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Hedge Funds Similar to TRAPHAGEN INVESTMENT ADVISORS

13F Portfolio OverlapQ2 2026TRAPHAGEN INVESTMENT ADVISORS portfolio →
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Most similar hedge funds by 13F overlap

TRAPHAGEN INVESTMENT ADVISORS LLC is an institutional investor managing $1.4B across 219 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 TRAPHAGEN INVESTMENT ADVISORS are Quadrant Private Wealth, Martin Partners, ParaFi, with shared positions in $BPRE, $CME, $VZ, $PEG, $BITB, $IBIT. The full ranking of 25 similar funds is below.

#1Quadrant Private Wealth Management, LLCActive
Some overlap · 3 shared positions
$BPRE$CME$VZ
$447M
177 positions
#2Martin Capital Partners, LLCPassive
Some overlap · 3 shared positions
$CME$PEG$VZ
$272M
72 positions
#3ParaFi Capital LPActive
Some overlap · 3 shared positions
$BITB$IBIT$CME
$361M
24 positions
#4Patrick Mauro Investment Advisor, INC.Active
Some overlap · 3 shared positions
$CME$VZ$ED
$199M
38 positions
#5Keystone Financial Planning, Inc.Smart money
Some overlap · 3 shared positions
$CME$VZ$PEG
$388M
39 positions
#6Ankerstar Wealth, LLCPassive
Some overlap · 3 shared positions
$BITB$IBIT$CME
$119M
989 positions
#7White Knight Strategic Wealth Advisors, LLCActive
Some overlap · 3 shared positions
$BITB$GBTC$VZ
$143M
89 positions
#8Koa Wealth Management, LLCActive
Some overlap · 3 shared positions
$CME$ICE$ED
$147M
54 positions
#9Guinness Asset Management LTDActive
Some overlap · 3 shared positions
$CME$ICE$KLAC
$5.9B
141 positions
#10HORIZON KINETICS ASSET MANAGEMENT LLCSmart money
Some overlap · 4 shared positions
$GBTC$ICE$CME$IBIT
$8.8B
351 positions
#11Smallwood Wealth Investment Management, LLCActive
Some overlap · 3 shared positions
$ICE$PEG$KLAC
$229M
529 positions
#12EagleClaw Capital Managment, LLCPassive
Some overlap · 3 shared positions
$GBTC$CME$ICE
$745M
145 positions
#13Upper Left Wealth Management, LLCActive
Some overlap · 3 shared positions
$GBTC$IBIT$BITB
$180M
73 positions
#14Tilson Financial Group, Inc.Active
Some overlap · 3 shared positions
$PEG$VZ$ED
$364M
86 positions
#15OakTrust Wealth Advisors, LLCActive
Some overlap · 3 shared positions
$GBTC$IBIT$CME
$116M
69 positions
#16HRC WEALTH MANAGEMENT, LLCSmart money
Slight overlap · 3 shared positions
$BPRE$GBTC$VZ
$244M
65 positions
#17Haven Private, LLCPassive
Slight overlap · 3 shared positions
$GBTC$VZ$KLAC
$263M
171 positions
#18Qsemble Capital Management, LPPassive
Slight overlap · 3 shared positions
$CME$ICE$PEG
$781M
371 positions
#19AMF Tjanstepension ABActive
Slight overlap · 3 shared positions
$ICE$VZ$KLAC
$16.9B
121 positions
#20CERTIOR FINANCIAL GROUP, LLCPassive
Slight overlap · 3 shared positions
$GBTC$VZ$ED
$183M
146 positions
#21Benson Wealth Management INCPassive
Slight overlap · 3 shared positions
$GBTC$IBIT$PEG
$99M
367 positions
#22Aurora Private Wealth, Inc.Passive
Slight overlap · 3 shared positions
$GBTC$VZ$PEG
$158M
177 positions
#23Key Client Fiduciary Advisors, LLCPassive
Slight overlap · 3 shared positions
$PEG$IBIT$VZ
$347M
232 positions
#24Magellan Asset Management LtdActive
Slight overlap · 3 shared positions
$ICE$PEG$ED
$4.5B
78 positions
#25Alamea Verwaltungs GmbHActive
Slight overlap · 3 shared positions
$IBIT$GBTC$KLAC
$125M
73 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.