13F Pro

Hedge Funds Similar to Triumph

13F Portfolio OverlapQ1 2026Triumph portfolio →
Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Triumph Capital Management is an institutional investor managing $491M across 1,838 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 Triumph are Investment Advisory Services,, CHIRON ,, Nova Wealth ,, with shared positions in $FCFS, $TMO, $LEN, $PFE, $AMD, $NKE. The full ranking of 25 similar funds is below.

#1Capital Investment Advisory Services, LLCPassive
Some overlap · 5 shared positions
$FCFS$TMO$LEN$PFE$AMD
$1.4B
1,206 positions
#2CHIRON CAPITAL MANAGEMENT, LLCPassive
Some overlap · 6 shared positions
$TMO$NKE$LEN$PFE$PYPL$AMD
$98M
117 positions
#3Nova Wealth Management, Inc.Passive
Some overlap · 4 shared positions
$FCFS$PLTR$SOFI$AMD
$154M
545 positions
#4IMC-Chicago, LLCPassive
Some overlap · 7 shared positions
$PLTR$SOFI$WFC$NKE$PYPL$AMD
$278.4B
5,950 positions
#5DKRT Investments Corp.Active
Some overlap · 5 shared positions
$WFC$TMO$NKE$BA$PFE
$395M
48 positions
#6HBW Advisory Services LLCPassive
Some overlap · 4 shared positions
$FCFS$TMO$SNOW$NKE
$949M
444 positions
#7Lionshead Wealth Management, LLCPassive
Some overlap · 5 shared positions
$PLTR$TMO$SNOW$PFE$AMD
$136M
108 positions
#8Mach-1 Financial Group, LLCPassive
Some overlap · 4 shared positions
$FCFS$FITB$SNOW$WFC
$284M
161 positions
#9Eaton Financial Holdings Company, LLCPassive
Some overlap · 5 shared positions
$PLTR$NKE$SNOW$WFC$DIA
$305M
125 positions
#10Entruity Wealth, LLCActive
Some overlap · 3 shared positions
$FCFS$WFC$FITB
$147M
46 positions
#11MeadowBrook Investment Advisors LLCPassive
Some overlap · 4 shared positions
$WFC$TMO$NKE$BA
$113M
186 positions
#12MATRIX ASSET ADVISORS INC/NYActive
Some overlap · 4 shared positions
$WFC$TMO$NKE$PYPL
$1.1B
105 positions
#13Intrepid Financial Planning Group LLCPassive
Some overlap · 5 shared positions
$PLTR$UL$DIA$SNOW$AMD
$248M
125 positions
#14PUFF WEALTH MANAGEMENT, LLC
Some overlap · 3 shared positions
$FCFS$TMO$FITB
$77M
70 positions
#15Aventura Private Wealth, LLCPassive
Some overlap · 4 shared positions
$TMO$PLTR$WFC$AMD
$273M
904 positions
#16Visionary Wealth AdvisorsPassive
Some overlap · 4 shared positions
$FCFS$NKE$SNOW$LEN
$2.3B
638 positions
#17Kingsview Wealth Management, LLCPassive
Some overlap · 5 shared positions
$PLTR$NKE$LEN$AMD$FITB
$7.3B
1,334 positions
#18Cohen Investment Advisors LLCPassive
Some overlap · 4 shared positions
$WFC$TMO$PFE$BA
$210M
79 positions
#19RiverTree Advisors, LLCPassive
Some overlap · 3 shared positions
$FCFS$TMO$LEN
$158M
60 positions
#20Prasad Wealth Partners, LLCPassive
Some overlap · 4 shared positions
$FCFS$PLTR$LEN$FITB
$367M
146 positions
#21TRITONPOINT WEALTH, LLCPassive
Some overlap · 4 shared positions
$TMO$WFC$SNOW$BA
$934M
268 positions
#22Ally Financial Inc.Active
Some overlap · 5 shared positions
$NKE$TMO$WFC$PFE$BA
$804M
125 positions
#23FAGAN ASSOCIATES, INC.Passive
Some overlap · 5 shared positions
$PLTR$SNOW$BA$NKE$AMD
$719M
135 positions
#24SIMPLEX TRADING, LLCActive
Some overlap · 5 shared positions
$PLTR$NKE$PFE$SOFI$AMD
$149.1B
8,927 positions
#25BSN Capital Partners LtdSmart money
Some overlap · 4 shared positions
$WFC$PLTR$BA$AMD
$2.1B
24 positions

Compare Triumph’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 Triumph’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.