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Hedge Funds Similar to TrustWell Financial Advisors

13F Portfolio OverlapQ2 2026TrustWell Financial Advisors portfolio →
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Most similar hedge funds by 13F overlap

TrustWell Financial Advisors, LLC is an institutional investor managing $118M across 78 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 TrustWell Financial Advisors are Evanson Asset, Wealth Alliance, New Harbor Financial Group, with shared positions in $PHYS, $DOV, $PSLV, $CEF, $SGOL, $AEM. The full ranking of 25 similar funds is below.

#1Evanson Asset Management, LLC
Substantial overlap · 3 shared positions
$PHYS$DOV$PSLV
$1.9B
321 positions
#2Capital Wealth Alliance, LLCActive
Substantial overlap · 4 shared positions
$PHYS$CEF$PSLV$SGOL
$215M
99 positions
#3New Harbor Financial Group, LLCActive
Substantial overlap · 6 shared positions
$CEF$PHYS$PSLV$SGOL$AEM$WPM
$633M
68 positions
#4MATAURO, LLCActive
Substantial overlap · 3 shared positions
$PHYS$CEF$SGOL
$756M
158 positions
#5Basepoint Wealth LLCPassive
Notable overlap · 3 shared positions
$PHYS$PSLV$DE
$175M
632 positions
#63EDGE Asset Management, LPActive
Notable overlap · 3 shared positions
$PHYS$CEF$DOV
$2.2B
94 positions
#7Pekin Hardy Strauss, Inc.Passive
Notable overlap · 4 shared positions
$PHYS$AEM$PSLV$CEF
$1.1B
511 positions
#8Accordant Advisory Group IncPassive
Notable overlap · 4 shared positions
$PHYS$PSLV$AEM$CEF
$148M
242 positions
#9Sonoma Private Wealth LLCPassive
Notable overlap · 3 shared positions
$PHYS$CEF$DOV
$93M
72 positions
#1049 WEALTH MANAGEMENT, LLCPassive
Notable overlap · 3 shared positions
$PHYS$DOV$PSLV
$524M
189 positions
#11ALONGSIDE, LLCPassive
Notable overlap · 3 shared positions
$PHYS$DOV$PSLV
$525M
190 positions
#12Pacific Sage Partners, LLCActive
Notable overlap · 4 shared positions
$PHYS$CEF$PSLV$DE
$705M
127 positions
#13Heritage Wealth AdvisorsActive
Notable overlap · 3 shared positions
$PHYS$DOV$CSX
$2.9B
703 positions
#14Mountain Lake Investment Management LLCActive
Notable overlap · 3 shared positions
$PHYS$SGOL$PSLV
$161M
31 positions
#15Knoll Capital Management, LLCActive
Notable overlap · 4 shared positions
$PHYS$PSLV$AEM$WPM
$179M
37 positions
#16Bleakley Financial Group, LLCPassive
Some overlap · 3 shared positions
$CEF$DOV$PHYS
$7.9B
944 positions
#17Grand Central Investment GroupPassive
Some overlap · 3 shared positions
$PHYS$PSLV$AEM
$120M
40 positions
#18SPROTT INC.Active
Some overlap · 5 shared positions
$PHYS$PSLV$WPM$CEF$AEM
$3.2B
268 positions
#19COLUMBIA ADVISORY PARTNERS LLCActive
Some overlap · 3 shared positions
$CEF$PSLV$PHYS
$181M
111 positions
#20Highland Investment Advisors LLCPassive
Some overlap · 3 shared positions
$DOV$PHYS$DE
$229M
734 positions
#21ADE, LLCActive
Some overlap · 3 shared positions
$PHYS$DOV$PSLV
$237M
93 positions
#22Cobblestone Asset Management LLCActive
Some overlap · 3 shared positions
$PHYS$PSLV$CSX
$240M
74 positions
#23Abacus Planning Group, Inc.Active
Some overlap · 4 shared positions
$PHYS$PSLV$DOV$DE
$809M
259 positions
#24WBH ADVISORY INCPassive
Some overlap · 3 shared positions
$DOV$DE$CSX
$1.5B
363 positions
#25Wealth Management NebraskaSmart money
Some overlap · 3 shared positions
$DOV$DE$CSX
$1.1B
106 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.