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 TRITONPOINT WEALTH

13F Portfolio OverlapQ3 2026TRITONPOINT WEALTH portfolio →

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Most similar hedge funds by 13F overlap

TRITONPOINT WEALTH, LLC is an institutional investor managing $1.0B across 293 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 TRITONPOINT WEALTH are TritonPoint Partners, DB Fitzpatrick, Minot DeBlois Advisors, with shared positions in $XPO, $DOV, $BNL, $TJX, $DHR, $ISRG. The full ranking of 25 similar funds is below.

#1TritonPoint Partners, LLCPassive

Notable overlap · 17 shared positions

$XPO $DOV $BNL $TJX $DHR $ISRG

$1.2B

351 positions

#2DB Fitzpatrick & Co, IncActive

Some overlap · 7 shared positions

$DHR $CB $TMO $DOV $BA $SBUX

$121M

100 positions

#3Minot DeBlois Advisors LLCPassive

Some overlap · 7 shared positions

$TJX $DHR $CB $ADI $PEP $SBUX

$116M

240 positions

#4Front Row Advisors LLCPassive

Some overlap · 7 shared positions

$TJX $DOV $TMO $ADI $ISRG $DHR

$345M

576 positions

#5CINCINNATI FINANCIAL CORPActive

Some overlap · 6 shared positions

$DOV $TJX $ADI $MDLZ $TMO $CME

$5.2B

56 positions

#6CINCINNATI INSURANCE COActive

Some overlap · 6 shared positions

$TJX $DOV $TMO $ADI $MDLZ $PEP

$6.9B

64 positions

#7KLINGENSTEIN FIELDS & CO LPActive

Some overlap · 7 shared positions

$CB $TMO $ISRG $PEP $SBUX $MDLZ

$2.9B

195 positions

#8Destination Wealth ManagementPassive

Some overlap · 7 shared positions

$TJX $TMO $ADI $ISRG $COF $ECL

$4.3B

344 positions

#9LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MAActive

Some overlap · 6 shared positions

$TJX $DHR $TMO $ADI $SBUX $EOG

$10.8B

564 positions

#10Evelyn Partners Investment Management Services Ltd

Some overlap · 6 shared positions

$ISRG $CB $TMO $MDLZ $TJX $DOV

$850M

281 positions

#11Mirova US LLCActive

Some overlap · 5 shared positions

$TJX $DHR $ISRG $TMO $ECL

$9.3B

45 positions

#12Family Capital Trust CoActive

Some overlap · 6 shared positions

$DHR $TJX $CB $YUM $SBUX $PEP

$315M

83 positions

#13HOWLAND CAPITAL MANAGEMENT LLCActive

Some overlap · 5 shared positions

$TJX $DHR $CB $TMO $ECL

$2.9B

286 positions

#14Emprise BankActive

Some overlap · 7 shared positions

$CB $TMO $PEP $BA $SBUX $ECL

$262M

106 positions

#15MeadowBrook Investment Advisors LLCPassive

Some overlap · 5 shared positions

$DOV $TMO $BA $PEP $SBUX

$126M

196 positions

#16CAMDEN NATIONAL BANKPassive

Some overlap · 5 shared positions

$TJX $CB $TMO $MDLZ $PEP

$767M

184 positions

#17BARTLETT & CO. WEALTH MANAGEMENT LLCPassive

Some overlap · 5 shared positions

$TJX $CB $TMO $ADI $PEP

$8.0B

1,334 positions

#18SECURITY NATIONAL BANK OF SO DAKPassive

Some overlap · 5 shared positions

$DOV $DHR $TMO $PEP $CL

$217M

287 positions

#19Nicollet Investment Management, Inc.Active

Some overlap · 6 shared positions

$TJX $CB $TMO $SBUX $ECL $EOG

$336M

77 positions

#20BOURGEON CAPITAL MANAGEMENT LLCPassive

Some overlap · 6 shared positions

$DHR $BA $MDLZ $ADI $ECL $EOG

$696M

113 positions

#21First American BankPassive

Some overlap · 6 shared positions

$TJX $ADI $DHR $TMO $PEP $BA

$1.8B

205 positions

#22REUTER JAMES WEALTH MANAGEMENT, LLCPassive

Some overlap · 6 shared positions

$DOV $BA $ISRG $TMO $PEP $CME

$769M

225 positions

#23CINCINNATI CASUALTY COSmart money

Some overlap · 4 shared positions

$DOV $TJX $TMO $ADI

$188M

24 positions

#24ZWJ INVESTMENT COUNSEL INCPassive

Some overlap · 5 shared positions

$CB $TMO $BA $MDLZ $YUM

$3.2B

293 positions

#25NORTHCAPE WEALTH MANAGEMENT, LLCPassive

Some overlap · 6 shared positions

$CB $BA $ADI $PEP $ECL $CL

$381M

144 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.