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Hedge Funds Similar to Trask Adam Roland

13F Portfolio OverlapQ1 2026Trask Adam Roland portfolio →
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Most similar hedge funds by 13F overlap

Trask Adam Roland is an institutional investor managing $106M across 190 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 Trask Adam Roland are Burnham, LaFleur & Godfrey, Mountain Hill Investment Partners, with shared positions in $LEU, $HNI, $UPS, $SYK, $CEG, $SMR. The full ranking of 25 similar funds is below.

#1Burnham & Co LLCPassive
Substantial overlap · 19 shared positions
$LEU$HNI$UPS$SYK$CEG$SMR
$124M
197 positions
#2LaFleur & Godfrey LLCPassive
Notable overlap · 6 shared positions
$SYK$CEG$ECL$TMO$ABT$PLTR
$842M
149 positions
#3Mountain Hill Investment Partners Corp.Active
Notable overlap · 4 shared positions
$UPS$CEG$VST$ECL
$184M
168 positions
#4DAVIS-REA LTD.Active
Some overlap · 5 shared positions
$SYK$XYL$ABT$WFC$TMO
$379M
41 positions
#5Clark & Stuart, IncPassive
Some overlap · 4 shared positions
$UPS$SYK$ABT$ECL
$162M
52 positions
#6DKRT Investments Corp.Active
Some overlap · 5 shared positions
$SYK$UPS$WFC$TMO$TGT
$409M
50 positions
#7BONNESS ENTERPRISES INCSmart money
Some overlap · 4 shared positions
$SYK$ABT$TMO$UPS
$307M
39 positions
#8WORMSER FRERES GESTIONActive
Some overlap · 5 shared positions
$SYK$ECL$TMO$XYL$ABT
$181M
71 positions
#9Bath Savings Trust CoActive
Some overlap · 3 shared positions
$SYK$ABT$ECL
$966M
178 positions
#10SOUND SHORE MANAGEMENT INC /CT/Active
Some overlap · 4 shared positions
$UPS$VST$WFC$TMO
$3.2B
40 positions
#11PENINSULA ASSET MANAGEMENT INCActive
Some overlap · 3 shared positions
$SYK$ABT$ECL
$209M
54 positions
#12WENDELL DAVID ASSOCIATES INCActive
Some overlap · 3 shared positions
$SYK$ABT$ECL
$958M
151 positions
#13REAVES W H & CO INCActive
Some overlap · 4 shared positions
$CEG$VST$MP$LEU
$6.6B
94 positions
#14DILLON & ASSOCIATES INCActive
Some overlap · 3 shared positions
$SYK$ABT$ECL
$849M
79 positions
#15Wilson & Boucher Capital Management, LLCPassive
Some overlap · 3 shared positions
$SYK$ABT$WFC
$170M
121 positions
#16JENSEN INVESTMENT MANAGEMENT INCActive
Some overlap · 3 shared positions
$SYK$ABT$ECL
$4.1B
83 positions
#17SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WIActive
Some overlap · 5 shared positions
$SYK$ABT$WFC$ECL$PLTR
$1.5B
160 positions
#18Rempart Asset Management Inc.Active
Some overlap · 3 shared positions
$SYK$WFC$TMO
$488M
36 positions
#19Capital Innovations LLCActive
Some overlap · 3 shared positions
$CEG$VST$XYL
$385M
51 positions
#20LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MAActive
Some overlap · 3 shared positions
$SYK$ABT$TMO
$10.8B
564 positions
#21ARCADIA INVESTMENT MANAGEMENT CORP/MI
Some overlap · 3 shared positions
$SYK$TMO$ECL
$584M
366 positions
#22VILLERE ST DENIS J & CO LLCPassive
Some overlap · 3 shared positions
$SYK$UPS$ABT
$838M
85 positions
#23Philadelphia Investment Partners, LLCPassive
Some overlap · 3 shared positions
$LEU$OKLO$PLTR
$161M
189 positions
#24SPIREPOINT PRIVATE CLIENT, LLCPassive
Some overlap · 3 shared positions
$UPS$CLH$PLTR
$1.2B
332 positions
#25SYNTAX RESEARCH, INC.Active
Some overlap · 5 shared positions
$CEG$SYK$ECL$TMO$ABT
$137M
179 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.