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Hedge Funds Similar to Trail Ridge Investment Advisors

13F Portfolio OverlapQ2 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 $237M across 93 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 Trail Ridge Investment Advisors are Banco de Sabadell, S.A, Haverford Financial Services, FIRST FINANCIAL BANKSHARES, with shared positions in $ETN, $NEE, $TMO, $BLK, $UNP, $AMT. The full ranking of 25 similar funds is below.

#1Banco de Sabadell, S.APassive
Notable overlap · 5 shared positions
$ETN$NEE$TMO$BLK$UNP
$170M
61 positions
#2Haverford Financial Services, Inc.Active
Some overlap · 4 shared positions
$ETN$NEE$BLK$TMO
$339M
49 positions
#3FIRST FINANCIAL BANKSHARES INCActive
Some overlap · 5 shared positions
$ETN$NEE$BLK$UNP$AMT
$5.3B
210 positions
#4ALTA CAPITAL MANAGEMENT LLC/Active
Some overlap · 4 shared positions
$ETN$TMO$FSS$UNP
$1.3B
109 positions
#5CONSCIOUS WEALTH INVESTMENTS, LLCPassive
Some overlap · 4 shared positions
$ETN$NEE$BLK$AMT
$195M
67 positions
#6Haverford Trust CoActive
Some overlap · 4 shared positions
$ETN$NEE$TMO$BLK
$11.6B
424 positions
#7Phoenix Wealth AdvisorsActive
Some overlap · 3 shared positions
$ETN$NEE$UNP
$297M
129 positions
#8CAPITAL CITY TRUST CO/FLPassive
Some overlap · 5 shared positions
$TMO$NEE$BLK$ETN$UNP
$482M
129 positions
#9Eastover Investment Advisors LLCActive
Some overlap · 3 shared positions
$ETN$JBL$PGR
$254M
49 positions
#10Reliant Investment Management, LLCPassive
Some overlap · 3 shared positions
$ETN$TMO$CW
$281M
55 positions
#11AVITY INVESTMENT MANAGEMENT INC.Active
Some overlap · 3 shared positions
$ETN$NEE$TMO
$1.6B
118 positions
#12DAGCO, INC.Passive
Some overlap · 4 shared positions
$ETN$NEE$TMO$UNP
$541M
117 positions
#13BOURGEON CAPITAL MANAGEMENT LLCPassive
Some overlap · 4 shared positions
$ETN$UNP$CW$BLK
$679M
104 positions
#14J. Stern & Co. LLPActive
Some overlap · 3 shared positions
$ETN$TMO$AMT
$1.1B
51 positions
#15BOSTON FAMILY OFFICE LLCPassive
Some overlap · 5 shared positions
$NEE$TMO$ETN$UNP$AMT
$1.6B
314 positions
#16Guinness Asset Management LTDActive
Some overlap · 3 shared positions
$ETN$BLK$TMO
$5.9B
141 positions
#17Perkins Coie Trust CoPassive
Some overlap · 3 shared positions
$ETN$BLK$UNP
$603M
260 positions
#18TRUST CO OF VERMONTPassive
Some overlap · 5 shared positions
$NEE$BLK$TMO$ETN$UNP
$2.7B
1,154 positions
#19Ridge Creek Global, IncPassive
Some overlap · 3 shared positions
$ETN$NEE$PGR
$129M
94 positions
#20Keyes, Stange & Wooten Wealth Management, LLCActive
Some overlap · 3 shared positions
$ETN$NEE$UNP
$251M
74 positions
#21Winthrop Partners - WNY, LLCPassive
Some overlap · 3 shared positions
$ETN$UNP$NEE
$202M
87 positions
#22MCDONALD PARTNERS LLCPassive
Some overlap · 3 shared positions
$ETN$TMO$PGR
$412M
621 positions
#23Mitsubishi UFJ Asset Management (UK) Ltd.Passive
Some overlap · 4 shared positions
$ETN$TMO$FSS$CACI
$215M
95 positions
#24Blue Chip Partners, LLCActive
Some overlap · 3 shared positions
$ETN$NEE$BLK
$1.6B
184 positions
#25Nordwand Advisors, LLCPassive
Some overlap · 3 shared positions
$ETN$TMO$UNP
$652M
146 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.