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Hedge Funds Similar to Triune Financial Partners,

13F Portfolio OverlapQ1 2026Triune Financial Partners, portfolio →
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Most similar hedge funds by 13F overlap

Triune Financial Partners, LLC is an institutional investor managing $421M across 47 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 Triune Financial Partners, are Glassman Wealth Services, MB, LEVIS & ASSOCIATES,, LAM GROUP,, with shared positions in $MKL, $UNIT, $AMN, $IBM, $PNC, $DHR. The full ranking of 25 similar funds is below.

#1Glassman Wealth ServicesSmart money
Notable overlap · 3 shared positions
$MKL$UNIT$AMN
$736M
187 positions
#2MB, LEVIS & ASSOCIATES, LLCPassive
Notable overlap · 4 shared positions
$MKL$IBM$PNC$UNIT
$240M
234 positions
#3LAM GROUP, INC.Passive
Notable overlap · 4 shared positions
$MKL$UNIT$AMN$IBM
$182M
136 positions
#4Forvis Mazars Wealth Advisors, LLCActive
Notable overlap · 4 shared positions
$MKL$DHR$EPAM$IBM
$5.3B
399 positions
#5Pasadena Private Wealth, LLCPassive
Notable overlap · 3 shared positions
$MKL$UNIT$AMN
$723M
277 positions
#6CORNERSTONE ADVISORS ASSET MANAGEMENT, LLCActive
Notable overlap · 3 shared positions
$MKL$OKE$IBM
$648M
134 positions
#7Sage Financial Management Group, Inc.Active
Notable overlap · 3 shared positions
$MKL$IBM$UNIT
$325M
57 positions
#8Post Resch Tallon Group Inc.Passive
Notable overlap · 3 shared positions
$EPAM$MKL$IBM
$124M
120 positions
#9Verus Financial Partners, Inc.Smart money
Notable overlap · 4 shared positions
$MKL$UNIT$DHR$IBM
$1.1B
121 positions
#10Main Street Group, LTDActive
Notable overlap · 3 shared positions
$OKE$MKL$IBM
$340M
865 positions
#11Valpey Financial Services, LLCPassive
Notable overlap · 4 shared positions
$MKL$UNIT$IBM$DHR
$154M
75 positions
#12Grange Capital, LLCActive
Notable overlap · 3 shared positions
$MKL$UNIT$SHEL
$100M
46 positions
#13Ifrah Financial Services, Inc.Passive
Notable overlap · 3 shared positions
$MKL$UNIT$OKE
$378M
200 positions
#14BANYAN CAPITAL MANAGEMENT, INC.Active
Notable overlap · 3 shared positions
$MKL$DHR$IBM
$232M
55 positions
#15VERITY Wealth AdvisorsActive
Notable overlap · 3 shared positions
$MKL$DHR$EPAM
$150M
81 positions
#16Seed Wealth Management, Inc.Active
Notable overlap · 4 shared positions
$OKE$AMN$SHEL$UNIT
$145M
98 positions
#17FIDUCIARY ADVISORS, INC.Active
Notable overlap · 4 shared positions
$MKL$UNIT$AMN$DHR
$133M
121 positions
#18Firestone Capital ManagementPassive
Notable overlap · 4 shared positions
$MKL$UNIT$DHR$EPAM
$480M
160 positions
#19Newton One Investments LLCActive
Notable overlap · 5 shared positions
$MKL$UNIT$DHR$EPAM$IBM
$368M
121 positions
#20Beaumont Asset Management, L.L.C.Active
Notable overlap · 5 shared positions
$MKL$OKE$UNIT$EPAM$DHR
$222M
76 positions
#21COLLECTIVE FAMILY OFFICE LLCPassive
Notable overlap · 5 shared positions
$UNIT$OKE$AMN$DHR$MKL
$489M
161 positions
#22Pine Harbor Wealth Management, LLCActive
Notable overlap · 3 shared positions
$OKE$AMN$MKL
$334M
102 positions
#23SAGE FINANCIAL GROUP INCSmart money
Notable overlap · 3 shared positions
$MKL$UNIT$DHR
$1.5B
107 positions
#24WEALTHCARE CAPITAL MANAGEMENT LLCSmart money
Notable overlap · 4 shared positions
$MKL$DHR$EPAM$IBM
$1000M
94 positions
#25Cherry Tree Wealth Management, LLCPassive
Notable overlap · 4 shared positions
$UNIT$MKL$AMN$DHR
$473M
582 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.