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Hedge Funds Similar to Trinity Legacy Partners

13F Portfolio OverlapQ2 2026Trinity Legacy Partners portfolio →
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Most similar hedge funds by 13F overlap

Trinity Legacy Partners, LLC is an institutional investor managing $500M across 110 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 Trinity Legacy Partners are Greystone Financial Group, Aull & Monroe Investment, Hamilton Point Investment Advisors, with shared positions in $WM, $NOW, $AMGN, $TJX, $AXP, $SO. The full ranking of 25 similar funds is below.

#1Greystone Financial Group, LLCPassive
Notable overlap · 5 shared positions
$WM$NOW$AMGN$TJX$AXP
$358M
74 positions
#2Aull & Monroe Investment Management CorpPassive
Notable overlap · 6 shared positions
$SO$STX$DE$AMGN$WM$VZ
$239M
126 positions
#3Hamilton Point Investment Advisors, LLCPassive
Notable overlap · 6 shared positions
$AMGN$AXP$TJX$DE$MAIN$WM
$710M
193 positions
#4Stillwater Wealth Management Group
Notable overlap · 5 shared positions
$WM$AMGN$TJX$VZ$SYK
$162M
77 positions
#5Bridgelight Financial Advisors, Inc.Passive
Notable overlap · 5 shared positions
$MAIN$AMGN$YMM$EPD$IRM
$146M
49 positions
#6Capital Wealth Planning, LLCActive
Notable overlap · 5 shared positions
$AMGN$AXP$TJX$FCX$VZ
$20.0B
154 positions
#7River Wealth Advisors LLCPassive
Notable overlap · 8 shared positions
$TJX$DE$WM$SYK$NOW$FCX
$956M
217 positions
#8Vertrix Wealth Management, LLCPassive
Some overlap · 4 shared positions
$WM$AMGN$AXP$TJX
$297M
103 positions
#9JLB & ASSOCIATES INCPassive
Some overlap · 5 shared positions
$AMGN$EXPD$TJX$AXP$SYK
$748M
68 positions
#10Richwood Investment Advisors, LLCActive
Some overlap · 5 shared positions
$NOW$DE$AXP$AMGN$WM
$142M
106 positions
#11Armor Investment Advisors, LLCActive
Some overlap · 6 shared positions
$SO$DE$VLO$DLR$IRM$VZ
$312M
155 positions
#12DB Fitzpatrick & Co, IncActive
Some overlap · 4 shared positions
$WM$AMGN$DE$SYK
$124M
100 positions
#13M3 Wealth Management, LLCActive
Some overlap · 4 shared positions
$WM$SO$VLO$SYK
$154M
35 positions
#14Catherine Avery Investment Management LLCPassive
Some overlap · 5 shared positions
$AMGN$STX$FCX$VZ$VLO
$229M
166 positions
#15GKV Capital Management Co., Inc.Passive
Some overlap · 5 shared positions
$TJX$STX$AMGN$VZ$DE
$310M
83 positions
#16ARWA LLCPassive
Some overlap · 5 shared positions
$AMGN$TJX$WM$SYK$STX
$241M
139 positions
#17Destination Wealth ManagementPassive
Some overlap · 5 shared positions
$TJX$AXP$WM$VZ$SYK
$4.3B
344 positions
#18Powers Advisory Group, LLCActive
Some overlap · 6 shared positions
$WM$SO$DE$EPD$VZ$AMGN
$319M
130 positions
#19Harrington Investments, INCPassive
Some overlap · 5 shared positions
$AMGN$TJX$DE$DLR$SYK
$206M
82 positions
#20Kerusso Capital Management LLCPassive
Some overlap · 4 shared positions
$AMGN$AXP$TJX$VZ
$274M
58 positions
#21Decker Wealth Management LLCActive
Some overlap · 5 shared positions
$WM$AMGN$TJX$SYK$VZ
$471M
107 positions
#22WoodTrust Financial CorpActive
Some overlap · 5 shared positions
$AXP$WM$DE$NOW$AMGN
$842M
179 positions
#23KWMG, LLCPassive
Some overlap · 4 shared positions
$STX$VLO$TJX$AMGN
$1.4B
153 positions
#24Vivid Wealth Management, LLCPassive
Some overlap · 4 shared positions
$NOW$AXP$TJX$DE
$284M
73 positions
#25TRUST CO OF VIRGINIA /VAPassive
Some overlap · 4 shared positions
$AMGN$TJX$WM$IRM
$1.3B
226 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.