Hedge Funds Similar to Troutman Wealth ,

13F Portfolio OverlapQ1 2026Troutman Wealth , portfolio →

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Most similar hedge funds by 13F overlap

Troutman Wealth Management, LLC is an institutional investor managing $120M across 36 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 Troutman Wealth , are Advantage,, WealthCollab,, Harbor Group,, with shared positions in $BAH, $RELX, $SCHW, $AMN, $BRZE, $__PARK_1390777. The full ranking of 25 similar funds is below.

#1Capital Advantage, Inc.Active

Notable overlap · 3 shared positions

$BAH $RELX $SCHW

$765M

145 positions

#2WealthCollab, LLCPassive

Notable overlap · 3 shared positions

$AMN $BRZE $SCHW

$243M

977 positions

#3Harbor Group, Inc.Active

Notable overlap · 3 shared positions

$AMN $BAH $BRZE

$692M

116 positions

#4Seed Wealth Management, Inc.Active

Notable overlap · 3 shared positions

$AMN $BRZE $RELX

$145M

98 positions

#5Oak Wealth Advisors LLCActive

Notable overlap · 3 shared positions

$AMN $BRZE $SCHW

$182M

57 positions

#6SPWM Advisors LLCPassive

Notable overlap · 3 shared positions

$AMN $SCHW $__PARK_1390777

$115M

93 positions

#7Fonville Wealth Management LLCPassive

Notable overlap · 3 shared positions

$AMN $SCHW $BRZE

$525M

138 positions

#8ELEVATE WEALTH ADVISORY, INCActive

Notable overlap · 3 shared positions

$AMN $SCHW $RELX

$158M

125 positions

#9REGATTA CAPITAL GROUP, LLCPassive

Notable overlap · 3 shared positions

$AMN $BAH $SCHW

$661M

215 positions

#10RETIREMENT FINANCIAL SOLUTIONS, LLCActive

Notable overlap · 3 shared positions

$AMN $SCHW $BRZE

$350M

53 positions

#11Burton Enright WelchActive

Notable overlap · 3 shared positions

$AMN $SCHW $BRZE

$736M

134 positions

#12SVRN Asset Management, LLCActive

Notable overlap · 3 shared positions

$BRZE $BAH $SCHW

$103M

37 positions

#13CERTIOR FINANCIAL GROUP, LLCPassive

Notable overlap · 3 shared positions

$BAH $BRZE $AMN

$157M

130 positions

#14Werba Rubin Papier Wealth ManagementPassive

Notable overlap · 3 shared positions

$AMN $BRZE $SCHW

$718M

278 positions

#15FAMILY WEALTH PARTNERS, LLCActive

Notable overlap · 3 shared positions

$AMN $SCHW $BRZE

$293M

105 positions

#16LIBRA WEALTH LLCSmart money

Notable overlap · 3 shared positions

$AMN $SCHW $BRZE

$355M

66 positions

#17Morton Brown Family Wealth, LLCActive

Notable overlap · 3 shared positions

$AMN $BRZE $SCHW

$378M

292 positions

#18Integrity Wealth Solutions LLCPassive

Notable overlap · 3 shared positions

$AMN $BRZE $SCHW

$255M

130 positions

#19Truepoint, Inc.Active

Notable overlap · 3 shared positions

$AMN $SCHW $BRZE

$4.5B

148 positions

#20KM Capital Management Ltd.Active

Notable overlap · 3 shared positions

$BAH $RELX $AMN

$149M

76 positions

#21Tillman Hartley LLCActive

Notable overlap · 3 shared positions

$AMN $SCHW $BRZE

$398M

88 positions

#22Arbor Wealth Advisors LLCActive

Notable overlap · 3 shared positions

$BRZE $AMN $SCHW

$143M

56 positions

#23CLUNE & ASSOCIATES, LTD.Passive

Some overlap · 4 shared positions

$BRZE $SCHW $AMN $RELX

$532M

162 positions

#24Davidson Kahn Capital Management, LLCActive

Some overlap · 3 shared positions

$BRZE $AMN $SCHW

$188M

62 positions

#25Vawter Financial, Ltd.Passive

Some overlap · 3 shared positions

$AMN $BRZE $SCHW

$238M

122 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.