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 Trilogy

13F Portfolio OverlapQ1 2026Trilogy portfolio →

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Most similar hedge funds by 13F overlap

Trilogy Capital Inc. is an institutional investor managing $2.6B across 404 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 Trilogy are Boyce & Associates Wealth Consulting,, Etesian Wealth Advisors,, FFG RETIREMENT ADVISORS, with shared positions in $WT, $ALPS, $FCFS, $AMN, $SCHW, $GILD. The full ranking of 25 similar funds is below.

#1Boyce & Associates Wealth Consulting, Inc.Active

Notable overlap · 4 shared positions

$WT $ALPS $FCFS $AMN

$132M

80 positions

#2Etesian Wealth Advisors, Inc.Passive

Notable overlap · 5 shared positions

$WT $FCFS $AMN $SCHW $GILD

$313M

138 positions

#3FFG RETIREMENT ADVISORS LLCPassive

Notable overlap · 3 shared positions

$WT $ALPS $SE

$172M

43 positions

#4AMERICAN FINANCIAL & TAX STRATEGIES INCPassive

Notable overlap · 5 shared positions

$WT $SE $SCHW $GMM $MKL

$206M

97 positions

#5WESCAP Management Group, Inc.Active

Notable overlap · 5 shared positions

$WT $SE $SCHW $GMM $COP

$508M

107 positions

#6Haven Private, LLCPassive

Notable overlap · 4 shared positions

$WT $ALPS $AMN $KLAC

$230M

166 positions

#7Gaddis Premier Wealth Advisors LLCPassive

Notable overlap · 4 shared positions

$WT $FCFS $MPWR $COP

$136M

85 positions

#8Catalyst Investment Management LLCPassive

Notable overlap · 4 shared positions

$WT $SE $SCHW $MKL

$90M

65 positions

#9Leibman Financial Services, Inc.Passive

Notable overlap · 3 shared positions

$WT $SE $FCX

$136M

49 positions

#10Oxinas Partners Wealth Management LLCPassive

Notable overlap · 3 shared positions

$WT $SE $FCX

$219M

145 positions

#11COLUMBIA ADVISORY PARTNERS LLCActive

Notable overlap · 3 shared positions

$WT $FCFS $COP

$157M

92 positions

#12Key FInancial IncPassive

Notable overlap · 3 shared positions

$WT $SE $GMM

$562M

1,394 positions

#13SYM FINANCIAL CorpActive

Notable overlap · 3 shared positions

$WT $SE $GMM

$1.0B

415 positions

#14Stonekeep Investments, LLCActive

Notable overlap · 3 shared positions

$WT $SE $COP

$154M

66 positions

#15Reyes Financial Architecture, Inc.Passive

Notable overlap · 3 shared positions

$WT $ALPS $DUK

$122M

348 positions

#16Wealthcare Capital Partners, LLCActive

Notable overlap · 5 shared positions

$WT $SE $ALPS $MKL $COP

$213M

153 positions

#17IAM Advisory, LLCActive

Notable overlap · 4 shared positions

$WT $AMN $VRT $GILD

$446M

95 positions

#18Value Investment Professionals, LLCPassive

Notable overlap · 3 shared positions

$WT $SCHW $MKL

$89M

81 positions

#19MOR Wealth Management, LLCActive

Notable overlap · 4 shared positions

$WT $AMN $ANET $GILD

$218M

103 positions

#20Pinnacle Financial Group, LLC / ILPassive

Notable overlap · 3 shared positions

$WT $SCHW $MKL

$365M

111 positions

#21FIDELIS iM, LLCSmart money

Notable overlap · 3 shared positions

$WT $SCHW $COP

$264M

25 positions

#22Beaumont Capital Management, LLCActive

Notable overlap · 4 shared positions

$WT $ALPS $MKL $COP

$81M

32 positions

#23Exit Wealth Advisors, LLC.Active

Notable overlap · 3 shared positions

$WT $ALPS $ANET

$195M

131 positions

#24Sharper & Granite LLCPassive

Notable overlap · 6 shared positions

$WT $ANET $GILD $COP $SCHW $AMN

$293M

107 positions

#25WIN ADVISORS, INCPassive

Notable overlap · 3 shared positions

$WT $FCX $VRT

$219M

78 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.