Hedge Funds Similar to TRB Wealth

13F Portfolio OverlapQ2 2026TRB Wealth portfolio →

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Most similar hedge funds by 13F overlap

TRB Wealth Management, LLC is an institutional investor managing $751M across 296 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 TRB Wealth are Boston Walden, TCTC, Heritage Wealth, with shared positions in $CFR, $KLAC, $CB, $PM. The full ranking of 14 similar funds is below.

#1Boston Trust Walden CorpActive

Slight overlap · 3 shared positions

$13.1B

396 positions

#2TCTC Holdings, LLCActive

Slight overlap · 3 shared positions

$3.8B

240 positions

#3Heritage Wealth Management, Inc.Passive

Slight overlap · 3 shared positions

$401M

272 positions

#4RICHARDSON FINANCIAL SERVICES INC.Passive

Slight overlap · 3 shared positions

$176M

607 positions

#5AA Financial Advisors, LLCPassive

Slight overlap · 3 shared positions

$832M

230 positions

#6BEESE FULMER INVESTMENT MANAGEMENT, INC.Passive

Slight overlap · 3 shared positions

$1.7B

401 positions

#7Alaethes Wealth, LLCPassive

Slight overlap · 3 shared positions

$345M

111 positions

#8Nolet Wealth Management, LLCActive

Slight overlap · 3 shared positions

$181M

112 positions

#9Capital Investment Management, Inc.Active

Slight overlap · 3 shared positions

$326M

132 positions

#10LOWE BROCKENBROUGH & CO INCActive

Slight overlap · 3 shared positions

$2.2B

341 positions

#11Confluence Wealth Services, Inc.Active

Slight overlap · 3 shared positions

$3.5B

476 positions

#12PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADOActive

Slight overlap · 3 shared positions

$28.9B

1,842 positions

#13TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKYPassive

Slight overlap · 3 shared positions

$14.7B

1,681 positions

#14Orca Wealth Management, LLCPassive

Slight overlap · 3 shared positions

$167M

83 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.