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 tru Independence

13F Portfolio OverlapQ1 2026tru Independence portfolio →

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Most similar hedge funds by 13F overlap

tru Independence LLC is an institutional investor managing $202M across 102 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 tru Independence are COLUMBIA ADVISORY PARTNERS, Hamilton ,, Wealthcare Partners,, with shared positions in $WT, $JHG, $FND, $HUM, $MCD, $HSY. The full ranking of 25 similar funds is below.

#1COLUMBIA ADVISORY PARTNERS LLCActive

Substantial overlap · 5 shared positions

$WT $JHG $FND $HUM $MCD

$157M

92 positions

#2Hamilton Capital, LLCSmart money

Substantial overlap · 3 shared positions

$WT $JHG $MCD

$1.9B

152 positions

#3Wealthcare Capital Partners, LLCActive

Substantial overlap · 5 shared positions

$WT $HSY $HUM $JHG $AGQ

$213M

153 positions

#4Global View Capital Management LLCActive

Substantial overlap · 4 shared positions

$WT $FITB $AGQ $OTIS

$377M

140 positions

#5Lauer Wealth, LLCActive

Substantial overlap · 3 shared positions

$WT $MAR $AGQ

$126M

67 positions

#6Oxinas Partners Wealth Management LLCPassive

Substantial overlap · 3 shared positions

$WT $MAR $AGQ

$219M

145 positions

#7Stonebridge Wealth Management, LLCSmart money

Substantial overlap · 3 shared positions

$WT $JHG $MAR

$104M

36 positions

#8Quattro Advisors LLCActive

Substantial overlap · 3 shared positions

$WT $MCD $HSY

$115M

51 positions

#9Reyes Financial Architecture, Inc.Passive

Substantial overlap · 4 shared positions

$WT $MCD $AGQ $HUM

$122M

348 positions

#10IAM Advisory, LLCActive

Substantial overlap · 3 shared positions

$WT $LMT $AGQ

$446M

95 positions

#11TopTier Wealth Management, LLCPassive

Substantial overlap · 3 shared positions

$WT $HUM $OTIS

$163M

795 positions

#12Retirement Planning Group, LLCActive

Substantial overlap · 4 shared positions

$WT $MAR $HUM $LMT

$3.2B

481 positions

#13Lunt Capital Management, Inc.Active

Substantial overlap · 3 shared positions

$WT $FND $MAR

$260M

97 positions

#14RESOLUTE CAPITAL, LLCActive

Substantial overlap · 5 shared positions

$WT $JHG $FITB $MAR $HUM

$247M

57 positions

#15Value Investment Professionals, LLCPassive

Substantial overlap · 3 shared positions

$WT $JHG $MCD

$89M

81 positions

#16Spinnaker Investment Group, LLCActive

Substantial overlap · 3 shared positions

$WT $HUM $HSY

$491M

147 positions

#17MB, LEVIS & ASSOCIATES, LLCPassive

Substantial overlap · 3 shared positions

$WT $LMT $MAR

$240M

234 positions

#18Fortune Financial Group, Inc.Active

Substantial overlap · 3 shared positions

$WT $AGQ $OTIS

$111M

84 positions

#19Bravias Capital Group, LLCActive

Notable overlap · 3 shared positions

$WT $MAR $AGQ

$153M

96 positions

#20Avant Capital LLCPassive

Notable overlap · 3 shared positions

$WT $AGQ $HUM

$142M

76 positions

#21Sanchez Wealth Management GroupActive

Notable overlap · 5 shared positions

$WT $JHG $AGQ $LMT $HSY

$462M

53 positions

#22Legacy Financial Advisors, Inc.Passive

Notable overlap · 3 shared positions

$WT $FITB $BAC

$715M

404 positions

#23Etesian Wealth Advisors, Inc.Passive

Notable overlap · 3 shared positions

$WT $MCD $BAC

$313M

138 positions

#24BIP Wealth, LLCActive

Notable overlap · 3 shared positions

$WT $JHG $HUM

$2.5B

453 positions

#25Sharper & Granite LLCPassive

Notable overlap · 3 shared positions

$WT $MAR $HSY

$293M

107 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.