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 TILIA FIDUCIARY PARTNERS

13F Portfolio OverlapQ3 2026TILIA FIDUCIARY PARTNERS portfolio →

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Most similar hedge funds by 13F overlap

TILIA FIDUCIARY PARTNERS, INC. is an institutional investor managing $217M across 114 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 TILIA FIDUCIARY PARTNERS are EVEXIA WEALTH, Railway Pension Investments Ltd, Argo Wealth Advisory, with shared positions in $KLAC, $HCA, $SYK, $LOW, $EME, $BR. The full ranking of 25 similar funds is below.

#1EVEXIA WEALTH LLCPassive

Notable overlap · 9 shared positions

$KLAC $HCA $SYK $LOW $EME $BR

$369M

77 positions

#2Railway Pension Investments LtdActive

Notable overlap · 8 shared positions

$KLAC $NEE $GILD $TMO $SYK $MCK

$8.0B

102 positions

#3Argo Wealth Advisory, LLCActive

Notable overlap · 6 shared positions

$MCK $NEE $LOW $SYK $AJG $PTC

$181M

50 positions

#4Cornerstone Investment Partners, LLCActive

Notable overlap · 6 shared positions

$KLAC $MCK $SYK $TMO $AXP $EME

$3.0B

312 positions

#5DIVIDEND ASSETS CAPITAL, LLCPassive

Notable overlap · 6 shared positions

$KLAC $NEE $LOW $MCK $PH $INTU

$517M

137 positions

#6Running Oak Capital LLCPassive

Notable overlap · 6 shared positions

$CSL $EME $SYK $AJG $TSCO $ETN

$587M

59 positions

#7Deane Retirement Strategies, Inc.Passive

Notable overlap · 4 shared positions

$VLO $MCK $HCA $AXP

$244M

53 positions

#8Haverford Financial Services, Inc.Active

Notable overlap · 6 shared positions

$NEE $MCK $LOW $ETN $SYK $TMO

$339M

49 positions

#9DOVER ADVISORS, LLCPassive

Notable overlap · 8 shared positions

$KLAC $ETN $AXP $TMO $LOW $PH

$244M

153 positions

#10CAMPBELL NEWMAN ASSET MANAGEMENT INCActive

Notable overlap · 5 shared positions

$KLAC $LOW $ETN $LII $SYK

$1.3B

99 positions

#11EAGLE ROCK INVESTMENT COMPANY, LLCActive

Notable overlap · 6 shared positions

$KLAC $TMO $AXP $SYK $ETN $MCK

$799M

156 positions

#12M3 Wealth Management, LLCActive

Notable overlap · 5 shared positions

$VLO $NEE $SYK $ETN $PH

$154M

35 positions

#13Hartford Funds Management Co LLCSmart money

Notable overlap · 8 shared positions

$LOW $KLAC $GILD $HCA $ETN $MAR

$1.3B

98 positions

#14NOESIS CAPITAL MANGEMENT CORPActive

Notable overlap · 5 shared positions

$NEE $GILD $LOW $SYK $AXP

$843M

131 positions

#15S.E.E.D. Planning Group LLCPassive

Notable overlap · 5 shared positions

$VLO $NEE $LOW $TMO $SYK

$408M

98 positions

#16Community Financial Services Group, LLCPassive

Notable overlap · 6 shared positions

$KLAC $ETN $NEE $AXP $PH $LOW

$655M

539 positions

#17CONSCIOUS WEALTH INVESTMENTS, LLCPassive

Notable overlap · 5 shared positions

$KLAC $ETN $AXP $NEE $CPRT

$195M

67 positions

#18Haverford Trust CoActive

Notable overlap · 6 shared positions

$NEE $LOW $ETN $TMO $MCK $SYK

$11.6B

424 positions

#19MinichMacGregor Wealth Management, LLCPassive

Notable overlap · 3 shared positions

$KLAC $VLO $MAR

$620M

159 positions

#20FCF Advisors LLCPassive

Notable overlap · 5 shared positions

$KLAC $MCK $GILD $EME $EXPE

$544M

58 positions

#21Atlantic Edge Private Wealth Management, LLCPassive

Notable overlap · 6 shared positions

$KLAC $MCK $ETN $TMO $LOW $VLO

$487M

628 positions

#22Bristol Gate Capital Partners Inc.Active

Notable overlap · 3 shared positions

$KLAC $MCK $EME

$1.4B

33 positions

#23LEGACY CAPITAL WEALTH MANAGEMENT, LLCPassive

Notable overlap · 4 shared positions

$KLAC $EME $MCK $PH

$218M

80 positions

#24ALTA CAPITAL MANAGEMENT LLC/Active

Notable overlap · 7 shared positions

$TMO $ETN $SYK $BJ $INTU $LECO

$1.2B

215 positions

#25Sivik Global Healthcare LLCActive

Notable overlap · 4 shared positions

$MCK $GILD $SYK $TMO

$175M

35 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.