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Hedge Funds Similar to Tribridge Partners Financial

13F Portfolio OverlapQ2 2026Tribridge Partners Financial portfolio →
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Most similar hedge funds by 13F overlap

Tribridge Partners Financial LLC is an institutional investor managing $255M across 82 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 Tribridge Partners Financial are Fruth Investment, BRIGHT ROCK, Lincoln, with shared positions in $SBUX, $TT, $LIN, $UNP, $ETN, $GLW. The full ranking of 25 similar funds is below.

#1Fruth Investment ManagementPassive
Some overlap · 6 shared positions
$SBUX$TT$LIN$UNP$ETN$GLW
$421M
225 positions
#2BRIGHT ROCK CAPITAL MANAGEMENT, LLCPassive
Some overlap · 5 shared positions
$INTU$LIN$UNP$FAST$SPGI
$499M
73 positions
#3Lincoln Capital LLCActive
Some overlap · 5 shared positions
$SBUX$LIN$UNP$FAST$GLW
$562M
137 positions
#4Alley Investment Management Company, LLCActive
Some overlap · 4 shared positions
$SBUX$INTU$UNP$ETN
$856M
89 positions
#5Progressive Investment Management CorpActive
Some overlap · 5 shared positions
$TT$FAST$LIN$SPGI$GLW
$454M
56 positions
#6CULLEN INVESTMENT GROUP, LTD.Active
Some overlap · 6 shared positions
$TT$UNP$SBUX$ETN$GLW$GD
$827M
181 positions
#7Unisphere EstablishmentActive
Some overlap · 3 shared positions
$INTU$LIN$SPGI
$11.7B
56 positions
#8STRATEGIC PLANNING GROUP, LLCActive
Some overlap · 5 shared positions
$TT$LIN$ISRG$INTU$ETN
$918M
75 positions
#9BRISTOL JOHN W & CO INC /NY/Active
Some overlap · 4 shared positions
$SBUX$ISRG$UNP$SPGI
$6.8B
62 positions
#10Bey-Douglas LLC
Some overlap · 3 shared positions
$INTU$SPGI$ETN
$115M
56 positions
#11Venator Management LLCSmart money
Some overlap · 3 shared positions
$INTU$SPGI$SBUX
$444M
27 positions
#12LEDERER & ASSOCIATES INVESTMENT COUNSEL/CAPassive
Some overlap · 5 shared positions
$LIN$UNP$SBUX$SPGI$GLW
$152M
84 positions
#13DB Fitzpatrick & Co, IncActive
Some overlap · 3 shared positions
$SBUX$INTU$ETN
$124M
100 positions
#14TRILLIUM ASSET MANAGEMENT, LLCActive
Some overlap · 4 shared positions
$TT$LIN$UNP$ETN
$3.3B
230 positions
#15SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WIActive
Some overlap · 4 shared positions
$SBUX$LIN$ISRG$UNP
$1.5B
160 positions
#16Fulcrum Capital LLCActive
Some overlap · 4 shared positions
$TT$LIN$INTU$SPGI
$493M
103 positions
#17SITTNER & NELSON, LLCPassive
Some overlap · 3 shared positions
$SBUX$FAST$LIN
$318M
614 positions
#18Vancity Investment Management LtdPassive
Some overlap · 4 shared positions
$TT$LIN$SPGI$ETN
$666M
92 positions
#19FIGURE 8 INVESTMENT STRATEGIES LLCPassive
Some overlap · 4 shared positions
$TT$LIN$SPGI$GLW
$118M
56 positions
#20RFG - Bristol Wealth Advisors, LLCPassive
Some overlap · 4 shared positions
$TT$LIN$ETN$GLW
$414M
188 positions
#21Saratoga Research & Investment ManagementActive
Some overlap · 3 shared positions
$SBUX$ISRG$GD
$1.8B
46 positions
#22Michael Brady & Co., LLCActive
Some overlap · 4 shared positions
$TT$UNP$ETN$GD
$113M
58 positions
#23LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MAActive
Some overlap · 3 shared positions
$INTU$SBUX$UNP
$10.3B
565 positions
#24Unify Financial AdvisorsPassive
Some overlap · 3 shared positions
$SBUX$ISRG$TT
$108M
90 positions
#25RIVERBRIDGE PARTNERS LLCActive
Some overlap · 4 shared positions
$SBUX$FAST$LIN$SPGI
$3.6B
198 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.