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 TrueWealth Advisors,

13F Portfolio OverlapQ1 2026TrueWealth Advisors, portfolio →

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Most similar hedge funds by 13F overlap

TrueWealth Advisors, LLC is an institutional investor managing $444M across 235 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 TrueWealth Advisors, are Longview Financial Advisors,, Arcus Partners,, bLong Financial,, with shared positions in $GRWG, $REGN, $SO, $DUK, $T, $VZ. The full ranking of 25 similar funds is below.

#1Longview Financial Advisors, Inc.Active

Notable overlap · 7 shared positions

$GRWG $REGN $SO $DUK $T $VZ

$164M

163 positions

#2Arcus Capital Partners, LLCActive

Notable overlap · 4 shared positions

$GRWG $BAH $UPST $HUM

$278M

121 positions

#3bLong Financial, LLCActive

Notable overlap · 3 shared positions

$GRWG $VZ $T

$132M

76 positions

#4Carson Advisory Inc.Passive

Notable overlap · 6 shared positions

$BAH $DUK $SO $HUM $T $VZ

$193M

188 positions

#5PYA Waltman Capital, LLCActive

Notable overlap · 4 shared positions

$BAH $HEI $UPST $VZ

$361M

67 positions

#6CORA CAPITAL ADVISORS LLCActive

Notable overlap · 3 shared positions

$BAH $REGN $HUM

$302M

134 positions

#7First Heartland Consultants, Inc.Passive

Notable overlap · 6 shared positions

$DUK $GRWG $FCFS $DIA $REGN $HUM

$1.3B

523 positions

#8Consolidated Planning CorpActive

Notable overlap · 3 shared positions

$BAH $HEI $VZ

$617M

144 positions

#9Souders Financial AdvisorsPassive

Notable overlap · 3 shared positions

$BAH $HUM $DUK

$876M

216 positions

#10Vigil Wealth Management, LLCActive

Notable overlap · 3 shared positions

$BAH $KMI $HUM

$124M

75 positions

#11Valley Financial Group, Inc.Active

Notable overlap · 4 shared positions

$GRWG $VZ $T $UPST

$185M

63 positions

#12Wealth Advisory Team LLC

Notable overlap · 3 shared positions

$DUK $FCFS $SO

$113M

39 positions

#13Lionsbridge Wealth Management LLCPassive

Notable overlap · 3 shared positions

$GRWG $DIA $REGN

$99M

59 positions

#14OakTrust Wealth Advisors, LLCActive

Notable overlap · 3 shared positions

$BAH $REGN $HUM

$110M

68 positions

#15KM Capital Management Ltd.Active

Some overlap · 3 shared positions

$BAH $REGN $T

$149M

76 positions

#16National Wealth Management Group, LLCPassive

Some overlap · 3 shared positions

$BAH $REGN $HUM

$269M

215 positions

#17RETIREMENT FINANCIAL SOLUTIONS, LLCActive

Some overlap · 3 shared positions

$GRWG $DIA $UPST

$350M

53 positions

#18Sprinkle Financial Consultants LLCPassive

Some overlap · 4 shared positions

$BAH $T $VZ $WMB

$217M

99 positions

#19MTM Investment Management, LLCPassive

Some overlap · 5 shared positions

$BAH $SO $DUK $WMB $KMI

$316M

709 positions

#20Financial Guidance Group, Inc.Passive

Some overlap · 4 shared positions

$DUK $REGN $HUM $DIA

$249M

89 positions

#21MBE Wealth Management, LLCActive

Some overlap · 5 shared positions

$DUK $UPST $FCFS $HUM $REGN

$241M

141 positions

#22GUARDIAN WEALTH ADVISORS, LLC / NCPassive

Some overlap · 4 shared positions

$DUK $HUM $DIA $FND

$1.6B

611 positions

#23EdgeRock Capital LLCActive

Some overlap · 3 shared positions

$DUK $FCFS $HUM

$370M

126 positions

#24Sunburst Financial Group, LLCActive

Some overlap · 4 shared positions

$DUK $HUM $SO $SFBS

$543M

132 positions

#25Aptus Capital Advisors, LLCPassive

Some overlap · 4 shared positions

$DUK $UPST $SO $FCFS

$12.7B

1,671 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.