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Hedge Funds Similar to Trinity Wealth

13F Portfolio OverlapQ2 2026Trinity Wealth portfolio →
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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 Q2 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Trinity Wealth are EVEXIA WEALTH, Wealthcare Partners, with shared positions in $HUBB, $CEG, $PH, $EXC. The full ranking of 2 similar funds is below.

#1EVEXIA WEALTH LLCPassive
Some overlap · 3 shared positions
$HUBB$CEG$PH
$369M
77 positions
#2Wealthcare Capital Partners, LLCPassive
Slight overlap · 3 shared positions
$CEG$PH$EXC
$242M
179 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.