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 Trellis Wealth Advisors

13F Portfolio OverlapQ1 2026Trellis Wealth Advisors portfolio →

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Most similar hedge funds by 13F overlap

Trellis Wealth Advisors LLC is an institutional investor managing $291M across 49 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 Trellis Wealth Advisors are Towneley , / DE, Beacon Financial Strategies, FIDUCIARY ADVISORS,, with shared positions in $BRZE, $COP, $DDOG, $AMN, $DOV, $KKR. The full ranking of 25 similar funds is below.

#1Towneley Capital Management, Inc / DESmart money

Notable overlap · 5 shared positions

$BRZE $COP $DDOG $AMN $DOV

$478M

42 positions

#2Beacon Financial Strategies CORPActive

Notable overlap · 3 shared positions

$COP $BRZE $DOV

$176M

177 positions

#3FIDUCIARY ADVISORS, INC.Active

Notable overlap · 5 shared positions

$BRZE $COP $DOV $KKR $AMN

$133M

121 positions

#4Mustard Seed Financial, LLCPassive

Notable overlap · 5 shared positions

$COP $BRZE $DOV $DDOG $KKR

$167M

92 positions

#5Leonard Rickey Investment Advisors P.L.L.C.Active

Notable overlap · 4 shared positions

$BRZE $COP $DOV $DDOG

$578M

118 positions

#6Luminvest Wealth Management LLCSmart money

Notable overlap · 4 shared positions

$BRZE $COP $DDOG $KKR

$382M

55 positions

#7White Lighthouse Investment Management Inc.Active

Notable overlap · 4 shared positions

$BRZE $COP $KKR $DDOG

$721M

145 positions

#8Financial Symmetry IncSmart money

Notable overlap · 3 shared positions

$BRZE $DOV $AMN

$281M

63 positions

#9Vanguard National Trust CoActive

Notable overlap · 4 shared positions

$BRZE $DOV $DDOG $KKR

$1.6B

751 positions

#10TRB Wealth Management, LLCPassive

Notable overlap · 4 shared positions

$BRZE $COP $DDOG $KKR

$704M

285 positions

#11Manuka Financial, LLCActive

Notable overlap · 4 shared positions

$BRZE $DOV $DDOG $KKR

$162M

56 positions

#12Sageworth Trust CoActive

Notable overlap · 4 shared positions

$BRZE $DOV $KKR $PLTR

$2.3B

172 positions

#13Prospera Capital Management, LLCSmart money

Notable overlap · 5 shared positions

$BRZE $DDOG $COP $AMN $PLTR

$199M

45 positions

#14CLUNE & ASSOCIATES, LTD.Passive

Notable overlap · 5 shared positions

$BRZE $COP $KKR $AMN $DDOG

$532M

162 positions

#15Breakwater Investment ManagementPassive

Notable overlap · 5 shared positions

$BRZE $DOV $DDOG $KKR $PLTR

$269M

506 positions

#16Sellwood Investment Partners LLCSmart money

Notable overlap · 3 shared positions

$BRZE $DOV $DDOG

$254M

59 positions

#17Orcam Financial GroupSmart money

Notable overlap · 4 shared positions

$BRZE $DOV $COP $DDOG

$141M

62 positions

#18Tenon Financial LLCSmart money

Notable overlap · 5 shared positions

$BRZE $DDOG $AMN $KKR $PLTR

$255M

54 positions

#19Rockbridge Investment Management, LCCSmart money

Notable overlap · 5 shared positions

$COP $BRZE $DDOG $PLTR $KKR

$1.1B

137 positions

#20M Wealth Management, LLCActive

Notable overlap · 4 shared positions

$BRZE $DOV $AMN $PLTR

$119M

55 positions

#21Compass Advisory Group LLCActive

Notable overlap · 3 shared positions

$COP $DOV $DDOG

$374M

86 positions

#22Zhang Financial LLCActive

Notable overlap · 5 shared positions

$BRZE $DOV $COP $KKR $AMN

$2.9B

367 positions

#23Seneca Financial Advisors LLCActive

Notable overlap · 3 shared positions

$BRZE $DDOG $KKR

$341M

64 positions

#24Gleason Group, Inc.Active

Notable overlap · 3 shared positions

$BRZE $DDOG $KKR

$1.0B

229 positions

#25Mallini Complete Financial Planning LLCSmart money

Notable overlap · 3 shared positions

$BRZE $DDOG $KKR

$126M

61 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.