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Hedge Funds Similar to Truvestments

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

Truvestments Capital LLC is an institutional investor managing $673M across 1,150 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 Truvestments are Retireful, VIKING FUND, Steadtrust, with shared positions in $GLW, $DELL, $MRVL, $TXN, $STRL, $KLAC. The full ranking of 25 similar funds is below.

#1Retireful, LLCPassive
Notable overlap · 6 shared positions
$GLW$DELL$MRVL$TXN$STRL$KLAC
$116M
86 positions
#2VIKING FUND MANAGEMENT LLCPassive
Some overlap · 6 shared positions
$GLW$DELL$QCOM$NEE$MS$VZ
$1.1B
141 positions
#3Steadtrust LLCPassive
Some overlap · 6 shared positions
$GLW$DELL$CRDO$QCOM$POWL$KMI
$198M
132 positions
#4HARTLINE INVESTMENT CORP/Active
Some overlap · 6 shared positions
$GLW$DELL$MRVL$MS$NEE$STRL
$1.1B
115 positions
#5Geneva Partners, LLCPassive
Some overlap · 5 shared positions
$GLW$DELL$MRVL$STRL$KLAC
$334M
81 positions
#6Tairen Capital LtdActive
Some overlap · 4 shared positions
$GLW$CLS$QCOM$MRVL
$1.1B
44 positions
#7ACORN FINANCIAL ADVISORY SERVICES INC /ADVPassive
Some overlap · 5 shared positions
$GLW$DELL$MRVL$IBIT$LMT
$753M
223 positions
#8LAWOOD & COPassive
Some overlap · 5 shared positions
$GLW$QCOM$NEE$MS$VZ
$145M
94 positions
#9VMS Asset Management LimitedActive
Some overlap · 4 shared positions
$GLW$DELL$MRVL$CRDO
$264M
32 positions
#10Garner Asset Management CorpPassive
Some overlap · 5 shared positions
$GLW$DELL$TXN$MS$VZ
$308M
169 positions
#11Caitong International Asset Management Co., LtdPassive
Some overlap · 5 shared positions
$GLW$CRDO$TXN$QCOM$KLAC
$729M
2,999 positions
#12Evergreen Quality Fund GP, Ltd.Active
Some overlap · 4 shared positions
$GLW$QCOM$MRVL$TXN
$6.2B
43 positions
#13MEYER HANDELMAN COPassive
Some overlap · 5 shared positions
$GLW$QCOM$TXN$DELL$VZ
$3.5B
274 positions
#14BENEDICT FINANCIAL ADVISORS INCPassive
Some overlap · 5 shared positions
$GLW$QCOM$KMI$LMT$VZ
$504M
136 positions
#15Insight Inv LLCPassive
Some overlap · 4 shared positions
$GLW$QCOM$MRVL$MS
$210M
108 positions
#16Abbot Financial Management, Inc.Passive
Some overlap · 5 shared positions
$GLW$TXN$MS$LMT$KMI
$293M
141 positions
#17BERKSHIRE CAPITAL HOLDINGS INCActive
Some overlap · 4 shared positions
$GLW$MRVL$CRDO$KLAC
$462M
122 positions
#18Genus Capital Management Inc.Passive
Some overlap · 6 shared positions
$GLW$MRVL$DELL$TXN$VZ$KLAC
$1.0B
204 positions
#19Minneapolis Portfolio Management Group, LLCActive
Some overlap · 4 shared positions
$GLW$QCOM$SPG$LMT
$1.1B
34 positions
#20SHUFRO ROSE & CO LLCActive
Some overlap · 4 shared positions
$GLW$QCOM$TXN$KLAC
$1.7B
315 positions
#21Great Diamond Partners, LLCPassive
Some overlap · 5 shared positions
$GLW$R$NEE$MS$KLAC
$596M
238 positions
#22Lifeworks Advisors, LLCPassive
Some overlap · 4 shared positions
$GLW$DELL$QCOM$IBIT
$955M
337 positions
#23Werlinich Asset Management, LLCActive
Some overlap · 4 shared positions
$GLW$DELL$MS$LMT
$258M
57 positions
#24HAGER INVESTMENT MANAGEMENT SERVICES, LLCPassive
Some overlap · 4 shared positions
$GLW$DELL$MRVL$KLAC
$217M
352 positions
#25VALLEY WEALTH MANAGERS, INC.Passive
Some overlap · 4 shared positions
$GLW$DELL$MS$VZ
$1.8B
345 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.