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Hedge Funds Similar to Torrey-Payne Wealth

13F Portfolio OverlapQ2 2026Torrey-Payne Wealth portfolio →
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Most similar hedge funds by 13F overlap

Torrey-Payne Wealth Management, LLC is an institutional investor managing $122M across 39 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 Torrey-Payne Wealth are LAM GROUP, Kooman & Associates, Grove Bank, with shared positions in $MDY, $BA, $DIS, $ROK, $AVY, $AME. The full ranking of 21 similar funds is below.

#1LAM GROUP, INC.Active
Some overlap · 3 shared positions
$MDY$BA$DIS
$201M
139 positions
#2Kooman & AssociatesSmart money
Some overlap · 3 shared positions
$ROK$DIS$BA
$372M
56 positions
#3Grove Bank & TrustPassive
Some overlap · 3 shared positions
$MDY$DIS$BA
$1.0B
886 positions
#4Bill Few Associates, Inc.Passive
Some overlap · 3 shared positions
$ROK$DIS$AVY
$470M
227 positions
#5GREAT LAKES ADVISORS, LLCPassive
Some overlap · 3 shared positions
$ROK$DIS$BA
$13.1B
825 positions
#6Pegasus Asset Management, Inc.Passive
Slight overlap · 3 shared positions
$DIS$MDY$BA
$351M
75 positions
#7Bedell Frazier Investment Counselling, LLC
Slight overlap · 3 shared positions
$DIS$ROK$BA
$495M
128 positions
#8Core Wealth Partners LLCPassive
Slight overlap · 3 shared positions
$ROK$BA$AME
$235M
191 positions
#9STALEY CAPITAL ADVISERS INCActive
Slight overlap · 3 shared positions
$DIS$BA$MDY
$2.6B
193 positions
#10RE ADVISERS CORPActive
Slight overlap · 3 shared positions
$DIS$BA$AVY
$4.0B
124 positions
#11M. Kraus & CoPassive
Slight overlap · 3 shared positions
$ROK$DIS$MDY
$377M
86 positions
#12HERITAGE INVESTORS MANAGEMENT CORPActive
Slight overlap · 3 shared positions
$DIS$MDY$BA
$3.6B
257 positions
#13Chatterton & Associates Inc.Passive
Slight overlap · 3 shared positions
$ROK$DIS$BA
$170M
101 positions
#14West Wealth Group, LLCActive
Slight overlap · 4 shared positions
$ROK$DIS$BA$RKLB
$611M
143 positions
#15Addison Capital CoActive
Slight overlap · 3 shared positions
$ROK$DIS$AME
$610M
184 positions
#16Tempus Wealth Planning, LLCPassive
Slight overlap · 3 shared positions
$ROK$BA$RKLB
$511M
282 positions
#17SNS Financial Group, LLCPassive
Slight overlap · 3 shared positions
$DIS$ROK$BA
$5.2B
549 positions
#18Keystone Financial GroupPassive
Slight overlap · 3 shared positions
$MDY$BA$DIS
$1.7B
567 positions
#19Winthrop Advisory Group LLCActive
Slight overlap · 3 shared positions
$MDY$DIS$BA
$1.5B
226 positions
#20Breakwater Investment ManagementPassive
Slight overlap · 3 shared positions
$MDY$ROK$BA
$294M
600 positions
#21Mountain Hill Investment Partners Corp.Active
Slight overlap · 3 shared positions
$DIS$MDY$BA
$177M
195 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.