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Hedge Funds Similar to True North Advisors,

13F Portfolio OverlapQ1 2026True North Advisors, portfolio →
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Most similar hedge funds by 13F overlap

True North Advisors, LLC is an institutional investor managing $877M across 245 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 True North Advisors, are MBA Advisors, Ballast Rock Private Wealth, Madrid Wealth ,, with shared positions in $SNOW, $SOLV, $JHG, $GE, $LRCX, $NOW. The full ranking of 25 similar funds is below.

#1MBA Advisors LLCPassive
Some overlap · 4 shared positions
$SNOW$SOLV$JHG$GE
$260M
146 positions
#2Ballast Rock Private Wealth LLCPassive
Some overlap · 4 shared positions
$SNOW$SOLV$JHG$LRCX
$181M
177 positions
#3Madrid Wealth Management, LLCPassive
Some overlap · 5 shared positions
$SNOW$SOLV$NOW$GE$MS
$133M
70 positions
#4First Financial Group CorpActive
Some overlap · 5 shared positions
$SNOW$JHG$GE$GEV$LRCX
$122M
80 positions
#5CLEAR INVESTMENT RESEARCH, LLCPassive
Some overlap · 5 shared positions
$SNOW$BAC$TXN$MS$SE
$64M
241 positions
#6GENESIS PRIVATE WEALTH, LLCPassive
Some overlap · 4 shared positions
$SNOW$JHG$TXN$GE
$318M
182 positions
#7Richard W. Paul & Associates, LLCPassive
Some overlap · 3 shared positions
$SNOW$JHG$SE
$297M
300 positions
#8Altiora Financial Group, LLCActive
Some overlap · 4 shared positions
$SNOW$SE$CTVA$BAC
$607M
110 positions
#9MWA Asset ManagementPassive
Some overlap · 6 shared positions
$BAC$SNOW$GE$CTVA$NOW$MS
$182M
154 positions
#10Blackhawk Capital Partners, LLCPassive
Some overlap · 4 shared positions
$SNOW$JHG$KMX$SYK
$273M
141 positions
#11Bridgewealth Advisory Group, LLCActive
Some overlap · 4 shared positions
$SNOW$JHG$BAC$MLM
$482M
135 positions
#12EP Wealth Advisors, LLCActive
Some overlap · 5 shared positions
$SNOW$SE$JHG$SYK$NOW
$20.3B
1,496 positions
#13North Forty Two & Co.Passive
Some overlap · 3 shared positions
$SNOW$BAC$TXN
$108M
97 positions
#14Manchester Global Management (UK) LtdActive
Some overlap · 4 shared positions
$SNOW$TXN$NOW$LRCX
$749M
23 positions
#15HARBOR ADVISORY CORP /MA/Passive
Some overlap · 5 shared positions
$SNOW$SE$MS$BAC$GE
$333M
79 positions
#16Paladin Advisory Group, LLCPassive
Some overlap · 5 shared positions
$SNOW$TXN$MS$BAC$SE
$131M
241 positions
#17S Harris Financial Group, LLCActive
Some overlap · 4 shared positions
$SNOW$BAC$NOW$MS
$110M
107 positions
#18Neumann Capital Management, LLCActive
Some overlap · 3 shared positions
$SNOW$BAC$NOW
$340M
102 positions
#19Hilton Capital Management, LLCActive
Some overlap · 3 shared positions
$SNOW$JHG$BAC
$1.3B
129 positions
#20KELLY FINANCIAL GROUP LLCActive
Some overlap · 4 shared positions
$SNOW$SOLV$SE$BAC
$398M
100 positions
#21VANCE WEALTH, LLCActive
Some overlap · 4 shared positions
$SNOW$SE$CTVA$BAC
$346M
118 positions
#22Bienville Capital Management, LLCPassive
Some overlap · 3 shared positions
$SNOW$JHG$SE
$550M
74 positions
#23Consilium Wealth Advisory, LLCActive
Some overlap · 4 shared positions
$SNOW$GE$GEV$LRCX
$293M
102 positions
#24LifeGoal Investments, LLCPassive
Some overlap · 4 shared positions
$SNOW$TXN$MS$GEV
$175M
112 positions
#25Foundation Wealth Management, LLCSmart money
Some overlap · 3 shared positions
$SNOW$SE$CTVA
$148M
44 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.