16Pitcairn Wealth Advisors LLCActive

Some overlap · 4 shared positions

$STT $LOW $MDY $CMI

$913M

281 positions

#17Klingman & Associates, LLCActive

Some overlap · 3 shared positions

$STT $MDY $GLW

$2.3B

350 positions

#18Sterling Group Wealth Management, LLCSmart money

Some overlap · 3 shared positions

$STT $GLW $LOW

$244M

62 positions

#19LODESTAR PRIVATE ASSET MANAGEMENT LLCPassive

Some overlap · 3 shared positions

$STT $MDY $GLW

$1.2B

232 positions

#20CAMPBELL NEWMAN ASSET MANAGEMENT INCActive

Some overlap · 3 shared positions

$STT $LOW $KLAC

$1.3B

99 positions

#21SIGNET FINANCIAL MANAGEMENT, LLC

Some overlap · 3 shared positions

$STT $COF $KLAC

$892M

299 positions

#22HORIZON FINANCIAL SERVICES, LLCPassive

Some overlap · 3 shared positions

$STT $LOW $COF

$261M

646 positions

#23American Capital Advisory, LLCPassive

Some overlap · 3 shared positions

$STT $MDY $CRM

$275M

1,164 positions

#24Boltwood Capital ManagementPassive

Some overlap · 5 shared positions

$ALL $CRM $MCHP $LOW $KLAC

$436M

192 positions

#25Parcion Private Wealth LLCPassive

Some overlap · 3 shared positions

$STT $KLAC $CMI

$1.8B

529 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.