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Hedge Funds Similar to Triton Financial Group

13F Portfolio OverlapQ2 2026Triton Financial Group portfolio →
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Most similar hedge funds by 13F overlap

Triton Financial Group Inc is an institutional investor managing $174M across 99 U.S. equity positions as of Q2 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Triton Financial Group are VMS Asset Limited, Retireful, HARTLINE INVESTMENT, with shared positions in $MRVL, $GLW, $CRWD, $DELL, $EMR, $DLR. The full ranking of 25 similar funds is below.

#1VMS Asset Management LimitedPassive
Notable overlap · 4 shared positions
$MRVL$GLW$CRWD$DELL
$315M
33 positions
#2Retireful, LLCPassive
Notable overlap · 4 shared positions
$GLW$DELL$MRVL$CRWD
$107M
81 positions
#3HARTLINE INVESTMENT CORP/Active
Notable overlap · 3 shared positions
$MRVL$GLW$DELL
$1.1B
115 positions
#4Geneva Partners, LLCPassive
Notable overlap · 3 shared positions
$MRVL$GLW$DELL
$375M
75 positions
#5ACORN FINANCIAL ADVISORY SERVICES INC /ADVPassive
Notable overlap · 3 shared positions
$GLW$DELL$MRVL
$753M
223 positions
#6Insight Inv LLCPassive
Notable overlap · 3 shared positions
$MRVL$GLW$EMR
$212M
109 positions
#7Silver Lake Advisory, LLCPassive
Notable overlap · 5 shared positions
$GLW$DLR$EMR$ABT$CHD
$280M
109 positions
#8AMI ASSET MANAGEMENT CORPActive
Notable overlap · 4 shared positions
$GLW$CRWD$ECL$CHD
$1.7B
99 positions
#9Mizuho Markets Cayman LPActive
Some overlap · 4 shared positions
$MRVL$DELL$ABT$LHX
$2.7B
95 positions
#10Werlinich Asset Management, LLCActive
Some overlap · 4 shared positions
$GLW$DELL$CRWD$DLR
$262M
58 positions
#11Front Row Advisors LLCPassive
Some overlap · 5 shared positions
$DELL$GLW$DOV$TT$DLR
$345M
576 positions
#12LPWM LLCActive
Some overlap · 4 shared positions
$DELL$CRWD$ECL$DOV
$451M
98 positions
#13RED REEF ADVISORS LLCPassive
Some overlap · 4 shared positions
$DELL$CRWD$MRVL$DOV
$108M
183 positions
#14KERR FINANCIAL PLANNING CorpPassive
Some overlap · 5 shared positions
$MRVL$GLW$CRWD$DELL$AFL
$90M
545 positions
#15Hudson Value Partners, LLCPassive
Some overlap · 3 shared positions
$GLW$DELL$CRWD
$399M
113 positions
#16HERBST GROUP, LLCPassive
Some overlap · 3 shared positions
$GLW$CRWD$LHX
$183M
65 positions
#17BERKSHIRE CAPITAL HOLDINGS INCActive
Some overlap · 3 shared positions
$MRVL$GLW$CRWD
$462M
122 positions
#18Green Alpha Advisors, LLCPassive
Some overlap · 3 shared positions
$GLW$CRWD$MRVL
$149M
113 positions
#19WIN ADVISORS, INCPassive
Some overlap · 3 shared positions
$CRWD$MRVL$DELL
$281M
75 positions
#20Legacy Financial Strategies, LLCActive
Some overlap · 6 shared positions
$AFL$CINF$CRWD$ECL$ABT$SHW
$646M
152 positions
#21First Financial Bank - Trust DivisionActive
Some overlap · 5 shared positions
$GLW$CINF$ABT$ECL$CHKP
$1.4B
208 positions
#22Steadtrust LLCPassive
Some overlap · 3 shared positions
$GLW$DELL$RIO
$198M
132 positions
#23UNITED BANKActive
Some overlap · 4 shared positions
$GLW$AFL$DOV$ABT
$853M
130 positions
#24HAGER INVESTMENT MANAGEMENT SERVICES, LLCPassive
Some overlap · 3 shared positions
$GLW$MRVL$DELL
$217M
352 positions
#25NovaPoint Capital, LLCPassive
Some overlap · 4 shared positions
$GLW$AFL$LHX$ABT
$481M
161 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.