13F Pro

Hedge Funds Similar to Triad Wealth Partners

13F Portfolio OverlapQ2 2026Triad Wealth Partners portfolio →
Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Triad Wealth Partners, LLC is an institutional investor managing $1.7B across 558 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 Triad Wealth Partners are Shepherd Financial Partners, Modus Advisors, Alaethes Wealth, with shared positions in $IAU, $VLO, $NEE, $CRWD, $SPCX, $KLAC. The full ranking of 25 similar funds is below.

#1Shepherd Financial Partners LLCPassive
Some overlap · 4 shared positions
$IAU$VLO$NEE$CRWD
$1.2B
256 positions
#2Modus Advisors, LLCPassive
Some overlap · 4 shared positions
$IAU$NEE$SPCX$CRWD
$405M
118 positions
#3Alaethes Wealth, LLCPassive
Some overlap · 5 shared positions
$IAU$NEE$KLAC$MS$CRWD
$345M
111 positions
#4Narwhal Capital ManagementActive
Some overlap · 3 shared positions
$IAU$NEE$VLO
$1.4B
157 positions
#5SIGMA INVESTMENT COUNSELORS INCActive
Some overlap · 4 shared positions
$IAU$NEE$KLAC$CRWD
$2.1B
218 positions
#6City Center Advisors, LLCPassive
Some overlap · 4 shared positions
$VLO$NEE$IAU$KLAC
$123M
170 positions
#7Skyline Advisors, Inc.Active
Some overlap · 4 shared positions
$IAU$NEE$KLAC$CRWD
$319M
123 positions
#8BALDWIN WEALTH PARTNERS LLC/MAPassive
Some overlap · 3 shared positions
$IAU$NEE$KLAC
$1.5B
234 positions
#9Alhambra Investment Partners LLCPassive
Some overlap · 3 shared positions
$IAU$NEE$KLAC
$229M
182 positions
#10CAPE ANN SAVINGS BANKActive
Some overlap · 3 shared positions
$IAU$NEE$MS
$212M
113 positions
#11Interactive Financial AdvisorsActive
Some overlap · 3 shared positions
$IAU$NEE$MS
$164M
74 positions
#12TriaGen Wealth Management LLCPassive
Some overlap · 3 shared positions
$IAU$NEE$MS
$400M
185 positions
#13OLD SECOND NATIONAL BANK OF AURORAPassive
Some overlap · 4 shared positions
$VLO$NEE$KLAC$MS
$530M
275 positions
#14NORTH DALLAS BANK & TRUST COPassive
Some overlap · 3 shared positions
$IAU$NEE$MS
$169M
113 positions
#15River Street Advisors LLCPassive
Some overlap · 4 shared positions
$VLO$NEE$KLAC$MS
$340M
177 positions
#16VIMA LLCPassive
Some overlap · 3 shared positions
$IAU$NEE$CRWD
$103M
372 positions
#17Philadelphia Investment Partners, LLCPassive
Some overlap · 3 shared positions
$IAU$VLO$KLAC
$161M
189 positions
#18Firestone Capital ManagementActive
Some overlap · 3 shared positions
$IAU$NEE$MS
$537M
168 positions
#19CLEAR WAVE WEALTH MANAGEMENT LLCPassive
Some overlap · 4 shared positions
$IAU$MS$SPCX$CRWD
$541M
191 positions
#20Financial Sense Advisors, Inc.Passive
Some overlap · 3 shared positions
$IAU$NEE$SPCX
$508M
137 positions
#21Nicholas Wealth, LLC.Passive
Some overlap · 4 shared positions
$VLO$NEE$MS$CRWD
$182M
127 positions
#22CPA Asset Management LLCActive
Some overlap · 3 shared positions
$IAU$NEE$MS
$347M
97 positions
#23SILVIA MCCOLL WEALTH MANAGEMENT, LLCPassive
Some overlap · 3 shared positions
$IAU$VLO$MS
$166M
122 positions
#24TILIA FIDUCIARY PARTNERS, INC.Passive
Some overlap · 3 shared positions
$VLO$NEE$KLAC
$211M
127 positions
#25Purkiss Capital Advisors LLCPassive
Some overlap · 3 shared positions
$IAU$NEE$VLO
$263M
189 positions

Compare Triad Wealth Partners’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View Triad Wealth Partners’s holdings

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.