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 True Link Financial Advisors,

13F Portfolio OverlapQ1 2026True Link Financial Advisors, portfolio →

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Most similar hedge funds by 13F overlap

True Link Financial Advisors, LLC is an institutional investor managing $1.6B across 418 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 True Link Financial Advisors, are Williams Financial,, Heritage Financial Services,, Schiavi &, with shared positions in $SNOW, $WT, $MKL, $USB, $IBM, $HUM. The full ranking of 25 similar funds is below.

#1Williams Financial, LLCSmart money

Substantial overlap · 5 shared positions

$SNOW $WT $MKL $USB $IBM

$172M

25 positions

#2Heritage Financial Services, LLC

Substantial overlap · 4 shared positions

$SNOW $HUM $WT $IBM

$1.2B

126 positions

#3Schiavi & Co LLCSmart money

Substantial overlap · 4 shared positions

$SNOW $MKL $IBM $KEYS

$337M

50 positions

#4Kropog Financial Group, LLCActive

Substantial overlap · 3 shared positions

$SNOW $HUM $MAR

$123M

33 positions

#5Moisand Fitzgerald Tamayo, LLCActive

Substantial overlap · 4 shared positions

$SNOW $NKE $MKL $WT

$931M

518 positions

#6ACCESS FINANCIAL SERVICES, INC.Active

Substantial overlap · 3 shared positions

$SNOW $LMT $IBM

$282M

95 positions

#7Longview Financial Advisors LLCActive

Substantial overlap · 5 shared positions

$SNOW $NKE $WT $USB $MS

$184M

157 positions

#8Family Investment Center, Inc.Active

Substantial overlap · 5 shared positions

$SNOW $HUM $WT $MKL $GE

$520M

91 positions

#9Frankly Finances, LLCActive

Substantial overlap · 4 shared positions

$SNOW $NKE $WT $MKL

$110M

64 positions

#10Gordian Advisors LLCSmart money

Substantial overlap · 4 shared positions

$SNOW $LMT $GE $IBM

$150M

55 positions

#11KRM WEALTH MANAGEMENT L.L.C.Smart money

Substantial overlap · 3 shared positions

$SNOW $GE $MAR

$192M

43 positions

#12BetterWealth, LLCSmart money

Substantial overlap · 3 shared positions

$SNOW $HUM $USB

$510M

85 positions

#13Passive Capital Management, LLC.Active

Substantial overlap · 5 shared positions

$SNOW $NKE $WT $MKL $MAR

$335M

104 positions

#14SOUTHERN MICHIGAN BANK & TRUSTActive

Substantial overlap · 3 shared positions

$SNOW $WT $LMT

$261M

424 positions

#15Scott Capital Advisors, LLCActive

Substantial overlap · 5 shared positions

$SNOW $HUM $USB $NKE $MS

$493M

58 positions

#16Sage Financial Management Group, Inc.Active

Substantial overlap · 3 shared positions

$SNOW $MKL $IBM

$325M

57 positions

#17BRIGHTON SECURITIES CORP.Smart money

Substantial overlap · 3 shared positions

$SNOW $USB $HUM

$208M

47 positions

#18FIDUCIARY FINANCIAL GROUP, LLCPassive

Notable overlap · 5 shared positions

$SNOW $NKE $HUM $RL $MKL

$754M

345 positions

#19CHRISTINE MESSMER PCActive

Notable overlap · 4 shared positions

$SNOW $HUM $LMT $MAR

$156M

80 positions

#20Pearl Planning LLCActive

Notable overlap · 3 shared positions

$SNOW $IBM $MS

$187M

52 positions

#21ACORN CREEK CAPITAL LLCActive

Notable overlap · 4 shared positions

$SNOW $WT $MS $MAR

$280M

84 positions

#22Planned Solutions, Inc.Active

Notable overlap · 3 shared positions

$SNOW $HUM $IBM

$306M

139 positions

#23Francis Financial, Inc.Active

Notable overlap · 3 shared positions

$SNOW $GE $IBM

$539M

115 positions

#24Windward Private Wealth Management Inc.Smart money

Notable overlap · 3 shared positions

$SNOW $HUM $WT

$289M

44 positions

#25Clarity Asset Management, Inc.Passive

Notable overlap · 6 shared positions

$SNOW $NKE $WT $GE $MS $NOW

$198M

290 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.