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 OverlapQ2 2026Trajan Wealth portfolio →

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Most similar hedge funds by 13F overlap

Trajan Wealth LLC is an institutional investor managing $2.6B across 152 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 Trajan Wealth are Oregon Pacific Wealth, TWIN CITY PRIVATE WEALTH, Independence Wealth Advisors, with shared positions in $BKNG, $ELV, $IQV, $PM, $COR, $GD. The full ranking of 25 similar funds is below.

#1Oregon Pacific Wealth Management, LLCPassive

Notable overlap · 9 shared positions

$BKNG $ELV $IQV $PM $COR $GD

$107M

115 positions

#2TWIN CITY PRIVATE WEALTH, LLCPassive

Notable overlap · 7 shared positions

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

$143M

104 positions

#3Independence Wealth Advisors, LLCActive

Notable overlap · 8 shared positions

$BKNG $PM $IQV $ELV $COR $GD

$199M

85 positions

#4Thomasville National BankPassive

Notable overlap · 7 shared positions

$ENB $BKNG $PM $GD $UBER $AXP

$1.8B

241 positions

#5Voya Financial Advisors, Inc.Smart money

Notable overlap · 9 shared positions

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

$1.1B

208 positions

#6Tranquilli Financial Advisor LLCPassive

Notable overlap · 8 shared positions

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

$186M

135 positions

#7SPWM Advisors LLCActive

Notable overlap · 8 shared positions

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

$108M

90 positions

#8CRUX WEALTH ADVISORSPassive

Notable overlap · 7 shared positions

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

$289M

192 positions

#9Keystone Financial ServicesActive

Notable overlap · 7 shared positions

$BKNG $PM $ELV $GD $SCHW $WFC

$388M

131 positions

#10Investment Research & Advisory Group, Inc.Active

Notable overlap · 7 shared positions

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

$324M

314 positions

#11One Wealth Map LLCActive

Notable overlap · 8 shared positions

$BKNG $IQV $ELV $COR $SCHW $CRM

$220M

106 positions

#12ProVise Management Group, LLCPassive

Notable overlap · 7 shared positions

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

$1.5B

282 positions

#13SWP Investment Management LLCPassive

Notable overlap · 5 shared positions

$COR $BKNG $PM $ENB $AXP

$145M

43 positions

#14Foyston, Gordon, & Payne IncPassive

Notable overlap · 6 shared positions

$BKNG $PM $AXP $IQV $UBER $CRM

$468M

68 positions

#15FSB PREMIER WEALTH MANAGEMENT, INC.Passive

Notable overlap · 6 shared positions

$BKNG $PM $ELV $GD $SCHW $WFC

$355M

257 positions

#16HARRIS ASSOCIATES L PActive

Notable overlap · 7 shared positions

$ELV $IQV $SCHW $CRM $WFC $FISV

$75.4B

162 positions

#17HF Advisory Group, LLCPassive

Some overlap · 6 shared positions

$BKNG $PM $VZ $ELV $SCHW $WFC

$323M

168 positions

#18Peoples Bank/KSPassive

Some overlap · 6 shared positions

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

$103M

98 positions

#19Longview Partners (Guernsey) LTDActive

Some overlap · 5 shared positions

$BKNG $IQV $AXP $COO $CRM

$6.2B

23 positions

#20Unique Wealth Strategies, LLCPassive

Some overlap · 7 shared positions

$BKNG $GD $PM $ELV $IQV $ABNB

$275M

223 positions

#21CULLEN INVESTMENT GROUP, LTD.Active

Some overlap · 7 shared positions

$PM $GD $BKNG $SCHW $WFC $GRMN

$827M

181 positions

#22Infusive Asset Management Inc.Passive

Some overlap · 5 shared positions

$BKNG $UBER $AXP $VZ $CRM

$220M

30 positions

#23BRIAN LOW FINANCIAL GROUP, LLCPassive

Some overlap · 5 shared positions

$PM $COR $AXP $BKNG $ENB

$171M

116 positions

#24Artisan Partners Limited PartnershipActive

Some overlap · 5 shared positions

$ELV $IQV $AXP $GRMN $SCHW

$63.1B

341 positions

#25Hosking Partners LLPActive

Some overlap · 5 shared positions

$BKNG $ELV $AXP $WFC $GLW

$3.0B

98 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.