13F Pro

Hedge Funds Similar to TPG Advisors

13F Portfolio OverlapQ3 2026TPG Advisors portfolio →
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Most similar hedge funds by 13F overlap

TPG Advisors LLC is an institutional investor managing $187M across 118 U.S. equity positions as of Q3 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to TPG Advisors are MBA Advisors, ETF Store, BCWM, with shared positions in $IAU, $VZ, $MO, $PM, $MCD, $O. The full ranking of 25 similar funds is below.

#1MBA Advisors LLCPassive
Some overlap · 5 shared positions
$IAU$VZ$MO$PM$MCD
$297M
166 positions
#2ETF Store, Inc.Active
Some overlap · 5 shared positions
$IAU$VZ$MO$O$PFE
$122M
109 positions
#3BCWM, LLCPassive
Some overlap · 5 shared positions
$IAU$VZ$MO$LMT$PFE
$342M
57 positions
#4Shah Wealth Advisors, LLCActive
Some overlap · 4 shared positions
$IAU$VZ$MO$PM
$433M
79 positions
#5ShoreHaven Wealth Partners, LLCActive
Some overlap · 4 shared positions
$IAU$VZ$PM$MS
$326M
102 positions
#6MAIMON WEALTH MANAGEMENT LTD.Active
Some overlap · 4 shared positions
$IAU$MO$PM$MCD
$130M
80 positions
#7JMAC ENTERPRISES LLCActive
Some overlap · 5 shared positions
$IAU$MCD$MS$LMT$BX
$593M
122 positions
#8Sharp Financial Services, LLCActive
Some overlap · 6 shared positions
$IAU$PM$MO$LMT$PFE$TGT
$216M
127 positions
#9WealthCare Investment Partners, LLCPassive
Some overlap · 4 shared positions
$IAU$VZ$MO$MCD
$412M
206 positions
#10Kelly Financial Services LLCActive
Some overlap · 4 shared positions
$IAU$VZ$PM$LMT
$463M
130 positions
#11Omnia Family Wealth, LLCSmart money
Some overlap · 5 shared positions
$IAU$MS$PM$LMT$MCD
$373M
103 positions
#12Leslie Global Wealth, LLCActive
Some overlap · 4 shared positions
$IAU$O$MO$VZ
$272M
90 positions
#13Forza Wealth Management, LLCPassive
Some overlap · 4 shared positions
$IAU$VZ$MCD$TGT
$346M
194 positions
#14ROGCO, LPActive
Some overlap · 4 shared positions
$IAU$MCD$MS$LMT
$327M
224 positions
#15Strathmore Capital Advisors, Inc.Active
Some overlap · 4 shared positions
$IAU$MO$LMT$TGT
$371M
142 positions
#16American Investment Services, Inc.Active
Some overlap · 4 shared positions
$IAU$VZ$O$IRM
$473M
133 positions
#17Signet Investment Advisory Group, Inc.Passive
Some overlap · 4 shared positions
$IAU$MCD$LMT$PFE
$227M
73 positions
#18Modus Advisors, LLCPassive
Some overlap · 4 shared positions
$IAU$MCD$LMT$BX
$405M
118 positions
#19Wills Financial Group LLCPassive
Some overlap · 4 shared positions
$IAU$VZ$LMT$PFE
$275M
82 positions
#20Security Financial Services, INC.Active
Some overlap · 4 shared positions
$IAU$PM$VZ$MCD
$721M
203 positions
#21Gibson Capital, LLCSmart money
Some overlap · 3 shared positions
$IAU$MO$PM
$589M
92 positions
#22Forthright Family Wealth Advisory LLCActive
Some overlap · 3 shared positions
$IAU$MO$PM
$177M
57 positions
#23Skyline Advisors, Inc.Active
Some overlap · 3 shared positions
$IAU$MO$PM
$319M
123 positions
#24TENET WEALTH PARTNERS, LLCActive
Some overlap · 3 shared positions
$IAU$MO$PM
$142M
107 positions
#25Highland Financial Advisors, LLCActive
Some overlap · 3 shared positions
$IAU$MO$PM
$469M
82 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.