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Hedge Funds Similar to Trask Adam Roland

13F Portfolio OverlapQ1 2026Trask Adam Roland portfolio →
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Most similar hedge funds by 13F overlap

Trask Adam Roland is an institutional investor managing $106M across 190 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 Trask Adam Roland are LaFleur & Godfrey, CapWealth Advisors,, BONNESS ENTERPRISES, with shared positions in $SYK, $CEG, $IBM, $ECL, $ABT, $TMO. The full ranking of 25 similar funds is below.

#1LaFleur & Godfrey LLCActive
Notable overlap · 7 shared positions
$SYK$CEG$IBM$ECL$ABT$TMO
$803M
141 positions
#2CapWealth Advisors, LLCActive
Notable overlap · 7 shared positions
$UPS$IBM$CEG$DUK$SYK$UNH
$1.3B
118 positions
#3BONNESS ENTERPRISES INCActive
Notable overlap · 5 shared positions
$SYK$IBM$ABT$TMO$UPS
$273M
39 positions
#4Mountain Hill Investment Partners Corp.Passive
Some overlap · 4 shared positions
$UPS$CEG$VST$ECL
$169M
205 positions
#5Cohen Capital Management, Inc.Passive
Some overlap · 4 shared positions
$SYK$IBM$UNH$TMO
$644M
154 positions
#6HALL LAURIE J TRUSTEEPassive
Some overlap · 4 shared positions
$SYK$IBM$XYL$ABT
$283M
104 positions
#7PENINSULA ASSET MANAGEMENT INCPassive
Some overlap · 4 shared positions
$SYK$IBM$ABT$ECL
$196M
53 positions
#8ECOFI INVESTISSEMENTS SAPassive
Some overlap · 5 shared positions
$CEG$XYL$ECL$CLH$TMO
$55M
36 positions
#9Clark & Stuart, IncActive
Some overlap · 4 shared positions
$UPS$SYK$ABT$ECL
$148M
49 positions
#10Palisade Asset Management, LLCActive
Some overlap · 6 shared positions
$IBM$SYK$ABT$ECL$UNH$TGT
$996M
195 positions
#11TB Alternative Assets Ltd.Active
Some overlap · 4 shared positions
$LEU$UNH$CEG$MP
$481M
36 positions
#12WORMSER FRERES GESTIONActive
Some overlap · 6 shared positions
$SYK$ECL$TMO$XYL$ABT$UNH
$139M
42 positions
#13GODSEY & GIBB, INCPassive
Some overlap · 4 shared positions
$SYK$IBM$UPS$DUK
$1.1B
389 positions
#14Rayburn West Financial Services LLCPassive
Some overlap · 5 shared positions
$UPS$IBM$ABT$WFC$TGT
$170M
82 positions
#15MFG WEALTH MANAGEMENT, INC.Passive
Some overlap · 5 shared positions
$UPS$IBM$TGT$PLTR$FITB
$121M
61 positions
#16SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WIActive
Some overlap · 5 shared positions
$SYK$ABT$ECL$WFC$PLTR
$1.3B
158 positions
#17MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive
Some overlap · 4 shared positions
$UPS$IBM$DUK$WFC
$220M
148 positions
#18Town & Country Bank & Trust CO dba First Bankers Trust COPassive
Some overlap · 5 shared positions
$SYK$CEG$ABT$TMO$TGT
$296M
146 positions
#19Bath Savings Trust CoActive
Some overlap · 3 shared positions
$SYK$ABT$ECL
$936M
168 positions
#20SPIREPOINT PRIVATE CLIENT, LLCPassive
Some overlap · 4 shared positions
$UPS$CLH$TMO$PLTR
$1.1B
322 positions
#21DAVIS-REA LTD.Passive
Some overlap · 4 shared positions
$SYK$ABT$XYL$TMO
$384M
54 positions
#22Drexel Morgan & Co.Active
Some overlap · 3 shared positions
$UPS$IBM$ABT
$682M
60 positions
#23CLIFFORD SWAN INVESTMENT COUNSEL LLCActive
Some overlap · 4 shared positions
$UPS$SYK$WFC$UNH
$2.9B
332 positions
#24LYNCH & ASSOCIATES/INPassive
Some overlap · 5 shared positions
$IBM$SYK$ABT$UPS$DUK
$533M
126 positions
#25CAPITAL MANAGEMENT ASSOCIATES /NY/Passive
Some overlap · 4 shared positions
$CEG$IBM$TMO$PLTR
$60M
36 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.