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Hedge Funds Similar to Triad Wealth Partners,

13F Portfolio OverlapQ1 2026Triad Wealth Partners, portfolio →
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Most similar hedge funds by 13F overlap

Triad Wealth Partners, LLC is an institutional investor managing $1.3B across 478 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 Triad Wealth Partners, are Arcadia Wealth ,, STOLZ & ASSOCIATES, PS, CURTIS WEALTH, with shared positions in $SE, $SNOW, $LEN, $IAU, $NEE, $RBLX. The full ranking of 25 similar funds is below.

#1Arcadia Wealth Management, LLCActive
Some overlap · 4 shared positions
$SE$SNOW$LEN$IAU
$276M
67 positions
#2STOLZ & ASSOCIATES, PSSmart money
Some overlap · 3 shared positions
$SE$IAU$NEE
$143M
30 positions
#3CURTIS WEALTH MANAGEMENT LLCPassive
Some overlap · 3 shared positions
$SE$IAU$LEN
$107M
50 positions
#4BlueStem Wealth Partners, LLCActive
Some overlap · 4 shared positions
$SE$LEN$RBLX$WT
$900M
124 positions
#5Shakespeare Wealth Management, LLCActive
Some overlap · 3 shared positions
$SE$SNOW$WT
$422M
98 positions
#6Sound Stewardship, LLCActive
Some overlap · 4 shared positions
$SE$WT$NEE$IAU
$218M
63 positions
#7TSA Wealth Managment LLCPassive
Some overlap · 3 shared positions
$SE$IAU$SNOW
$309M
105 positions
#8Envision Financial Planning, LLCActive
Some overlap · 3 shared positions
$SE$NEE$IAU
$276M
51 positions
#9Heck Capital Advisors, LLCActive
Some overlap · 7 shared positions
$SE$SNOW$WT$IAU$RF$SONY
$1.3B
202 positions
#10Centerline Wealth Advisors, LLCActive
Some overlap · 3 shared positions
$SE$IAU$NEE
$278M
73 positions
#11Henderson Brothers Financial Partners, LLCActive
Some overlap · 3 shared positions
$SE$WT$IAU
$395M
105 positions
#12Madson Wealth Advisors IncPassive
Some overlap · 3 shared positions
$SE$IAU$TXN
$120M
84 positions
#13Aspect Partners, LLCPassive
Some overlap · 3 shared positions
$SE$IAU$WT
$245M
709 positions
#14Cobblestone Asset Management LLCPassive
Some overlap · 4 shared positions
$SE$IAU$SNOW$SONY
$222M
73 positions
#15Fund Evaluation Group, LLCSmart money
Some overlap · 3 shared positions
$SE$SNOW$LEN
$3.3B
73 positions
#16Brand Asset Management Group, Inc.Passive
Some overlap · 3 shared positions
$SE$SNOW$WT
$385M
193 positions
#17SWP FINANCIAL LLCActive
Some overlap · 3 shared positions
$SE$IAU$SNOW
$196M
71 positions
#18Frontier Asset Management, LLCActive
Some overlap · 3 shared positions
$SE$WT$NEE
$477M
91 positions
#19Stonekeep Investments, LLCActive
Some overlap · 5 shared positions
$SE$WT$SNOW$NEE$RBLX
$154M
66 positions
#20Kelly Financial Services LLCPassive
Some overlap · 3 shared positions
$SE$IAU$RF
$414M
128 positions
#21Bienville Capital Management, LLCPassive
Some overlap · 3 shared positions
$SE$SNOW$RBLX
$550M
74 positions
#22Fedenia Advisers LLCActive
Some overlap · 3 shared positions
$SE$IAU$SNOW
$135M
95 positions
#23Sharkey, Howes & JaverActive
Some overlap · 5 shared positions
$SE$IAU$LEN$SONY$WT
$742M
153 positions
#24Center For Asset Management LLCPassive
Some overlap · 3 shared positions
$SE$IAU$NEE
$201M
144 positions
#25Topel & Distasi Wealth Management, LLCActive
Some overlap · 3 shared positions
$SE$NEE$SNOW
$193M
58 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.