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 Timber Creek

13F Portfolio OverlapQ2 2026Timber Creek portfolio →

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Most similar hedge funds by 13F overlap

Timber Creek Capital Management LLC is an institutional investor managing $490M across 80 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 Timber Creek are FIGURE 8 INVESTMENT STRATEGIES, Pictet North America Advisors SA, Keystone Financial Services, with shared positions in $FLEX, $ASML, $SCHW, $AZN, $LIN, $WTW. The full ranking of 25 similar funds is below.

#1FIGURE 8 INVESTMENT STRATEGIES LLCPassive

Notable overlap · 9 shared positions

$FLEX $ASML $SCHW $AZN $LIN $WTW

$118M

56 positions

#2Pictet North America Advisors SAActive

Notable overlap · 9 shared positions

$BN $IAU $ASML $AZN $UBS $MELI

$1.1B

154 positions

#3Keystone Financial ServicesActive

Notable overlap · 7 shared positions

$IAU $SCHW $BDX $ELV $NVS $ICE

$388M

131 positions

#4FDx Advisors, Inc.Passive

Notable overlap · 7 shared positions

$IAU $ASML $NVS $SE $AZN $LIN

$332M

179 positions

#5Chemistry Wealth Management LLCPassive

Notable overlap · 7 shared positions

$IAU $BN $ELV $ABNB $BDX $SCHW

$625M

210 positions

#6GRAYBILL WEALTH MANAGEMENT, LTD.Passive

Notable overlap · 4 shared positions

$FLEX $BN $ASML $BDX

$372M

82 positions

#7HARRIS ASSOCIATES L PActive

Notable overlap · 8 shared positions

$SCHW $ELV $CRM $ICE $ABNB $WTW

$75.4B

162 positions

#8Upper Left Wealth Management, LLCActive

Notable overlap · 3 shared positions

$GLDM $IAU $SGOL

$180M

73 positions

#9NOTTINGHAM ADVISORS, INC.Active

Notable overlap · 4 shared positions

$GLDM $IAU $LIN $ICE

$838M

122 positions

#10CURTIS WEALTH MANAGEMENT LLCActive

Notable overlap · 3 shared positions

$GLDM $IAU $RVTY

$118M

55 positions

#11Accretive Wealth Partners, LLCPassive

Notable overlap · 3 shared positions

$GLDM $IAU $WTW

$412M

181 positions

#12CLOVERFIELDS CAPITAL GROUP, LPPassive

Notable overlap · 6 shared positions

$SCHW $BN $ASML $SUNB $SE $MELI

$331M

90 positions

#13Spectrum Asset Management, Inc. (NB/CA)Passive

Notable overlap · 5 shared positions

$IAU $SCHW $NVS $LIN $ASML

$362M

116 positions

#14Evelyn Partners Asset Management Ltd

Notable overlap · 6 shared positions

$IAU $SGOL $AZN $ASML $RELX $UL

$406M

308 positions

#15Argos Wealth Advisors, LLCActive

Notable overlap · 3 shared positions

$GLDM $IAU $ASML

$378M

224 positions

#16NavPoint Financial, Inc.Active

Notable overlap · 3 shared positions

$GLDM $IAU $MELI

$270M

74 positions

#17BFSG, LLCPassive

Notable overlap · 4 shared positions

$IAU $SGOL $TTE $ASML

$1.1B

768 positions

#18PARTNERS CAPITAL INVESTMENT GROUP, LLPActive

Some overlap · 6 shared positions

$IAU $LIN $NVS $SCHW $ICE $CRM

$2.8B

186 positions

#19Advocacy Wealth Management, LLCActive

Some overlap · 4 shared positions

$IAU $ASML $SCHW $ICE

$2.8B

151 positions

#20Allen Capital Group, LLCPassive

Some overlap · 5 shared positions

$SCHW $GLDM $SGOL $ASML $UL

$1.2B

319 positions

#21ZEVIN ASSET MANAGEMENT LLCPassive

Some overlap · 6 shared positions

$ASML $AZN $NVS $LIN $MELI $UL

$713M

97 positions

#22Sageworth Trust Co of South DakotaActive

Some overlap · 4 shared positions

$FLEX $ASML $AZN $TTE

$162M

61 positions

#23Ravenswood Partners LPActive

Some overlap · 6 shared positions

$ASML $SCHW $SE $MELI $BN $SONY

$313M

36 positions

#24Madson Wealth Advisors IncActive

Some overlap · 5 shared positions

$ASML $SGOL $IAU $AZN $NVS

$147M

97 positions

#25GW HENSSLER & ASSOCIATES LTDPassive

Some overlap · 6 shared positions

$ASML $TTE $SCHW $NVS $ICE $ABNB

$2.2B

268 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.