13F Pro

Hedge Funds Similar to Tripletail Wealth ,

13F Portfolio OverlapQ1 2026Tripletail Wealth , portfolio →
Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Tripletail Wealth Management, LLC is an institutional investor managing $73M across 255 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 Tripletail Wealth , are IBEX WEALTH ADVISORS, Benchmark Investment Advisors, ARS Investment Partners,, with shared positions in $VRT, $OKE, $KMI, $MU, $PANW, $ANET. The full ranking of 25 similar funds is below.

#1IBEX WEALTH ADVISORSPassive
Notable overlap · 7 shared positions
$VRT$OKE$KMI$MU$PANW$ANET
$1.1B
203 positions
#2Benchmark Investment Advisors LLCPassive
Some overlap · 6 shared positions
$ANET$VRT$MU$MP$PANW$GEV
$172M
76 positions
#3ARS Investment Partners, LLCActive
Some overlap · 7 shared positions
$REGN$VRT$MU$MS$GEV$VST
$1.9B
182 positions
#4Richard C. Young & CO., LTD.Active
Some overlap · 5 shared positions
$VRT$KMI$MU$IBM$PSX
$1.2B
93 positions
#5CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENTActive
Some overlap · 6 shared positions
$OKE$KMI$PSX$GEV$PANW$VST
$2.0B
66 positions
#6Veracity Capital LLCPassive
Some overlap · 7 shared positions
$REGN$ANET$AXP$MU$OKE$VRT
$280M
201 positions
#7Oak Grove Capital LLCSmart money
Some overlap · 5 shared positions
$VRT$KMI$MU$IBM$VST
$1.2B
92 positions
#8Cornerstone Select Advisors, LLCPassive
Some overlap · 5 shared positions
$VRT$MU$ANET$IBM$PANW
$160M
124 positions
#9JACKSON SQUARE CAPITAL, LLCPassive
Some overlap · 5 shared positions
$ANET$VRT$MU$PANW$GEV
$477M
129 positions
#10HARMONY ASSET MANAGEMENT LLCPassive
Some overlap · 7 shared positions
$IBM$VRT$PANW$KMI$ANET$MU
$327M
195 positions
#11BECK CAPITAL MANAGEMENT, LLCPassive
Some overlap · 6 shared positions
$VRT$MU$MP$PANW$GEV$VST
$437M
115 positions
#12Game Creek Capital, LPPassive
Some overlap · 4 shared positions
$VRT$REGN$MU$IBM
$301M
93 positions
#13WD RUTHERFORD LLCPassive
Some overlap · 5 shared positions
$ANET$VRT$PANW$AXP$GEV
$225M
71 positions
#14Faithward Advisors, LLCPassive
Some overlap · 4 shared positions
$VRT$KMI$ANET$IBM
$701M
261 positions
#15WESTBOURNE INVESTMENTS, INC.Passive
Some overlap · 5 shared positions
$VRT$MU$OKE$IBM$VST
$210M
141 positions
#16Bouvel Investment Partners, LLCPassive
Some overlap · 5 shared positions
$VRT$OKE$IBM$PANW$MS
$345M
78 positions
#17SIR Capital Management, L.P.Passive
Some overlap · 4 shared positions
$OKE$KMI$PSX$VRT
$1.1B
88 positions
#18Disciplined Equity Management, Inc.Active
Some overlap · 3 shared positions
$OKE$ANET$KMI
$199M
44 positions
#19Fortitude Advisory Group L.L.C.Passive
Some overlap · 6 shared positions
$OKE$MU$VRT$GEV$MS$IBM
$222M
225 positions
#20NIA IMPACT ADVISORS, LLCPassive
Some overlap · 5 shared positions
$VRT$IBM$GSK$PANW$ANET
$225M
89 positions
#21Telligent Fund, LPActive
Some overlap · 4 shared positions
$ANET$VRT$MU$GEV
$94M
24 positions
#22Smart Portfolios, LLCPassive
Some overlap · 5 shared positions
$REGN$IBM$PSX$MU$OKE
$100M
99 positions
#23AXS Investments LLCActive
Some overlap · 5 shared positions
$MU$VRT$IBM$PANW$TEL
$248M
189 positions
#24Werlinich Asset Management, LLCActive
Some overlap · 5 shared positions
$VRT$MU$ANET$PANW$MS
$206M
56 positions
#25SHAKER INVESTMENTS LLC/OHPassive
Some overlap · 4 shared positions
$ANET$VRT$MU$MS
$220M
82 positions

Compare Tripletail Wealth ,’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View Tripletail Wealth ,’s holdings

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.