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 OverlapQ2 2026True Link Financial Advisors portfolio →

Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

True Link Financial Advisors, LLC is an institutional investor managing $1.7B across 104 U.S. equity positions as of Q2 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 FORA, Silver Coast Investments, Principal Street Partners, with shared positions in $LMT, $HPE, $KEYS, $MS, $ALL, $STT. The full ranking of 25 similar funds is below.

#1FORA Capital, LLCPassive

Slight overlap · 4 shared positions

$LMT $HPE $KEYS $MS

$1.5B

345 positions

#2Silver Coast Investments LLCActive

Slight overlap · 4 shared positions

$LMT $HPE $MS $ALL

$336M

121 positions

#3Principal Street Partners, LLCPassive

Slight overlap · 4 shared positions

$LMT $HPE $MS $STT

$683M

277 positions

#4Commonwealth Retirement Investments LLCPassive

Slight overlap · 4 shared positions

$LMT $MS $ALL $HPQ

$370M

129 positions

#5MACROVIEW INVESTMENT MANAGEMENT LLCActive

Slight overlap · 4 shared positions

$LMT $MS $ALL $UNP

$167M

106 positions

#6Harvest Investment Advisors, LLCActive

Slight overlap · 4 shared positions

$LMT $MS $ALL $STT

$202M

58 positions

#7Davis Capital ManagementPassive

Slight overlap · 4 shared positions

$LMT $ALL $A $UNP

$167M

1,175 positions

#8Delta Accumulation, LLCActive

Slight overlap · 4 shared positions

$LMT $MS $CAH $STT

$2.5B

156 positions

#9WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLCPassive

Slight overlap · 3 shared positions

$LMT $HPE $HPQ

$396M

142 positions

#10Concord Wealth PartnersPassive

Slight overlap · 4 shared positions

$LMT $MS $GWW $UNP

$873M

885 positions

#11Concord Asset Management, LLC/VAPassive

Slight overlap · 4 shared positions

$LMT $MS $GWW $UNP

$646M

126 positions

#12Midwest Professional Planners, LTD.Passive

Slight overlap · 3 shared positions

$LMT $HPE $UNP

$510M

131 positions

#13FINANCIAL CONSULATE, INCActive

Slight overlap · 3 shared positions

$LMT $HPE $STT

$899M

1,896 positions

#14Northwest Bancshares, Inc.Active

Slight overlap · 3 shared positions

$LMT $MS $ALL

$555M

175 positions

#15Willis Investment CounselActive

Slight overlap · 3 shared positions

$LMT $KEYS $GWW

$2.0B

128 positions

#16INSIGHT 2811, INC.Active

Slight overlap · 3 shared positions

$LMT $MS $ALL

$259M

108 positions

#17OmniStar Financial Group, Inc.Passive

Slight overlap · 3 shared positions

$LMT $MS $HPQ

$230M

116 positions

#18Buck Wealth Strategies, LLCPassive

Slight overlap · 3 shared positions

$LMT $ALL $HPQ

$956M

1,170 positions

#19BIRMINGHAM CAPITAL MANAGEMENT CO INC/ALActive

Slight overlap · 3 shared positions

$LMT $ALL $CAH

$263M

90 positions

#20BankPlus Trust DepartmentActive

Slight overlap · 3 shared positions

$LMT $MS $GWW

$428M

470 positions

#21Werlinich Asset Management, LLCActive

Slight overlap · 3 shared positions

$LMT $MS $UNP

$258M

57 positions

#22FINANCIAL ADVISORY PARTNERS, LLCActive

Slight overlap · 3 shared positions

$LMT $MS $UNP

$377M

75 positions

#23EDGAR LOMAX CO/VAActive

Slight overlap · 3 shared positions

$LMT $MS $UNP

$1.3B

58 positions

#24Rydar Equities, Inc.Passive

Slight overlap · 3 shared positions

$LMT $MS $UNP

$194M

440 positions

#25CONNING INC.Passive

Slight overlap · 3 shared positions

$LMT $MS $UNP

$3.3B

327 positions

Compare True Link Financial Advisors’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View True Link Financial Advisors’s holdings

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.