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Hedge Funds Similar to TSFG

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

TSFG, LLC is an institutional investor managing $434M across 672 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 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
$309M
64 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
$156M
79 positions
#4Tarbox Group, Inc.Smart money
Some overlap · 3 shared positions
$ABT$IAU$MDY
$711M
100 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
$880M
188 positions
#9Sivik Global Healthcare LLCActive
Some overlap · 4 shared positions
$ABT$EW$CAH$CVS
$175M
35 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
$486M
109 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
$346M
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
$181M
71 positions
#19Cobblestone Asset Management LLCActive
Some overlap · 3 shared positions
$IAU$BE$IBIT
$248M
77 positions
#20Sepio Capital, LPActive
Some overlap · 3 shared positions
$ABT$IAU$MDY
$2.5B
304 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
$158M
119 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

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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.