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Hedge Funds Similar to TSA Wealth Managment

13F Portfolio OverlapQ3 2026TSA Wealth Managment portfolio →
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Most similar hedge funds by 13F overlap

TSA Wealth Managment LLC is an institutional investor managing $356M across 124 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 TSA Wealth Managment are PARTNERS INVESTMENT GROUP, LLP, LIFELONG WEALTH ADVISORS, Connective Portfolio, with shared positions in $IAU, $STX, $SNPS, $LIN, $MMM, $MRVL. The full ranking of 25 similar funds is below.

#1PARTNERS CAPITAL INVESTMENT GROUP, LLPActive
Notable overlap · 4 shared positions
$IAU$STX$SNPS$LIN
$2.8B
186 positions
#2LIFELONG WEALTH ADVISORS, INC.Smart money
Notable overlap · 4 shared positions
$IAU$STX$MMM$MRVL
$432M
104 positions
#3Connective Portfolio Management, LLCPassive
Notable overlap · 3 shared positions
$IAU$KGS$MRVL
$67M
39 positions
#4VCI Wealth Management LLCPassive
Notable overlap · 4 shared positions
$IAU$TJX$MMM$TXN
$399M
99 positions
#5Bigelow Investment Advisors, LLCPassive
Notable overlap · 4 shared positions
$IAU$TJX$MRVL$TXN
$281M
154 positions
#6Kelly Financial Services LLCActive
Notable overlap · 3 shared positions
$IAU$KLAC$TJX
$463M
130 positions
#7Intentional Wealth Strategies, LLCActive
Notable overlap · 3 shared positions
$IAU$STX$TJX
$107M
68 positions
#8EHRLICH FINANCIAL GROUPActive
Notable overlap · 3 shared positions
$IAU$STX$MRVL
$193M
120 positions
#9EQUITABLE TRUST COPassive
Notable overlap · 4 shared positions
$IAU$MRVL$STX$KLAC
$2.4B
444 positions
#10NOTTINGHAM ADVISORS, INC.Active
Notable overlap · 3 shared positions
$IAU$LIN$KLAC
$838M
122 positions
#11Midwest Capital Advisors, LLCActive
Notable overlap · 4 shared positions
$IAU$KLAC$MRVL$TJX
$246M
210 positions
#12Sagace Wealth Management LLCActive
Some overlap · 3 shared positions
$IAU$SNPS$MMM
$159M
71 positions
#13FORBES J M & CO LLPActive
Some overlap · 3 shared positions
$IAU$LIN$TJX
$1.3B
157 positions
#14TRUE Private Wealth AdvisorsPassive
Some overlap · 3 shared positions
$IAU$MMM$MRVL
$1.2B
289 positions
#15Spectrum Asset Management, Inc. (NB/CA)Passive
Some overlap · 3 shared positions
$IAU$LIN$MRVL
$346M
112 positions
#16Ackerman Capital Advisors, LLCActive
Some overlap · 3 shared positions
$IAU$SNPS$TXN
$497M
120 positions
#17Cogent Private Wealth, Inc.Active
Some overlap · 3 shared positions
$IAU$STX$KLAC
$160M
117 positions
#18Deane Retirement Strategies, Inc.Passive
Some overlap · 4 shared positions
$IAU$LIN$TXN$TJX
$244M
53 positions
#19Gibson Capital, LLCSmart money
Some overlap · 3 shared positions
$IAU$MMM$KLAC
$589M
92 positions
#20Capital Asset Advisory Services LLCPassive
Some overlap · 3 shared positions
$IAU$LIN$SNPS
$2.8B
375 positions
#21SEEDS INVESTOR LLCPassive
Some overlap · 5 shared positions
$IAU$KLAC$SNPS$STX$MRVL
$973M
379 positions
#22Dynasty Wealth Management, LLCActive
Some overlap · 3 shared positions
$IAU$KLAC$MRVL
$13.5B
367 positions
#23MAINSTAY CAPITAL MANAGEMENT LLC /ADVActive
Some overlap · 3 shared positions
$IAU$TXN$ARCC
$1.4B
144 positions
#24Biltmore Family Office, LLCActive
Some overlap · 3 shared positions
$IAU$TJX$MMM
$761M
333 positions
#25FDx Advisors, Inc.Passive
Some overlap · 3 shared positions
$IAU$STX$LIN
$332M
179 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.