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Hedge Funds Similar to Investment Advisors

13F Portfolio OverlapQ2 2026Investment Advisors portfolio →
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Most similar hedge funds by 13F overlap

Trust Investment Advisors is an institutional investor managing $209M across 97 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 Investment Advisors are Cunning Partners, TODD ASSET, OLD SECOND NATIONAL BANK OF AURORA, with shared positions in $CLS, $KLAC, $DELL, $MS, $RIO, $CFG. The full ranking of 25 similar funds is below.

#1Cunning Capital Partners, LPActive
Notable overlap · 4 shared positions
$CLS$KLAC$DELL$MS
$248M
55 positions
#2TODD ASSET MANAGEMENT LLCActive
Notable overlap · 6 shared positions
$KLAC$DELL$RIO$MS$CFG$QCOM
$5.6B
182 positions
#3OLD SECOND NATIONAL BANK OF AURORAPassive
Some overlap · 6 shared positions
$KLAC$MS$ETN$COF$MET$UPS
$530M
275 positions
#4McKinney Capital Management, LLCActive
Some overlap · 6 shared positions
$KLAC$DELL$UPS$MET$OKE$BBY
$254M
87 positions
#5River Street Advisors LLCPassive
Some overlap · 6 shared positions
$KLAC$MS$ETN$COF$MET$QCOM
$340M
177 positions
#6Axecap Investments, LLCPassive
Some overlap · 5 shared positions
$KLAC$DELL$MS$CFG$QCOM
$181M
73 positions
#7Broad Peak Investment Advisers Pte LtdActive
Some overlap · 3 shared positions
$CLS$BE$TT
$544M
21 positions
#8Texas Capital Bank Wealth Management Services IncActive
Some overlap · 5 shared positions
$KLAC$MS$TJX$DE$TT
$1.9B
349 positions
#9Hudson Canyon Capital ManagementPassive
Some overlap · 5 shared positions
$DELL$MS$TJX$ETN$COF
$187M
50 positions
#10BAILARD, INC.Passive
Some overlap · 6 shared positions
$KLAC$MS$TJX$TT$ETN$QCOM
$4.9B
763 positions
#11Covenant Asset Management, LLCPassive
Some overlap · 4 shared positions
$BE$KLAC$MS$COF
$595M
164 positions
#12Teamwork Financial Advisors, LLCPassive
Some overlap · 5 shared positions
$KLAC$TJX$ETN$DE$OKE
$1.1B
215 positions
#13Vivid Wealth Management, LLCPassive
Some overlap · 5 shared positions
$KLAC$TJX$ETN$DE$OKE
$284M
73 positions
#14BNC WEALTH MANAGEMENT, LLCPassive
Some overlap · 5 shared positions
$KLAC$TJX$ETN$DE$BE
$414M
106 positions
#15GREENWOOD CAPITAL ASSOCIATES LLCPassive
Some overlap · 6 shared positions
$ETN$MS$TJX$DE$QCOM$MSI
$1.0B
284 positions
#16Miller Capital Partners, Inc.Active
Some overlap · 5 shared positions
$KLAC$DELL$DE$ETN$TJX
$257M
258 positions
#17S Harris Financial Group, LLCActive
Some overlap · 5 shared positions
$KLAC$MS$COF$DE$ETN
$129M
124 positions
#18AEGON ASSET MANAGEMENT UK PLCActive
Some overlap · 5 shared positions
$KLAC$MS$ETN$CFG$MET
$9.4B
172 positions
#19Geneva Partners, LLCPassive
Some overlap · 3 shared positions
$BE$KLAC$DELL
$375M
75 positions
#20SACKS & ASSOCIATES, LLCPassive
Some overlap · 5 shared positions
$RIO$DELL$DE$ETN$QCOM
$148M
80 positions
#21LOWE BROCKENBROUGH & CO INCActive
Some overlap · 5 shared positions
$MS$TJX$ETN$TT$KLAC
$2.2B
341 positions
#22Oak Harvest Investment ServicesPassive
Some overlap · 4 shared positions
$RIO$KLAC$MS$ETN
$1.1B
168 positions
#23Essential Investment Partners LLCPassive
Some overlap · 4 shared positions
$BE$TJX$KLAC$QCOM
$125M
312 positions
#24HAGER INVESTMENT MANAGEMENT SERVICES, LLCPassive
Some overlap · 4 shared positions
$KLAC$DELL$TJX$CFG
$217M
352 positions
#25VISTA INVESTMENT PARTNERS LLCPassive
Some overlap · 4 shared positions
$KLAC$DELL$TJX$CFG
$397M
172 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.