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 TRAPHAGEN INVESTMENT ADVISORS

13F Portfolio OverlapQ1 2026TRAPHAGEN INVESTMENT ADVISORS portfolio →

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Most similar hedge funds by 13F overlap

TRAPHAGEN INVESTMENT ADVISORS LLC is an institutional investor managing $1.4B across 219 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 TRAPHAGEN INVESTMENT ADVISORS are Guardian Financial Partners,, Tower Wealth Partners,, Financial Enhancement Group, with shared positions in $JHG, $BPRE, $IBIT, $CME, $AMN, $T. The full ranking of 25 similar funds is below.

#1Guardian Financial Partners, LLCActive

Notable overlap · 3 shared positions

$JHG $BPRE $IBIT

$237M

67 positions

#2Tower Wealth Partners, Inc.Active

Notable overlap · 4 shared positions

$JHG $CME $AMN $T

$181M

87 positions

#3Financial Enhancement Group LLCPassive

Notable overlap · 3 shared positions

$JHG $ICE $IBIT

$807M

135 positions

#4PFS Partners, LLCActive

Notable overlap · 4 shared positions

$JHG $VZ $GE $T

$218M

590 positions

#5Dynamic Financial GroupActive

Notable overlap · 4 shared positions

$JHG $VZ $GE $T

$122M

69 positions

#6Grant Street Asset Management, Inc.Smart money

Notable overlap · 3 shared positions

$JHG $REGN $IBIT

$519M

96 positions

#7First Financial Group CorpActive

Notable overlap · 3 shared positions

$JHG $HUM $GE

$122M

80 positions

#8EPIQ PARTNERS, LLCPassive

Notable overlap · 3 shared positions

$JHG $GBTC $IBIT

$214M

83 positions

#9WINEBRENNER CAPITAL MANAGEMENT LLCPassive

Notable overlap · 3 shared positions

$JHG $VZ $HUM

$156M

139 positions

#10Vista Private Wealth Partners. LLCPassive

Notable overlap · 3 shared positions

$JHG $VZ $GE

$291M

87 positions

#11Orion Capital Management LLCPassive

Notable overlap · 3 shared positions

$JHG $HUM $AMN

$290M

485 positions

#12Drake & Associates, LLCActive

Notable overlap · 4 shared positions

$JHG $PEG $GE $AMN

$525M

97 positions

#13Magnolia Private Wealth, LLCPassive

Notable overlap · 4 shared positions

$JHG $BPRE $GE $AMN

$150M

134 positions

#14Bridgewealth Advisory Group, LLCActive

Notable overlap · 4 shared positions

$JHG $HUM $AMN $T

$482M

135 positions

#15MJP ASSOCIATES INC /ADVPassive

Notable overlap · 4 shared positions

$JHG $HUM $GE $AMN

$824M

231 positions

#16Medallion Wealth Advisors, LLCPassive

Notable overlap · 4 shared positions

$JHG $REGN $HUM $T

$306M

1,121 positions

#17Miller Global Investments, LLCPassive

Notable overlap · 3 shared positions

$JHG $VZ $T

$121M

295 positions

#18NOTTINGHAM ADVISORS, INC.Active

Notable overlap · 3 shared positions

$JHG $AMN $ICE

$777M

112 positions

#19Bulwark Capital CorpActive

Notable overlap · 4 shared positions

$JHG $HUM $VZ $GE

$162M

100 positions

#20Signature Wealth Management Partners, LLCPassive

Notable overlap · 3 shared positions

$JHG $PEG $T

$199M

116 positions

#21Northwest Financial AdvisorsPassive

Notable overlap · 4 shared positions

$JHG $VZ $HUM $GE

$52M

66 positions

#22One Charles Private Wealth Services, LLCActive

Notable overlap · 3 shared positions

$JHG $GBTC $HUM

$400M

159 positions

#23Advance Capital Management, Inc.Smart money

Notable overlap · 4 shared positions

$JHG $T $BITB $VZ

$2.6B

185 positions

#24Flagship Capital Management Inc.Active

Notable overlap · 3 shared positions

$JHG $REGN $VZ

$136M

48 positions

#25NORTHBRIDGE FINANCIAL GROUP, LLCPassive

Some overlap · 3 shared positions

$JHG $REGN $IBIT

$232M

168 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.