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 OverlapQ3 2026TrueWealth Advisors portfolio →

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Most similar hedge funds by 13F overlap

TrueWealth Advisors, LLC is an institutional investor managing $445M across 240 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 TrueWealth Advisors are Navigate Wealth, Smith Thornton Advisors, Whitaker-Myers Wealth Managers, LTD., with shared positions in $SFBS, $SO, $GL, $RF, $T, $VZ. The full ranking of 25 similar funds is below.

#1Navigate Wealth Management, LLCActive

Notable overlap · 4 shared positions

$SFBS $SO $GL $RF

$165M

81 positions

#2Smith Thornton Advisors LLCPassive

Some overlap · 6 shared positions

$SO $GL $SFBS $T $VZ $RF

$229M

139 positions

#3Whitaker-Myers Wealth Managers, LTD.Active

Some overlap · 8 shared positions

$CRS $DELL $JCI $CSX $CLS $MTB

$614M

123 positions

#4Richard C. Young & CO., LTD.Passive

Some overlap · 6 shared positions

$SO $WMB $T $DELL $KMI $VZ

$1.4B

101 positions

#5Welch Group, LLCPassive

Some overlap · 3 shared positions

$SFBS $SO $VZ

$2.9B

326 positions

#6OneAscent Wealth Management LLCActive

Some overlap · 5 shared positions

$SO $DELL $T $TT $RF

$336M

169 positions

#7Aull & Monroe Investment Management CorpPassive

Some overlap · 5 shared positions

$SO $T $CSX $VZ $RF

$231M

125 positions

#8Southern Financial Group, LLCSmart money

Some overlap · 5 shared positions

$SO $T $VZ $C $RF

$392M

95 positions

#9Jackson Hole Capital Partners, LLC

Some overlap · 6 shared positions

$SO $WMB $KMI $T $VZ $C

$605M

313 positions

#10Energy Income Partners, LLCActive

Some overlap · 4 shared positions

$SO $WMB $KMI $PWR

$6.4B

88 positions

#11Griffith & Werner, Inc.Passive

Some overlap · 4 shared positions

$SO $T $VZ $C

$213M

71 positions

#12FUKOKU MUTUAL LIFE INSURANCE CoActive

Some overlap · 5 shared positions

$SO $WMB $T $VZ $C

$1.7B

256 positions

#13Widmann Financial Services, Inc.Passive

Some overlap · 6 shared positions

$SO $T $JCI $VZ $C $TT

$186M

123 positions

#14FARMERS TRUST CO

Some overlap · 5 shared positions

$SO $T $KMI $VZ $C

$637M

203 positions

#15MILLER HOWARD INVESTMENTS INC /NYActive

Some overlap · 6 shared positions

$WMB $KMI $MTB $VZ $C $RF

$3.7B

159 positions

#16Carson Advisory Inc.Passive

Some overlap · 4 shared positions

$SO $C $VZ $T

$218M

204 positions

#17TKG Advisors, LLCPassive

Some overlap · 6 shared positions

$WMB $DELL $JCI $C $TT $PWR

$288M

94 positions

#18IBEX WEALTH ADVISORSPassive

Some overlap · 5 shared positions

$WMB $T $DELL $KMI $VZ

$1.3B

209 positions

#19MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive

Some overlap · 4 shared positions

$SO $T $VZ $C

$233M

122 positions

#20CAPITAL ADVISORS INC/OKActive

Some overlap · 4 shared positions

$SO $WMB $SPG $VZ

$6.8B

374 positions

#21XN LPActive

Some overlap · 3 shared positions

$HEI $CRS $JCI

$3.8B

27 positions

#22VIKING FUND MANAGEMENT LLCPassive

Some overlap · 5 shared positions

$WMB $T $DELL $VZ $C

$1.1B

141 positions

#23Mayfair Advisory Group, LLCPassive

Some overlap · 3 shared positions

$SO $GL $CSX

$345M

186 positions

#24Windle Wealth, LLCActive

Some overlap · 3 shared positions

$SO $T $VZ

$249M

35 positions

#25VIRGINIA WEALTH MANAGEMENT GROUP, INC.Passive

Some overlap · 3 shared positions

$SO $KMI $VZ

$203M

58 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.