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Hedge Funds Similar to TruNorth

13F Portfolio OverlapQ2 2026TruNorth portfolio →
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Most similar hedge funds by 13F overlap

TruNorth Capital Management, LLC is an institutional investor managing $623M across 123 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 TruNorth are CWS Financial Advisors, Cooke Wealth, MAIMON WEALTH LTD., with shared positions in $SYK, $MDY, $MCD, $PH, $IAU, $DOV. The full ranking of 25 similar funds is below.

#1CWS Financial Advisors, LLCActive
Notable overlap · 4 shared positions
$SYK$MDY$MCD$PH
$451M
171 positions
#2Cooke Wealth Management, LLCSmart money
Notable overlap · 3 shared positions
$SYK$MDY$IAU
$122M
39 positions
#3MAIMON WEALTH MANAGEMENT LTD.Passive
Notable overlap · 4 shared positions
$SYK$MCD$IAU$DOV
$130M
80 positions
#4BRIGHT FINANCIAL ADVISORS, INC.Active
Some overlap · 3 shared positions
$SYK$ETN$IAU
$239M
72 positions
#5Waldron Private Wealth LLCActive
Some overlap · 4 shared positions
$SYK$MDY$DOV$IAU
$2.9B
350 positions
#6Wealth Watch Advisors, INCActive
Some overlap · 4 shared positions
$SYK$MDY$MCD$IAU
$309M
142 positions
#7ARBOR TRUST WEALTH ADVISORS, LLCPassive
Some overlap · 3 shared positions
$SYK$MDY$MCD
$248M
96 positions
#8Stonehage Fleming Financial Services Holdings Ltd
Some overlap · 4 shared positions
$SYK$MCD$DOV$IAU
$2.9B
215 positions
#9VISTA CAPITAL PARTNERS, INC.Smart money
Some overlap · 3 shared positions
$SYK$DOV$PH
$1.1B
170 positions
#10G&S Capital LLCPassive
Some overlap · 4 shared positions
$MDY$TT$PHYS$MCD
$345M
155 positions
#11Western Reserve Capital Management, LLCActive
Some overlap · 4 shared positions
$SYK$MDY$TT$PH
$135M
53 positions
#12Suncoast Equity ManagementActive
Some overlap · 3 shared positions
$SYK$ETN$TT
$798M
63 positions
#13TKG Advisors, LLCPassive
Some overlap · 3 shared positions
$MDY$TT$MCD
$288M
94 positions
#14LETSON INVESTMENT MANAGEMENT, INC.Passive
Some overlap · 3 shared positions
$SYK$TT$MCD
$273M
104 positions
#15Ardent Capital Management, Inc.Smart money
Some overlap · 3 shared positions
$SYK$MDY$MCD
$241M
47 positions
#16Zhang Financial LLCActive
Some overlap · 3 shared positions
$SYK$IAU$DOV
$3.4B
392 positions
#17Harbour Wealth Management Group, Inc.Active
Some overlap · 4 shared positions
$PHYS$TT$ETN$IAU
$148M
89 positions
#18Evelyn Partners Asset Management Ltd
Some overlap · 4 shared positions
$SYK$MCD$IAU$DOV
$406M
308 positions
#19PENINSULA ASSET MANAGEMENT INCActive
Some overlap · 3 shared positions
$SYK$NUE$NDSN
$209M
54 positions
#20Arcadia Wealth Management, LLCActive
Some overlap · 3 shared positions
$PHYS$TT$DOV
$319M
66 positions
#21Ascent Wealth Partners, LLCActive
Some overlap · 3 shared positions
$MDY$SYK$ETN
$1.0B
200 positions
#22Bank of New HampshirePassive
Some overlap · 4 shared positions
$MDY$SYK$TT$ETN
$479M
537 positions
#23RFG - Bristol Wealth Advisors, LLCPassive
Some overlap · 5 shared positions
$TT$MDY$ETN$IAU$PH
$414M
188 positions
#24DB Fitzpatrick & Co, IncActive
Some overlap · 3 shared positions
$SYK$ETN$DOV
$124M
100 positions
#25Carnegie Lake Advisors LLCPassive
Some overlap · 3 shared positions
$SYK$MCD$PH
$268M
168 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.