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 True North Advisors

13F Portfolio OverlapQ3 2026True North Advisors portfolio →

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Most similar hedge funds by 13F overlap

True North Advisors, LLC is an institutional investor managing $1.4B across 302 U.S. equity positions as of Q3 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to True North Advisors are OAK FAMILY ADVISORS, Red Mountain Financial, CAMPBELL NEWMAN ASSET, with shared positions in $IAU, $EPD, $TPL, $APH, $SYK, $CTVA. The full ranking of 25 similar funds is below.

#1OAK FAMILY ADVISORS, LLCPassive

Some overlap · 5 shared positions

$IAU $EPD $TPL $APH $SYK

$385M

108 positions

#2Red Mountain Financial, LLCActive

Some overlap · 5 shared positions

$IAU $CTVA $Q $DOW $SYK

$119M

82 positions

#3CAMPBELL NEWMAN ASSET MANAGEMENT INCActive

Some overlap · 4 shared positions

$LII $APH $KLAC $SYK

$1.3B

99 positions

#4Excelsior Advisor Network LLCPassive

Some overlap · 4 shared positions

$IAU $EPD $FAST $APH

$759M

453 positions

#5Regency Capital Management Inc.\DEPassive

Slight overlap · 4 shared positions

$IAU $FAST $APH $ASML

$251M

64 positions

#6Verity Asset Management, Inc.Passive

Slight overlap · 3 shared positions

$IAU $FAST $EPD

$264M

223 positions

#7Cooke Wealth Management, LLCSmart money

Slight overlap · 4 shared positions

$IAU $FAST $SYK $ASML

$120M

38 positions

#8BOK Financial Private Wealth, Inc.Active

Slight overlap · 3 shared positions

$LII $IAU $APH

$1.9B

792 positions

#9Rehmann Capital Advisory GroupPassive

Slight overlap · 4 shared positions

$IAU $CTVA $Q $SYK

$2.2B

702 positions

#10Oxbow Advisors, LLCPassive

Slight overlap · 3 shared positions

$IAU $EPD $CTVA

$1.2B

265 positions

#11EQUITABLE TRUST COPassive

Slight overlap · 4 shared positions

$IAU $FAST $KLAC $ASML

$2.4B

444 positions

#12TopTier Wealth Management, LLCPassive

Slight overlap · 4 shared positions

$IAU $EPD $KLAC $SYK

$171M

133 positions

#13Inscription Capital, LLCPassive

Slight overlap · 4 shared positions

$EPD $IAU $APH $KLAC

$1.1B

791 positions

#14Douglass Winthrop Advisors, LLCActive

Slight overlap · 4 shared positions

$FAST $TPL $MLM $ASML

$5.8B

308 positions

#15TILIA FIDUCIARY PARTNERS, INC.Passive

Slight overlap · 3 shared positions

$LII $KLAC $SYK

$217M

114 positions

#16Outlook Wealth Advisors, LLCPassive

Slight overlap · 4 shared positions

$IAU $APH $KLAC $ASML

$463M

305 positions

#17Railway Pension Investments LtdActive

Slight overlap · 4 shared positions

$FAST $APH $KLAC $SYK

$8.0B

102 positions

#18Clear Retirement Advice LLCActive

Slight overlap · 3 shared positions

$IAU $FAST $SGOL

$149M

60 positions

#19Progressive Investment Management CorpActive

Slight overlap · 4 shared positions

$FAST $APH $KLAC $ASML

$452M

56 positions

#20FENIMORE ASSET MANAGEMENT INCActive

Slight overlap · 4 shared positions

$FAST $APH $MLM $SYK

$4.6B

93 positions

#21BFSG, LLCPassive

Slight overlap · 4 shared positions

$IAU $APH $SGOL $ASML

$1.1B

768 positions

#22Advocacy Wealth Management, LLCActive

Slight overlap · 4 shared positions

$IAU $APH $SYK $ASML

$2.8B

151 positions

#23RiverGlades Family Offices LLCActive

Slight overlap · 3 shared positions

$IAU $EPD $KLAC

$218M

108 positions

#24Mowery & Schoenfeld Wealth Management, LLCPassive

Slight overlap · 4 shared positions

$CTVA $TPL $Q $KLAC

$73M

363 positions

#25SEEDS INVESTOR LLCPassive

Slight overlap · 4 shared positions

$IAU $KLAC $SGOL $ASML

$973M

379 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.