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Hedge Funds Similar to TME FINANCIAL

13F Portfolio OverlapQ2 2026TME FINANCIAL portfolio →
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Most similar hedge funds by 13F overlap

TME FINANCIAL, INC. is an institutional investor managing $162M across 70 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 TME FINANCIAL are Upper Left Wealth, SOFI WEALTH, Sharkey, Howes & Javer, with shared positions in $IAU, $IBIT, $BTC, $MUFG. The full ranking of 15 similar funds is below.

#1Upper Left Wealth Management, LLCActive
Highly similar · 3 shared positions
$IAU$IBIT$BTC
$180M
73 positions
#2SOFI WEALTH, LLCSmart money
Substantial overlap · 3 shared positions
$IAU$MUFG$IBIT
$2.5B
52 positions
#3Sharkey, Howes & JaverActive
Substantial overlap · 3 shared positions
$IAU$IBIT$MUFG
$829M
163 positions
#4Archer Investment Management, LLCActive
Notable overlap · 3 shared positions
$IAU$MUFG$IBIT
$293M
110 positions
#5ATX Financial Planning, LLCActive
Notable overlap · 3 shared positions
$IAU$BTC$IBIT
$151M
83 positions
#6Asempa Wealth AdvisorsPassive
Notable overlap · 3 shared positions
$IAU$IBIT$MUFG
$134M
119 positions
#7ALTERNA WEALTH MANAGEMENT, INCActive
Notable overlap · 3 shared positions
$IAU$IBIT$BTC
$174M
109 positions
#8WEALTHGARDEN F.S. LLCPassive
Some overlap · 3 shared positions
$IAU$IBIT$MUFG
$176M
187 positions
#9Betterment LLCActive
Some overlap · 4 shared positions
$MUFG$IBIT$BTC$IAU
$59.1B
675 positions
#10Reliant Wealth PlanningSmart money
Some overlap · 3 shared positions
$BTC$IAU$IBIT
$364M
54 positions
#11Pettinga Financial Advisors LLCActive
Some overlap · 3 shared positions
$IBIT$IAU$BTC
$624M
156 positions
#12RED REEF ADVISORS LLCPassive
Some overlap · 3 shared positions
$IBIT$MUFG$BTC
$108M
183 positions
#13Weil Company, Inc.Passive
Some overlap · 3 shared positions
$IAU$BTC$MUFG
$568M
133 positions
#14Pekin Hardy Strauss, Inc.Passive
Slight overlap · 3 shared positions
$IAU$MUFG$IBIT
$1.1B
511 positions
#15XP Advisory US, Inc.Active
Slight overlap · 3 shared positions
$IBIT$IAU$MUFG
$183M
81 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.