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 Trajan Wealth

13F Portfolio OverlapQ1 2026Trajan Wealth portfolio →

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Most similar hedge funds by 13F overlap

Trajan Wealth LLC is an institutional investor managing $2.5B across 150 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 Trajan Wealth are TWIN CITY PRIVATE WEALTH,, Oregon Pacific Wealth ,, CRUX WEALTH ADVISORS, with shared positions in $ENB, $BKNG, $IQV, $ELV, $PM, $SCHW. The full ranking of 25 similar funds is below.

#1TWIN CITY PRIVATE WEALTH, LLCPassive

Notable overlap · 7 shared positions

$ENB $BKNG $IQV $ELV $PM $SCHW

$132M

96 positions

#2Oregon Pacific Wealth Management, LLCPassive

Notable overlap · 9 shared positions

$BKNG $WT $IQV $PM $ELV $COR

$96M

105 positions

#3CRUX WEALTH ADVISORSPassive

Notable overlap · 8 shared positions

$WT $BKNG $PM $IQV $ELV $GD

$261M

181 positions

#4SPWM Advisors LLCPassive

Some overlap · 7 shared positions

$BKNG $ELV $PM $IQV $GD $SCHW

$115M

93 positions

#5Thomasville National Bank

Some overlap · 6 shared positions

$ENB $BKNG $PM $AXP $GD $CRM

$1.6B

235 positions

#6Cornerstone Investment Partners, LLCActive

Some overlap · 6 shared positions

$COR $IQV $ELV $UNH $AXP $FISV

$2.4B

291 positions

#7Foyston, Gordon, & Payne IncPassive

Some overlap · 7 shared positions

$BKNG $PM $IQV $UNH $AXP $UBER

$434M

67 positions

#8Longview Partners (Guernsey) LTDActive

Some overlap · 7 shared positions

$BKNG $IQV $UNH $AXP $COO $FISV

$7.1B

25 positions

#9HF Advisory Group, LLCPassive

Some overlap · 6 shared positions

$WT $VZ $PM $BKNG $SCHW $WFC

$293M

166 positions

#10Investment Research & Advisory Group, Inc.Active

Some overlap · 7 shared positions

$PM $UBER $IQV $BKNG $GD $SCHW

$286M

279 positions

#11Van Diest Capital, LLCPassive

Some overlap · 8 shared positions

$PM $ELV $BKNG $IQV $SCHW $ABNB

$127M

190 positions

#12Taikang Asset Management (Hong Kong) Co LtdPassive

Some overlap · 6 shared positions

$ELV $PM $UBER $IQV $UNH $FISV

$1.0B

75 positions

#13Peoples Bank/KSPassive

Some overlap · 6 shared positions

$ENB $COR $ELV $VZ $GD $WFC

$99M

99 positions

#14Mawer Investment Management Ltd.Active

Some overlap · 5 shared positions

$COR $BKNG $UBER $VZ $WFC

$15.4B

126 positions

#15Unison Asset Management LLCActive

Some overlap · 7 shared positions

$BKNG $ELV $UNH $AXP $WFC $WT

$219M

32 positions

#16ProVise Management Group, LLCPassive

Some overlap · 7 shared positions

$PM $BKNG $ENB $GD $ELV $SCHW

$1.4B

261 positions

#17HARRIS ASSOCIATES L PActive

Some overlap · 7 shared positions

$IQV $ELV $FISV $SCHW $ABNB $WFC

$75.0B

158 positions

#18Tranquilli Financial Advisor LLCPassive

Some overlap · 7 shared positions

$BKNG $PM $GD $SCHW $ENB $WFC

$171M

132 positions

#19Coronation Fund Managers Ltd.Active

Some overlap · 6 shared positions

$BKNG $UBER $ELV $IQV $UNH $SCHW

$2.2B

53 positions

#20TrueMark Investments, LLCPassive

Some overlap · 4 shared positions

$ENB $VZ $PM $UNH

$514M

167 positions

#21Range Financial Group LLCPassive

Some overlap · 4 shared positions

$COR $BKNG $VZ $PM

$298M

190 positions

#22Manhattan West Asset Management, LLCPassive

Some overlap · 7 shared positions

$UBER $PM $GD $UNH $SCHW $IQV

$511M

149 positions

#23Mill Capital Management, LLCActive

Some overlap · 6 shared positions

$BKNG $UNH $PM $AXP $CRM $WFC

$1.3B

130 positions

#24Fairbanks Capital Management, Inc.Passive

Some overlap · 6 shared positions

$BKNG $UNH $AXP $FISV $IQV $INTU

$160M

50 positions

#25Rhenman & Partners Asset Management ABPassive

Some overlap · 4 shared positions

$COR $ELV $IQV $UNH

$810M

86 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.