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 TRB Wealth ,

13F Portfolio OverlapQ1 2026TRB Wealth , portfolio →

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Most similar hedge funds by 13F overlap

TRB Wealth Management, LLC is an institutional investor managing $704M across 285 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 TRB Wealth , are SVRN Asset ,, Provenance Wealth Advisors,, Towneley , / DE, with shared positions in $BRZE, $MS, $DDOG, $KKR, $COP, $SNOW. The full ranking of 25 similar funds is below.

#1SVRN Asset Management, LLCActive

Notable overlap · 3 shared positions

$BRZE $MS $DDOG

$103M

37 positions

#2Provenance Wealth Advisors, LLCActive

Notable overlap · 3 shared positions

$BRZE $MS $KKR

$945M

412 positions

#3Towneley Capital Management, Inc / DESmart money

Notable overlap · 4 shared positions

$BRZE $COP $SNOW $DDOG

$478M

42 positions

#4McCarthy Asset Management, Inc.

Notable overlap · 3 shared positions

$BRZE $COP $SNOW

$192M

27 positions

#5White Lighthouse Investment Management Inc.Active

Notable overlap · 6 shared positions

$BRZE $COP $SNOW $KKR $PM $DDOG

$721M

145 positions

#6Capital Investment Management, Inc.Active

Notable overlap · 5 shared positions

$BRZE $GMM $SNOW $SE $PM

$291M

125 positions

#7Clarity Capital Advisors, LLCActive

Notable overlap · 5 shared positions

$BRZE $SNOW $COP $KKR $GMM

$215M

95 positions

#8Luminvest Wealth Management LLCSmart money

Notable overlap · 4 shared positions

$BRZE $COP $DDOG $KKR

$382M

55 positions

#9Trellis Wealth Advisors LLCSmart money

Notable overlap · 4 shared positions

$BRZE $COP $DDOG $KKR

$263M

47 positions

#10FIDELIS iM, LLCSmart money

Notable overlap · 3 shared positions

$BRZE $COP $WT

$264M

25 positions

#11FIDUCIARY ADVISORS, INC.Active

Notable overlap · 4 shared positions

$BRZE $COP $KKR $SE

$133M

121 positions

#12David Kennon IncSmart money

Notable overlap · 4 shared positions

$BRZE $GMM $RELX $WT

$279M

41 positions

#13Wolff Financial Management LLCActive

Notable overlap · 5 shared positions

$MS $COP $GMM $KKR $DDOG

$453M

103 positions

#14Verus Financial Partners, Inc.Smart money

Notable overlap · 4 shared positions

$BRZE $SNOW $DDOG $PM

$1.1B

121 positions

#15Powers Advisory Group, LLCActive

Notable overlap · 6 shared positions

$MS $COP $WT $OKTA $PM $SNOW

$284M

125 positions

#16Zhang Financial LLCActive

Notable overlap · 4 shared positions

$BRZE $SNOW $COP $KKR

$2.9B

367 positions

#17WealthCollab, LLCPassive

Notable overlap · 4 shared positions

$BRZE $SNOW $DDOG $COP

$243M

977 positions

#18Breakwater Investment ManagementPassive

Notable overlap · 6 shared positions

$BRZE $SNOW $DDOG $KKR $WT $GMM

$269M

506 positions

#19Valley Financial Group, Inc.Active

Notable overlap · 6 shared positions

$MS $COP $SNOW $BRZE $GMM $DDOG

$185M

63 positions

#20Mustard Seed Financial, LLCPassive

Notable overlap · 5 shared positions

$BRZE $COP $SNOW $DDOG $KKR

$167M

92 positions

#21Manuka Financial, LLCActive

Notable overlap · 4 shared positions

$BRZE $SNOW $DDOG $KKR

$162M

56 positions

#22Sagace Wealth Management LLCPassive

Notable overlap · 4 shared positions

$BRZE $COP $SNOW $KKR

$149M

70 positions

#23truNorth Financial Services, Inc.Active

Notable overlap · 4 shared positions

$MS $COP $WT $KKR

$97M

49 positions

#24Winter & Associates, Inc.Passive

Notable overlap · 3 shared positions

$BRZE $COP $WT

$114M

84 positions

#25Efficient Advisors, LLCActive

Notable overlap · 6 shared positions

$BRZE $COP $SNOW $WT $FLEX $SE

$1.4B

58 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.