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Hedge Funds Similar to Investment Advisors

13F Portfolio OverlapQ1 2026Investment Advisors portfolio →
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Most similar hedge funds by 13F overlap

Trust Investment Advisors is an institutional investor managing $171M across 89 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 Investment Advisors are Bannerstone ,, Hudson Canyon, Teamwork Financial Advisors,, with shared positions in $CLS, $AMD, $ETN, $BE, $PANW, $TJX. The full ranking of 25 similar funds is below.

#1Bannerstone Capital Management, LLCPassive
Some overlap · 5 shared positions
$CLS$AMD$ETN$BE$PANW
$108M
97 positions
#2Hudson Canyon Capital ManagementPassive
Some overlap · 6 shared positions
$TJX$MS$DELL$DE$COF$ETN
$163M
52 positions
#3Teamwork Financial Advisors, LLCPassive
Some overlap · 6 shared positions
$AMD$TJX$OKE$DE$ETN$KLAC
$946M
216 positions
#4Colonial Trust AdvisorsPassive
Some overlap · 7 shared positions
$MS$PANW$ETN$TJX$DUK$TT
$1.3B
726 positions
#5Sun Financial IncPassive
Some overlap · 6 shared positions
$AMD$PANW$ETN$TJX$KLAC$DE
$200M
159 positions
#6Vivid Wealth Management, LLCPassive
Some overlap · 6 shared positions
$TJX$AMD$OKE$DE$ETN$KLAC
$247M
66 positions
#7NICHOLAS COMPANY, INC.Active
Some overlap · 6 shared positions
$TJX$ETN$PANW$AMD$KLAC$VMC
$5.1B
203 positions
#8PeakShares LLCPassive
Some overlap · 6 shared positions
$AMD$PANW$TJX$KLAC$IBM$DUK
$109M
116 positions
#9Banque Transatlantique SAActive
Some overlap · 7 shared positions
$ETN$MSI$TT$KLAC$DE$PANW
$4.2B
442 positions
#10TOWER TRUST & INVESTMENT CoPassive
Some overlap · 6 shared positions
$TJX$AMD$ETN$PANW$KLAC$DE
$152M
208 positions
#11BNC WEALTH MANAGEMENT, LLCPassive
Some overlap · 5 shared positions
$AMD$TJX$DE$ETN$KLAC
$360M
106 positions
#12Colonial Trust Co / SCPassive
Some overlap · 6 shared positions
$MS$PANW$ETN$TJX$DUK$TT
$735M
1,135 positions
#13Norway Savings BankPassive
Some overlap · 5 shared positions
$AMD$MS$PANW$KLAC$TJX
$211M
103 positions
#14CONNORS INVESTOR SERVICES INCActive
Some overlap · 5 shared positions
$TJX$MS$PANW$ETN$DUK
$1.1B
149 positions
#15Bouvel Investment Partners, LLCPassive
Some overlap · 5 shared positions
$MS$PANW$IBM$OKE$ETN
$345M
78 positions
#16Lynch Asset Management, Inc.Active
Some overlap · 5 shared positions
$AMD$PANW$ETN$IBM$TT
$298M
51 positions
#17Hamilton Point Investment Advisors, LLCPassive
Some overlap · 5 shared positions
$TJX$DELL$DE$ETN$IBM
$649M
186 positions
#18Oak Harvest Investment ServicesPassive
Some overlap · 5 shared positions
$RIO$MS$ETN$DE$DUK
$958M
176 positions
#19VISTA INVESTMENT PARTNERS LLCPassive
Some overlap · 5 shared positions
$TJX$DELL$CFG$OKE$KLAC
$378M
169 positions
#20BEACON INVESTMENT ADVISORY SERVICES, INC.Passive
Some overlap · 5 shared positions
$TJX$MS$AMD$PANW$ETN
$2.4B
787 positions
#21Alecta Tjanstepension OmsesidigtActive
Some overlap · 5 shared positions
$AMD$TJX$MS$KLAC$PANW
$20.5B
78 positions
#22TODD ASSET MANAGEMENT LLCActive
Some overlap · 5 shared positions
$RIO$MS$CFG$DELL$KLAC
$5.1B
179 positions
#23Providence Capital Advisors, LLCPassive
Some overlap · 5 shared positions
$TJX$DELL$PANW$DE$ETN
$613M
200 positions
#24Trifecta Capital Advisors, LLCPassive
Some overlap · 5 shared positions
$MS$PANW$TJX$ETN$AMD
$646M
274 positions
#25GREENWOOD CAPITAL ASSOCIATES LLCPassive
Some overlap · 6 shared positions
$PANW$IBM$TJX$MS$MSI$ETN
$908M
286 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.