What hedge funds are most similar to Turtle Creek Wealth Advisors, LLC?

The funds with the most similar 13F portfolios to Turtle Creek Wealth Advisors, LLC are Segment Wealth, American, ARGONAUTICA PRIVATE WEALTH, based on overlapping conviction holdings in the latest SEC filings.

How is hedge fund similarity measured?

Similarity is computed from each fund's top conviction holdings in their latest 13F filing. Funds are scored by the overlap of distinctive shared positions (the mega-caps that nearly every fund owns are excluded), so the ranking reflects genuinely shared strategy rather than common index exposure.

Hedge Funds Similar to Turtle Creek Wealth Advisors

13F Portfolio OverlapQ2 2026Turtle Creek Wealth Advisors portfolio →

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Most similar hedge funds by 13F overlap

Turtle Creek Wealth Advisors, LLC is an institutional investor managing $1.9B across 515 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 Turtle Creek Wealth Advisors are Segment Wealth, American, ARGONAUTICA PRIVATE WEALTH, with shared positions in $APH, $MPC, $TJX, $MCD, $PH, $EOG. The full ranking of 25 similar funds is below.

#1Segment Wealth Management, LLCActive

Some overlap · 8 shared positions

$APH $MPC $TJX $MCD $PH $EOG

$1.9B

312 positions

#2American TrustActive

Some overlap · 7 shared positions

$KLAC $APH $TJX $PH $EOG $TXN

$1.3B

334 positions

#3ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INCPassive

Some overlap · 6 shared positions

$KLAC $APH $BLK $PH $TT $TXN

$409M

182 positions

#4ALBERT D MASON INCPassive

Some overlap · 6 shared positions

$KLAC $MCD $EPD $ET $PH $GRMN

$176M

139 positions

#5AMICA MUTUAL INSURANCE COActive

Some overlap · 6 shared positions

$KLAC $APH $MCD $PH $TXN $PM

$1.2B

142 positions

#6DIVIDEND ASSETS CAPITAL, LLCPassive

Some overlap · 6 shared positions

$KLAC $EPD $ET $PH $TJX $TXN

$517M

137 positions

#7Shoker Investment Counsel, Inc.Active

Some overlap · 5 shared positions

$KLAC $MPC $MCD $EPD $TXN

$398M

113 positions

#8Texas Capital Bank Wealth Management Services IncActive

Some overlap · 5 shared positions

$KLAC $APH $TJX $ET $TT

$1.9B

349 positions

#9CGN Advisors LLCPassive

Some overlap · 5 shared positions

$KLAC $BLK $MCD $TJX $APH

$1.4B

322 positions

#10Henrickson Nauta Wealth Advisors, Inc.Smart money

Some overlap · 6 shared positions

$KLAC $MPC $TXN $TJX $PH $EPD

$410M

118 positions

#11Acumen Wealth Advisors, LLCPassive

Some overlap · 5 shared positions

$KLAC $TJX $BLK $APH $PH

$472M

493 positions

#12UNITED BANKActive

Some overlap · 6 shared positions

$KLAC $BLK $MCD $EOG $TXN $AFL

$853M

130 positions

#13Community Financial Services Group, LLCPassive

Some overlap · 5 shared positions

$KLAC $APH $BLK $PH $MCD

$686M

532 positions

#14BRADY FAMILY WEALTH, LLCPassive

Some overlap · 6 shared positions

$APH $BLK $MCD $TJX $TXN $AFL

$346M

113 positions

#15RiverGlades Family Offices LLCActive

Some overlap · 5 shared positions

$KLAC $MPC $EPD $ET $PM

$218M

108 positions

#16Railway Pension Investments LtdActive

Some overlap · 5 shared positions

$KLAC $APH $PH $TXN $TT

$8.0B

102 positions

#17NZS Capital, LLCActive

Some overlap · 5 shared positions

$KLAC $APH $TT $TXN $PGR

$3.9B

61 positions

#18Accretive Wealth Partners, LLCPassive

Some overlap · 6 shared positions

$MPC $BLK $MCD $TJX $PGR $PM

$412M

181 positions

#19JENSEN INVESTMENT MANAGEMENT INCActive

Some overlap · 4 shared positions

$KLAC $APH $MCD $TJX

$4.1B

83 positions

#20Miller Capital Partners, Inc.Active

Some overlap · 5 shared positions

$KLAC $MPC $MCD $PH $TJX

$257M

258 positions

#21MATTERN CAPITAL MANAGEMENT, LLCPassive

Some overlap · 6 shared positions

$APH $BLK $PH $TT $TXN $AFL

$857M

166 positions

#22Westerkirk Capital Inc.Active

Some overlap · 5 shared positions

$KLAC $TJX $PH $TXN $GRMN

$1.0B

212 positions

#23Norway Savings BankPassive

Some overlap · 4 shared positions

$KLAC $APH $BLK $TJX

$239M

104 positions

#24Nicholson Wealth Management Group, LLCPassive

Some overlap · 6 shared positions

$APH $MCD $PH $TT $TXN $AFL

$170M

111 positions

#25BRIDGES INVESTMENT MANAGEMENT INCActive

Some overlap · 5 shared positions

$KLAC $BLK $PH $PGR $APH

$8.2B

401 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.