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Hedge Funds Similar to Tillman Hartley

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

Tillman Hartley LLC is an institutional investor managing $445M across 94 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 Tillman Hartley are InvesTrust, AIGEN INVESTMENT, GRIFFIN ASSET, with shared positions in $MMM, $PM, $WFC, $AXP, $EMR, $TXN. The full ranking of 25 similar funds is below.

#1InvesTrustPassive
Some overlap · 5 shared positions
$MMM$PM$WFC$AXP$EMR
$260M
95 positions
#2AIGEN INVESTMENT MANAGEMENT, LPPassive
Some overlap · 5 shared positions
$MMM$WFC$TXN$VRTX$EMR
$366M
517 positions
#3GRIFFIN ASSET MANAGEMENT, INC.Passive
Some overlap · 4 shared positions
$DOV$MMM$WFC$AXP
$949M
245 positions
#4WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADVPassive
Some overlap · 4 shared positions
$DOV$WFC$TXN$AXP
$405M
169 positions
#5Canoe Financial LPActive
Some overlap · 5 shared positions
$PM$WFC$TXN$EMR$ADI
$8.1B
110 positions
#6Pacific Excel Wealth Advisors, Inc.Passive
Some overlap · 5 shared positions
$PM$WFC$TXN$EMR$ADI
$258M
228 positions
#7Heritage Family Offices, LLPPassive
Some overlap · 5 shared positions
$PM$WFC$TXN$EMR$ADI
$259M
233 positions
#8GLOBALT Investments LLC / GAActive
Some overlap · 5 shared positions
$PM$WFC$TXN$EMR$ADI
$3.0B
213 positions
#9MAIMON WEALTH MANAGEMENT LTD.Passive
Some overlap · 4 shared positions
$DOV$PM$MMM$EMR
$130M
80 positions
#10Novak & Powell Financial Services, Inc.Passive
Some overlap · 4 shared positions
$DOV$PM$MMM$TXN
$212M
171 positions
#11Wealth Management NebraskaSmart money
Some overlap · 4 shared positions
$DOV$PM$TXN$AXP
$1.1B
106 positions
#12Foster Group, Inc.Active
Some overlap · 4 shared positions
$DOV$WFC$AXP$PM
$3.8B
318 positions
#13CINCINNATI FINANCIAL CORPActive
Some overlap · 4 shared positions
$DOV$PM$MMM$ADI
$5.2B
56 positions
#14Cambridge Financial Group, LLCActive
Some overlap · 4 shared positions
$DOV$TXN$AXP$EMR
$318M
155 positions
#15ADE, LLCActive
Some overlap · 4 shared positions
$DOV$PM$EMR$ADI
$237M
93 positions
#16PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADOActive
Some overlap · 5 shared positions
$PM$TXN$AXP$EMR$VRTX
$28.9B
1,842 positions
#17Aegis Wealth Management LLCPassive
Some overlap · 4 shared positions
$MMM$PM$TXN$WFC
$213M
160 positions
#18Junk Investment Group, LLCActive
Slight overlap · 4 shared positions
$DOV$TXN$AXP$WFC
$226M
97 positions
#19Leonard Rickey Investment Advisors P.L.L.C.Active
Slight overlap · 4 shared positions
$DOV$PM$ADI$WFC
$637M
125 positions
#20Wynn Capital, LLCPassive
Slight overlap · 4 shared positions
$MMM$WFC$TXN$AXP
$224M
116 positions
#21MATRIX PRIVATE CAPITAL GROUP LLCActive
Slight overlap · 4 shared positions
$MMM$PM$WFC$EMR
$230M
143 positions
#22Tufton Capital ManagementPassive
Slight overlap · 4 shared positions
$MMM$PM$WFC$EMR
$596M
127 positions
#23Winning Points Advisors, LLCActive
Slight overlap · 5 shared positions
$PM$WFC$MMM$TXN$AXP
$76M
42 positions
#24STATE FARM MUTUAL AUTOMOBILE INSURANCE COActive
Slight overlap · 4 shared positions
$MMM$WFC$TXN$EMR
$146.1B
107 positions
#25Wealth Architects, LLCPassive
Slight overlap · 4 shared positions
$DOV$MMM$TXN$PM
$1.3B
248 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.