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Hedge Funds Similar to TriaGen Wealth

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

TriaGen Wealth Management LLC is an institutional investor managing $400M across 185 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 TriaGen Wealth are Arnhold, Palisades Hudson Asset, PATTON FUND, with shared positions in $IAU, $LITE, $VTRS, $T, $STLD, $TT. The full ranking of 25 similar funds is below.

#1Arnhold LLCActive
Some overlap · 4 shared positions
$IAU$LITE$VTRS$T
$1.4B
113 positions
#2Palisades Hudson Asset Management, L.P.Active
Some overlap · 5 shared positions
$IAU$STLD$TT$FITB$MS
$286M
108 positions
#3PATTON FUND MANAGEMENT, INC.Passive
Some overlap · 4 shared positions
$IAU$LITE$WDC$STLD
$462M
86 positions
#4Parkside Investments, LLCActive
Some overlap · 3 shared positions
$IAU$DIS$NEE
$902M
91 positions
#5Pacific Point Advisors, LLCPassive
Some overlap · 3 shared positions
$IAU$LITE$NEE
$219M
129 positions
#6Ridge Creek Global, IncPassive
Some overlap · 3 shared positions
$IAU$DIS$NEE
$129M
94 positions
#7LifePlan Investment Advisors, Inc.Passive
Some overlap · 3 shared positions
$IAU$WDC$NEE
$291M
131 positions
#8Interactive Financial AdvisorsActive
Some overlap · 3 shared positions
$IAU$MS$NEE
$164M
74 positions
#9CAPE ANN SAVINGS BANKActive
Some overlap · 3 shared positions
$IAU$MS$NEE
$212M
113 positions
#10Vision Capital Management, Inc.Active
Some overlap · 3 shared positions
$IAU$DIS$NEE
$876M
156 positions
#11A4 Wealth Advisors LLCActive
Some overlap · 3 shared positions
$IAU$MS$TT
$151M
92 positions
#12Smith Thornton Advisors LLCPassive
Some overlap · 4 shared positions
$IAU$DIS$NEE$T
$227M
140 positions
#13Firestone Capital ManagementActive
Some overlap · 5 shared positions
$IAU$NEE$TT$MS$T
$537M
168 positions
#14Bigelow Investment Advisors, LLCPassive
Some overlap · 3 shared positions
$IAU$DIS$NEE
$276M
157 positions
#15VIKING FUND MANAGEMENT LLCPassive
Some overlap · 5 shared positions
$MS$FITB$XEL$NEE$T
$1.1B
146 positions
#16CHESAPEAKE CAPITAL CORP /IL/Passive
Some overlap · 5 shared positions
$LITE$WDC$EW$NEE$NUE
$190M
169 positions
#17VCI Wealth Management LLCPassive
Some overlap · 3 shared positions
$IAU$MS$DGX
$399M
99 positions
#18Stablepoint Partners, LLCPassive
Some overlap · 5 shared positions
$IAU$NEE$FITB$MET$T
$723M
260 positions
#19SEEDS INVESTOR LLCPassive
Some overlap · 3 shared positions
$IAU$WDC$LITE
$973M
379 positions
#20Socorro Asset Management LPActive
Some overlap · 4 shared positions
$DIS$MS$XEL$NEE
$223M
33 positions
#21Centerline Wealth Advisors, LLCActive
Some overlap · 3 shared positions
$IAU$NEE$DIS
$319M
79 positions
#22CLEAR WAVE WEALTH MANAGEMENT LLCPassive
Some overlap · 3 shared positions
$IAU$WDC$MS
$541M
191 positions
#23Lorne Steinberg Wealth Management Inc.Passive
Some overlap · 4 shared positions
$DIS$EA$MS$VTRS
$487M
72 positions
#24Security Financial Services, INC.Active
Some overlap · 3 shared positions
$IAU$STLD$NUE
$721M
203 positions
#25MACKAY SHIELDS LLCActive
Some overlap · 4 shared positions
$LITE$WDC$NEE$IAU
$3.0B
108 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.