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Hedge Funds Similar to Tripletail Wealth

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

Tripletail Wealth Management, LLC is an institutional investor managing $87M across 278 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 Tripletail Wealth are Riggs Asset Managment, Benchmark Investment Advisors, Nordwand Advisors, with shared positions in $ANET, $VRT, $AXP, $MP, $MRVL, $CRWD. The full ranking of 25 similar funds is below.

#1Riggs Asset Managment Co. Inc.Passive
Some overlap · 6 shared positions
$ANET$VRT$AXP$MP$MRVL$CRWD
$560M
132 positions
#2Benchmark Investment Advisors LLCPassive
Some overlap · 5 shared positions
$ANET$VRT$MP$MRVL$CRWD
$228M
70 positions
#3Nordwand Advisors, LLCPassive
Some overlap · 6 shared positions
$VRT$AXP$PSX$MS$MRVL$TEL
$652M
146 positions
#4Oakmont Investment Advisors, Inc.Passive
Some overlap · 5 shared positions
$VRT$MP$QCOM$PSX$MS
$144M
115 positions
#5Private Advisory Group LLCPassive
Some overlap · 4 shared positions
$VRT$ANET$MP$AXP
$1.9B
296 positions
#6Bluebird Wealth Management LLCPassive
Some overlap · 4 shared positions
$ANET$VRT$AXP$CRWD
$115M
89 positions
#7Faithward Advisors, LLCPassive
Some overlap · 4 shared positions
$ANET$VRT$NBIS$CRWD
$819M
339 positions
#8Odyssey Capital Advisors, Inc.Passive
Some overlap · 6 shared positions
$ANET$AXP$MS$QCOM$CRWD$MRVL
$140M
101 positions
#9Hobbs Group Advisors, LLCActive
Some overlap · 5 shared positions
$VRT$KMI$AXP$MS$CRWD
$380M
164 positions
#10Retireful, LLCPassive
Some overlap · 4 shared positions
$ANET$VRT$MRVL$CRWD
$107M
81 positions
#11SIERRA SUMMIT ADVISORS LLCPassive
Some overlap · 4 shared positions
$ANET$VRT$MP$MRVL
$895M
185 positions
#12Seascape Capital ManagementPassive
Some overlap · 3 shared positions
$ANET$VRT$QCOM
$417M
96 positions
#13PFG Private Wealth Management, LLCActive
Some overlap · 4 shared positions
$ANET$AXP$PSX$MRVL
$231M
75 positions
#14Bank OZK
Some overlap · 4 shared positions
$ANET$AXP$PSX$MRVL
$337M
159 positions
#15Alaethes Wealth, LLCPassive
Some overlap · 4 shared positions
$ANET$KMI$MS$CRWD
$345M
111 positions
#16HARMONY ASSET MANAGEMENT LLCPassive
Some overlap · 5 shared positions
$VRT$ANET$KMI$MRVL$CRWD
$372M
201 positions
#17NIA IMPACT ADVISORS, LLCPassive
Some overlap · 3 shared positions
$ANET$VRT$GSK
$241M
72 positions
#18Legacy Bridge, LLCPassive
Some overlap · 3 shared positions
$ANET$VRT$NBIS
$324M
322 positions
#19Telligent Fund, LPActive
Some overlap · 3 shared positions
$ANET$VRT$NBIS
$136M
23 positions
#20SHAKER INVESTMENTS LLC/OHPassive
Some overlap · 3 shared positions
$ANET$VRT$MS
$278M
87 positions
#21IBEX WEALTH ADVISORSPassive
Some overlap · 3 shared positions
$VRT$KMI$ANET
$1.3B
209 positions
#22Gunderson Capital Management Inc.Active
Some overlap · 4 shared positions
$ANET$MP$NBIS$MRVL
$370M
52 positions
#23M & L Capital Management LtdActive
Some overlap · 3 shared positions
$ANET$VRT$MRVL
$370M
17 positions
#24Broadleaf Partners, LLCPassive
Some overlap · 3 shared positions
$ANET$VRT$MRVL
$517M
86 positions
#25Left Brain Wealth Management, LLCPassive
Some overlap · 3 shared positions
$ANET$VRT$CRWD
$332M
99 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.