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Hedge Funds Similar to Trek Financial,

13F Portfolio OverlapQ1 2026Trek Financial, portfolio →
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Most similar hedge funds by 13F overlap

Trek Financial, LLC is an institutional investor managing $1.9B across 472 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 Trek Financial, are ONE PLUS ONE WEALTH ,, ABBINGTON INVESTMENT GROUP, Avant, with shared positions in $AGQ, $DJP, $USB, $PBR, $VALE, $MOS. The full ranking of 25 similar funds is below.

#1ONE PLUS ONE WEALTH MANAGEMENT, LLCPassive
Some overlap · 3 shared positions
$AGQ$DJP$USB
$237M
89 positions
#2ABBINGTON INVESTMENT GROUPActive
Some overlap · 5 shared positions
$AGQ$PBR$VALE$USB$MOS
$172M
51 positions
#3Avant Capital LLCPassive
Some overlap · 5 shared positions
$AGQ$HUM$SHEL$CNQ$RIG
$142M
76 positions
#4Hedges Asset Management LLC
Some overlap · 4 shared positions
$AGQ$SHEL$USB$DOW
$142M
108 positions
#5Larry Mathis Financial Planning, LLCPassive
Some overlap · 3 shared positions
$AGQ$SHEL$TTE
$112M
156 positions
#6Financial Services Advisory IncActive
Some overlap · 3 shared positions
$AGQ$DJP$MU
$210M
58 positions
#7Dedeker Financial LLCPassive
Some overlap · 3 shared positions
$AGQ$MU$LRCX
$115M
50 positions
#8Three Seasons Wealth, LLCPassive
Some overlap · 3 shared positions
$AGQ$MU$LRCX
$262M
187 positions
#9Runnymede Capital Advisors, Inc.Passive
Some overlap · 3 shared positions
$AGQ$MU$LRCX
$116M
75 positions
#10Sollinda Capital Management LLCActive
Some overlap · 3 shared positions
$AGQ$SE$MU
$412M
76 positions
#11Carrera Capital AdvisorsActive
Some overlap · 3 shared positions
$AGQ$CPA$EQNR
$649M
188 positions
#12Landmark Wealth Management, LLCPassive
Some overlap · 3 shared positions
$AGQ$HUM$SHEL
$373M
148 positions
#13Glen Eagle Advisors, LLCPassive
Some overlap · 3 shared positions
$AGQ$HUM$LRCX
$714M
1,021 positions
#14Lynx Investment AdvisoryPassive
Some overlap · 3 shared positions
$AGQ$HUM$USB
$209M
181 positions
#15Benchmark Financial, LLCActive
Some overlap · 3 shared positions
$AGQ$USB$HUM
$111M
52 positions
#16Virtue Capital Management, LLCPassive
Some overlap · 3 shared positions
$AGQ$USB$MU
$657M
322 positions
#17Global View Capital Management LLCActive
Some overlap · 3 shared positions
$AGQ$USB$SE
$377M
140 positions
#18MRWM Advisors, LLCActive
Some overlap · 3 shared positions
$AGQ$HUM$LRCX
$184M
74 positions
#19Deane Retirement Strategies, Inc.Passive
Some overlap · 3 shared positions
$AGQ$DOW$SE
$249M
57 positions
#20J2 Capital Management IncActive
Some overlap · 3 shared positions
$AGQ$TTE$HUM
$146M
116 positions
#21Ted Buchan & CoPassive
Some overlap · 3 shared positions
$AGQ$PBR$CNQ
$275M
88 positions
#22Prasad Wealth Partners, LLCPassive
Some overlap · 3 shared positions
$AGQ$MU$LRCX
$367M
146 positions
#23Sugar Maple Asset Management, LLCPassive
Some overlap · 3 shared positions
$DJP$AGQ$HUM
$165M
84 positions
#24Anson Capital, Inc.Passive
Some overlap · 3 shared positions
$AGQ$USB$HUM
$146M
90 positions
#25Drum Hill Capital, LLCActive
Some overlap · 5 shared positions
$SHEL$TTE$EQNR$PBR$USB
$109M
46 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.