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Hedge Funds Similar to Triangle Securities Wealth

13F Portfolio OverlapQ1 2026Triangle Securities Wealth portfolio →
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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 Q1 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 AMI INVESTMENT, FMB WEALTH, Fingerlakes Wealth ,, with shared positions in $MAR, $LOW, $BAC, $WFC, $NKE, $AMGN. The full ranking of 25 similar funds is below.

#1AMI INVESTMENT MANAGEMENT INCActive
Notable overlap · 5 shared positions
$MAR$LOW$BAC$WFC$NKE
$445M
77 positions
#2FMB WEALTH MANAGEMENTActive
Some overlap · 6 shared positions
$MAR$BAC$AMGN$NKE$LRCX$NEE
$242M
73 positions
#3Fingerlakes Wealth Management, Inc.Passive
Some overlap · 4 shared positions
$MAR$LOW$NEE$KKR
$151M
97 positions
#4Financial Perspectives, IncPassive
Some overlap · 3 shared positions
$MAR$KKR$AMGN
$358M
716 positions
#5Argo Wealth Advisory, LLCActive
Some overlap · 4 shared positions
$MAR$LOW$NEE$AMGN
$170M
48 positions
#6Vermillion Wealth Management, Inc.Passive
Some overlap · 3 shared positions
$MAR$KKR$WFC
$255M
1,563 positions
#7APS Management Group, Inc.Passive
Some overlap · 3 shared positions
$MAR$KKR$NKE
$117M
72 positions
#8Gibraltar Capital Management, Inc.Active
Some overlap · 5 shared positions
$MAR$WAB$BAC$WFC$GRMN
$581M
125 positions
#9FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INCActive
Some overlap · 3 shared positions
$MAR$LOW$NEE
$1.1B
175 positions
#10Baker Ellis Asset Management LLCPassive
Some overlap · 3 shared positions
$MAR$KKR$LRCX
$842M
254 positions
#11FOUNDERS GROVE WEALTH PARTNERS, LLCPassive
Some overlap · 3 shared positions
$MAR$KKR$BAC
$440M
162 positions
#12FIRST MANHATTAN CO. LLC.Active
Some overlap · 5 shared positions
$KKR$BN$LOW$LIN$MAR
$36.1B
753 positions
#13CVA Family Office, LLCPassive
Some overlap · 3 shared positions
$MAR$KKR$NKE
$950M
1,838 positions
#14WINDWARD CAPITAL MANAGEMENT CO /CAActive
Some overlap · 6 shared positions
$MAR$NEE$LIN$DUK$NKE$AMGN
$1.2B
69 positions
#15FCA CORP /TXPassive
Some overlap · 3 shared positions
$MAR$LOW$AMGN
$354M
191 positions
#16NEW ENGLAND ASSET MANAGEMENT INCActive
Some overlap · 5 shared positions
$KKR$DUK$BAC$WFC$AMGN
$786M
99 positions
#17Junk Investment Group, LLCPassive
Some overlap · 3 shared positions
$MAR$KKR$AMGN
$191M
88 positions
#18JMAC ENTERPRISES LLCPassive
Some overlap · 5 shared positions
$MAR$KKR$AMGN$NEE$BAC
$522M
117 positions
#19ALEXANDER LABRUNERIE & CO., INC.Passive
Some overlap · 3 shared positions
$MAR$KKR$BAC
$267M
122 positions
#20Blake Schutter Theil Wealth Advisors, LLCPassive
Some overlap · 5 shared positions
$KKR$DUK$BAC$NEE$LOW
$123M
111 positions
#21Tandem Investment Partners LLCPassive
Some overlap · 4 shared positions
$MAR$NEE$AMGN$LOW
$118M
73 positions
#22MATRIX ASSET ADVISORS INC/NYActive
Some overlap · 6 shared positions
$KKR$LOW$NEE$WFC$AMGN$NKE
$1.1B
105 positions
#23Kuhn & Co Investment CounselPassive
Some overlap · 6 shared positions
$KKR$NEE$LIN$WFC$AMGN$LRCX
$155M
142 positions
#24Dougherty & Associates, LLCActive
Some overlap · 3 shared positions
$MAR$DUK$NEE
$109M
52 positions
#25Blackston Financial Advisory Group, LLCActive
Some overlap · 4 shared positions
$KKR$MAR$DUK$GRMN
$160M
106 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.