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 TruNorth ,

13F Portfolio OverlapQ1 2026TruNorth , portfolio →

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Most similar hedge funds by 13F overlap

TruNorth Capital Management, LLC is an institutional investor managing $522M across 114 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 TruNorth , are Moisand Fitzgerald Tamayo,, Longview Financial Advisors, Cranbrook Wealth ,, with shared positions in $SNOW, $NKE, $UNIT, $IAU, $MDY, $SYK. The full ranking of 25 similar funds is below.

#1Moisand Fitzgerald Tamayo, LLCActive

Notable overlap · 4 shared positions

$SNOW $NKE $UNIT $IAU

$931M

518 positions

#2Longview Financial Advisors LLCActive

Notable overlap · 3 shared positions

$SNOW $NKE $MDY

$184M

157 positions

#3Cranbrook Wealth Management, LLCActive

Notable overlap · 7 shared positions

$SNOW $SYK $UNIT $AMAT $ABT $IBM

$492M

385 positions

#4Frankly Finances, LLCActive

Notable overlap · 3 shared positions

$SNOW $NKE $IAU

$110M

64 positions

#5True Link Financial Advisors, LLCActive

Notable overlap · 3 shared positions

$SNOW $NKE $IBM

$1.6B

418 positions

#6SOUTHERN MICHIGAN BANK & TRUSTActive

Notable overlap · 5 shared positions

$SNOW $SYK $MCD $ETN $ABT

$261M

424 positions

#7FIDUCIARY FINANCIAL GROUP, LLCPassive

Notable overlap · 5 shared positions

$SNOW $NKE $UNIT $MCD $IAU

$754M

345 positions

#8Passive Capital Management, LLC.Active

Notable overlap · 4 shared positions

$SNOW $NKE $UNIT $MCD

$335M

104 positions

#9VanWeelden Wealth Management, LLCActive

Notable overlap · 3 shared positions

$SNOW $PHYS $MCD

$125M

31 positions

#10Heritage Financial Services, LLC

Notable overlap · 4 shared positions

$SNOW $AMAT $MCD $IBM

$1.2B

126 positions

#11Planned Solutions, Inc.Active

Notable overlap · 4 shared positions

$SNOW $AMAT $MCD $IBM

$306M

139 positions

#12HOGE FINANCIAL SERVICES, LLCActive

Notable overlap · 3 shared positions

$SNOW $UNIT $MCD

$187M

72 positions

#13NORTHLAND SECURITIES, INC.Active

Notable overlap · 3 shared positions

$SNOW $AMAT $MDY

$105M

107 positions

#14Sage Financial Management Group, Inc.Active

Notable overlap · 4 shared positions

$SNOW $MDY $IBM $UNIT

$325M

57 positions

#15Pearl Planning LLCActive

Notable overlap · 3 shared positions

$SNOW $UNIT $IBM

$187M

52 positions

#16NavPoint Financial, Inc.Active

Notable overlap · 4 shared positions

$SNOW $MCD $IBM $IAU

$247M

71 positions

#17Gordian Advisors LLCSmart money

Notable overlap · 3 shared positions

$SNOW $SYK $IBM

$150M

55 positions

#18ACORN CREEK CAPITAL LLCActive

Notable overlap · 3 shared positions

$SNOW $SYK $ETN

$280M

84 positions

#19Francis Financial, Inc.Active

Notable overlap · 3 shared positions

$SNOW $MCD $IBM

$539M

115 positions

#20Schiavi & Co LLCSmart money

Notable overlap · 3 shared positions

$SNOW $ABT $IBM

$337M

50 positions

#21Blackhawk Capital Partners, LLCPassive

Notable overlap · 4 shared positions

$SNOW $SYK $IBKR $ABT

$273M

141 positions

#22Clear Retirement Advice LLCActive

Notable overlap · 3 shared positions

$SNOW $UNIT $IAU

$127M

54 positions

#23Cannon Financial Strategists, Inc.Active

Notable overlap · 4 shared positions

$SNOW $UNIT $PHYS $ABT

$761M

109 positions

#24Retirement Investment Advisors, Inc.Smart money

Notable overlap · 4 shared positions

$SNOW $UNIT $IBM $MCD

$1.2B

67 positions

#25Discipline Wealth Solutions, LLCActive

Notable overlap · 4 shared positions

$SNOW $UNIT $PHYS $IAU

$950M

192 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.