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Hedge Funds Similar to Trilogy

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

Trilogy Capital Inc. is an institutional investor managing $2.6B across 404 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 Trilogy are Stonehearth, Spectrum Investment Advisors, Stratos Investment, with shared positions in $ALPS, $KLAC, $GILD, $FCX, $MS, $APH. The full ranking of 25 similar funds is below.

#1Stonehearth Capital Management, LLCActive
Notable overlap · 3 shared positions
$ALPS$KLAC$GILD
$293M
94 positions
#2Spectrum Investment Advisors, Inc.Active
Notable overlap · 3 shared positions
$ALPS$FCX$MS
$245M
76 positions
#3Stratos Investment Management, LLCPassive
Notable overlap · 4 shared positions
$ALPS$MS$APH$BKNG
$2.8B
382 positions
#4Annex Advisory Services, LLCActive
Notable overlap · 4 shared positions
$ALPS$FCX$VRT$MS
$5.9B
356 positions
#5American Alpha Advisors, LLCPassive
Notable overlap · 3 shared positions
$ALPS$GILD$BKNG
$185M
95 positions
#6Gallacher Capital Management LLCPassive
Notable overlap · 3 shared positions
$ALPS$KLAC$ANET
$178M
259 positions
#7Prasad Wealth Partners, LLCPassive
Notable overlap · 3 shared positions
$ALPS$PLTR$FTNT
$416M
160 positions
#8Mason & Associates IncActive
Some overlap · 4 shared positions
$ALPS$PLTR$VRT$YMM
$619M
161 positions
#9Inspire Investing, LLCPassive
Some overlap · 9 shared positions
$KLAC$FTNT$FCX$ANET$VRT$PLTR
$2.4B
1,266 positions
#10Benchmark Investment Advisors LLCPassive
Some overlap · 7 shared positions
$PLTR$KLAC$ANET$VRT$APH$APP
$228M
70 positions
#11NLB Skladi, upravljanje premozenja, d.o.o.Passive
Some overlap · 7 shared positions
$PLTR$KLAC$CRDO$ANET$FCX$VRT
$2.6B
358 positions
#12Cornerstone Select Advisors, LLCPassive
Some overlap · 6 shared positions
$PLTR$KLAC$CRDO$ANET$VRT$GILD
$238M
149 positions
#13Knollwood Investment Advisory, LLCPassive
Some overlap · 7 shared positions
$PLTR$KLAC$ANET$VRT$FTNT$APH
$1.1B
270 positions
#14Blue Line Capital, LLC / ILPassive
Some overlap · 4 shared positions
$ALPS$PLTR$VRT$APP
$120M
92 positions
#15Aft, Forsyth & Sober, LLCActive
Some overlap · 6 shared positions
$PLTR$KLAC$FTNT$ANET$MS$STT
$320M
60 positions
#16Kessler Investment Group, LLCPassive
Some overlap · 6 shared positions
$PLTR$FCX$KLAC$ANET$VRT$CMI
$234M
81 positions
#17Riverbend Wealth Management, LLCPassive
Some overlap · 4 shared positions
$ALPS$MS$APH$BKNG
$199M
176 positions
#18Realta Investment AdvisorsPassive
Some overlap · 6 shared positions
$PLTR$KLAC$ANET$VRT$STT$BNY
$322M
378 positions
#19Markin Volterra Fund LPActive
Some overlap · 6 shared positions
$PLTR$KLAC$CRDO$ANET$VRT$APH
$147M
69 positions
#20ZEVENBERGEN CAPITAL INVESTMENTS LLCActive
Some overlap · 7 shared positions
$KLAC$CRDO$ANET$VRT$APH$APP
$4.4B
109 positions
#21CASTLE WEALTH MANAGEMENT LLCPassive
Some overlap · 3 shared positions
$ALPS$STT$MS
$338M
143 positions
#22FORTEM FINANCIAL GROUP, LLCPassive
Some overlap · 6 shared positions
$PLTR$KLAC$ANET$APH$CMI$YMM
$490M
188 positions
#23SHELTON WEALTH MANAGEMENT, LLCPassive
Some overlap · 7 shared positions
$FCX$FTNT$ANET$VRT$APH$APP
$255M
144 positions
#24Alta Wealth Advisors LLCPassive
Some overlap · 7 shared positions
$KLAC$CRDO$VRT$MS$APH$APP
$369M
170 positions
#25Seascape Capital ManagementPassive
Some overlap · 7 shared positions
$KLAC$FTNT$ANET$VRT$APH$APP
$417M
96 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.