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 OverlapQ1 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 $1.0B across 266 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 Private Wealth Advisors are Spectrum Investment Advisors,, MontVue ,, Magnolia Wealth ,, with shared positions in $DHR, $ALPS, $USB, $MAR, $DJP, $VZ. The full ranking of 25 similar funds is below.

#1Spectrum Investment Advisors, Inc.Active

Notable overlap · 3 shared positions

$DHR $ALPS $USB

$201M

46 positions

#2MontVue Capital Management, Inc.Active

Notable overlap · 4 shared positions

$DHR $MAR $DJP $VZ

$147M

67 positions

#3Magnolia Wealth Management, LLCActive

Notable overlap · 3 shared positions

$DHR $MAR $IAU

$172M

212 positions

#4Global X Japan Co., Ltd.Active

Notable overlap · 3 shared positions

$DHR $MU $LRCX

$1.9B

378 positions

#5Waldron Private Wealth LLCActive

Notable overlap · 3 shared positions

$DHR $JHG $MAR

$2.6B

342 positions

#6FORTE ASSET MANAGEMENT LLCPassive

Notable overlap · 3 shared positions

$DHR $ALPS $USB

$228M

76 positions

#7Finley Financial, LLCActive

Notable overlap · 3 shared positions

$DHR $LRCX $RL

$214M

107 positions

#8Skyline Advisors, Inc.Passive

Notable overlap · 3 shared positions

$DHR $IAU $EMR

$287M

120 positions

#9guardian investment managementActive

Notable overlap · 3 shared positions

$DHR $MU $MMM

$127M

60 positions

#10Vantage Financial Partners, LLC

Notable overlap · 3 shared positions

$DHR $JHG $VZ

$493M

212 positions

#11Shellback Capital, LPPassive

Notable overlap · 5 shared positions

$RL $DHR $MAR $MU $BROS

$703M

79 positions

#12Nolet Wealth Management, LLCActive

Notable overlap · 4 shared positions

$DHR $MAR $IAU $LRCX

$176M

92 positions

#13Forum Private Client Group LLCActive

Notable overlap · 5 shared positions

$DHR $IAU $USB $FITB $VZ

$300M

80 positions

#14WORMSER FRERES GESTIONActive

Some overlap · 3 shared positions

$DHR $IAU $EMR

$139M

42 positions

#15HC Advisors, LLCActive

Some overlap · 3 shared positions

$FITB $ALPS $USB

$149M

60 positions

#16PHILLIPS FINANCIAL MANAGEMENT, LLCActive

Some overlap · 3 shared positions

$DHR $IAU $USB

$1.4B

283 positions

#17Carl P. Sherr & Co., LLCPassive

Some overlap · 3 shared positions

$DHR $MAR $USB

$213M

124 positions

#18White Lighthouse Investment Management Inc.Active

Some overlap · 4 shared positions

$DHR $IAU $MAR $USB

$721M

145 positions

#19WealthCollab, LLCPassive

Some overlap · 3 shared positions

$DHR $IAU $USB

$243M

977 positions

#20Altman Advisors, Inc.Passive

Some overlap · 3 shared positions

$RL $IAU $LRCX

$241M

77 positions

#21Stonehearth Capital Management, LLCActive

Some overlap · 3 shared positions

$DJP $ALPS $VZ

$252M

96 positions

#22Capstone Financial Advisors, Inc.Smart money

Some overlap · 3 shared positions

$DHR $MU $LRCX

$1.9B

187 positions

#23ACIMA PRIVATE WEALTH, LLCActive

Some overlap · 3 shared positions

$DJP $RL $MAR

$319M

177 positions

#24Pacific Park Financial, Inc.Active

Some overlap · 5 shared positions

$DHR $IAU $JHG $MU $MAR

$153M

73 positions

#25Hobart Private Capital, LLCPassive

Some overlap · 4 shared positions

$FITB $MAR $USB $LRCX

$509M

132 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.