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 TRITONPOINT WEALTH,

13F Portfolio OverlapQ1 2026TRITONPOINT WEALTH, portfolio →

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Most similar hedge funds by 13F overlap

TRITONPOINT WEALTH, LLC is an institutional investor managing $934M across 268 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 TRITONPOINT WEALTH, are Front Row Advisors, CINCINNATI FINANCIAL, CINCINNATI INSURANCE, with shared positions in $DOV, $TJX, $ISRG, $DHR, $TMO, $ADI. The full ranking of 25 similar funds is below.

#1Front Row Advisors LLCPassive

Some overlap · 7 shared positions

$DOV $TJX $ISRG $DHR $TMO $ADI

$296M

553 positions

#2CINCINNATI FINANCIAL CORPActive

Some overlap · 7 shared positions

$DOV $TJX $MDLZ $TMO $ADI $CME

$5.0B

55 positions

#3CINCINNATI INSURANCE COActive

Some overlap · 6 shared positions

$LRCX $TJX $DOV $MDLZ $ADI $ABT

$6.6B

63 positions

#4LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MAActive

Some overlap · 7 shared positions

$TJX $DHR $TMO $ADI $EOG $SBUX

$10.0B

560 positions

#5FIRST MERCHANTS CORPActive

Some overlap · 6 shared positions

$LRCX $SNOW $TJX $CB $SBUX $MAR

$2.6B

359 positions

#6Cincinnati Specialty Underwriters Insurance COActive

Some overlap · 6 shared positions

$LRCX $TJX $TMO $MDLZ $ADI $ABT

$412M

46 positions

#7Grantham, Mayo, Van Otterloo & Co. LLCActive

Some overlap · 5 shared positions

$LRCX $ISRG $TJX $TMO $ABT

$39.1B

628 positions

#8Evelyn Partners Investment Management Services LtdPassive

Some overlap · 6 shared positions

$ISRG $TMO $CB $MDLZ $TJX $DOV

$850M

281 positions

#9Williams Jones Wealth Management, LLC.Active

Some overlap · 5 shared positions

$DOV $TJX $ISRG $DHR $LRCX

$8.1B

514 positions

#10YHB Investment Advisors, Inc.Passive

Some overlap · 5 shared positions

$LRCX $DHR $TMO $TJX $ISRG

$1.4B

298 positions

#11NZS Capital, LLCActive

Some overlap · 4 shared positions

$LRCX $SNOW $ISRG $DHR

$3.0B

58 positions

#12Baker Ellis Asset Management LLCPassive

Some overlap · 6 shared positions

$LRCX $DHR $KKR $ADI $DOV $MAR

$842M

254 positions

#13Covea FinanceActive

Some overlap · 6 shared positions

$ISRG $TJX $TMO $ADI $MAR $ABT

$2.9B

146 positions

#14Compass Wealth Management LLCPassive

Some overlap · 6 shared positions

$TJX $DHR $CB $EOG $SBUX $MAR

$405M

75 positions

#15RE ADVISERS CORPActive

Some overlap · 5 shared positions

$LRCX $TJX $CB $BA $ABT

$3.7B

111 positions

#16WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INCActive

Some overlap · 6 shared positions

$DOV $DHR $CB $EOG $ABT $CME

$2.1B

122 positions

#17SECURITY NATIONAL BANK OF SO DAKPassive

Some overlap · 5 shared positions

$DOV $DHR $LRCX $TMO $ABT

$207M

119 positions

#18McGuire Investment Group, LLCActive

Some overlap · 5 shared positions

$LRCX $ISRG $TMO $ADI $CME

$885M

121 positions

#19GRIFFIN ASSET MANAGEMENT, INC.Passive

Some overlap · 5 shared positions

$TJX $DHR $DOV $WFC $SBUX

$887M

228 positions

#20United Super Pty Ltd in its capacity as Trustee for the ConsActive

Some overlap · 6 shared positions

$LRCX $TMO $ISRG $WFC $MAR $ABT

$5.3B

185 positions

#21WD RUTHERFORD LLCPassive

Some overlap · 4 shared positions

$SNOW $ISRG $TJX $LRCX

$225M

71 positions

#22Spears Abacus Advisors LLCPassive

Some overlap · 6 shared positions

$CB $TJX $DHR $TMO $ADI $ABT

$5.0B

398 positions

#23SIERRA SUMMIT ADVISORS LLCPassive

Some overlap · 5 shared positions

$LRCX $ISRG $BA $WFC $CME

$688M

180 positions

#24Phraction Management LLCActive

Some overlap · 5 shared positions

$DHR $LRCX $TMO $WFC $ADI

$483M

65 positions

#25McLaughlin Asset Management, Inc.Passive

Some overlap · 4 shared positions

$LRCX $TJX $ISRG $TMO

$105M

91 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.