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 Trivium Point Advisory

13F Portfolio OverlapQ2 2026Trivium Point Advisory portfolio →

Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Trivium Point Advisory, LLC is an institutional investor managing $1.1B across 354 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 Trivium Point Advisory are FWL INVESTMENT, Resolute Asset Partners, VisionPoint Advisory Group, with shared positions in $LNG, $WMB, $AGNC, $ETR, $LSTR, $QCOM. The full ranking of 25 similar funds is below.

#1FWL INVESTMENT MANAGEMENT, LLCPassive

Notable overlap · 13 shared positions

$LNG $WMB $AGNC $ETR $LSTR $QCOM

$545M

501 positions

#2Resolute Capital Asset Partners LLCActive

Notable overlap · 4 shared positions

$SPOT $WMB $QCOM $CCJ

$234M

48 positions

#3VisionPoint Advisory Group, LLCPassive

Some overlap · 9 shared positions

$LNG $WMB $ETR $QCOM $AGNC $LSTR

$613M

475 positions

#4Merewether Investment Management, LPActive

Some overlap · 5 shared positions

$WMB $LNG $ETR $MTZ $NVT

$5.3B

81 positions

#5RIPOSTE CAPITAL LLCActive

Some overlap · 4 shared positions

$SPOT $MTZ $ENTG $PWR

$451M

27 positions

#6TORTOISE CAPITAL ADVISORS, L.L.C.Active

Some overlap · 5 shared positions

$LNG $WMB $ETR $PWR $MTZ

$9.8B

91 positions

#7REAVES W H & CO INCActive

Some overlap · 5 shared positions

$WMB $ETR $CCJ $PWR $LNG

$6.6B

94 positions

#8Strategic Global Advisors, LLCPassive

Some overlap · 3 shared positions

$SPOT $KLAC $LNG

$702M

129 positions

#9CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENTActive

Some overlap · 4 shared positions

$LNG $WMB $MTZ $PWR

$2.2B

73 positions

#10VIKING FUND MANAGEMENT LLCPassive

Some overlap · 4 shared positions

$WMB $ETR $QCOM $LNG

$1.1B

146 positions

#11Energy Income Partners, LLCActive

Some overlap · 4 shared positions

$LNG $WMB $ETR $PWR

$6.4B

88 positions

#12Ausbil Investment Management LtdPassive

Some overlap · 3 shared positions

$LNG $WMB $ETR

$221M

65 positions

#13Harrison Street Private Wealth LLCActive

Some overlap · 3 shared positions

$LNG $WMB $ETR

$71M

21 positions

#14Capital Innovations LLCPassive

Some overlap · 3 shared positions

$LNG $WMB $ETR

$385M

51 positions

#15MH & ASSOCIATES SECURITIES MANAGEMENT CORP /ADVPassive

Some overlap · 4 shared positions

$WMB $QCOM $MTZ $CCJ

$112M

100 positions

#16Gs Investments, Inc.Passive

Some overlap · 4 shared positions

$WMB $SPOT $MTZ $KLAC

$138M

133 positions

#17BECK CAPITAL MANAGEMENT, LLCPassive

Some overlap · 4 shared positions

$LNG $AGNC $CCJ $SPOT

$543M

140 positions

#18KAYNE ANDERSON CAPITAL ADVISORS LPActive

Some overlap · 4 shared positions

$LNG $WMB $ETR $PWR

$5.1B

53 positions

#19IFS Group,LLCPassive

Some overlap · 4 shared positions

$LNG $CCJ $SPOT $SLV

$73M

87 positions

#20Electron Capital Partners, LLCActive

Some overlap · 4 shared positions

$WMB $ETR $MTZ $PWR

$2.5B

46 positions

#21Yaupon Capital Management LPActive

Some overlap · 3 shared positions

$WMB $ETR $LNG

$5.1B

124 positions

#22Tamar Securities, LLCActive

Some overlap · 3 shared positions

$SPOT $QCOM $PWR

$1.1B

98 positions

#23EVENTIDE ASSET MANAGEMENT, LLCPassive

Some overlap · 5 shared positions

$ETR $NVT $WMB $KLAC $PWR

$7.5B

301 positions

#24Munro PartnersActive

Some overlap · 4 shared positions

$WMB $QCOM $PWR $CCJ

$4.5B

61 positions

#25SCOPUS ASSET MANAGEMENT, L.P.Passive

Some overlap · 4 shared positions

$SPOT $LNG $MTZ $PWR

$7.1B

265 positions

Compare Trivium Point Advisory’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 Trivium Point Advisory’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.