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Hedge Funds Similar to Triton Wealth , PLLC

13F Portfolio OverlapQ1 2026Triton Wealth , PLLC portfolio →
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Most similar hedge funds by 13F overlap

Triton Wealth Management, PLLC is an institutional investor managing $270M across 124 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 Triton Wealth , PLLC are Encompass More Asset, ACT Advisors,, Vines ,, with shared positions in $WT, $RCL, $OKLO, $PLTR, $BA, $COP. The full ranking of 25 similar funds is below.

#1Encompass More Asset ManagementPassive
Some overlap · 4 shared positions
$WT$RCL$OKLO$PLTR
$597M
251 positions
#2ACT Advisors, LLC.Active
Some overlap · 4 shared positions
$WT$BA$PLTR$COP
$235M
78 positions
#3Vines Capital Management, LLCActive
Some overlap · 4 shared positions
$WT$BA$PLTR$BAC
$101M
77 positions
#4McGuire Investment Group, LLCActive
Some overlap · 4 shared positions
$WT$LMT$PLTR$QBTS
$885M
121 positions
#5WealthPlan Investment Management, LLCPassive
Some overlap · 4 shared positions
$WT$LMT$PLTR$VZ
$1.8B
458 positions
#6Catalyst Investment Management LLCPassive
Some overlap · 4 shared positions
$WT$LMT$LOW$BAC
$90M
65 positions
#7Oxinas Partners Wealth Management LLCPassive
Some overlap · 3 shared positions
$WT$CCL$PLTR
$219M
145 positions
#8Powers Advisory Group, LLCActive
Some overlap · 4 shared positions
$WT$LMT$COP$VZ
$284M
125 positions
#9PRECEDENT WEALTH PARTNERS, LLCPassive
Some overlap · 4 shared positions
$WT$LMT$BAC$VZ
$500M
166 positions
#10Lauer Wealth, LLCActive
Some overlap · 4 shared positions
$WT$PLTR$COP$VZ
$126M
67 positions
#11Main Street Financial Solutions, LLC
Some overlap · 4 shared positions
$WT$PLTR$BAC$DVN
$1.3B
560 positions
#12MB, LEVIS & ASSOCIATES, LLCPassive
Some overlap · 4 shared positions
$WT$LMT$LOW$COP
$240M
234 positions
#13Axis Wealth Partners, LLCPassive
Some overlap · 4 shared positions
$WT$COP$BAC$VZ
$188M
174 positions
#14Shore Point Advisors, LLCActive
Some overlap · 4 shared positions
$WT$PLTR$VZ$LOW
$253M
76 positions
#15Vantage Point Financial LLCPassive
Some overlap · 3 shared positions
$WT$OKLO$PLTR
$285M
176 positions
#16Fiduciary Planning LLCActive
Some overlap · 4 shared positions
$WT$PLTR$BAC$COP
$331M
76 positions
#17Kondo Wealth Advisors, Inc.Active
Some overlap · 4 shared positions
$WT$BAC$VZ$LOW
$266M
69 positions
#18IAM Advisory, LLCActive
Some overlap · 3 shared positions
$WT$LMT$PLTR
$446M
95 positions
#19Rare Wolf Capital LLCPassive
Some overlap · 3 shared positions
$WT$LMT$PLTR
$154M
127 positions
#20Osbon Capital Management LLCPassive
Some overlap · 3 shared positions
$WT$AGNC$PLTR
$123M
493 positions
#21Napier Financial, LLCPassive
Some overlap · 5 shared positions
$WT$COP$BAC$VZ$BA
$436M
609 positions
#22EAGLE WEALTH STRATEGIES LLCActive
Some overlap · 3 shared positions
$WT$CCL$VZ
$228M
114 positions
#23RATIONAL ADVISORS, INC.Active
Some overlap · 3 shared positions
$WT$BA$BAC
$980M
179 positions
#24Marshall & Sterling Wealth Advisors Inc.Passive
Some overlap · 3 shared positions
$WT$LMT$COP
$153M
344 positions
#25Meridian Financial Advisors, LLCPassive
Some overlap · 3 shared positions
$WT$LMT$COP
$183M
141 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.