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 TMB Partners

13F Portfolio OverlapQ2 2026TMB Partners portfolio →

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Most similar hedge funds by 13F overlap

TMB Capital Partners, LLC is an institutional investor managing $321M across 177 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 TMB Partners are Comprehensive Financial Consultants Institutional, Scissortail Wealth, Phoenix Wealth Advisors, with shared positions in $ADI, $ETN, $MPC, $MSI, $ETR, $JCI. The full ranking of 25 similar funds is below.

#1Comprehensive Financial Consultants Institutional, Inc.Passive

Notable overlap · 14 shared positions

$ADI $ETN $MPC $MSI $ETR $JCI

$378M

205 positions

#2Scissortail Wealth Management, LLCPassive

Notable overlap · 13 shared positions

$ADI $ETN $MSI $ETR $MPC $JCI

$520M

106 positions

#3Phoenix Wealth AdvisorsActive

Notable overlap · 13 shared positions

$ADI $ETN $MSI $MPC $ETR $JCI

$297M

129 positions

#4Tulsa Wealth Advisors, INCActive

Notable overlap · 14 shared positions

$ADI $ETN $MSI $MPC $JCI $CB

$710M

166 positions

#5HARRELL INVESTMENT PARTNERS, LLCPassive

Notable overlap · 13 shared positions

$ADI $ETN $MSI $MPC $JCI $CB

$461M

144 positions

#6Keyes, Stange & Wooten Wealth Management, LLCActive

Notable overlap · 13 shared positions

$ETN $MSI $ADI $MPC $JCI $CB

$251M

74 positions

#7Winthrop Partners - WNY, LLCPassive

Notable overlap · 12 shared positions

$ADI $ETN $MSI $MPC $JCI $CB

$202M

87 positions

#8CALIBER WEALTH MANAGEMENT, LLC / KSActive

Notable overlap · 13 shared positions

$MPC $ADI $ETN $JCI $MSI $CB

$1.0B

300 positions

#9Clear Trail Advisors, LLCPassive

Notable overlap · 11 shared positions

$ETN $MSI $MPC $ADI $JCI $CB

$655M

161 positions

#10Wealth Intelligence, LLCActive

Notable overlap · 11 shared positions

$ETN $MPC $JCI $LOW $CB $CMI

$215M

59 positions

#11EagleClaw Capital Managment, LLCPassive

Notable overlap · 6 shared positions

$TPL $ETN $WPM $LOW $CME $UNP

$745M

145 positions

#12CrossGen Wealth, LLCPassive

Notable overlap · 8 shared positions

$ETN $MSI $MPC $JCI $CB $O

$129M

214 positions

#13Oceanic Investment Management LTDActive

Notable overlap · 3 shared positions

$EXE $MPC $SII

$78M

26 positions

#14LightSquare Wealth Management, LLCPassive

Notable overlap · 8 shared positions

$ETN $MPC $JCI $VZ $CB $ADI

$145M

104 positions

#15PRING TURNER CAPITAL GROUP INCPassive

Notable overlap · 5 shared positions

$TPL $ETN $WPM $CMI $UNP

$175M

73 positions

#16Invera Wealth Advisors, LLCPassive

Notable overlap · 8 shared positions

$JCI $ETN $CMI $MPC $CB $DRI

$186M

132 positions

#17Nemes Rush Group LLCPassive

Notable overlap · 6 shared positions

$ETN $MSI $JCI $CB $CME $UNP

$1.2B

954 positions

#18CULLEN INVESTMENT GROUP, LTD.Active

Some overlap · 6 shared positions

$ETN $ADI $JCI $CMI $O $UNP

$827M

181 positions

#19Concorde Financial CorpActive

Some overlap · 3 shared positions

$EXE $LOW $CB

$124M

26 positions

#20PECAUT & CO.Active

Some overlap · 4 shared positions

$TPL $LOW $WPM $UNP

$328M

65 positions

#21CAMPBELL NEWMAN ASSET MANAGEMENT INCActive

Some overlap · 4 shared positions

$ADI $ETN $MSI $LOW

$1.3B

99 positions

#22SCHWARTZ INVESTMENT COUNSEL INCActive

Some overlap · 3 shared positions

$TPL $EXE $LOW

$3.0B

138 positions

#23MAGNOLIA CAPITAL ADVISORS LLCPassive

Some overlap · 9 shared positions

$RF $ETN $ETR $ADI $JCI $VZ

$583M

295 positions

#24NCM Capital Management, LLCPassive

Some overlap · 4 shared positions

$TPL $ETN $VZ $WPM

$324M

194 positions

#25HORIZON KINETICS ASSET MANAGEMENT LLCSmart money

Some overlap · 4 shared positions

$TPL $WPM $CME $SII

$8.8B

351 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.