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Hedge Funds Similar to TriaGen Wealth

13F Portfolio OverlapQ1 2026TriaGen Wealth portfolio →
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Most similar hedge funds by 13F overlap

TriaGen Wealth Management LLC is an institutional investor managing $366M across 171 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 TriaGen Wealth are Monetary Solutions, Ltd, Forbes Financial Planning,, Alpha Zero, with shared positions in $OKTA, $UNIT, $COP, $MS, $MCD, $IAU. The full ranking of 25 similar funds is below.

#1Monetary Solutions, LtdActive
Notable overlap · 5 shared positions
$OKTA$UNIT$COP$MS$MCD
$103M
318 positions
#2Forbes Financial Planning, Inc.Active
Notable overlap · 4 shared positions
$OKTA$MS$UNIT$COP
$173M
38 positions
#3Alpha Zero LLCActive
Notable overlap · 3 shared positions
$OKTA$IAU$CME
$198M
79 positions
#4Demars Financial Group, LLCActive
Notable overlap · 3 shared positions
$OKTA$CME$NEE
$304M
103 positions
#5MOULTON WEALTH MANAGEMENT, INCActive
Notable overlap · 3 shared positions
$OKTA$USB$IAU
$147M
52 positions
#6HARTLINE INVESTMENT CORP/Active
Notable overlap · 5 shared positions
$OKTA$MS$MRVL$NEE$NOW
$909M
112 positions
#7TME FINANCIAL, INC.Passive
Notable overlap · 5 shared positions
$MS$IAU$UNIT$USB$NOW
$144M
65 positions
#8Cascade Wealth Advisors, IncActive
Notable overlap · 4 shared positions
$OKTA$COP$USB$NEE
$228M
60 positions
#9Powers Advisory Group, LLCActive
Notable overlap · 5 shared positions
$MS$OKTA$COP$USB$MCD
$284M
125 positions
#10Davidson Capital Management Inc.Active
Notable overlap · 6 shared positions
$MS$COP$MCK$USB$CME$NEE
$552M
93 positions
#11Shira Ridge Wealth ManagementActive
Notable overlap · 6 shared positions
$OKTA$NOW$MRVL$T$MCK$MCD
$253M
79 positions
#12FC Advisory LLCActive
Notable overlap · 5 shared positions
$MS$OKTA$VLTO$USB$COP
$342M
115 positions
#13CLEAR WAVE WEALTH MANAGEMENT LLCPassive
Notable overlap · 3 shared positions
$MS$IAU$UNIT
$463M
177 positions
#14WorthPointe, LLCActive
Notable overlap · 4 shared positions
$OKTA$NEE$MU$IAU
$369M
118 positions
#15Glass Jacobson Investment Advisors llcPassive
Notable overlap · 6 shared positions
$IAU$UNIT$OKTA$COP$NEE$USB
$290M
607 positions
#16Modus Advisors, LLCPassive
Notable overlap · 5 shared positions
$IAU$MS$NEE$USB$MCD
$363M
117 positions
#17DCM Advisors, LLCActive
Notable overlap · 6 shared positions
$MS$DIS$COP$MCD$USB$T
$220M
38 positions
#18Alhambra Investment Partners LLCPassive
Notable overlap · 4 shared positions
$MS$IAU$UNIT$NEE
$217M
176 positions
#19Ballast Financial Advisors LLCActive
Notable overlap · 5 shared positions
$IAU$UNIT$MS$COP$USB
$98M
68 positions
#20Meridian Financial Advisors, LLCPassive
Notable overlap · 5 shared positions
$MS$COP$USB$UNIT$MCD
$183M
141 positions
#21Smith Thornton Advisors LLCPassive
Notable overlap · 4 shared positions
$MS$IAU$T$DIS
$199M
130 positions
#22MORTON COMMUNITY BANKPassive
Notable overlap · 5 shared positions
$MS$COP$NEE$XEL$T
$460M
115 positions
#23FINANCIAL ADVISORY PARTNERS, LLCActive
Notable overlap · 4 shared positions
$OKTA$MS$NEE$USB
$354M
66 positions
#24WESCAP Management Group, Inc.Active
Notable overlap · 5 shared positions
$IAU$OKTA$COP$USB$UNIT
$508M
107 positions
#25Forza Wealth Management, LLCPassive
Notable overlap · 5 shared positions
$IAU$UNIT$COP$MS$USB
$287M
188 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.