What hedge funds are most similar to Trifecta Capital Advisors, LLC?

The funds with the most similar 13F portfolios to Trifecta Capital Advisors, LLC are PeakShares, ITHAKA GROUP, McLaughlin Asset ,, based on overlapping conviction holdings in the latest SEC filings.

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 Trifecta Advisors,

13F Portfolio OverlapQ1 2026Trifecta Advisors, portfolio →

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Most similar hedge funds by 13F overlap

Trifecta Capital Advisors, LLC is an institutional investor managing $646M across 274 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 Trifecta Advisors, are PeakShares, ITHAKA GROUP, McLaughlin Asset ,, with shared positions in $PLTR, $UBER, $PANW, $TJX, $CRWD, $VRTX. The full ranking of 25 similar funds is below.

#1PeakShares LLCPassive

Notable overlap · 9 shared positions

$PLTR $UBER $PANW $TJX $CRWD $VRTX

$109M

116 positions

#2ITHAKA GROUP LLCActive

Notable overlap · 7 shared positions

$PANW $PLTR $CRWD $UBER $VRT $ISRG

$482M

38 positions

#3McLaughlin Asset Management, Inc.Passive

Notable overlap · 7 shared positions

$PANW $MDY $LRCX $TJX $VRT $ISRG

$105M

91 positions

#4Bouvel Investment Partners, LLCPassive

Notable overlap · 7 shared positions

$PANW $MS $PLTR $ETN $VRT $ISRG

$345M

78 positions

#5McGuire Investment Group, LLCActive

Notable overlap · 8 shared positions

$PLTR $MS $LRCX $ISRG $AMD $TMO

$885M

121 positions

#6KRS Capital Management, LLCActive

Notable overlap · 9 shared positions

$PANW $LRCX $AMD $CRWD $PLTR $ETN

$163M

115 positions

#7WD RUTHERFORD LLCPassive

Notable overlap · 7 shared positions

$PANW $CRWD $TJX $LRCX $VRT $ISRG

$225M

71 positions

#8Benchmark Investment Advisors LLCPassive

Notable overlap · 6 shared positions

$PANW $PLTR $CRWD $LRCX $UBER $VRT

$172M

76 positions

#9STRATEGIC PLANNING GROUP, LLCPassive

Notable overlap · 7 shared positions

$MS $LRCX $TJX $VRTX $PLTR $ISRG

$715M

72 positions

#10LYELL WEALTH MANAGEMENT, LPPassive

Notable overlap · 7 shared positions

$PANW $MS $VRT $UBER $ISRG $AMD

$1.4B

216 positions

#11BEACON INVESTMENT ADVISORY SERVICES, INC.Passive

Notable overlap · 8 shared positions

$MS $TJX $VRTX $PANW $AMD $ETN

$2.4B

787 positions

#12Grant Private Wealth Management IncPassive

Notable overlap · 8 shared positions

$PLTR $UBER $LRCX $AMD $ISRG $PANW

$188M

154 positions

#13Cornerstone Select Advisors, LLCPassive

Notable overlap · 7 shared positions

$PLTR $LRCX $CRWD $PANW $VRT $LHX

$160M

124 positions

#14Modus Advisors, LLCPassive

Some overlap · 7 shared positions

$MS $PANW $UBER $LMT $PLTR $CRWD

$363M

117 positions

#15Sun Financial IncPassive

Some overlap · 7 shared positions

$LRCX $CRWD $PANW $ETN $TJX $AMD

$200M

159 positions

#16Vident Advisory, LLCPassive

Some overlap · 7 shared positions

$PANW $PLTR $CRWD $LMT $LHX $AMD

$11.7B

1,835 positions

#17Palacios Wealth Management, LLCActive

Some overlap · 8 shared positions

$CRWD $UBER $PLTR $AMD $TMO $AMGN

$160M

75 positions

#18DARA CAPITAL US, INC.Passive

Some overlap · 8 shared positions

$LRCX $CRWD $ISRG $AMD $PANW $VRT

$105M

119 positions

#19STF Management LP

Some overlap · 8 shared positions

$PLTR $LRCX $ISRG $AMD $AMGN $PANW

$107M

101 positions

#20Greater Midwest Financial Group, LLCPassive

Some overlap · 6 shared positions

$PANW $CRWD $LRCX $ETN $AMD $TMO

$186M

65 positions

#21Traynor Capital Management, Inc.Active

Some overlap · 8 shared positions

$CRWD $VRT $ISRG $UBER $LHX $AMD

$1.7B

335 positions

#22OFI INVEST ASSET MANAGEMENTActive

Some overlap · 6 shared positions

$MS $PLTR $LRCX $ISRG $AMD $PANW

$7.6B

347 positions

#23Everest Financial Group LLCPassive

Some overlap · 6 shared positions

$PANW $CRWD $UBER $ETN $AMD $CRM

$607M

199 positions

#24COMMUNITY TRUST & INVESTMENT COActive

Some overlap · 7 shared positions

$PANW $TJX $UBER $AMD $TMO $LHX

$1.8B

140 positions

#25Bay Rivers GroupPassive

Some overlap · 6 shared positions

$MDY $PLTR $LRCX $AMD $AMGN $CRM

$240M

109 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.