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 Trivant Custom Portfolio Group

13F Portfolio OverlapQ2 2026Trivant Custom Portfolio Group portfolio →

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Most similar hedge funds by 13F overlap

Trivant Custom Portfolio Group, LLC is an institutional investor managing $188M across 82 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 Trivant Custom Portfolio Group are Advocacy Wealth, Martin Investment, MayTech Global Investments, with shared positions in $ASML, $SYK, $UBER, $ANET, $LOW, $ABT. The full ranking of 25 similar funds is below.

#1Advocacy Wealth Management, LLCActive

Notable overlap · 8 shared positions

$ASML $SYK $UBER $ANET $LOW $ABT

$2.8B

151 positions

#2Martin Investment Management, LLCActive

Some overlap · 6 shared positions

$SYK $LNG $AME $AZO $BKNG $ASML

$300M

47 positions

#3MayTech Global Investments, LLCSmart money

Some overlap · 5 shared positions

$ASML $SYK $MELI $UBER $BKNG

$900M

22 positions

#4SHELTON WEALTH MANAGEMENT, LLCPassive

Some overlap · 6 shared positions

$ASML $MELI $UBER $DE $ANET $BKNG

$255M

144 positions

#5Asio Capital, LLCActive

Some overlap · 6 shared positions

$ASML $UBER $ANET $MELI $CRWD $LOW

$781M

109 positions

#6NORTH STAR ASSET MANAGEMENT INCPassive

Some overlap · 5 shared positions

$ASML $SYK $AME $LOW $ABT

$2.5B

372 positions

#7Vantage Investment Partners, LLC

Some overlap · 5 shared positions

$ASML $NOC $UBER $BKNG $LOW

$1.4B

64 positions

#8ALTA CAPITAL MANAGEMENT LLC/Active

Some overlap · 5 shared positions

$ASML $SYK $MELI $AZO $BKNG

$1.3B

109 positions

#9NIXON PEABODY TRUST COActive

Some overlap · 5 shared positions

$ASML $SYK $DE $ANET $BKNG

$1.4B

177 positions

#10Saturna Capital CORPActive

Some overlap · 5 shared positions

$ASML $SYK $AZO $LOW $ABT

$8.2B

140 positions

#11Boomfish Wealth Group, LLCPassive

Some overlap · 5 shared positions

$ASML $MELI $ANET $BKNG $LOW

$220M

95 positions

#12Baltimore-Washington Financial Advisors, Inc.Passive

Some overlap · 6 shared positions

$ASML $UBER $ANET $BKNG $CRWD $SYK

$2.7B

206 positions

#13Alaethes Wealth, LLCPassive

Some overlap · 5 shared positions

$ASML $DE $ANET $LNG $CRWD

$345M

111 positions

#14Smith, Salley & AssociatesPassive

Some overlap · 5 shared positions

$ASML $AME $ANET $LOW $ABT

$2.3B

275 positions

#15KIRTLAND HILLS CAPITAL MANAGEMENT, LLCPassive

Some overlap · 5 shared positions

$ASML $MELI $MSCI $CRWD $UBER

$351M

166 positions

#16Forefront Wealth Partners, LLCPassive

Some overlap · 5 shared positions

$ASML $MELI $UBER $ANET $CRWD

$323M

177 positions

#17Bluebird Wealth Management LLCPassive

Some overlap · 5 shared positions

$ASML $UBER $MELI $ANET $CRWD

$115M

89 positions

#18FIGURE 8 INVESTMENT STRATEGIES LLCPassive

Some overlap · 4 shared positions

$ASML $SYK $DE $MELI

$118M

56 positions

#19FourThought Financial Partners, LLCPassive

Some overlap · 5 shared positions

$ASML $NOC $LOW $ABT $MSCI

$1.3B

393 positions

#20Paragon Advisors, LLCActive

Some overlap · 5 shared positions

$ASML $ANET $LNG $CRWD $MELI

$476M

77 positions

#21WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INCActive

Some overlap · 4 shared positions

$ASML $SYK $SRE $ABT

$2.1B

131 positions

#22Freedom Day Solutions, LLCActive

Some overlap · 4 shared positions

$ASML $AME $LNG $ANET

$452M

134 positions

#23FLOSSBACH VON STORCH SEActive

Some overlap · 5 shared positions

$SYK $AME $MELI $ABT $MSCI

$22.1B

106 positions

#24Cane Capital Partners, LLCPassive

Some overlap · 5 shared positions

$ASML $DE $CRWD $LOW $NOC

$253M

133 positions

#25MANNING & NAPIER ADVISORS LLCPassive

Some overlap · 4 shared positions

$ASML $AME $MELI $BKNG

$7.8B

865 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.