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Hedge Funds Similar to Trellis Wealth Advisors

13F Portfolio OverlapQ2 2026Trellis Wealth Advisors portfolio →
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Most similar hedge funds by 13F overlap

Trellis Wealth Advisors LLC is an institutional investor managing $291M across 49 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 Trellis Wealth Advisors are SBI Securities , Ltd., WBH ADVISORY, PLANNING DIRECTIONS, with shared positions in $DOV, $PLTR, $NBIS, $PEP, $YUM. The full ranking of 25 similar funds is below.

#1SBI Securities Co., Ltd.Passive
Some overlap · 3 shared positions
$DOV$PLTR$NBIS
$4.4B
4,072 positions
#2WBH ADVISORY INCPassive
Some overlap · 3 shared positions
$DOV$PEP$YUM
$1.5B
363 positions
#3PLANNING DIRECTIONS INCActive
Some overlap · 3 shared positions
$DOV$PLTR$PEP
$216M
110 positions
#4Jasper Ridge Partners, L.P.Smart money
Some overlap · 3 shared positions
$DOV$PEP$NBIS
$4.7B
151 positions
#5Rakuten Investment Management, Inc.Smart money
Some overlap · 3 shared positions
$DOV$PLTR$PEP
$34.6B
467 positions
#6Hubbell Strickland Wealth Management, LLCSmart money
Some overlap · 3 shared positions
$DOV$PLTR$PEP
$277M
87 positions
#7WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADVPassive
Some overlap · 3 shared positions
$DOV$PLTR$PEP
$405M
169 positions
#8OLD POINT TRUST & FINANCIAL SERVICES N APassive
Some overlap · 3 shared positions
$PEP$PLTR$YUM
$329M
323 positions
#9New Capital Management LPSmart money
Some overlap · 3 shared positions
$PEP$DOV$YUM
$439M
60 positions
#10VOLORIDGE INVESTMENT MANAGEMENT, LLCPassive
Some overlap · 3 shared positions
$PLTR$NBIS$PEP
$23.5B
784 positions
#11TRITONPOINT WEALTH, LLCPassive
Some overlap · 3 shared positions
$DOV$YUM$PEP
$1.0B
281 positions
#12Van Cleef Asset Management,IncActive
Some overlap · 3 shared positions
$PLTR$PEP$DOV
$981M
119 positions
#13TritonPoint Partners, LLCPassive
Some overlap · 3 shared positions
$DOV$YUM$PEP
$1.2B
351 positions
#14MASECO LLPActive
Some overlap · 4 shared positions
$PEP$DOV$YUM$PLTR
$3.6B
291 positions
#15Prudent Man Investment Management, Inc.Smart money
Some overlap · 3 shared positions
$DOV$PEP$PLTR
$293M
169 positions
#16CENTAURUS FINANCIAL, INC.Passive
Slight overlap · 3 shared positions
$NBIS$DOV$PLTR
$2.4B
1,112 positions
#17Iowa State BankPassive
Slight overlap · 3 shared positions
$PLTR$PEP$YUM
$598M
118 positions
#18Networth Advisors, LLCActive
Slight overlap · 3 shared positions
$PLTR$YUM$PEP
$172M
383 positions
#19Ketron FinancialSmart money
Slight overlap · 3 shared positions
$PEP$YUM$PLTR
$322M
64 positions
#20MOSELEY INVESTMENT MANAGEMENT INC
Slight overlap · 3 shared positions
$PLTR$DOV$PEP
$314M
163 positions
#21LCM Capital Management IncActive
Slight overlap · 3 shared positions
$PLTR$YUM$PEP
$230M
129 positions
#22Triumph Capital ManagementPassive
Slight overlap · 3 shared positions
$DOV$NBIS$PLTR
$552M
1,861 positions
#23Integrity Wealth Solutions LLCActive
Slight overlap · 3 shared positions
$DOV$PLTR$NBIS
$271M
129 positions
#24Charter Oak Capital Management, LLC
Slight overlap · 3 shared positions
$DOV$YUM$PEP
$1.3B
208 positions
#25MINDSET WEALTH MANAGEMENT, LLCSmart money
Slight overlap · 3 shared positions
$YUM$PEP$PLTR
$519M
191 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.