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Hedge Funds Similar to TI

13F Portfolio OverlapQ3 2026TI portfolio →
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Most similar hedge funds by 13F overlap

TI-TRUST, INC is an institutional investor managing $181M across 134 U.S. equity positions as of Q3 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to TI are Estate Counselors, Aull & Monroe Investment, Energy Income Partners, with shared positions in $MDY, $SNDK, $WDC, $DUK, $NEE, $DE. The full ranking of 25 similar funds is below.

#1Estate Counselors, LLCSmart money
Notable overlap · 3 shared positions
$MDY$SNDK$WDC
$1.2B
92 positions
#2Aull & Monroe Investment Management CorpPassive
Notable overlap · 7 shared positions
$DUK$NEE$DE$SO$ITW$RY
$231M
125 positions
#3Energy Income Partners, LLCActive
Notable overlap · 7 shared positions
$DUK$NEE$OGE$SO$AEE$SRE
$6.4B
88 positions
#4LifePlan Investment Advisors, Inc.Passive
Notable overlap · 5 shared positions
$SNDK$WDC$NEE$DUK$SO
$291M
131 positions
#5Murphy, Middleton, Hinkle & Parker, Inc.Passive
Notable overlap · 4 shared positions
$MDY$DUK$EMR$SO
$246M
143 positions
#6Mayflower Financial Advisors, LLCPassive
Notable overlap · 6 shared positions
$DUK$MO$NEE$SO$BMY$MDY
$1.2B
499 positions
#7OLD REPUBLIC INTERNATIONAL CORPActive
Some overlap · 6 shared positions
$DUK$EMR$GWW$OGE$SO$BMY
$2.2B
70 positions
#8American Assets Investment Management, LLCActive
Some overlap · 5 shared positions
$SNDK$WDC$RY$TD$BMO
$1.7B
146 positions
#9Wolff Financial Management LLCActive
Some overlap · 6 shared positions
$WDC$SNDK$MO$TD$DUK$BMY
$494M
102 positions
#10Compass Wealth Management, LLC/GAActive
Some overlap · 5 shared positions
$SNDK$WDC$SO$MO$BA
$251M
74 positions
#11CHAPIN DAVIS, INC.Passive
Some overlap · 5 shared positions
$SNDK$WDC$EMR$NEE$NUE
$520M
258 positions
#12Bank & Trust CoPassive
Some overlap · 6 shared positions
$DUK$ITW$AEE$NUE$SO$BMY
$159M
308 positions
#13Stack Financial Management, IncActive
Some overlap · 5 shared positions
$DUK$EMR$NEE$AEE$CNP
$1.3B
54 positions
#14Amanah Holdings TrustSmart money
Some overlap · 3 shared positions
$SNDK$WDC$GWW
$1.8B
21 positions
#15Kinloch Capital, LLCPassive
Some overlap · 5 shared positions
$MO$EMR$NEE$NUE$ED
$274M
79 positions
#16Shoker Investment Counsel, Inc.Active
Some overlap · 6 shared positions
$EMR$MDY$DUK$ITW$SO$MO
$398M
113 positions
#17Wheelhouse Advisory Group LLCActive
Some overlap · 6 shared positions
$AEE$MO$NEE$EMR$DE$BA
$378M
56 positions
#18STEPHENSON NATIONAL BANK & TRUSTActive
Some overlap · 3 shared positions
$MDY$DUK$BMY
$392M
279 positions
#19Tandem Investment Partners LLCActive
Some overlap · 3 shared positions
$MDY$NEE$ITW
$129M
76 positions
#20CMG Global Holdings, LLCPassive
Some overlap · 3 shared positions
$MDY$MO$BA
$226M
110 positions
#21Park Capital Management, LLC / WIPassive
Some overlap · 3 shared positions
$SNDK$WDC$MDY
$197M
224 positions
#22Providence First Trust CoPassive
Some overlap · 4 shared positions
$MDY$WDC$SNDK$NEE
$358M
196 positions
#23JOHN G ULLMAN & ASSOCIATES INCPassive
Some overlap · 6 shared positions
$EMR$NEE$OGE$BMY$WDC$VMC
$824M
181 positions
#24Hopwood Financial Services, Inc.Active
Some overlap · 3 shared positions
$MDY$ITW$EMR
$173M
92 positions
#25DC Investments Management, LLCActive
Some overlap · 4 shared positions
$MDY$AEE$ED$OGE
$293M
55 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.