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Hedge Funds Similar to Trevian Wealth

13F Portfolio OverlapQ2 2026Trevian Wealth portfolio →
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Most similar hedge funds by 13F overlap

Trevian Wealth Management LLC is an institutional investor managing $235M across 45 U.S. equity positions as of Q2 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Trevian Wealth are Weil Company, DC Investments, Copia Wealth, with shared positions in $DOV, $SBUX, $INTU, $IAU, $TOST, $GBTC. The full ranking of 15 similar funds is below.

#1Weil Company, Inc.Passive
Notable overlap · 4 shared positions
$DOV$SBUX$INTU$IAU
$568M
133 positions
#2DC Investments Management, LLCActive
Some overlap · 3 shared positions
$DOV$INTU$TOST
$293M
55 positions
#3Copia Wealth Management
Some overlap · 3 shared positions
$DOV$GBTC$IAU
$166M
570 positions
#4Evelyn Partners Asset Management Ltd
Some overlap · 3 shared positions
$DOV$INTU$IAU
$406M
308 positions
#5HRC WEALTH MANAGEMENT, LLCSmart money
Some overlap · 3 shared positions
$DOV$SBUX$GBTC
$244M
65 positions
#6NavPoint Financial, Inc.Active
Some overlap · 3 shared positions
$DOV$GBTC$IAU
$270M
74 positions
#7Three Bridge Wealth Advisors, LLCActive
Some overlap · 3 shared positions
$DOV$IAU$SBUX
$399M
87 positions
#8Breakwater Investment ManagementPassive
Some overlap · 3 shared positions
$DOV$SBUX$IAU
$294M
600 positions
#9DB Fitzpatrick & Co, IncActive
Some overlap · 3 shared positions
$SBUX$DOV$INTU
$124M
100 positions
#10Gross & Hartman Investments LLCActive
Some overlap · 3 shared positions
$DOV$INTU$EBAY
$226M
80 positions
#11Battery Global Advisors, LLCSmart money
Slight overlap · 3 shared positions
$DOV$INTU$IAU
$200M
157 positions
#12Roehl & Yi Investment Advisors, LLCPassive
Slight overlap · 3 shared positions
$DOV$SBUX$IAU
$304M
194 positions
#13FIDUCIARY FINANCIAL GROUP, LLCPassive
Slight overlap · 3 shared positions
$IAU$TOST$DOV
$882M
373 positions
#14RAFFA WEALTH MANAGEMENT, LLCActive
Slight overlap · 3 shared positions
$DOV$EBAY$IAU
$793M
1,591 positions
#15ICONIQ Capital, LLCSmart money
Slight overlap · 3 shared positions
$DOV$GBTC$IAU
$3.5B
76 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.