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Hedge Funds Similar to TI-,

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

TI-TRUST, INC is an institutional investor managing $168M across 128 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 TI-, are HALL, Stony Point Wealth, Wilson & Boucher ,, with shared positions in $MKL, $DUK, $NEE, $HON, $EMR, $SCHW. The full ranking of 25 similar funds is below.

#1HALL CAPITAL MANAGEMENT CO INCPassive
Notable overlap · 6 shared positions
$MKL$DUK$NEE$HON$EMR$SCHW
$280M
107 positions
#2Stony Point Wealth Management Inc.Passive
Notable overlap · 5 shared positions
$MKL$MO$KKR$SCHW$VMC
$252M
96 positions
#3Wilson & Boucher Capital Management, LLCPassive
Notable overlap · 6 shared positions
$MKL$NEE$ITW$SCHW$HON$DUK
$151M
114 positions
#4Ballast, Inc.Active
Notable overlap · 6 shared positions
$MKL$KKR$DE$DUK$ED$HON
$432M
133 positions
#5Firestone Capital ManagementPassive
Notable overlap · 4 shared positions
$MKL$MDY$SCHW$NEE
$480M
160 positions
#6Junk Investment Group, LLCPassive
Notable overlap · 3 shared positions
$MKL$MDY$KKR
$191M
88 positions
#7Murphy, Middleton, Hinkle & Parker, Inc.Passive
Some overlap · 6 shared positions
$MDY$DUK$EMR$HON$SO$KKR
$216M
133 positions
#8Efficient Advisors, LLCActive
Some overlap · 3 shared positions
$MKL$NEE$SCHW
$1.4B
58 positions
#9Sage Financial Management Group, Inc.Active
Some overlap · 3 shared positions
$MKL$KKR$MDY
$325M
57 positions
#10Voya Financial Advisors, Inc.Active
Some overlap · 3 shared positions
$MKL$KKR$SCHW
$1.0B
209 positions
#11Pinnacle Financial Group, LLC / ILPassive
Some overlap · 3 shared positions
$MKL$KKR$SCHW
$365M
111 positions
#12Poehling Capital Management, INC.Passive
Some overlap · 3 shared positions
$MKL$KKR$SCHW
$475M
153 positions
#13LAM GROUP, INC.Passive
Some overlap · 4 shared positions
$MKL$MDY$SCHW$NEE
$182M
136 positions
#14MB, LEVIS & ASSOCIATES, LLCPassive
Some overlap · 3 shared positions
$MKL$EMR$NEE
$240M
234 positions
#15LRI Investments, LLCActive
Some overlap · 3 shared positions
$MKL$SCHW$NUE
$1.1B
1,415 positions
#16Navigate Wealth Management, LLCPassive
Some overlap · 4 shared positions
$MKL$HON$SO$VMC
$142M
72 positions
#17Fee-Only Financial Planning, L.C.Smart money
Some overlap · 5 shared positions
$MKL$MO$SO$SCHW$ED
$166M
43 positions
#18Bank & Trust CoPassive
Some overlap · 6 shared positions
$ITW$DUK$AEE$SO$BMY$NUE
$148M
304 positions
#19VSM Wealth Advisory, LLCPassive
Some overlap · 3 shared positions
$MKL$KKR$SCHW
$335M
505 positions
#20Lincoln Capital LLCActive
Some overlap · 3 shared positions
$MKL$SCHW$DE
$528M
135 positions
#21Kestra Investment Management, LLCActive
Some overlap · 3 shared positions
$MKL$NEE$SCHW
$5.8B
439 positions
#22Gladwyn Financial Advisors, Inc.Active
Some overlap · 4 shared positions
$MKL$NEE$MDY$ED
$160M
82 positions
#23PATRIOT INVESTMENT MANAGEMENT GROUP, INC.Active
Some overlap · 3 shared positions
$MKL$KKR$SCHW
$1.6B
236 positions
#24DEFINE FINANCIAL, LLCSmart money
Some overlap · 3 shared positions
$MKL$SCHW$SRE
$184M
41 positions
#25ADVOCATE GROUP LLCPassive
Some overlap · 6 shared positions
$DUK$MKL$EMR$SCHW$BMY$SO
$639M
126 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.