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Hedge Funds Similar to TRU INDEPENDENCE ASSET 2

13F Portfolio OverlapQ2 2026TRU INDEPENDENCE ASSET 2 portfolio →
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Most similar hedge funds by 13F overlap

TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC is an institutional investor managing $185M across 97 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 TRU INDEPENDENCE ASSET 2 are Smart Money Group, BEAM WEALTH ADVISORS, Upper Left Wealth, with shared positions in $FBTC, $LMT, $EPD, $QCOM, $UL, $IAU. The full ranking of 25 similar funds is below.

#1Smart Money Group LLCSmart money
Some overlap · 5 shared positions
$FBTC$LMT$EPD$QCOM$UL
$390M
86 positions
#2BEAM WEALTH ADVISORS, INC.Active
Some overlap · 4 shared positions
$IAU$FBTC$EPD$ETHE
$453M
117 positions
#3Upper Left Wealth Management, LLCActive
Some overlap · 4 shared positions
$IAU$FBTC$SGOL$GBTC
$180M
73 positions
#4Wealth Quarterback LLCActive
Some overlap · 3 shared positions
$IAU$FBTC$LMT
$324M
172 positions
#5AVAII WEALTH MANAGEMENT, LLCPassive
Some overlap · 3 shared positions
$IAU$FBTC$IREN
$341M
176 positions
#6A. D. Beadell Investment Counsel, Inc.Passive
Some overlap · 3 shared positions
$EPD$LMT$SGOL
$156M
104 positions
#7Arkos Global AdvisorsActive
Some overlap · 3 shared positions
$IAU$FBTC$EPD
$844M
124 positions
#8Oxbow Advisors, LLCPassive
Some overlap · 3 shared positions
$IAU$EPD$AEM
$1.2B
265 positions
#9Novak & Powell Financial Services, Inc.Passive
Some overlap · 3 shared positions
$IAU$EPD$QCOM
$212M
171 positions
#10RiverGlades Family Offices LLCActive
Some overlap · 3 shared positions
$IAU$EPD$AEM
$218M
108 positions
#11EverSource Wealth Advisors, LLCPassive
Some overlap · 3 shared positions
$IAU$FBTC$HOOD
$3.0B
4,392 positions
#12Meixler Investment Management, Ltd.Passive
Some overlap · 3 shared positions
$EPD$LMT$QCOM
$181M
90 positions
#13PENN DAVIS MCFARLAND INCActive
Some overlap · 3 shared positions
$EPD$LMT$QCOM
$1.1B
79 positions
#14Firestone Capital ManagementActive
Some overlap · 3 shared positions
$IAU$FBTC$EPD
$537M
168 positions
#15Narwhal Capital ManagementActive
Some overlap · 3 shared positions
$IAU$LMT$QCOM
$1.4B
157 positions
#16LaSalle St. Investment Advisors, LLCPassive
Some overlap · 3 shared positions
$IAU$SGOL$FBTC
$818M
429 positions
#17Optimist Retirement Group LLCActive
Some overlap · 4 shared positions
$EPD$LMT$QCOM$UL
$259M
118 positions
#18Stablepoint Partners, LLCPassive
Some overlap · 4 shared positions
$IAU$LMT$QCOM$UL
$723M
260 positions
#19Pasadena Private Wealth, LLCActive
Some overlap · 4 shared positions
$EPD$ETHE$FBTC$GBTC
$786M
309 positions
#20Timber Creek Capital Management LLCPassive
Some overlap · 3 shared positions
$IAU$SGOL$UL
$490M
80 positions
#21Evelyn Partners Asset Management Ltd
Some overlap · 3 shared positions
$IAU$SGOL$UL
$406M
308 positions
#22NKCFO LLCActive
Some overlap · 4 shared positions
$IAU$DDOG$HOOD$AEM
$330M
92 positions
#23Verus Financial Partners, Inc.Smart money
Some overlap · 3 shared positions
$IAU$FBTC$QCOM
$1.2B
127 positions
#24PTM WEALTH MANAGEMENT, LLCActive
Some overlap · 3 shared positions
$FBTC$LMT$LWLG
$222M
62 positions
#25FLOW TRADERS U.S. LLCPassive
Some overlap · 3 shared positions
$IAU$FBTC$UL
$2.4B
979 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.