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Hedge Funds Similar to Tribridge Partners Financial

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

Tribridge Partners Financial LLC is an institutional investor managing $242M across 80 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 Tribridge Partners Financial are VANGUARD ADVISERS, 25, Tenon Financial, with shared positions in $BRZE, $DDOG, $AFRM, $EPAM, $FAST, $TT. The full ranking of 25 similar funds is below.

#1VANGUARD ADVISERS INCSmart money
Notable overlap · 4 shared positions
$BRZE$DDOG$AFRM$EPAM
$25.5B
668 positions
#225 LLCActive
Notable overlap · 4 shared positions
$BRZE$DDOG$FAST$AFRM
$324M
69 positions
#3Tenon Financial LLCSmart money
Notable overlap · 3 shared positions
$BRZE$DDOG$TT
$255M
54 positions
#4Manuka Financial, LLCActive
Notable overlap · 3 shared positions
$BRZE$DDOG$UNP
$162M
56 positions
#5Mallini Complete Financial Planning LLCSmart money
Notable overlap · 3 shared positions
$BRZE$DDOG$AFRM
$126M
61 positions
#6Drystone LLCActive
Notable overlap · 3 shared positions
$BRZE$TT$FAST
$111M
18 positions
#7SVRN Asset Management, LLCActive
Notable overlap · 3 shared positions
$BRZE$DDOG$BAH
$103M
37 positions
#8Sellwood Investment Partners LLCSmart money
Notable overlap · 4 shared positions
$BRZE$DDOG$AFRM$LIN
$254M
59 positions
#9Vanguard National Trust CoActive
Notable overlap · 3 shared positions
$BRZE$DDOG$EPAM
$1.6B
751 positions
#10Swisher Financial Concepts, Inc.Passive
Notable overlap · 3 shared positions
$BRZE$REGN$BAH
$179M
102 positions
#11St. Louis Trust CoActive
Notable overlap · 3 shared positions
$BRZE$EPAM$UNP
$856M
145 positions
#12Madison Park Capital Advisors, LLCActive
Notable overlap · 4 shared positions
$BRZE$ALPS$REGN$SBUX
$127M
62 positions
#13New Covenant Trust Company, N.A.Active
Notable overlap · 4 shared positions
$BRZE$AFRM$LIN$UNP
$112M
96 positions
#14Sunflower Bank, N.A.Active
Notable overlap · 3 shared positions
$BRZE$DDOG$UNP
$392M
155 positions
#15WealthCollab, LLCPassive
Notable overlap · 3 shared positions
$BRZE$DDOG$AFRM
$243M
977 positions
#16Provenance Wealth Advisors, LLCActive
Notable overlap · 3 shared positions
$BRZE$EPAM$ALPS
$945M
412 positions
#17Briggs Wealth Management, IncSmart money
Notable overlap · 3 shared positions
$BRZE$EPAM$DDOG
$94M
58 positions
#18Breakwater Investment ManagementPassive
Notable overlap · 3 shared positions
$BRZE$DDOG$ISRG
$269M
506 positions
#19Cornerstone Financial Group, LLC /NE/Active
Notable overlap · 3 shared positions
$BRZE$AFRM$UNP
$156M
73 positions
#20White Lighthouse Investment Management Inc.Active
Notable overlap · 3 shared positions
$BRZE$AFRM$DDOG
$721M
145 positions
#21Souders Financial AdvisorsPassive
Notable overlap · 3 shared positions
$BRZE$LIN$BAH
$876M
216 positions
#22Winter & Associates, Inc.Passive
Notable overlap · 3 shared positions
$BRZE$ISRG$REGN
$114M
84 positions
#23McClarren Financial Advisors, Inc.Active
Notable overlap · 5 shared positions
$BRZE$AFRM$EPAM$SBUX$UNP
$169M
79 positions
#24Gordian Advisors LLCSmart money
Some overlap · 4 shared positions
$BRZE$SBUX$AFRM$INTU
$150M
55 positions
#25WETZEL INVESTMENT ADVISORS, INC.Active
Some overlap · 4 shared positions
$BRZE$DDOG$REGN$UNP
$252M
131 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.