Hedge Funds Similar to Torrey-Payne Wealth ,

13F Portfolio OverlapQ1 2026Torrey-Payne Wealth , portfolio →

Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Torrey-Payne Wealth Management, LLC is an institutional investor managing $109M across 40 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 Torrey-Payne Wealth , are Alpha Wealth Funds,, Audent Global Asset ,, CHARTER RESEARCH & INVESTMENT GROUP,, with shared positions in $MDY, $ROK, $BA, $DIS, $T, $SNOW. The full ranking of 25 similar funds is below.

#1Alpha Wealth Funds, LLCActive

Some overlap · 3 shared positions

$149M

41 positions

#2Audent Global Asset Management, LLCPassive

Some overlap · 3 shared positions

$100M

51 positions

#3CHARTER RESEARCH & INVESTMENT GROUP, INC.Active

Some overlap · 3 shared positions

$150M

86 positions

#4Murphy, Middleton, Hinkle & Parker, Inc.Passive

Some overlap · 3 shared positions

$MDY $DIS $SNOW

$216M

133 positions

#5Providence Financial Advisors, LLCSmart money

Slight overlap · 3 shared positions

$175M

59 positions

#6Pacific Center for Financial ServicesActive

Slight overlap · 3 shared positions

$394M

513 positions

#7Pegasus Asset Management, Inc.Passive

Slight overlap · 3 shared positions

$313M

67 positions

#8DIVERSIFIED MANAGEMENT INCPassive

Slight overlap · 3 shared positions

$583M

262 positions

#9Bedell Frazier Investment Counselling, LLCPassive

Slight overlap · 3 shared positions

$495M

128 positions

#10Roberts Wealth Advisors, LLCPassive

Slight overlap · 3 shared positions

$DIS $ROK $SNOW

$394M

110 positions

#11ONTARIO TEACHERS PENSION PLAN BOARDActive

Slight overlap · 3 shared positions

$DIS $ROK $SNOW

$3.5B

162 positions

#12Kooman & AssociatesSmart money

Slight overlap · 3 shared positions

$335M

50 positions

#13Asset Management Group, Inc.Passive

Slight overlap · 3 shared positions

$DIS $MDY $SNOW

$619M

138 positions

#14Finivi Inc.Passive

Slight overlap · 3 shared positions

$183M

103 positions

#15Bill Few Associates, Inc.Passive

Slight overlap · 3 shared positions

$417M

212 positions

#16STALEY CAPITAL ADVISERS INCActive

Slight overlap · 3 shared positions

$2.4B

184 positions

#17RE ADVISERS CORPActive

Slight overlap · 3 shared positions

$3.7B

111 positions

#18LAZARI CAPITAL MANAGEMENT, INC.Passive

Slight overlap · 3 shared positions

$287M

175 positions

#19Steigerwald, Gordon & Koch Inc.Passive

Slight overlap · 3 shared positions

$974M

782 positions

#20Palouse Capital Management, Inc.Passive

Slight overlap · 3 shared positions

$151M

135 positions

#21Newport Trust Company, LLCSmart money

Slight overlap · 3 shared positions

$40.7B

64 positions

#22DCM Advisors, LLCActive

Slight overlap · 3 shared positions

$220M

38 positions

#23Stamos Capital Partners, L.P.Active

Slight overlap · 3 shared positions

$640M

142 positions

#24CORRADO ADVISORS, LLCPassive

Slight overlap · 3 shared positions

$192M

115 positions

#25Stonebridge Capital Advisors LLCPassive

Slight overlap · 3 shared positions

$1.4B

211 positions

Compare Torrey-Payne 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 Torrey-Payne 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.