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Hedge Funds Similar to TRIAN FUND ,

13F Portfolio OverlapQ1 2026TRIAN FUND , portfolio →
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Most similar hedge funds by 13F overlap

TRIAN FUND MANAGEMENT, L.P. is an institutional investor managing $3.9B across 8 U.S. equity positions as of Q1 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to TRIAN FUND , are Englebert Financial Advisers,, Tenzing Financial, Northwest Financial Advisors, with shared positions in $JHG, $SOLV, $GEHC, $FERG, $GE, $MICC. The full ranking of 12 similar funds is below.

#1Englebert Financial Advisers, LLCActive
Highly similar · 3 shared positions
$JHG$SOLV$GEHC
$88M
55 positions
#2Tenzing Financial LLCActive
Notable overlap · 4 shared positions
$SOLV$JHG$FERG$GE
$133M
70 positions
#3Northwest Financial AdvisorsPassive
Notable overlap · 3 shared positions
$JHG$GE$SOLV
$52M
66 positions
#4London & Capital Asset Management LtdActive
Notable overlap · 3 shared positions
$FERG$GE$GEHC
$9.2B
223 positions
#5MBA Advisors LLCPassive
Notable overlap · 3 shared positions
$SOLV$JHG$GE
$260M
146 positions
#6Breakwater Capital GroupPassive
Some overlap · 3 shared positions
$SOLV$JHG$GE
$747M
373 positions
#7HFM Investment Advisors, LLCActive
Some overlap · 3 shared positions
$GE$SOLV$GEHC
$260M
1,210 positions
#8Cynosure Management, LLCActive
Some overlap · 3 shared positions
$GE$JHG$GEHC
$800M
198 positions
#9M.E. ALLISON & CO., INC.Passive
Some overlap · 3 shared positions
$JHG$GE$SOLV
$151M
193 positions
#10True North Advisors, LLCPassive
Some overlap · 3 shared positions
$SOLV$JHG$GE
$877M
245 positions
#11Ruffer LLPPassive
Some overlap · 3 shared positions
$SOLV$GE$MICC
$2.4B
176 positions
#12TEACHERS INSURANCE & ANNUITY ASSOCIATION OF AMERICAActive
Slight overlap · 3 shared positions
$GE$SOLV$GEHC
$80M
84 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.