How is hedge fund similarity measured?

Similarity is computed from each fund's top conviction holdings in their latest 13F filing. Funds are scored by the overlap of distinctive shared positions (the mega-caps that nearly every fund owns are excluded), so the ranking reflects genuinely shared strategy rather than common index exposure.

Hedge Funds Similar to Trinity Legacy Partners,

13F Portfolio OverlapQ1 2026Trinity Legacy Partners, portfolio →

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Most similar hedge funds by 13F overlap

Trinity Legacy Partners, LLC is an institutional investor managing $462M across 106 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 Trinity Legacy Partners, are Hamilton Point Investment Advisors,, Greystone Financial Group,, Aull & Monroe Investment, with shared positions in $TJX, $AMGN, $DE, $AXP, $VZ, $MAIN. The full ranking of 25 similar funds is below.

#1Hamilton Point Investment Advisors, LLCPassive

Notable overlap · 7 shared positions

$TJX $AMGN $DE $AXP $VZ $MAIN

$649M

186 positions

#2Greystone Financial Group, LLCPassive

Notable overlap · 5 shared positions

$WM $TJX $AMGN $KO $NOW

$353M

78 positions

#3Aull & Monroe Investment Management CorpPassive

Notable overlap · 6 shared positions

$SO $DE $AMGN $WM $VZ $STX

$215M

125 positions

#4Catherine Avery Investment Management LLCPassive

Notable overlap · 6 shared positions

$AMGN $KO $FCX $VZ $STX $VLO

$223M

109 positions

#5Providence Wealth Advisors, LLCPassive

Notable overlap · 6 shared positions

$WM $VLO $AMGN $KO $EXC $VZ

$157M

80 positions

#6Meiji Yasuda America IncActive

Notable overlap · 7 shared positions

$KO $AXP $PANW $WM $NOW $TJX

$404M

57 positions

#7Stillwater Wealth Management GroupPassive

Notable overlap · 5 shared positions

$WM $TJX $AMGN $KO $VZ

$162M

77 positions

#8GRANITE ISLANDS PRIVATE WEALTH, LLCPassive

Notable overlap · 6 shared positions

$PANW $DE $SO $NOW $AMGN $KO

$109M

70 positions

#9Capital Wealth Planning, LLCActive

Notable overlap · 5 shared positions

$TJX $AMGN $KO $AXP $VZ

$18.1B

151 positions

#10Vertrix Wealth Management, LLCPassive

Notable overlap · 5 shared positions

$AMGN $TJX $WM $AXP $KO

$272M

95 positions

#11Kerusso Capital Management LLCPassive

Some overlap · 5 shared positions

$AMGN $AXP $KO $TJX $VZ

$200M

53 positions

#12Pine Haven Investment Counsel, IncPassive

Some overlap · 6 shared positions

$AMGN $DE $NOW $TJX $MAR $KO

$136M

114 positions

#13Signet Investment Advisory Group, Inc.Passive

Some overlap · 5 shared positions

$WM $KO $AXP $DLR $AMGN

$218M

69 positions

#14GKV Capital Management Co., Inc.Passive

Some overlap · 5 shared positions

$TJX $AMGN $DE $VZ $MAR

$201M

165 positions

#15Covea FinanceActive

Some overlap · 6 shared positions

$WM $TJX $KO $AXP $PANW $MAR

$2.9B

146 positions

#16Mirabaud Asset Management LtdPassive

Some overlap · 5 shared positions

$TJX $PANW $AXP $FCX $DLR

$121M

32 positions

#17Hudson Canyon Capital ManagementPassive

Some overlap · 5 shared positions

$TJX $AMGN $DE $KO $WM

$163M

52 positions

#18M3 Wealth Management, LLCPassive

Some overlap · 4 shared positions

$WM $SO $VLO $PANW

$130M

35 positions

#19NIXON PEABODY TRUST COActive

Some overlap · 5 shared positions

$PANW $TJX $NOW $KO $DE

$1.3B

161 positions

#20Harrington Investments, INCPassive

Some overlap · 5 shared positions

$TJX $AMGN $DE $DLR $VZ

$190M

84 positions

#21CONNORS INVESTOR SERVICES INCActive

Some overlap · 5 shared positions

$TJX $PANW $VZ $KO $WM

$1.1B

149 positions

#22Wallington Asset Management, LLCActive

Some overlap · 4 shared positions

$TJX $PANW $AMGN $DE

$752M

61 positions

#23Decker Wealth Management LLCPassive

Some overlap · 4 shared positions

$TJX $WM $AMGN $GSAT

$441M

105 positions

#24Atala Financial IncPassive

Some overlap · 4 shared positions

$TJX $MAR $DE $KO

$149M

117 positions

#25LEGACY FINANCIAL INDEPENDENT ADVISORS LLCPassive

Some overlap · 4 shared positions

$WM $SO $AXP $MAR

$192M

113 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.