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 Trevian Wealth

13F Portfolio OverlapQ1 2026Trevian Wealth portfolio →

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Most similar hedge funds by 13F overlap

Trevian Wealth Management LLC is an institutional investor managing $203M across 43 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 Trevian Wealth are Breakwater Investment, Colter Lewis Investment Partners, Northstar Group,, with shared positions in $HUM, $DOV, $MKL, $SNOW, $NTRB, $MAR. The full ranking of 25 similar funds is below.

#1Breakwater Investment ManagementPassive

Slight overlap · 6 shared positions

$HUM $DOV $MKL $SNOW $NTRB $MAR

$269M

506 positions

#2Colter Lewis Investment Partners LLCPassive

Slight overlap · 6 shared positions

$HUM $DOV $MKL $SNOW $IAU $MAR

$106M

111 positions

#3Northstar Group, Inc.Active

Slight overlap · 4 shared positions

$SBUX $HUM $DOV $MKL

$707M

166 positions

#4Unify Financial AdvisorsPassive

Slight overlap · 4 shared positions

$SBUX $HUM $DOV $SNOW

$96M

89 positions

#5Christensen, King & Associates Investment Services, Inc.Active

Slight overlap · 6 shared positions

$HUM $DOV $MKL $SNOW $IAU $MAR

$233M

105 positions

#6Andrews Advisory Associates, LLCActive

Slight overlap · 5 shared positions

$HUM $DOV $MKL $SNOW $IAU

$190M

82 positions

#7Stratos Wealth Advisors, LLCPassive

Slight overlap · 5 shared positions

$HUM $DOV $MKL $SNOW $MAR

$1.6B

609 positions

#8Excelsior Advisor Network LLCPassive

Slight overlap · 5 shared positions

$HUM $DOV $MKL $SNOW $IAU

$263M

226 positions

#9Vanguard National Trust CoActive

Slight overlap · 5 shared positions

$HUM $DOV $MKL $SNOW $MAR

$1.6B

751 positions

#10Joel Isaacson & Co., LLCActive

Slight overlap · 6 shared positions

$HUM $MKL $SNOW $DOV $NTRB $MAR

$3.0B

455 positions

#11Ridgewood Investments LLCPassive

Slight overlap · 4 shared positions

$HUM $DOV $MKL $SNOW

$244M

208 positions

#12Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth SActive

Slight overlap · 5 shared positions

$HUM $MKL $SNOW $DOV $NTRB

$111M

63 positions

#13Weil Company, Inc.Passive

Slight overlap · 5 shared positions

$SBUX $DOV $MKL $INTU $IAU

$445M

115 positions

#14FC Advisory LLCActive

Slight overlap · 5 shared positions

$HUM $MKL $SNOW $DOV $NTRB

$342M

115 positions

#15LEAVELL INVESTMENT MANAGEMENT, INC.Passive

Slight overlap · 6 shared positions

$HUM $DOV $SNOW $NTRB $IAU $MAR

$2.4B

603 positions

#16Midwestern Financial, LLC /IAActive

Slight overlap · 4 shared positions

$SBUX $HUM $DOV $MAR

$127M

54 positions

#17Mosaic Advisors LLCPassive

Slight overlap · 5 shared positions

$HUM $DOV $MKL $NTRB $MAR

$67M

42 positions

#18NWF Advisory Services Inc.Passive

Slight overlap · 5 shared positions

$HUM $DOV $MKL $NTRB $MAR

$886M

411 positions

#19Junk Investment Group, LLCPassive

Slight overlap · 5 shared positions

$HUM $DOV $MKL $NTRB $MAR

$191M

88 positions

#20Donalies Financial Planning, LLCActive

Slight overlap · 5 shared positions

$SBUX $HUM $SNOW $IAU $MAR

$117M

74 positions

#21Long Island Wealth Management, Inc.Active

Slight overlap · 5 shared positions

$DOV $HUM $MKL $SNOW $MAR

$216M

89 positions

#22Novak & Powell Financial Services, Inc.Passive

Slight overlap · 5 shared positions

$HUM $DOV $MKL $IAU $MAR

$186M

163 positions

#23C M BIDWELL & ASSOCIATES LTDPassive

Slight overlap · 4 shared positions

$HUM $DOV $SNOW $MKL

$214M

483 positions

#24Blossom Wealth ManagementPassive

Slight overlap · 4 shared positions

$SBUX $HUM $SNOW $IAU

$67M

74 positions

#25Evergreen Wealth Solutions, LLCPassive

Slight overlap · 4 shared positions

$HUM $DOV $SNOW $NTRB

$1.4B

406 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.