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Hedge Funds Similar to TRU INDEPENDENCE ASSET 2,

13F Portfolio OverlapQ1 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 $163M across 82 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 TRU INDEPENDENCE ASSET 2, are Mills Wealth Advisors, Ark Wealth Advisors, Private Advisors,, with shared positions in $FBTC, $NEE, $NKE, $LMT, $GBTC, $NSC. The full ranking of 25 similar funds is below.

#1Mills Wealth Advisors LLCActive
Some overlap · 5 shared positions
$FBTC$NEE$NKE$LMT$GBTC
$286M
80 positions
#2Ark Wealth Advisors LLCPassive
Some overlap · 4 shared positions
$NEE$LMT$NKE$NSC
$101M
80 positions
#3Private Capital Advisors, Inc.Smart money
Some overlap · 5 shared positions
$NEE$LMT$EPD$ETHE$GBTC
$872M
73 positions
#4CURIO WEALTH, LLCActive
Some overlap · 5 shared positions
$LMT$NKE$NSC$NEE$IAU
$293M
1,255 positions
#5FIDUCIARY FINANCIAL GROUP, LLCPassive
Some overlap · 5 shared positions
$NEE$NKE$SGOL$IAU$RL
$754M
345 positions
#6WINDWARD CAPITAL MANAGEMENT CO /CAActive
Some overlap · 3 shared positions
$NEE$LMT$NKE
$1.2B
69 positions
#7DIVIDEND ASSETS CAPITAL, LLCPassive
Some overlap · 3 shared positions
$NEE$EPD$NKE
$501M
138 positions
#8ORLEANS CAPITAL MANAGEMENT CORP/LAPassive
Some overlap · 3 shared positions
$NEE$LMT$EPD
$148M
106 positions
#9Broadhurst Jeffrey BActive
Some overlap · 4 shared positions
$FBTC$NKE$NSC$IAU
$98M
41 positions
#10Integris Wealth Management, LLCActive
Some overlap · 3 shared positions
$RL$LMT$NEE
$435M
124 positions
#11Timonier Family Office, LTD.
Some overlap · 4 shared positions
$NEE$NKE$SGOL$IAU
$315M
56 positions
#12Integras Partners LLCPassive
Some overlap · 4 shared positions
$LMT$NKE$NEE$GBTC
$152M
69 positions
#13Forum Financial Management, LPSmart money
Some overlap · 4 shared positions
$NEE$NKE$NSC$IAU
$7.1B
331 positions
#14PINNEY & SCOFIELD, INC.Active
Some overlap · 4 shared positions
$NEE$NKE$NSC$IAU
$185M
243 positions
#15Altiora Financial Group, LLCActive
Some overlap · 4 shared positions
$NEE$NKE$NSC$IAU
$607M
110 positions
#16McCartney Wealth Management LLCActive
Some overlap · 4 shared positions
$NEE$NKE$NSC$NU
$119M
65 positions
#17Smart Money Group LLCSmart money
Some overlap · 3 shared positions
$FBTC$LMT$EPD
$344M
84 positions
#18Wills Financial Group LLCPassive
Some overlap · 4 shared positions
$LMT$NEE$NSC$IAU
$265M
75 positions
#19ALLEN WEALTH MANAGEMENT, LLCActive
Some overlap · 4 shared positions
$LMT$NKE$EPD$UL
$200M
59 positions
#20Belleair Asset Management, LLCPassive
Some overlap · 3 shared positions
$NEE$NKE$EPD
$110M
77 positions
#21Oceanside Advisors LLCActive
Some overlap · 4 shared positions
$NEE$NKE$NSC$IAU
$175M
53 positions
#22Stablepoint Partners, LLCPassive
Some overlap · 4 shared positions
$NEE$LMT$IAU$UL
$673M
260 positions
#23Freedom Investment Management, Inc.Active
Some overlap · 5 shared positions
$NEE$NKE$GBTC$RL$NU
$337M
106 positions
#24Donalies Financial Planning, LLCActive
Some overlap · 4 shared positions
$NKE$NEE$NSC$IAU
$117M
74 positions
#25DiNuzzo Private Wealth, Inc.Active
Some overlap · 4 shared positions
$NEE$NKE$IAU$NU
$928M
1,345 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.