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 Triton Financial Group

13F Portfolio OverlapQ1 2026Triton Financial Group portfolio →

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Most similar hedge funds by 13F overlap

Triton Financial Group Inc is an institutional investor managing $57M across 62 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 Financial Group are SUMMITPOINT, NBZ Investment Advisors, Philadelphia Investment Partners,, with shared positions in $LEN, $JHG, $APP, $ARKO, $BA, $PLTR. The full ranking of 25 similar funds is below.

#1SUMMITPOINT CAPITAL MANAGEMENTActive

Substantial overlap · 3 shared positions

$LEN $JHG $APP

$79M

35 positions

#2NBZ Investment Advisors LLCActive

Notable overlap · 4 shared positions

$LEN $JHG $ARKO $BA

$229M

73 positions

#3Philadelphia Investment Partners, LLCPassive

Notable overlap · 4 shared positions

$PLTR $APP $WT $OKTA

$147M

189 positions

#4ATX Financial Planning, LLCPassive

Notable overlap · 3 shared positions

$LEN $WT $ARKO

$132M

81 positions

#5Koss-Olinger Consulting, LLCActive

Notable overlap · 3 shared positions

$LEN $GEV $PLTR

$1.2B

254 positions

#6Comprehensive Financial Planning, Inc./PAPassive

Notable overlap · 5 shared positions

$JHG $PLTR $LEN $WT $GSAT

$144M

387 positions

#7Ballast Rock Private Wealth LLCPassive

Notable overlap · 5 shared positions

$LEN $JHG $WT $OKTA $APP

$181M

177 positions

#8Genesis Financial Group, LLCPassive

Notable overlap · 3 shared positions

$PLTR $GEV $JHG

$158M

103 positions

#9BYRNE FINANCIAL FREEDOM, LLCPassive

Notable overlap · 6 shared positions

$PLTR $JHG $ARKO $GSAT $GEV $WT

$209M

103 positions

#10Three Magnolias Financial Advisors, LLCPassive

Notable overlap · 4 shared positions

$JHG $PLTR $WT $ARKO

$157M

103 positions

#11Whipplewood Advisors, LLCPassive

Notable overlap · 3 shared positions

$JHG $LEN $ARKO

$193M

1,065 positions

#12Henson-Edgewater Management, LLCPassive

Notable overlap · 4 shared positions

$PLTR $BA $GSAT $GEV

$157M

66 positions

#13Graney & King, LLCActive

Notable overlap · 3 shared positions

$APP $GEV $JHG

$186M

370 positions

#14MGB Wealth Management, LLC

Notable overlap · 3 shared positions

$APP $PLTR $OKTA

$350M

308 positions

#15Hershey Financial Advisers, LLCPassive

Notable overlap · 3 shared positions

$APP $GEV $WT

$116M

80 positions

#16Kensington Asset Management, LLCSmart money

Notable overlap · 4 shared positions

$JHG $APP $OKTA $SGOL

$1.9B

41 positions

#17Cypress Point Wealth Management, LLCActive

Notable overlap · 3 shared positions

$PLTR $WT $SGOL

$464M

123 positions

#18GLYNN CAPITAL MANAGEMENT LLCActive

Notable overlap · 3 shared positions

$PLTR $APP $GEV

$209M

42 positions

#19Destiny Wealth Partners, LLCPassive

Some overlap · 4 shared positions

$JHG $APP $PLTR $OKTA

$914M

1,148 positions

#20Lionshead Wealth Management, LLCPassive

Some overlap · 3 shared positions

$JHG $PLTR $WT

$136M

108 positions

#21Paragon Advisors, LLCActive

Some overlap · 4 shared positions

$JHG $PLTR $APP $GEV

$371M

76 positions

#22BERKSHIRE CAPITAL HOLDINGS INCActive

Some overlap · 3 shared positions

$PLTR $GEV $APP

$277M

114 positions

#23Clearwater Capital Advisors, LLCActive

Some overlap · 5 shared positions

$JHG $WT $ARKO $GSAT $PLTR

$1.2B

177 positions

#24Reyes Financial Architecture, Inc.Passive

Some overlap · 3 shared positions

$LEN $WT $OKTA

$122M

348 positions

#25Meadowbrook Wealth Management, LLCPassive

Some overlap · 3 shared positions

$APP $GEV $BA

$75M

65 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.