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 Asset

13F Portfolio OverlapQ2 2026Asset portfolio →

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Most similar hedge funds by 13F overlap

Trust Asset Management LLC is an institutional investor managing $1.6B across 252 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 Asset are GLOBALT Investments / GA, THAMES, CAMPBELL NEWMAN ASSET, with shared positions in $STT, $KLAC, $C, $WFC, $TXN, $MS. The full ranking of 25 similar funds is below.

#1GLOBALT Investments LLC / GAActive

Slight overlap · 6 shared positions

$STT $KLAC $C $WFC $TXN $MS

$3.0B

213 positions

#2THAMES CAPITAL MANAGEMENT LLCActive

Slight overlap · 5 shared positions

$STT $KLAC $SNDK $C $APH

$1.2B

56 positions

#3CAMPBELL NEWMAN ASSET MANAGEMENT INCActive

Slight overlap · 5 shared positions

$STT $KLAC $WFC $TXN $APH

$1.3B

99 positions

#4Friday FinancialActive

Slight overlap · 5 shared positions

$STT $SNDK $TXN $PLTR $MS

$373M

108 positions

#5American Assets Investment Management, LLCActive

Slight overlap · 5 shared positions

$STT $SNDK $C $WFC $MS

$1.7B

146 positions

#6Pacific Excel Wealth Advisors, Inc.Passive

Slight overlap · 5 shared positions

$STT $KLAC $WFC $TXN $APH

$258M

228 positions

#7Heritage Family Offices, LLPPassive

Slight overlap · 5 shared positions

$STT $KLAC $WFC $TXN $APH

$259M

233 positions

#8FLOW TRADERS U.S. LLCPassive

Slight overlap · 4 shared positions

$STT $KLAC $SNDK $PLTR

$2.4B

979 positions

#9JUNCTURE WEALTH STRATEGIES, LLCPassive

Slight overlap · 5 shared positions

$STT $SNDK $TXN $MS $APH

$384M

179 positions

#10AMICA MUTUAL INSURANCE COActive

Slight overlap · 4 shared positions

$STT $KLAC $TXN $APH

$1.2B

142 positions

#11FORONJY FINANCIAL LLCActive

Slight overlap · 4 shared positions

$STT $KLAC $PLTR $APH

$272M

108 positions

#12Ameritas Advisory Services, LLCPassive

Slight overlap · 4 shared positions

$STT $SNDK $WFC $PLTR

$5.0B

1,942 positions

#13BURNEY CO/Active

Slight overlap · 4 shared positions

$STT $KLAC $C $APH

$3.7B

605 positions

#14Talon Private Wealth, LLC

Slight overlap · 4 shared positions

$STT $C $WFC $MS

$753M

187 positions

#15Fairscale Capital, LLCActive

Slight overlap · 4 shared positions

$STT $C $PLTR $MS

$167M

441 positions

#16Mosley Wealth ManagementPassive

Slight overlap · 4 shared positions

$STT $C $PLTR $MS

$314M

781 positions

#17Fedenia Advisers LLCPassive

Slight overlap · 4 shared positions

$STT $KLAC $SNDK $PLTR

$421M

459 positions

#18Kure Advisory, LLCActive

Slight overlap · 4 shared positions

$STT $WFC $PLTR $APH

$211M

62 positions

#19CULBERTSON A N & CO INCActive

Slight overlap · 5 shared positions

$STT $C $WFC $TXN $MS

$859M

140 positions

#20Paladin Advisory Group, LLCPassive

Slight overlap · 4 shared positions

$STT $WFC $MS $APH

$151M

243 positions

#21Keebeck Wealth ManagementPassive

Slight overlap · 4 shared positions

$STT $KLAC $TXN $APH

$1.0B

471 positions

#22Trilogy Capital Inc.Active

Slight overlap · 5 shared positions

$STT $KLAC $PLTR $MS $APH

$2.6B

404 positions

#23Vista Private Wealth Partners. LLC

Slight overlap · 4 shared positions

$STT $C $WFC $TXN

$306M

89 positions

#24Longbow Finance SAPassive

Slight overlap · 3 shared positions

$STT $KLAC $C

$782M

59 positions

#25Eagle Strategies LLCPassive

Slight overlap · 3 shared positions

$STT $KLAC $C

$1.0B

273 positions

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View Asset’s holdings

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.