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 Private Wealth Advisors

13F Portfolio OverlapQ3 2026TRUE Private Wealth Advisors portfolio →

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Most similar hedge funds by 13F overlap

TRUE Private Wealth Advisors is an institutional investor managing $1.2B across 289 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 Private Wealth Advisors are Kure Advisory, ROGCO, LIFELONG WEALTH ADVISORS, with shared positions in $IAU, $USB, $MMM, $WFC, $MRVL, $EMR. The full ranking of 25 similar funds is below.

#1Kure Advisory, LLCActive

Notable overlap · 4 shared positions

$IAU $USB $MMM $WFC

$216M

62 positions

#2ROGCO, LPActive

Notable overlap · 4 shared positions

$IAU $MRVL $EMR $MS

$327M

224 positions

#3LIFELONG WEALTH ADVISORS, INC.Smart money

Notable overlap · 4 shared positions

$IAU $MMM $MRVL $WFC

$432M

104 positions

#4LifePlan Financial, LLCPassive

Notable overlap · 3 shared positions

$IAU $USB $VZ

$141M

91 positions

#5Arnhold LLCActive

Notable overlap · 3 shared positions

$IAU $MRVL $VZ

$1.4B

113 positions

#6Forza Wealth Management, LLCPassive

Notable overlap · 3 shared positions

$IAU $EMR $VZ

$346M

194 positions

#7Leslie Global Wealth, LLCActive

Notable overlap · 3 shared positions

$IAU $URI $VZ

$272M

90 positions

#8EHRLICH FINANCIAL GROUPActive

Notable overlap · 3 shared positions

$IAU $MRVL $VZ

$193M

120 positions

#9VCI Wealth Management LLCPassive

Notable overlap · 3 shared positions

$IAU $MMM $MS

$399M

99 positions

#10ANDERSON HOAGLAND & COActive

Notable overlap · 3 shared positions

$IAU $MMM $BROS

$1.3B

135 positions

#11Dynasty Wealth Management, LLCActive

Notable overlap · 4 shared positions

$IAU $URI $MS $MRVL

$13.5B

367 positions

#12Biltmore Family Office, LLCActive

Notable overlap · 3 shared positions

$IAU $EMR $MMM

$761M

333 positions

#13CPR Investments Inc.Active

Notable overlap · 3 shared positions

$IAU $MRVL $FTNT

$134M

64 positions

#14Interactive Financial AdvisorsActive

Notable overlap · 3 shared positions

$IAU $USB $MS

$164M

74 positions

#15Fearless Solutions, LLC dba Best InvestPassive

Notable overlap · 3 shared positions

$IAU $URI $MRVL

$197M

143 positions

#16Global Wealth Strategies & AssociatesActive

Notable overlap · 3 shared positions

$IAU $FTNT $MMM

$546M

114 positions

#17Spectrum Asset Management, Inc. (NB/CA)Passive

Notable overlap · 4 shared positions

$IAU $EMR $WFC $MRVL

$346M

112 positions

#18FORBES J M & CO LLPActive

Notable overlap · 3 shared positions

$IAU $EMR $VZ

$1.3B

157 positions

#19ShoreHaven Wealth Partners, LLCActive

Notable overlap · 3 shared positions

$IAU $VZ $MS

$326M

102 positions

#20Braeburn Wealth Management LLCActive

Some overlap · 3 shared positions

$IAU $MRVL $WDC

$236M

98 positions

#21TSA Wealth Managment LLCActive

Some overlap · 3 shared positions

$IAU $MMM $MRVL

$356M

124 positions

#22CLEAR WAVE WEALTH MANAGEMENT LLCPassive

Some overlap · 4 shared positions

$IAU $WDC $VZ $MS

$541M

191 positions

#23MAIMON WEALTH MANAGEMENT LTD.Active

Some overlap · 3 shared positions

$IAU $EMR $MMM

$130M

80 positions

#24BCWM, LLCPassive

Some overlap · 3 shared positions

$IAU $VZ $USB

$342M

57 positions

#25Skyline Advisors, Inc.Active

Some overlap · 3 shared positions

$IAU $EMR $WFC

$319M

123 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.