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Hedge Funds Similar to TrustWell Financial Advisors,

13F Portfolio OverlapQ1 2026TrustWell Financial Advisors, portfolio →
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Most similar hedge funds by 13F overlap

TrustWell Financial Advisors, LLC is an institutional investor managing $106M across 70 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 TrustWell Financial Advisors, are Forest Hill ,, Basepoint Wealth, Wealth Alliance,, with shared positions in $PHYS, $PSLV, $USB, $COP, $DE, $BRZE. The full ranking of 25 similar funds is below.

#1Forest Hill Capital, LLCActive
Substantial overlap · 3 shared positions
$PHYS$PSLV$USB
$152M
19 positions
#2Basepoint Wealth LLCActive
Substantial overlap · 4 shared positions
$PHYS$PSLV$COP$DE
$175M
643 positions
#3Capital Wealth Alliance, LLCActive
Substantial overlap · 5 shared positions
$PHYS$PSLV$USB$BRZE$UPST
$221M
93 positions
#4Evanson Asset Management, LLCActive
Notable overlap · 5 shared positions
$PHYS$DOV$BRZE$MKL$COP
$1.9B
321 positions
#5Guild Investment Management, Inc.Active
Notable overlap · 4 shared positions
$PHYS$USB$PSLV$WPM
$140M
47 positions
#6MATAURO, LLCActive
Notable overlap · 3 shared positions
$PHYS$CEF$SGOL
$692M
145 positions
#7VanWeelden Wealth Management, LLCActive
Notable overlap · 3 shared positions
$PHYS$SNOW$PSLV
$125M
31 positions
#8JP Wealth Management, Inc.Active
Notable overlap · 3 shared positions
$PHYS$DOV$SNOW
$147M
15 positions
#9Accordant Advisory Group IncPassive
Notable overlap · 6 shared positions
$PHYS$PSLV$AEM$CEF$USB$DE
$161M
238 positions
#10Cauble & Harre Wealth Management, Inc.Passive
Notable overlap · 3 shared positions
$PHYS$SNOW$SGOL
$126M
74 positions
#11FULCRUM WEALTH ADVISORS, LLCActive
Notable overlap · 3 shared positions
$PHYS$PSLV$SGOL
$121M
72 positions
#12Mountain Lake Investment Management LLCActive
Notable overlap · 3 shared positions
$PHYS$PSLV$SGOL
$155M
29 positions
#13Sonoma Private Wealth LLCPassive
Notable overlap · 3 shared positions
$PHYS$CEF$DOV
$81M
67 positions
#14PLANNING DIRECTIONS INCActive
Notable overlap · 6 shared positions
$SNOW$DOV$COP$USB$BRZE$DE
$198M
106 positions
#15Knoll Capital Management, LLCActive
Notable overlap · 4 shared positions
$PHYS$PSLV$WPM$AEM
$180M
37 positions
#16Zhang Financial LLCActive
Notable overlap · 4 shared positions
$SNOW$DOV$COP$BRZE
$2.9B
367 positions
#17Amitell Capital Pte LtdActive
Notable overlap · 3 shared positions
$PHYS$DOV$USB
$62M
14 positions
#18Efficient Advisors, LLCActive
Notable overlap · 7 shared positions
$SNOW$MKL$COP$UPST$BRZE$SE
$1.4B
58 positions
#19Discipline Wealth Solutions, LLCActive
Notable overlap · 8 shared positions
$SNOW$MKL$UPST$BRZE$COP$PHYS
$950M
192 positions
#20BARINGS LLCActive
Notable overlap · 5 shared positions
$SNOW$DOV$COP$WPM$SE
$6.2B
179 positions
#21Silver Coast Investments LLCActive
Notable overlap · 5 shared positions
$SNOW$DOV$USB$BRZE$DE
$313M
119 positions
#22MATHER GROUP, LLC.Active
Notable overlap · 5 shared positions
$SNOW$MKL$USB$COP$DOV
$10.0B
1,896 positions
#23NavPoint Financial, Inc.Active
Notable overlap · 3 shared positions
$SNOW$DOV$COP
$247M
71 positions
#24Valpey Financial Services, LLCPassive
Notable overlap · 5 shared positions
$SNOW$MKL$UPST$BRZE$USB
$154M
75 positions
#25HOGE FINANCIAL SERVICES, LLCActive
Notable overlap · 4 shared positions
$SNOW$DOV$COP$BRZE
$187M
72 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.