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Hedge Funds Similar to Truvestments

13F Portfolio OverlapQ1 2026Truvestments portfolio →
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Most similar hedge funds by 13F overlap

Truvestments Capital LLC is an institutional investor managing $554M across 1,176 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 Truvestments are OmniStar Financial Group,, FORESIGHT ADVISORS,, Wealth Advisors of Tampa Bay,, with shared positions in $GLW, $LMT, $VZ, $MS, $UPS, $MMM. The full ranking of 25 similar funds is below.

#1OmniStar Financial Group, Inc.Passive
Some overlap · 8 shared positions
$GLW$LMT$VZ$MS$UPS$MMM
$193M
108 positions
#2FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC.Passive
Some overlap · 7 shared positions
$GLW$KMI$VZ$TXN$ARCC$O
$180M
96 positions
#3Wealth Advisors of Tampa Bay, LLCPassive
Some overlap · 6 shared positions
$GLW$LMT$NEE$VZ$MMM$BMY
$302M
93 positions
#4CORRADO ADVISORS, LLCPassive
Some overlap · 7 shared positions
$GLW$VZ$VICI$LMT$STWD$BIPC
$192M
115 positions
#5LAWOOD & COPassive
Some overlap · 5 shared positions
$GLW$NEE$VZ$MS$UPS
$108M
90 positions
#6VIKING FUND MANAGEMENT LLCPassive
Some overlap · 5 shared positions
$GLW$NEE$VZ$MS$BMY
$976M
142 positions
#7BENEDICT FINANCIAL ADVISORS INCPassive
Some overlap · 5 shared positions
$GLW$KMI$LMT$VZ$BMY
$480M
133 positions
#8CapWealth Advisors, LLCActive
Some overlap · 5 shared positions
$GLW$NEE$DOW$UPS$STWD
$1.3B
118 positions
#9WealthTrust Axiom LLCPassive
Some overlap · 5 shared positions
$GLW$KMI$VZ$NEE$BMY
$406M
290 positions
#10Verity & Verity, LLCActive
Some overlap · 6 shared positions
$NEE$LMT$VZ$TXN$VICI$UPS
$1.3B
138 positions
#11Garner Asset Management CorpPassive
Some overlap · 5 shared positions
$GLW$VZ$AMAT$MS$TXN
$255M
156 positions
#12BONNESS ENTERPRISES INCActive
Some overlap · 5 shared positions
$GLW$VZ$AMAT$UPS$BMY
$273M
39 positions
#13Abbot Financial Management, Inc.Passive
Some overlap · 5 shared positions
$GLW$LMT$MS$TXN$KMI
$239M
138 positions
#14Principal Street Partners, LLCPassive
Some overlap · 6 shared positions
$KMI$LMT$VZ$TXN$MS$BMY
$613M
247 positions
#15Maytus Capital Management, LLCPassive
Some overlap · 4 shared positions
$GLW$CLS$AMAT$TXN
$562M
62 positions
#16VALLEY WEALTH MANAGERS, INC.Passive
Some overlap · 5 shared positions
$GLW$VZ$MS$TPR$STWD
$1.6B
316 positions
#17Donoghue Forlines LLCPassive
Some overlap · 6 shared positions
$LMT$VZ$AMAT$GLW$SPG$BMY
$361M
118 positions
#18Aull & Monroe Investment Management CorpPassive
Some overlap · 4 shared positions
$GLW$NEE$LMT$VZ
$215M
125 positions
#19Edgemoor Investment Advisors, Inc.Active
Some overlap · 6 shared positions
$SPG$AMAT$VZ$NEE$ARCC$O
$1.3B
170 positions
#20Ardmore Road Asset Management LPPassive
Some overlap · 4 shared positions
$GLW$IBIT$VZ$AMAT
$1.5B
64 positions
#21FARMERS TRUST COPassive
Some overlap · 5 shared positions
$NEE$KMI$LMT$VZ$MMM
$637M
203 positions
#22CORDA Investment Management, LLC.Active
Some overlap · 4 shared positions
$GLW$SPG$VZ$AMAT
$1.4B
80 positions
#23STRATEGY ASSET MANAGERS LLCPassive
Some overlap · 4 shared positions
$GLW$KMI$LMT$TXN
$609M
263 positions
#24KEYNOTE FINANCIAL SERVICES LLCPassive
Some overlap · 6 shared positions
$LMT$VZ$AMAT$O$MMM$BMY
$188M
174 positions
#25PENN DAVIS MCFARLAND INCActive
Some overlap · 6 shared positions
$KMI$LMT$TXN$VZ$BMY$UPS
$1.0B
75 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.