13F Pro

Hedge Funds Similar to Triangle Securities Wealth

13F Portfolio OverlapQ2 2026Triangle Securities Wealth portfolio →
Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Triangle Securities Wealth Management is an institutional investor managing $504M across 213 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 Triangle Securities Wealth are Partners Group Holding AG, TORRAY, Wilson & Boucher, with shared positions in $BX, $BN, $KKR, $ENB, $NEE, $PEP. The full ranking of 25 similar funds is below.

#1Partners Group Holding AGActive
Notable overlap · 4 shared positions
$BX$BN$KKR$ENB
$1.5B
52 positions
#2TORRAY LLCActive
Notable overlap · 5 shared positions
$BX$KKR$NEE$PEP$AMGN
$741M
91 positions
#3Wilson & Boucher Capital Management, LLCPassive
Notable overlap · 8 shared positions
$NEE$DUK$LOW$PEP$WFC$EMR
$170M
121 positions
#4VIRGINIA WEALTH MANAGEMENT GROUP, INC.Passive
Some overlap · 6 shared positions
$BX$DUK$EMR$PEP$AMGN$LOW
$201M
57 positions
#5Adalta Capital Management LLCPassive
Some overlap · 3 shared positions
$BX$BN$DUK
$228M
103 positions
#6Strategic Wealth Investment Group, LLCPassive
Some overlap · 6 shared positions
$BX$NEE$DUK$EMR$PEP$LIN
$825M
104 positions
#7Slagle Financial, LLCPassive
Some overlap · 6 shared positions
$LOW$DUK$NEE$PEP$WFC$AMGN
$334M
127 positions
#8Providence Capital Advisors, LLCPassive
Some overlap · 6 shared positions
$BN$LOW$EMR$DUK$WFC$LIN
$660M
385 positions
#9B & T Capital Management DBA Alpha Capital ManagementPassive
Some overlap · 5 shared positions
$BX$KKR$NEE$PEP$AMGN
$770M
129 positions
#10WULFF, HANSEN & CO.Passive
Some overlap · 3 shared positions
$BX$BN$DUK
$130M
109 positions
#11Somerset Trust CoPassive
Some overlap · 6 shared positions
$LOW$NEE$EMR$LIN$PEP$AMGN
$354M
186 positions
#12BARTLETT & CO. WEALTH MANAGEMENT LLCPassive
Some overlap · 6 shared positions
$LOW$NEE$DUK$PEP$LIN$AMGN
$8.0B
1,334 positions
#13Koa Wealth Management, LLCActive
Some overlap · 4 shared positions
$BX$BN$LOW$DOV
$147M
54 positions
#14SUMMITRY LLCPassive
Some overlap · 6 shared positions
$LOW$EMR$WFC$ENB$NEE$AMGN
$3.0B
340 positions
#15MARKEL GROUP INC.Active
Some overlap · 5 shared positions
$BN$LOW$BX$KKR$LIN
$13.1B
130 positions
#16BARR E S & COActive
Some overlap · 5 shared positions
$BX$BN$PEP$WFC$KKR
$1.8B
112 positions
#17MFF Capital Investments LtdSmart money
Some overlap · 3 shared positions
$BX$KKR$LOW
$1.6B
19 positions
#18Vertrix Wealth Management, LLCPassive
Some overlap · 5 shared positions
$LOW$DUK$EMR$LIN$AMGN
$297M
103 positions
#19Lantern Wealth Advisors, LLCPassive
Some overlap · 4 shared positions
$BX$NEE$ENB$DOV
$218M
184 positions
#20Shelter Mutual Insurance CoActive
Some overlap · 5 shared positions
$LOW$NEE$BN$PEP$LIN
$473M
58 positions
#21FIRST MANHATTAN CO. LLC.Active
Some overlap · 4 shared positions
$BN$KKR$LIN$LOW
$39.2B
742 positions
#22GARRISON BRADFORD & ASSOCIATES INCActive
Some overlap · 3 shared positions
$BX$LOW$ENB
$92M
35 positions
#23S.E.E.D. Planning Group LLCPassive
Some overlap · 5 shared positions
$LOW$NEE$PEP$LIN$ENB
$379M
88 positions
#24BOSTON RESEARCH & MANAGEMENT INCPassive
Some overlap · 5 shared positions
$DUK$LOW$NEE$PEP$LIN
$453M
121 positions
#25Loudon Investment Management, LLCPassive
Some overlap · 5 shared positions
$LOW$NEE$EMR$ENB$AMGN
$204M
95 positions

Compare Triangle Securities Wealth’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 Triangle Securities Wealth’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.