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Hedge Funds Similar to TrueNorth,

13F Portfolio OverlapQ1 2026TrueNorth, portfolio →
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Most similar hedge funds by 13F overlap

TrueNorth, Inc. is an institutional investor managing $1.0B across 1,033 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 TrueNorth, are Joel Adams & Associates,, Sellwood Investment Partners, New Covenant Company, N.A., with shared positions in $AFRM, $BRZE, $DDOG, $SE, $MKL, $AMAT. The full ranking of 25 similar funds is below.

#1Joel Adams & Associates, Inc.Active
Notable overlap · 4 shared positions
$AFRM$BRZE$DDOG$SE
$135M
64 positions
#2Sellwood Investment Partners LLCSmart money
Notable overlap · 3 shared positions
$AFRM$BRZE$DDOG
$254M
59 positions
#3New Covenant Trust Company, N.A.Active
Notable overlap · 4 shared positions
$AFRM$BRZE$MKL$AMAT
$112M
96 positions
#4INTERCAPITAL, LLCPassive
Notable overlap · 4 shared positions
$AFRM$SE$MU$AMD
$299M
108 positions
#5Bienville Capital Management, LLCPassive
Notable overlap · 4 shared positions
$SE$AFRM$RBLX$DDOG
$550M
74 positions
#6Juno Financial Group LLCActive
Notable overlap · 4 shared positions
$BRZE$SE$CRWD$DHR
$255M
70 positions
#7Evolutionary Tree Capital Management, LLCPassive
Notable overlap · 4 shared positions
$SE$RBLX$AFRM$MU
$53M
26 positions
#8Farrell Financial LLCPassive
Notable overlap · 5 shared positions
$AFRM$MKL$DDOG$BRZE$LITE
$167M
76 positions
#9Leonard Rickey Investment Advisors P.L.L.C.Active
Notable overlap · 6 shared positions
$BRZE$MU$MKL$DDOG$DHR$AMAT
$578M
118 positions
#10WETZEL INVESTMENT ADVISORS, INC.Active
Notable overlap · 4 shared positions
$BRZE$SE$C$DDOG
$252M
131 positions
#11Brooklyn FI, LLCActive
Notable overlap · 4 shared positions
$BRZE$SE$AFRM$DDOG
$476M
78 positions
#12WealthCollab, LLCPassive
Notable overlap · 6 shared positions
$BRZE$MKL$DDOG$AMN$DHR$AFRM
$243M
977 positions
#13CATALYST PRIVATE WEALTH, LLCActive
Notable overlap · 3 shared positions
$BRZE$AFRM$DHR
$185M
76 positions
#14Westfuller Advisors, LLCPassive
Notable overlap · 4 shared positions
$SE$AFRM$BRZE$MKL
$232M
756 positions
#15VANGUARD ADVISERS INCSmart money
Notable overlap · 5 shared positions
$BRZE$AFRM$MKL$DDOG$DHR
$25.5B
668 positions
#16GUARDSMAN PRIVATE CAPITAL MANAGEMENT, INC.Smart money
Notable overlap · 6 shared positions
$BRZE$MKL$DHR$AFRM$DDOG$AMN
$128M
42 positions
#17Sanchez Levi GarrettActive
Some overlap · 4 shared positions
$AFRM$DDOG$AMN$AMAT
$159M
74 positions
#18FIDUCIARY ADVISORS, INC.Active
Some overlap · 5 shared positions
$BRZE$MKL$AMN$DHR$SE
$133M
121 positions
#19Wealthspire Advisors, LLCActive
Some overlap · 6 shared positions
$BRZE$MKL$DHR$RBLX$DDOG$SE
$12.7B
932 positions
#20Charter Oak Capital Management, LLCActive
Some overlap · 4 shared positions
$BRZE$MKL$AFRM$DHR
$1.3B
208 positions
#21CLUNE & ASSOCIATES, LTD.Passive
Some overlap · 5 shared positions
$BRZE$MKL$AMN$DHR$DDOG
$532M
162 positions
#22Verus Financial Partners, Inc.Smart money
Some overlap · 5 shared positions
$BRZE$MKL$DDOG$DHR$GWW
$1.1B
121 positions
#23Balanced Rock Investment Advisors LLCPassive
Some overlap · 3 shared positions
$AFRM$C$RBLX
$143M
96 positions
#24Luminvest Wealth Management LLCSmart money
Some overlap · 5 shared positions
$BRZE$MKL$DDOG$DHR$MU
$382M
55 positions
#25Altiora Financial Group, LLCActive
Some overlap · 3 shared positions
$BRZE$SE$DDOG
$607M
110 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.