How is hedge fund similarity measured?

Similarity is computed from each fund's top conviction holdings in their latest 13F filing. Funds are scored by the overlap of distinctive shared positions (the mega-caps that nearly every fund owns are excluded), so the ranking reflects genuinely shared strategy rather than common index exposure.

Hedge Funds Similar to TritonPoint Partners,

13F Portfolio OverlapQ1 2026TritonPoint Partners, portfolio →

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Most similar hedge funds by 13F overlap

TritonPoint Partners, LLC is an institutional investor managing $272M across 200 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 TritonPoint Partners, are Sandhill Partners, McLaughlin Asset ,, FIRST MERCHANTS, with shared positions in $GE, $SCHW, $LIN, $APH, $ISRG, $SPXC. The full ranking of 25 similar funds is below.

#1Sandhill Capital Partners LLCActive

Some overlap · 8 shared positions

$GE $SCHW $LIN $APH $ISRG $SPXC

$1.2B

95 positions

#2McLaughlin Asset Management, Inc.Passive

Some overlap · 7 shared positions

$GE $LRCX $LIN $TJX $GEV $ISRG

$105M

91 positions

#3FIRST MERCHANTS CORPActive

Some overlap · 7 shared positions

$SCHW $LRCX $MS $LIN $TJX $APH

$2.6B

359 positions

#4TRITONPOINT WEALTH, LLCPassive

Some overlap · 7 shared positions

$BNL $LRCX $TJX $ADI $WFC $BA

$934M

268 positions

#5WD RUTHERFORD LLCPassive

Some overlap · 7 shared positions

$GE $LRCX $TJX $GEV $ISRG $PANW

$225M

71 positions

#6ATALANTA SOSNOFF CAPITAL, LLCActive

Some overlap · 6 shared positions

$GE $SCHW $LRCX $MS $ADI $GEV

$4.7B

104 positions

#7STRATEGIC PLANNING GROUP, LLCPassive

Some overlap · 6 shared positions

$GE $LRCX $LIN $MS $TJX $ISRG

$715M

72 positions

#8Alecta Tjanstepension OmsesidigtActive

Some overlap · 7 shared positions

$LIN $MS $TJX $ADI $APH $PANW

$20.5B

78 positions

#9Morse Asset Management, IncPassive

Some overlap · 6 shared positions

$GE $LRCX $LIN $GEV $BA $ISRG

$481M

403 positions

#10Western Financial Corp/CAActive

Some overlap · 6 shared positions

$GE $LRCX $ADI $APH $WFC $GEV

$255M

127 positions

#11JACKSON SQUARE CAPITAL, LLCPassive

Some overlap · 6 shared positions

$LRCX $LIN $GE $TJX $GEV $PANW

$477M

129 positions

#12McGuire Investment Group, LLCActive

Some overlap · 6 shared positions

$SCHW $LRCX $MS $ADI $ISRG $SYK

$885M

121 positions

#13COMPASS CAPITAL MANAGEMENT, INCActive

Some overlap · 7 shared positions

$LIN $APH $GEV $BA $ISRG $PANW

$1.7B

87 positions

#14CONNORS INVESTOR SERVICES INCActive

Some overlap · 6 shared positions

$SCHW $LIN $MS $TJX $WFC $PANW

$1.1B

149 positions

#15ARGUS INVESTORS' COUNSEL, INC.Passive

Some overlap · 6 shared positions

$SCHW $GE $TJX $ADI $WFC $PANW

$112M

102 positions

#16MAR VISTA INVESTMENT PARTNERS LLCActive

Some overlap · 6 shared positions

$GE $LIN $ADI $APH $GEV $SYK

$1000M

35 positions

#17Shepherd Street Advisors LLCPassive

Some overlap · 6 shared positions

$SCHW $LIN $WFC $GEV $BA $ISRG

$101M

86 positions

#18Groupe la FrancaisePassive

Some overlap · 6 shared positions

$GE $LIN $GEV $ISRG $LRCX $PANW

$7.3B

455 positions

#19Vann Equity Management LLCPassive

Some overlap · 6 shared positions

$GE $MS $TJX $GEV $ISRG $PANW

$140M

158 positions

#20Bouvel Investment Partners, LLCPassive

Some overlap · 6 shared positions

$GE $MS $APH $BA $ISRG $PANW

$345M

78 positions

#21Winslow Capital Management, LLCActive

Some overlap · 6 shared positions

$GE $MS $ADI $APH $GEV $ISRG

$25.6B

60 positions

#22Calamos Wealth Management LLCPassive

Some overlap · 7 shared positions

$LIN $TJX $BA $MS $WFC $SYK

$2.9B

546 positions

#23Wahed Invest LLCPassive

Some overlap · 6 shared positions

$LRCX $LIN $TJX $GEV $ISRG $ADI

$770M

225 positions

#24SHELTON CAPITAL MANAGEMENTPassive

Some overlap · 6 shared positions

$LRCX $LIN $ISRG $APH $TJX $PANW

$4.6B

717 positions

#25HALL LAURIE J TRUSTEEPassive

Some overlap · 6 shared positions

$GE $MS $TJX $ADI $APH $SYK

$283M

104 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.