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Hedge Funds Similar to Trivium Point Advisory,

13F Portfolio OverlapQ1 2026Trivium Point Advisory, portfolio →
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Most similar hedge funds by 13F overlap

Trivium Point Advisory, LLC is an institutional investor managing $553M across 270 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 Trivium Point Advisory, are Totem Point ,, Privium Fund B.V., Sandro Wealth, with shared positions in $SPOT, $AMD, $MU, $PFE, $USB, $TMUS. The full ranking of 25 similar funds is below.

#1Totem Point Management, LLCActive
Notable overlap · 3 shared positions
$SPOT$AMD$MU
$78M
17 positions
#2Privium Fund Management B.V.Active
Some overlap · 3 shared positions
$SPOT$AMD$PFE
$480M
60 positions
#3Sandro Wealth Management LLCPassive
Some overlap · 8 shared positions
$USB$TMUS$MCD$PWR$TMO$CTAS
$125M
99 positions
#4Southpoint Capital Advisors LPActive
Some overlap · 3 shared positions
$SPOT$TMO$AMD
$4.9B
41 positions
#5Strategic Global Advisors, LLCPassive
Some overlap · 3 shared positions
$SPOT$MU$KLAC
$625M
142 positions
#6SANDS CAPITAL MANAGEMENT, LLCActive
Some overlap · 3 shared positions
$SPOT$PWR$CPNG
$25.5B
67 positions
#7CONSCIOUS WEALTH INVESTMENTS, LLCPassive
Some overlap · 7 shared positions
$USB$TMUS$AMD$PFE$KLAC$EOG
$180M
58 positions
#8PRAKASH INVESTMENT ADVISORS LLCPassive
Some overlap · 3 shared positions
$SPOT$AMD$MU
$128M
80 positions
#9TRANSATLANTIQUE PRIVATE WEALTH LLC
Some overlap · 5 shared positions
$USB$SPOT$TMUS$TMO$WMB
$319M
206 positions
#10TRIGLAV SKLADI, D.O.O.Active
Some overlap · 7 shared positions
$PWR$MCD$TMO$MU$AMD$PFE
$1.4B
166 positions
#11Gs Investments, Inc.Passive
Some overlap · 5 shared positions
$MTZ$USB$WMB$TMO$KLAC
$175M
134 positions
#12Great Lakes Retirement, Inc.Passive
Some overlap · 6 shared positions
$USB$WMB$PWR$AMD$TT$KLAC
$967M
219 positions
#13MH & ASSOCIATES SECURITIES MANAGEMENT CORP /ADVPassive
Some overlap · 5 shared positions
$MTZ$USB$WMB$MU$PFE
$115M
98 positions
#14CIM, LLCPassive
Some overlap · 3 shared positions
$SPOT$CTAS$MU
$692M
168 positions
#15RICHARDSON FINANCIAL SERVICES INC.Passive
Some overlap · 7 shared positions
$MCD$TMUS$CTAS$AMD$TMO$TT
$160M
613 positions
#16Blue Line Capital, LLC / ILPassive
Some overlap · 5 shared positions
$MTZ$USB$TMO$MU$ALPS
$88M
65 positions
#17AMI ASSET MANAGEMENT CORPActive
Some overlap · 3 shared positions
$SPOT$PWR$CTAS
$1.6B
96 positions
#18Winslow Capital Management, LLCActive
Some overlap · 6 shared positions
$SPOT$PWR$AMD$MU$TT$KLAC
$25.6B
60 positions
#19Challenger Wealth ManagementActive
Some overlap · 6 shared positions
$TMUS$PWR$CTAS$WMB$HCA$TT
$125M
58 positions
#20GDS Wealth ManagementActive
Some overlap · 5 shared positions
$SPOT$USB$AMD$MU$TT
$1.7B
200 positions
#21LAFFER TENGLER INVESTMENTS, INC.Passive
Some overlap · 5 shared positions
$SPOT$MCD$WMB$PWR$EOG
$677M
182 positions
#22Benchmark Investment Advisors LLCPassive
Some overlap · 4 shared positions
$SPOT$USB$MU$KLAC
$172M
76 positions
#23Delta Global Management LPPassive
Some overlap · 3 shared positions
$SPOT$AMD$COF
$1.2B
154 positions
#24Alecta Tjanstepension OmsesidigtActive
Some overlap · 5 shared positions
$SPOT$TMO$CTAS$AMD$KLAC
$20.5B
78 positions
#25Raiffeisen Bank International AGActive
Some overlap · 6 shared positions
$PWR$TMO$SPOT$AMD$MU$KLAC
$7.0B
824 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.