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 Truepoint,

13F Portfolio OverlapQ1 2026Truepoint, portfolio →

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Most similar hedge funds by 13F overlap

Truepoint, Inc. is an institutional investor managing $4.5B across 148 U.S. equity positions as of Q1 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Truepoint, are Moisand Fitzgerald Tamayo,, KEB ASSET ,, POINCIANA ADVISORS GROUP,, with shared positions in $AMN, $EPAM, $UNIT, $SCHW, $MKL, $SE. The full ranking of 25 similar funds is below.

#1Moisand Fitzgerald Tamayo, LLCActive

Notable overlap · 6 shared positions

$AMN $EPAM $UNIT $SCHW $MKL $SE

$931M

518 positions

#2KEB ASSET MANAGEMENT, LLCActive

Notable overlap · 6 shared positions

$AMN $EPAM $UNIT $MAR $MKL $GE

$522M

97 positions

#3POINCIANA ADVISORS GROUP, LLCPassive

Notable overlap · 3 shared positions

$AMN $EPAM $GE

$127M

130 positions

#4Beaird Harris Wealth Management, LLCActive

Notable overlap · 6 shared positions

$AMN $UNIT $UPST $SCHW $MKL $DDOG

$1.5B

686 positions

#5Mason Investment Advisory Services, Inc.Smart money

Notable overlap · 7 shared positions

$AMN $UNIT $UPST $SCHW $DDOG $SE

$2.2B

79 positions

#6WMG Financial Advisors, LLCActive

Notable overlap · 5 shared positions

$AMN $UPST $MAR $EMR $BRZE

$240M

100 positions

#7Meredith Wealth PlanningActive

Notable overlap · 5 shared positions

$AMN $UNIT $MAR $BRZE $DDOG

$369M

70 positions

#8Werba Rubin Papier Wealth ManagementPassive

Notable overlap · 4 shared positions

$AMN $UNIT $SCHW $BRZE

$718M

278 positions

#9Oak Wealth Advisors LLCActive

Notable overlap · 5 shared positions

$AMN $SCHW $BRZE $MKL $DDOG

$182M

57 positions

#10MB Generational Wealth, LLCActive

Notable overlap · 5 shared positions

$AMN $UNIT $MKL $DDOG $SE

$181M

66 positions

#11QUARRY HILL ADVISORS, LLCSmart money

Notable overlap · 4 shared positions

$AMN $UNIT $BRZE $MKL

$243M

51 positions

#12ACCREDITED INVESTOR SERVICES, LLCSmart money

Notable overlap · 5 shared positions

$AMN $UNIT $DDOG $SLV $SE

$156M

77 positions

#13BWM Planning, LLCActive

Notable overlap · 4 shared positions

$AMN $UNIT $BRZE $MKL

$379M

87 positions

#14Meritas Wealth Management, LLCActive

Notable overlap · 3 shared positions

$AMN $UNIT $UPST

$221M

60 positions

#15Ballast Financial Advisors LLCActive

Notable overlap · 4 shared positions

$AMN $UNIT $BRZE $DHR

$98M

68 positions

#16Private Wealth Management Group, LLCPassive

Notable overlap · 3 shared positions

$AMN $EPAM $MAR

$381M

1,426 positions

#17Symmetry Partners, LLCActive

Notable overlap · 4 shared positions

$AMN $UNIT $SCHW $GE

$1.8B

209 positions

#18DEFINE FINANCIAL, LLCSmart money

Notable overlap · 4 shared positions

$AMN $SCHW $MAR $MKL

$184M

41 positions

#19CLARIS ADVISORS, LLC / MO /Active

Notable overlap · 4 shared positions

$AMN $UNIT $EMR $SE

$334M

70 positions

#20RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLCActive

Notable overlap · 5 shared positions

$AMN $SCHW $MAR $DHR $MDY

$296M

80 positions

#21Wheelhouse Advisory Group LLCActive

Notable overlap · 4 shared positions

$AMN $MAR $EMR $DDOG

$302M

51 positions

#22Burk Holdings LLCPassive

Notable overlap · 4 shared positions

$AMN $SCHW $DDOG $DHR

$233M

676 positions

#23Marquette Asset Management, LLCActive

Notable overlap · 6 shared positions

$AMN $MAR $EPAM $MKL $SCHW $MDY

$669M

795 positions

#24Bare Financial Services, IncPassive

Notable overlap · 4 shared positions

$AMN $MAR $UNIT $SCHW

$378M

1,730 positions

#25Physician Wealth Solutions Inc.Active

Notable overlap · 3 shared positions

$AMN $UPST $DDOG

$242M

45 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.