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 Wealth ,

13F Portfolio OverlapQ1 2026Trinity Wealth , portfolio →

Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Trinity Wealth Management, LLC is an institutional investor managing $315M across 75 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 Wealth , are CAHABA WEALTH ,, Mill Creek Advisors,, TOWNSEND ASSET /NC/ /ADV, with shared positions in $DHR, $BRZE, $DDOG, $UPST, $WT, $PH. The full ranking of 25 similar funds is below.

#1CAHABA WEALTH MANAGEMENT, INC.Smart money

Notable overlap · 3 shared positions

$DHR $BRZE $DDOG

$1.5B

154 positions

#2Mill Creek Capital Advisors, LLCActive

Notable overlap · 3 shared positions

$DHR $BRZE $UPST

$4.9B

260 positions

#3TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADVPassive

Notable overlap · 3 shared positions

$WT $DHR $PH

$277M

187 positions

#4RPS ADVISORY SOLUTIONS LLCActive

Notable overlap · 3 shared positions

$DHR $WT $CEG

$176M

108 positions

#5Freedom Day Solutions, LLCActive

Notable overlap · 3 shared positions

$WT $DHR $BRZE

$373M

96 positions

#6Meridian Wealth Partners, LLCActive

Notable overlap · 3 shared positions

$DHR $BRZE $DDOG

$729M

118 positions

#7Capstone Financial Advisors, Inc.Smart money

Notable overlap · 4 shared positions

$DHR $BRZE $DDOG $IBM

$1.9B

187 positions

#8Astoria Strategic Wealth, Inc.Smart money

Notable overlap · 3 shared positions

$DHR $DDOG $GMM

$394M

37 positions

#9Elwood & Goetz Wealth Advisory Group, LLCActive

Notable overlap · 4 shared positions

$WT $BRZE $GMM $IBM

$589M

138 positions

#10WealthCollab, LLCPassive

Notable overlap · 3 shared positions

$DHR $BRZE $DDOG

$243M

977 positions

#11SYM FINANCIAL CorpActive

Some overlap · 3 shared positions

$WT $BRZE $GMM

$1.0B

415 positions

#12Revolve Wealth Partners, LLCActive

Some overlap · 3 shared positions

$WT $BRZE $DHR

$770M

230 positions

#13RESOLUTE CAPITAL, LLCActive

Some overlap · 3 shared positions

$WT $BRZE $DHR

$247M

57 positions

#14Magnolia Private Wealth, LLCPassive

Some overlap · 3 shared positions

$WT $BRZE $DDOG

$150M

134 positions

#15Ares Financial Consulting, LLCPassive

Some overlap · 3 shared positions

$WT $BRZE $UPST

$127M

1,066 positions

#16Charis Legacy Partners, LLCSmart money

Some overlap · 3 shared positions

$WT $BRZE $UPST

$68M

27 positions

#17Amplius Wealth Advisors, LLCActive

Some overlap · 3 shared positions

$WT $DHR $HUBB

$1.2B

175 positions

#18Stonekeep Investments, LLCActive

Some overlap · 4 shared positions

$WT $BRZE $DDOG $UPST

$154M

66 positions

#19Bravias Capital Group, LLCActive

Some overlap · 3 shared positions

$WT $GMM $DHR

$153M

96 positions

#20Joseph Group Capital ManagementPassive

Some overlap · 3 shared positions

$WT $BRZE $PH

$400M

379 positions

#21Roan Capital PartnersPassive

Some overlap · 4 shared positions

$WT $GMM $DHR $DDOG

$108M

77 positions

#22CHERRYDALE WEALTH MANAGEMENT, LLCSmart money

Some overlap · 3 shared positions

$DHR $BRZE $WT

$324M

77 positions

#23Glassman Wealth ServicesSmart money

Some overlap · 4 shared positions

$WT $BRZE $DDOG $GMM

$736M

187 positions

#24Etesian Wealth Advisors, Inc.Passive

Some overlap · 4 shared positions

$WT $BRZE $IBM $EXC

$313M

138 positions

#25Pinnacle Financial Group, LLC / ILPassive

Some overlap · 3 shared positions

$WT $BRZE $UPST

$365M

111 positions

Compare Trinity 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 Trinity 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.