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 Trail Ridge Investment Advisors,

13F Portfolio OverlapQ1 2026Trail Ridge Investment Advisors, portfolio →

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Most similar hedge funds by 13F overlap

Trail Ridge Investment Advisors, LLC is an institutional investor managing $230M across 99 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 Trail Ridge Investment Advisors, are Financial Enhancement Group, Ridgeline Wealth,, FIRETHORN WEALTH PARTNERS,, with shared positions in $JHG, $MDLZ, $NEE, $ETN, $CB, $MAMA. The full ranking of 25 similar funds is below.

#1Financial Enhancement Group LLCPassive

Notable overlap · 3 shared positions

$JHG $MDLZ $NEE

$807M

135 positions

#2Ridgeline Wealth, LLCActive

Notable overlap · 3 shared positions

$JHG $MDLZ $ETN

$140M

52 positions

#3FIRETHORN WEALTH PARTNERS, LLCPassive

Notable overlap · 3 shared positions

$JHG $MDLZ $CB

$273M

190 positions

#4EPIQ PARTNERS, LLCPassive

Notable overlap · 3 shared positions

$JHG $NEE $CB

$214M

83 positions

#5BARD ASSOCIATES INCPassive

Notable overlap · 3 shared positions

$JHG $NEE $MAMA

$398M

292 positions

#6Traub Capital Management LLCPassive

Notable overlap · 3 shared positions

$JHG $PHM $ADBE

$101M

130 positions

#7NORTHCAPE WEALTH MANAGEMENT, LLCPassive

Notable overlap · 5 shared positions

$JHG $ETN $CB $NEE $UNP

$367M

141 positions

#8CASTLE WEALTH MANAGEMENT LLCPassive

Notable overlap · 4 shared positions

$JHG $NEE $TMO $ETN

$309M

132 positions

#9ATWOOD & PALMER INCPassive

Notable overlap · 3 shared positions

$JHG $TMO $UTHR

$1.8B

531 positions

#10Atlantic Edge Private Wealth Management, LLCPassive

Notable overlap · 3 shared positions

$JHG $TMO $ETN

$407M

601 positions

#11Paladin Wealth, LLCPassive

Notable overlap · 3 shared positions

$JHG $ETN $TMO

$145M

125 positions

#12Sanchez Wealth Management GroupActive

Some overlap · 3 shared positions

$JHG $ETN $UNP

$462M

53 positions

#13Ritter Daniher Financial Advisory LLC / DEActive

Some overlap · 3 shared positions

$JHG $BKNG $NEE

$589M

590 positions

#14Brown Financial AdvisorsPassive

Some overlap · 3 shared positions

$JHG $ETN $TMO

$264M

209 positions

#15Clear Trail Advisors, LLCPassive

Some overlap · 5 shared positions

$ETN $JHG $CB $NEE $UNP

$601M

149 positions

#16Bowman & Co S.C.

Some overlap · 3 shared positions

$JHG $ETN $CB

$237M

118 positions

#17Haverford Trust CoActive

Some overlap · 4 shared positions

$JHG $ETN $NEE $TMO

$10.9B

419 positions

#18Gradient Investments LLCPassive

Some overlap · 3 shared positions

$JHG $ETN $TMO

$6.5B

420 positions

#19Fragasso Group Inc.Active

Some overlap · 3 shared positions

$JHG $BKNG $UNP

$1.7B

322 positions

#20VOISARD ASSET MANAGEMENT GROUP, INC.Active

Some overlap · 4 shared positions

$JHG $NEE $TMO $ETN

$469M

104 positions

#21L2 Asset Management, LLCPassive

Some overlap · 3 shared positions

$JHG $JBL $UTHR

$1.1B

397 positions

#22CCM INVESTMENT ADVISERS LLCPassive

Some overlap · 5 shared positions

$ETN $CB $JBL $TMO $BKNG

$1.0B

93 positions

#23Boomfish Wealth Group, LLCPassive

Some overlap · 4 shared positions

$JHG $NEE $TMO $BKNG

$187M

87 positions

#24Black Swift Group, LLCActive

Some overlap · 3 shared positions

$JHG $BKNG $MDLZ

$571M

117 positions

#25Ifrah Financial Services, Inc.Passive

Some overlap · 3 shared positions

$JHG $ETN $JBL

$378M

200 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.