13F Pro

Hedge Funds Similar to TSFG

13F Portfolio OverlapQ2 2026TSFG portfolio →
Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

TSFG, LLC is an institutional investor managing $794M across 891 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 TSFG are BCU Wealth Advisors, Advocacy Wealth, ATX Financial Planning, with shared positions in $ABT, $IAU, $CVS, $BAX, $EW, $IBIT. The full ranking of 25 similar funds is below.

#1BCU Wealth Advisors, LLCSmart money
Some overlap · 4 shared positions
$ABT$IAU$CVS$BAX
$301M
63 positions
#2Advocacy Wealth Management, LLCActive
Some overlap · 3 shared positions
$EW$IAU$ABT
$2.8B
151 positions
#3ATX Financial Planning, LLCActive
Some overlap · 4 shared positions
$ABT$IAU$IBIT$CEG
$151M
83 positions
#4Tarbox Group, Inc.Smart money
Some overlap · 3 shared positions
$ABT$IAU$MDY
$698M
96 positions
#5Swisher Financial Concepts, Inc.Active
Some overlap · 3 shared positions
$ABT$IAU$CAH
$159M
107 positions
#6LYNX CAPITAL GROUP LTD /ADVPassive
Some overlap · 4 shared positions
$ABT$IAU$MDY$CEG
$248M
91 positions
#7SECTOR GAMMA ASActive
Some overlap · 4 shared positions
$ABT$EW$CAH$CVS
$461M
40 positions
#8INSPIRION WEALTH ADVISORS, LLCActive
Some overlap · 3 shared positions
$ABT$EW$BAX
$874M
189 positions
#9Sivik Global Healthcare LLCActive
Some overlap · 4 shared positions
$ABT$EW$CAH$CVS
$132M
34 positions
#10Integral Health Asset Management, LLCActive
Some overlap · 4 shared positions
$EW$ABT$CAH$CVS
$2.5B
92 positions
#11Pacific Point Advisors, LLCPassive
Some overlap · 3 shared positions
$IAU$BE$MDY
$219M
129 positions
#12Financial & Tax Architects, LLCPassive
Some overlap · 3 shared positions
$ABT$IAU$MCD
$474M
110 positions
#13ARBOR TRUST WEALTH ADVISORS, LLCPassive
Some overlap · 4 shared positions
$ABT$MDY$CRM$MCD
$248M
96 positions
#14B&D White Capital Company, LLCActive
Some overlap · 3 shared positions
$ABT$CRM$MCD
$1.0B
94 positions
#15Forza Wealth Management, LLCPassive
Some overlap · 5 shared positions
$IAU$CAH$MDY$CVS$MCD
$326M
194 positions
#16Wealth Watch Advisors, INCActive
Some overlap · 5 shared positions
$IAU$MDY$CVS$IBIT$MCD
$309M
142 positions
#17Shah Wealth Advisors, LLCActive
Some overlap · 3 shared positions
$IAU$BE$CVS
$433M
79 positions
#18WORMSER FRERES GESTIONActive
Some overlap · 3 shared positions
$EW$IAU$ABT
$177M
66 positions
#19Cobblestone Asset Management LLCActive
Some overlap · 3 shared positions
$IAU$BE$IBIT
$240M
74 positions
#20Sepio Capital, LPActive
Some overlap · 3 shared positions
$ABT$IAU$MDY
$2.0B
346 positions
#21HealthInvest Partners ABActive
Some overlap · 3 shared positions
$EW$CAH$CVS
$372M
39 positions
#22J2 Capital Management IncActive
Some overlap · 3 shared positions
$IAU$ABT$IBIT
$149M
123 positions
#23Ackerman Capital Advisors, LLCActive
Some overlap · 4 shared positions
$IAU$ABT$IBIT$MCD
$497M
120 positions
#24Cranbrook Wealth Management, LLCActive
Some overlap · 3 shared positions
$IAU$ABT$IBIT
$534M
406 positions
#25Collaborative Capital Advisors LLCActive
Some overlap · 4 shared positions
$IAU$MDY$IBIT$CRM
$158M
83 positions

Compare TSFG’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View TSFG’s holdings

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.