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Hedge Funds Similar to Triune Financial Partners

13F Portfolio OverlapQ2 2026Triune Financial Partners portfolio →
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Most similar hedge funds by 13F overlap

Triune Financial Partners, LLC is an institutional investor managing $479M across 49 U.S. equity positions as of Q2 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 Brookmont, WOODLEY FARRA MANION PORTFOLIO, Phraction, with shared positions in $SHEL, $PNC, $HON, $HONA, $DHR. The full ranking of 25 similar funds is below.

#1Brookmont Capital ManagementActive
Some overlap · 4 shared positions
$SHEL$PNC$HON$HONA
$176M
64 positions
#2WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INCActive
Some overlap · 3 shared positions
$DHR$HON$HONA
$2.1B
131 positions
#3Phraction Management LLCActive
Some overlap · 3 shared positions
$DHR$HON$HONA
$545M
67 positions
#4Unisphere EstablishmentActive
Some overlap · 3 shared positions
$HON$HONA$DHR
$11.7B
56 positions
#5First Fiduciary Investment Counsel, Inc.Passive
Some overlap · 3 shared positions
$HON$HONA$DHR
$529M
75 positions
#6CAMBIAR INVESTORS LLCActive
Some overlap · 3 shared positions
$PNC$HON$HONA
$2.3B
150 positions
#7Walsky Investment Management, Inc.Passive
Some overlap · 3 shared positions
$PNC$HON$HONA
$108M
52 positions
#8NAN FUNG TRINITY (HK) LtdPassive
Some overlap · 3 shared positions
$DHR$HON$HONA
$1.0B
55 positions
#9Blue Whale Capital LLPActive
Some overlap · 3 shared positions
$HON$HONA$DHR
$3.2B
27 positions
#10Estabrook Capital ManagementPassive
Some overlap · 3 shared positions
$PNC$HON$HONA
$739M
344 positions
#11Ironvine Capital Partners, LLCActive
Some overlap · 3 shared positions
$DHR$HONA$HON
$1.1B
57 positions
#12HAMEL ASSOCIATES, INC.Passive
Some overlap · 3 shared positions
$PNC$HON$HONA
$363M
92 positions
#13FIRST UNITED BANK & TRUSTPassive
Some overlap · 4 shared positions
$PNC$DHR$HON$HONA
$347M
408 positions
#14Private Wealth Partners, LLCActive
Some overlap · 3 shared positions
$HON$DHR$HONA
$1.5B
177 positions
#15BigSur Wealth Management LLCPassive
Some overlap · 3 shared positions
$DHR$HON$HONA
$423M
166 positions
#16Bull Street Advisors, LLCPassive
Some overlap · 3 shared positions
$DHR$HON$HONA
$221M
92 positions
#17Michael Brady & Co., LLCActive
Some overlap · 3 shared positions
$DHR$HON$HONA
$110M
55 positions
#18BROOKS, MOORE & ASSOCIATES, INC.Passive
Some overlap · 3 shared positions
$HON$HONA$SHEL
$223M
114 positions
#19TRUST CO OF OKLAHOMAActive
Some overlap · 3 shared positions
$DHR$HON$HONA
$377M
138 positions
#20FIRST MANHATTAN CO. LLC.Active
Some overlap · 3 shared positions
$DHR$HON$HONA
$39.2B
742 positions
#21North Ridge Wealth Advisors, Inc.
Some overlap · 3 shared positions
$SHEL$PNC$HON
$178M
193 positions
#22Crescent Sterling, Ltd.Passive
Some overlap · 3 shared positions
$HONA$HON$SHEL
$122M
92 positions
#23PFS Partners, LLCPassive
Slight overlap · 3 shared positions
$HON$HONA$SHEL
$246M
605 positions
#24Great Lakes Retirement, Inc.Passive
Slight overlap · 3 shared positions
$DHR$HON$HONA
$1.1B
222 positions
#25Generali Powszechne Towarzystwo EmerytalneActive
Slight overlap · 3 shared positions
$DHR$HON$HONA
$631M
25 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.