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Hedge Funds Similar to Twin Tree

13F Portfolio OverlapQ2 2026Twin Tree portfolio →
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Most similar hedge funds by 13F overlap

Twin Tree Management, LP is an institutional investor managing $5.3B across 1,357 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 Twin Tree are LSV ASSET, LETKO, BROSSEAU & ASSOCIATES, Pacer Advisors, with shared positions in $T, $BMY, $PFE, $DELL, $CVS, $CRM. The full ranking of 25 similar funds is below.

#1LSV ASSET MANAGEMENTActive
Some overlap · 8 shared positions
$T$BMY$PFE$DELL$CVS$CRM
$55.1B
889 positions
#2LETKO, BROSSEAU & ASSOCIATES INCActive
Some overlap · 5 shared positions
$TD$T$PFE$CVS$CRM
$6.8B
112 positions
#3Pacer Advisors, Inc.Passive
Some overlap · 7 shared positions
$T$BMY$PFE$MCK$CRM$INTU
$39.3B
2,614 positions
#4Plan Group Financial, LLCPassive
Some overlap · 5 shared positions
$IAU$T$SLV$PFE$MO
$486M
249 positions
#5Arnhold LLCActive
Some overlap · 5 shared positions
$IAU$T$BMY$PFE$SLV
$1.4B
113 positions
#6Cardinal Point Capital Management, ULCPassive
Some overlap · 4 shared positions
$TD$IAU$PFE$CVS
$1.8B
294 positions
#7BCWM, LLCPassive
Some overlap · 5 shared positions
$IAU$T$BMY$PFE$MO
$342M
57 positions
#8Argyle Capital Management, LLCPassive
Some overlap · 6 shared positions
$T$BMY$PFE$DELL$CVS$MCK
$347M
138 positions
#9Stablepoint Partners, LLCPassive
Some overlap · 4 shared positions
$IAU$TD$T$CVS
$723M
260 positions
#10KEYNOTE FINANCIAL SERVICES LLCPassive
Some overlap · 6 shared positions
$T$BMY$PFE$CVS$O$MO
$214M
185 positions
#11Wealth Quarterback LLCActive
Some overlap · 5 shared positions
$IAU$SLV$BMY$DELL$ASML
$324M
172 positions
#12Lloyd Advisory Services, LLC.Passive
Some overlap · 6 shared positions
$T$SLV$PFE$BTI$MO$NGG
$258M
628 positions
#13Exit Wealth Advisors, LLC.Passive
Some overlap · 5 shared positions
$IAU$SLV$BMY$ASML$MO
$220M
150 positions
#14AFFINITY INVESTMENT ADVISORS, LLCPassive
Some overlap · 6 shared positions
$T$PFE$DELL$CVS$MO$URI
$197M
140 positions
#15Bridgewealth Advisory Group, LLCActive
Some overlap · 5 shared positions
$IAU$SLV$T$PFE$MO
$530M
141 positions
#16Townsend & Associates, IncActive
Some overlap · 6 shared positions
$IAU$MCK$DEO$GWW$KR$BMY
$1.2B
115 positions
#17Ted Buchan & CoActive
Some overlap · 7 shared positions
$BMY$PFE$BTI$HSBC$ASML$INTU
$306M
95 positions
#18Claret Asset Management CorpPassive
Some overlap · 4 shared positions
$TD$BMY$PFE$CVS
$928M
498 positions
#19ETF Store, Inc.Passive
Some overlap · 5 shared positions
$IAU$BMY$PFE$O$MO
$120M
114 positions
#20BCGM Wealth Management, LLCPassive
Some overlap · 5 shared positions
$IAU$PFE$CVS$DEO$KR
$473M
182 positions
#21WealthCare Investment Partners, LLCPassive
Some overlap · 5 shared positions
$IAU$SLV$DELL$MO$T
$412M
206 positions
#22Richard C. Young & CO., LTD.Passive
Some overlap · 5 shared positions
$T$SLV$DELL$KR$MO
$1.4B
101 positions
#23Faithward Advisors, LLCPassive
Some overlap · 5 shared positions
$IAU$SLV$CRWD$ASML$URI
$819M
339 positions
#241834 INVESTMENT ADVISORS COPassive
Some overlap · 5 shared positions
$T$BMY$PFE$CVS$MO
$883M
211 positions
#25Wealth Advisors of Tampa Bay, LLCPassive
Some overlap · 5 shared positions
$T$BMY$PFE$O$CRM
$327M
94 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.