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Hedge Funds Similar to TLW Wealth

13F Portfolio OverlapQ2 2026TLW Wealth portfolio →
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Most similar hedge funds by 13F overlap

TLW Wealth Management, LLC is an institutional investor managing $177M across 20 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 TLW Wealth are HFR Wealth, Atala Financial, SHUTTLEWORTH, with shared positions in $TJX, $WM, $CTAS, $DE, $MAR, $FAST. The full ranking of 25 similar funds is below.

#1HFR Wealth Management, LLCActive
Some overlap · 3 shared positions
$TJX$WM$CTAS
$410M
53 positions
#2Atala Financial IncPassive
Some overlap · 3 shared positions
$DE$TJX$MAR
$165M
121 positions
#3SHUTTLEWORTH & CoPassive
Some overlap · 4 shared positions
$TJX$WM$FAST$CTAS
$125M
51 positions
#4First National Bank of Mount Dora, Trust Investment ServicesPassive
Some overlap · 3 shared positions
$TJX$DE$WM
$499M
126 positions
#5Trinity Legacy Partners, LLCPassive
Some overlap · 3 shared positions
$WM$TJX$DE
$500M
110 positions
#6Hamilton Point Investment Advisors, LLCPassive
Some overlap · 3 shared positions
$TJX$DE$WM
$710M
193 positions
#7PARNASSUS INVESTMENTS, LLCActive
Some overlap · 3 shared positions
$WM$DE$MAR
$37.4B
135 positions
#8TRUST CO OF VIRGINIA /VAPassive
Some overlap · 3 shared positions
$TJX$FAST$WM
$1.3B
226 positions
#9BARTLETT & CO. WEALTH MANAGEMENT LLCPassive
Some overlap · 3 shared positions
$TJX$DE$WM
$8.0B
1,334 positions
#10JENSEN INVESTMENT MANAGEMENT INCActive
Some overlap · 3 shared positions
$WM$TJX$CTAS
$4.1B
83 positions
#11BLUEDOOR PRIVATE WEALTH, LLCPassive
Some overlap · 3 shared positions
$TJX$WM$DE
$238M
164 positions
#12East Coast Asset Management, LLC.Active
Some overlap · 3 shared positions
$TJX$DE$WM
$339M
67 positions
#13ARMSTRONG ADVISORY GROUP, INCActive
Some overlap · 3 shared positions
$DE$TJX$WM
$1.6B
985 positions
#14Providence Capital Advisors, LLCPassive
Some overlap · 3 shared positions
$DE$TJX$WM
$660M
385 positions
#15WoodTrust Financial CorpActive
Some overlap · 3 shared positions
$DE$WM$FAST
$842M
179 positions
#16River Wealth Advisors LLCPassive
Some overlap · 3 shared positions
$TJX$DE$WM
$956M
217 positions
#17PERRYMAN FINANCIAL ADVISORY INC /ADPassive
Some overlap · 3 shared positions
$WM$DE$MAR
$751M
191 positions
#18Nikulski Financial, Inc.Passive
Some overlap · 4 shared positions
$DE$WM$TJX$MAR
$464M
180 positions
#19BTC Capital Management, Inc.Passive
Some overlap · 4 shared positions
$TJX$DE$FAST$MAR
$1.6B
207 positions
#20ALTA CAPITAL MANAGEMENT LLC/Active
Some overlap · 3 shared positions
$TJX$WM$CTAS
$1.3B
109 positions
#21WEDGEWOOD INVESTORS INC /PA/Passive
Some overlap · 3 shared positions
$DE$WM$MAR
$97M
110 positions
#22ARWA LLCPassive
Some overlap · 3 shared positions
$TJX$WM$CTAS
$241M
139 positions
#23PITTENGER & ANDERSON INCPassive
Some overlap · 3 shared positions
$TJX$WM$CTAS
$2.8B
507 positions
#24NORTHEAST INVESTMENT MANAGEMENTActive
Some overlap · 3 shared positions
$WM$TJX$DE
$2.7B
200 positions
#25Pine Haven Investment Counsel, IncPassive
Some overlap · 3 shared positions
$DE$TJX$MAR
$149M
116 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.