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Hedge Funds Similar to Trivant Custom Portfolio Group,

13F Portfolio OverlapQ1 2026Trivant Custom Portfolio Group, portfolio →
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Most similar hedge funds by 13F overlap

Trivant Custom Portfolio Group, LLC is an institutional investor managing $182M across 82 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 Trivant Custom Portfolio Group, are Harold Davidson & Associates, TANDEM /ADV, Sandhill Partners, with shared positions in $GE, $SYK, $LOW, $NOC, $CRWD, $ABT. The full ranking of 25 similar funds is below.

#1Harold Davidson & Associates Inc.Active
Some overlap · 6 shared positions
$GE$SYK$LOW$NOC$CRWD$ABT
$206M
60 positions
#2TANDEM CAPITAL MANAGEMENT CORP /ADVPassive
Some overlap · 4 shared positions
$GE$SYK$UBER$ABT
$200M
110 positions
#3Sandhill Capital Partners LLCActive
Some overlap · 4 shared positions
$GE$SYK$UBER$BKNG
$1.2B
95 positions
#4Cartenna Capital, LPPassive
Some overlap · 4 shared positions
$GE$ASML$AME$ULTA
$2.7B
47 positions
#5SCHOLTZ & COMPANY, LLCPassive
Some overlap · 4 shared positions
$GE$ASML$UBER$ABT
$195M
49 positions
#6MayTech Global Investments, LLCSmart money
Some overlap · 5 shared positions
$SYK$ASML$MELI$UBER$BKNG
$820M
23 positions
#7MAR VISTA INVESTMENT PARTNERS LLCActive
Some overlap · 4 shared positions
$GE$SYK$AME$ASML
$1000M
35 positions
#8EVEXIA WEALTH LLCActive
Some overlap · 5 shared positions
$NOC$SYK$LOW$WSM$ASML
$364M
84 positions
#9Gunderson Capital Management Inc.Passive
Some overlap · 3 shared positions
$GE$LNG$ASML
$239M
46 positions
#10Freedom Day Solutions, LLCActive
Some overlap · 5 shared positions
$ASML$LNG$AME$LOW$AZO
$373M
96 positions
#11Meadowbrook Wealth Management, LLCPassive
Some overlap · 5 shared positions
$GE$ABT$UBER$BKNG$CRWD
$75M
65 positions
#12Martin Investment Management, LLCActive
Some overlap · 6 shared positions
$LNG$SYK$AME$AZO$ASML$BKNG
$334M
46 positions
#13Vantage Investment Partners, LLCActive
Some overlap · 5 shared positions
$NOC$ASML$UBER$LOW$BKNG
$1.4B
64 positions
#14William B. Walkup & Associates, Inc.Active
Some overlap · 5 shared positions
$NOC$LOW$AZO$ABT$DE
$167M
163 positions
#15Saturna Capital CORPActive
Some overlap · 5 shared positions
$SYK$ASML$LOW$AZO$ABT
$7.1B
148 positions
#16NORTH STAR ASSET MANAGEMENT INCPassive
Some overlap · 5 shared positions
$SYK$ASML$AME$ABT$LOW
$2.3B
356 positions
#17FourThought Financial Partners, LLCPassive
Some overlap · 5 shared positions
$NOC$ASML$LOW$ABT$MSCI
$1.2B
384 positions
#18Terra Nova Asset Management LLCPassive
Some overlap · 3 shared positions
$GE$SYK$AZO
$135M
83 positions
#19Dundas Partners LLPActive
Some overlap · 5 shared positions
$SYK$AME$MSCI$ABT$BKNG
$1.3B
49 positions
#20Andrew Hill Investment Advisors, Inc.Passive
Some overlap · 4 shared positions
$GE$ULTA$DE$ASML
$112M
54 positions
#21Accuvest Global AdvisorsPassive
Some overlap · 4 shared positions
$GE$MELI$UBER$CRWD
$107M
57 positions
#22Promethos Capital, LLCActive
Some overlap · 5 shared positions
$UBS$ASML$AME$WSM$BKNG
$372M
46 positions
#23Capital Group Investment Management Pte. Ltd.Passive
Some overlap · 5 shared positions
$NOC$GE$MELI$DE$ASML
$585M
140 positions
#24Security National BankPassive
Some overlap · 4 shared positions
$LOW$SYK$ASML$DE
$687M
411 positions
#25NatWest Group plcActive
Some overlap · 4 shared positions
$GE$UBS$UBER$BKNG
$462M
44 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.