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Hedge Funds Similar to TKG Advisors

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

TKG Advisors, LLC is an institutional investor managing $288M 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 TKG Advisors are G&S, MORGAN DEMPSEY, VIKING FUND, with shared positions in $MDY, $C, $ETR, $KEYS, $PKG, $DGX. The full ranking of 25 similar funds is below.

#1G&S Capital LLCPassive
Substantial overlap · 16 shared positions
$MDY$C$ETR$KEYS$PKG$DGX
$345M
155 positions
#2MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive
Notable overlap · 5 shared positions
$C$ETR$PEP$MCD$CMI
$233M
122 positions
#3VIKING FUND MANAGEMENT LLCPassive
Notable overlap · 6 shared positions
$ETR$HPE$PEP$WMB$DELL$C
$1.1B
146 positions
#4Electron Capital Partners, LLCActive
Notable overlap · 5 shared positions
$ETR$KEYS$WMB$JCI$PWR
$2.5B
46 positions
#5STEPHENSON NATIONAL BANK & TRUSTActive
Notable overlap · 3 shared positions
$MDY$C$DGX
$395M
283 positions
#6Arrow Capital Pty LtdActive
Notable overlap · 3 shared positions
$C$ETR$PWR
$118M
25 positions
#7Catherine Avery Investment Management LLCPassive
Some overlap · 6 shared positions
$C$HPE$AMGN$MCD$JCI$CMI
$229M
166 positions
#8FIRST FINANCIAL BANKSHARES INCActive
Some overlap · 6 shared positions
$C$PEP$WMB$AMGN$MCD$AEP
$5.3B
210 positions
#9Murphy, Middleton, Hinkle & Parker, Inc.Passive
Some overlap · 5 shared positions
$MDY$TT$AMGN$AFL$WM
$246M
140 positions
#10Willis Investment CounselActive
Some overlap · 6 shared positions
$KEYS$PEP$DGX$AFL$MCD$AEP
$2.1B
125 positions
#11Ranch Capital Advisors Inc.Passive
Some overlap · 6 shared positions
$C$ETR$AFL$AMGN$PEP$CMI
$316M
157 positions
#12WealthShield Partners, LLCPassive
Some overlap · 6 shared positions
$C$TT$HPE$MCD$JCI$CMI
$654M
379 positions
#13ALLEN WEALTH MANAGEMENT, LLCActive
Some overlap · 4 shared positions
$C$PEP$AMGN$WM
$205M
60 positions
#14Crescent Sterling, Ltd.Passive
Some overlap · 4 shared positions
$MDY$PEP$AMGN$CMI
$112M
85 positions
#15Junk Investment Group, LLCActive
Some overlap · 4 shared positions
$MDY$AMGN$DELL$HPE
$226M
97 positions
#16RBO & CO LLCActive
Some overlap · 4 shared positions
$KEYS$PEP$WM$MCD
$628M
56 positions
#17HANOVER ADVISORS INCSmart money
Some overlap · 3 shared positions
$MDY$PKG$PEP
$278M
122 positions
#18Hopwood Financial Services, Inc.Active
Some overlap · 3 shared positions
$MDY$PEP$AMGN
$173M
92 positions
#19Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.PActive
Some overlap · 4 shared positions
$MDY$JCI$KEYS$WMB
$849M
165 positions
#20EVENTIDE ASSET MANAGEMENT, LLCPassive
Some overlap · 6 shared positions
$TT$ETR$DELL$WMB$NDAQ$PWR
$7.5B
301 positions
#21Atlantic Edge Private Wealth Management, LLCPassive
Some overlap · 4 shared positions
$MDY$AEP$PWR$CMI
$489M
619 positions
#22ARBOR TRUST WEALTH ADVISORS, LLCPassive
Some overlap · 4 shared positions
$MDY$MCD$PEP$CMI
$248M
96 positions
#23Fi3 FINANCIAL ADVISORS, LLCPassive
Some overlap · 5 shared positions
$MDY$JCI$WMB$C$KEYS
$418M
232 positions
#24Corsicana & Co.Passive
Some overlap · 4 shared positions
$MDY$PEP$PWR$CMI
$206M
309 positions
#25JOHNSON INVESTMENT COUNSEL INCActive
Some overlap · 6 shared positions
$WMB$WM$NDAQ$MCD$PEP$AEP
$13.7B
840 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.