How is hedge fund similarity measured?

Similarity is computed from each fund's top conviction holdings in their latest 13F filing. Funds are scored by the overlap of distinctive shared positions (the mega-caps that nearly every fund owns are excluded), so the ranking reflects genuinely shared strategy rather than common index exposure.

Hedge Funds Similar to Trifecta Advisors

13F Portfolio OverlapQ3 2026Trifecta Advisors portfolio →

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Most similar hedge funds by 13F overlap

Trifecta Capital Advisors, LLC is an institutional investor managing $808M across 315 U.S. equity positions as of Q3 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Trifecta Advisors are Bluebird Wealth, PITTENGER & ANDERSON, Sterling Investment Advisors, Ltd., with shared positions in $CRWD, $VRT, $ETN, $UBER, $VRTX, $TJX. The full ranking of 25 similar funds is below.

#1Bluebird Wealth Management LLCPassive

Notable overlap · 7 shared positions

$CRWD $VRT $ETN $UBER $VRTX $TJX

$115M

89 positions

#2PITTENGER & ANDERSON INCPassive

Notable overlap · 7 shared positions

$MDY $MS $ETN $TJX $CRWD $ISRG

$2.8B

507 positions

#3Sterling Investment Advisors, Ltd.Passive

Notable overlap · 7 shared positions

$CRWD $VRT $PLTR $AMGN $LMT $BLK

$599M

225 positions

#4GUERRA PAN ADVISORS, LLCPassive

Notable overlap · 8 shared positions

$CRWD $UBER $TMO $LMT $GLW $VRT

$176M

113 positions

#5Greystone Financial Group, LLCPassive

Notable overlap · 6 shared positions

$CRWD $MS $TJX $TMO $AMGN $LMT

$360M

73 positions

#6ITHAKA GROUP LLCActive

Some overlap · 5 shared positions

$CRWD $VRT $UBER $PLTR $ISRG

$551M

40 positions

#7PW Nova Financial Services LLCPassive

Some overlap · 7 shared positions

$CRWD $VRT $PLTR $ETN $LMT $AMGN

$491M

205 positions

#8Nordwand Advisors, LLCPassive

Some overlap · 6 shared positions

$MS $VRT $ETN $TMO $AMGN $LHX

$652M

146 positions

#9Traynor Capital Management, Inc.Active

Some overlap · 6 shared positions

$CRWD $VRT $ISRG $UBER $LHX $LMT

$2.2B

369 positions

#10Forefront Wealth Partners, LLCPassive

Some overlap · 7 shared positions

$CRWD $VRT $UBER $PLTR $TMO $ISRG

$323M

177 positions

#11Blue Line Capital, LLC / ILPassive

Some overlap · 5 shared positions

$CRWD $VRT $PLTR $AMGN $ETN

$120M

92 positions

#12BEACON INVESTMENT ADVISORY SERVICES, INC.Passive

Some overlap · 6 shared positions

$MS $ETN $VRTX $TJX $AMGN $ISRG

$2.7B

804 positions

#13Cornerstone Capital, Inc.Active

Some overlap · 7 shared positions

$VRT $UBER $ETN $TMO $AMGN $GLW

$1.1B

120 positions

#14ALBION FINANCIAL GROUP /UTPassive

Some overlap · 7 shared positions

$MS $UBER $TJX $TMO $AMGN $LMT

$1.8B

792 positions

#15Portland Global Advisors LLCActive

Some overlap · 4 shared positions

$CRWD $MDY $ETN $AMGN

$1.1B

154 positions

#16Orion Capital Management LLCPassive

Some overlap · 7 shared positions

$ETN $PLTR $MS $ISRG $BLK $UBER

$323M

511 positions

#17Avalon Global Asset Management LLCActive

Some overlap · 4 shared positions

$CRWD $VRT $ETN $PLTR

$917M

38 positions

#18WealthShield Partners, LLCPassive

Some overlap · 5 shared positions

$CRWD $ETN $UBER $TJX $ISRG

$654M

379 positions

#19Palacios Wealth Management, LLCSmart money

Some overlap · 5 shared positions

$CRWD $UBER $PLTR $AMGN $MS

$169M

76 positions

#20PeakShares LLCActive

Some overlap · 5 shared positions

$CRWD $UBER $PLTR $TJX $GLW

$134.4B

122 positions

#21Lipe & DaltonPassive

Some overlap · 6 shared positions

$MS $ETN $TMO $AMGN $VRTX $LMT

$216M

94 positions

#22Peloton Wealth StrategistsPassive

Some overlap · 6 shared positions

$VRT $UBER $VRTX $TMO $AMGN $ISRG

$271M

91 positions

#23Crystal Rock Capital ManagementActive

Some overlap · 5 shared positions

$CRWD $VRT $ISRG $GLW $LHX

$196M

34 positions

#24Directional Asset ManagementPassive

Some overlap · 5 shared positions

$CRWD $UBER $MS $AMGN $GLW

$124M

90 positions

#25Schear Investment Advisers, LLCPassive

Some overlap · 5 shared positions

$CRWD $VRT $MS $TJX $AMGN

$821M

245 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.