13F Pro

Hedge Funds Similar to TruWealth Advisors,

13F Portfolio OverlapQ1 2026TruWealth Advisors, portfolio →
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Most similar hedge funds by 13F overlap

TruWealth Advisors, LLC is an institutional investor managing $2.1B across 182 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 TruWealth Advisors, are CASTLE WEALTH, Seed Wealth ,, Towneley , / DE, with shared positions in $JHG, $AMN, $NKE, $SHEL, $GSK, $IAU. The full ranking of 25 similar funds is below.

#1CASTLE WEALTH MANAGEMENT LLCPassive
Notable overlap · 3 shared positions
$JHG$AMN$NKE
$309M
132 positions
#2Seed Wealth Management, Inc.Active
Notable overlap · 4 shared positions
$JHG$AMN$SHEL$GSK
$145M
98 positions
#3Towneley Capital Management, Inc / DESmart money
Notable overlap · 5 shared positions
$JHG$AMN$IAU$MKL$NKE
$478M
42 positions
#4Bridgewealth Advisory Group, LLCActive
Notable overlap · 4 shared positions
$JHG$AMN$IAU$T
$482M
135 positions
#5Miller Global Investments, LLCPassive
Notable overlap · 4 shared positions
$JHG$SHEL$BMY$T
$121M
295 positions
#6NOTTINGHAM ADVISORS, INC.Active
Notable overlap · 3 shared positions
$JHG$AMN$IAU
$777M
112 positions
#7First Financial Group CorpActive
Notable overlap · 5 shared positions
$JHG$IAU$NKE$LRCX$IBM
$122M
80 positions
#8Northwest Financial AdvisorsPassive
Notable overlap · 4 shared positions
$JHG$BAH$GD$IBM
$52M
66 positions
#9Three Cord True Wealth Management, LLCSmart money
Notable overlap · 3 shared positions
$JHG$AMN$IAU
$180M
39 positions
#10Compass Financial Group, Inc.Active
Notable overlap · 3 shared positions
$JHG$NKE$IAU
$222M
47 positions
#11Accel Wealth ManagementPassive
Notable overlap · 3 shared positions
$JHG$NKE$IBM
$383M
290 positions
#12DAHRING {-} CUSMANO LLCActive
Notable overlap · 3 shared positions
$JHG$BAH$IAU
$163M
58 positions
#13Orion Capital Management LLCPassive
Notable overlap · 3 shared positions
$JHG$AMN$IBM
$290M
485 positions
#14WESPAC Advisors SoCal, LLCPassive
Notable overlap · 5 shared positions
$JHG$AMN$IAU$GD$IBM
$470M
119 positions
#15MJP ASSOCIATES INC /ADVPassive
Notable overlap · 3 shared positions
$JHG$AMN$IBM
$824M
231 positions
#16Tower Wealth Partners, Inc.Active
Notable overlap · 4 shared positions
$JHG$AMN$T$IBM
$181M
87 positions
#17COWA, LLCActive
Notable overlap · 9 shared positions
$AMN$NKE$IAU$PWR$MKL$BMY
$371M
158 positions
#18Split Rock Private Trading & Wealth Management, LLCActive
Notable overlap · 4 shared positions
$JHG$PWR$AMN$WPC
$129M
46 positions
#19MACROVIEW INVESTMENT MANAGEMENT LLCPassive
Notable overlap · 4 shared positions
$JHG$IAU$BAH$IBM
$144M
99 positions
#20Modern Wealth Management, LLCPassive
Notable overlap · 4 shared positions
$JHG$BAH$IAU$AMN
$5.8B
877 positions
#21AllGen Financial Advisors, Inc.
Notable overlap · 3 shared positions
$JHG$IAU$MKL
$422M
40 positions
#22Prasad Wealth Partners, LLCPassive
Notable overlap · 4 shared positions
$JHG$FCFS$IBM$LRCX
$367M
146 positions
#23IFC & Insurance Marketing, Inc.Active
Notable overlap · 3 shared positions
$JHG$IAU$MKL
$96M
72 positions
#24Weaver Consulting GroupPassive
Notable overlap · 3 shared positions
$JHG$WPC$BAH
$420M
275 positions
#25Paragon Advisors, LLCActive
Notable overlap · 4 shared positions
$JHG$BAH$LRCX$AMN
$371M
76 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.