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Hedge Funds Similar to Triumph

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

Triumph Capital Management is an institutional investor managing $552M across 1,861 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 Triumph are SBI Securities , Ltd., Alpha Wealth Funds, Integrity Wealth Solutions, with shared positions in $DOV, $SPCX, $NBIS, $PLTR, $SOFI, $PFE. The full ranking of 25 similar funds is below.

#1SBI Securities Co., Ltd.Passive
Some overlap · 6 shared positions
$DOV$SPCX$NBIS$PLTR$SOFI$PFE
$4.4B
4,072 positions
#2Alpha Wealth Funds, LLCActive
Some overlap · 6 shared positions
$SOFI$MELI$NBIS$PLTR$MDY$SPCX
$183M
63 positions
#3Integrity Wealth Solutions LLCActive
Some overlap · 6 shared positions
$DOV$MELI$PLTR$NBIS$UBER$MDY
$271M
129 positions
#4SOUND SHORE MANAGEMENT INC /CT/Active
Some overlap · 4 shared positions
$WFC$GM$PFE$QCOM
$3.2B
40 positions
#5Coordinated Financial Services, Inc.
Some overlap · 4 shared positions
$WFC$DOV$PFE$MDY
$174M
176 positions
#6Lauterbach Financial Advisors, LLCSmart money
Some overlap · 4 shared positions
$WFC$GM$PFE$UBER
$232M
87 positions
#7FLOYD FINANCIAL GROUP LLCActive
Some overlap · 5 shared positions
$SOFI$SPCX$PLTR$UBER$QCOM
$153M
65 positions
#8Creekside PartnersPassive
Some overlap · 4 shared positions
$WFC$DOV$NLY$MDY
$276M
193 positions
#9Neumann Capital Management, LLCActive
Some overlap · 3 shared positions
$WFC$DOV$PFE
$151M
58 positions
#10Torrey Growth & Income AdvisorsActive
Some overlap · 5 shared positions
$SOFI$PLTR$PFE$UBER$QCOM
$294M
108 positions
#11MeadowBrook Investment Advisors LLCPassive
Some overlap · 3 shared positions
$WFC$DOV$UBER
$126M
196 positions
#12GRIFFIN ASSET MANAGEMENT, INC.Passive
Some overlap · 3 shared positions
$WFC$DOV$QCOM
$949M
245 positions
#13Selby Wealth Management, LLCActive
Some overlap · 3 shared positions
$WFC$DOV$MDY
$282M
83 positions
#14Xcel Wealth Management, LLCPassive
Some overlap · 4 shared positions
$SOFI$SPCX$PFE$UBER
$419M
140 positions
#15WILSEY ASSET MANAGEMENT INCActive
Some overlap · 4 shared positions
$WFC$GM$PFE$QCOM
$681M
28 positions
#16Colter Lewis Investment Partners LLCActive
Some overlap · 4 shared positions
$RIVN$DOV$MDY$SPCX
$225M
114 positions
#17VSM Wealth Advisory, LLCActive
Some overlap · 3 shared positions
$WFC$DOV$AON
$376M
507 positions
#18Silver Oak Advisory Group, Inc.Active
Some overlap · 3 shared positions
$WFC$DOV$MDY
$254M
86 positions
#19PREVAIL INNOVATIVE WEALTH ADVISORS, LLCPassive
Some overlap · 3 shared positions
$WFC$NLY$UBER
$671M
197 positions
#20UDINE WEALTH MANAGEMENT, INC.Active
Some overlap · 4 shared positions
$RIVN$SPCX$PLTR$UBER
$243M
40 positions
#21Hudson Capital Management LLCPassive
Some overlap · 3 shared positions
$WFC$GM$QCOM
$414M
74 positions
#22Delap Wealth Advisory, LLCActive
Slight overlap · 3 shared positions
$WFC$AON$MDY
$296M
90 positions
#23Bayesian Capital Management, LPPassive
Slight overlap · 3 shared positions
$WFC$PLTR$GM
$156M
223 positions
#24Mawer Investment Management Ltd.Active
Slight overlap · 3 shared positions
$WFC$AON$UBER
$14.7B
142 positions
#25Barnes Wealth Management Group, IncPassive
Slight overlap · 3 shared positions
$WFC$PLTR$PFE
$216M
195 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.