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Hedge Funds Similar to TRUEFG,

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

TRUEFG, LLC is an institutional investor managing $428M across 75 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 TRUEFG, are MA Private Wealth, Archer Investment ,, My Portfolio Guide,, with shared positions in $GMM, $DHR, $NOW, $SE, $MKL, $NXPI. The full ranking of 25 similar funds is below.

#1MA Private WealthActive
Some overlap · 4 shared positions
$GMM$DHR$NOW$SE
$591M
86 positions
#2Archer Investment Management, LLCPassive
Some overlap · 5 shared positions
$GMM$NOW$MKL$SE$NXPI
$238M
108 positions
#3My Portfolio Guide, LLCActive
Some overlap · 5 shared positions
$GMM$LMT$MKL$SOFI$AGQ
$181M
166 positions
#4West Wealth Group, LLCActive
Some overlap · 4 shared positions
$GMM$STX$SE$AMN
$506M
130 positions
#5LPWM LLCActive
Some overlap · 4 shared positions
$GMM$MKL$SE$DHR
$396M
94 positions
#6BlueStem Wealth Partners, LLCActive
Some overlap · 4 shared positions
$GMM$NOW$SE$AMN
$900M
124 positions
#7Global Strategic Investment Solutions, LLCActive
Some overlap · 3 shared positions
$GMM$DHR$AMN
$1.0B
145 positions
#8JIM SAULNIER & ASSOCIATES, LLCPassive
Some overlap · 3 shared positions
$GMM$DHR$AMN
$205M
139 positions
#9Collier FinancialSmart money
Some overlap · 4 shared positions
$GMM$DHR$LMT$SE
$131M
136 positions
#10JNBA Financial AdvisorsActive
Some overlap · 3 shared positions
$GMM$NOW$MKL
$1.2B
819 positions
#11Values Added Financial LLCPassive
Some overlap · 3 shared positions
$GMM$NOW$MKL
$238M
134 positions
#12WealthTrak Capital Management LLCPassive
Some overlap · 3 shared positions
$GMM$MKL$SE
$140M
80 positions
#13ERn Financial, LLCActive
Some overlap · 3 shared positions
$GMM$NOW$AMN
$532M
150 positions
#14ONE Advisory Partners, LLCActive
Some overlap · 3 shared positions
$GMM$LMT$SE
$324M
72 positions
#15Integrated Capital Management, LLCActive
Some overlap · 3 shared positions
$GMM$SE$AMN
$237M
62 positions
#16Capital Investment Management, Inc.Active
Some overlap · 3 shared positions
$GMM$LMT$SE
$291M
125 positions
#17Roan Capital PartnersPassive
Some overlap · 4 shared positions
$GMM$AGQ$DHR$SE
$108M
77 positions
#18Phoenix Wealth AdvisorsActive
Some overlap · 3 shared positions
$GMM$SE$ETN
$253M
126 positions
#19AlphaStar Capital Management, LLCPassive
Some overlap · 4 shared positions
$GMM$NOW$ETN$SOFI
$1.4B
236 positions
#20SENTINEL PENSION ADVISORS, LLCActive
Slight overlap · 3 shared positions
$GMM$MKL$AMN
$676M
137 positions
#21KWB WealthActive
Slight overlap · 4 shared positions
$GMM$AMN$SE$DHR
$1.0B
166 positions
#22ATLAS CAPITAL ADVISORS LLCPassive
Slight overlap · 3 shared positions
$GMM$STX$MKL
$875M
989 positions
#23Financial Engines Advisors L.L.C.Active
Slight overlap · 3 shared positions
$GMM$NOW$MKL
$49.2B
530 positions
#24Tortoise Investment Management, LLCPassive
Slight overlap · 4 shared positions
$GMM$DHR$MKL$AMN
$1.2B
252 positions
#25Fonville Wealth Management LLCPassive
Slight overlap · 3 shared positions
$GMM$SE$AMN
$525M
138 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.