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 TrueWealth Financial Partners

13F Portfolio OverlapQ1 2026TrueWealth Financial Partners portfolio →

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Most similar hedge funds by 13F overlap

TrueWealth Financial Partners is an institutional investor managing $251M across 66 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 TrueWealth Financial Partners are E&R Wealth ,, Efficient Advisors,, PRESILIUM PRIVATE WEALTH,, with shared positions in $UNIT, $UPST, $SCHW, $MKL, $SNOW, $SE. The full ranking of 25 similar funds is below.

#1E&R Wealth Management, LLCSmart money

Substantial overlap · 3 shared positions

$UNIT $UPST $SCHW

$100M

12 positions

#2Efficient Advisors, LLCActive

Notable overlap · 7 shared positions

$UNIT $SCHW $MKL $UPST $SNOW $SE

$1.4B

58 positions

#3PRESILIUM PRIVATE WEALTH, LLCActive

Notable overlap · 5 shared positions

$UPST $SCHW $UNIT $DOV $NVS

$567M

75 positions

#4Discipline Wealth Solutions, LLCActive

Notable overlap · 6 shared positions

$UNIT $UPST $MKL $SCHW $SNOW $DOV

$950M

192 positions

#5Grove Street Fiduciary, LLCActive

Notable overlap · 4 shared positions

$UNIT $UPST $MKL $SNOW

$227M

74 positions

#6Marotta Asset ManagementActive

Notable overlap · 5 shared positions

$UNIT $UPST $SCHW $SNOW $NVS

$543M

103 positions

#7Silver Coast Investments LLCActive

Notable overlap · 5 shared positions

$UNIT $SCHW $SNOW $DOV $ASML

$313M

119 positions

#8ARK & TLK INVESTMENTS, LLCActive

Notable overlap · 5 shared positions

$UPST $SCHW $UNIT $SNOW $SE

$370M

119 positions

#9Financial Advisory CorpSmart money

Notable overlap · 4 shared positions

$UNIT $SCHW $MKL $SE

$720M

51 positions

#10Hegarty Advisors, LLCActive

Notable overlap · 4 shared positions

$UNIT $MKL $UPST $DOV

$127M

57 positions

#11Zeit Capital LLCActive

Notable overlap · 3 shared positions

$UNIT $SCHW $MKL

$149M

52 positions

#12Cordant, Inc.Active

Notable overlap · 3 shared positions

$UPST $SCHW $SNOW

$246M

75 positions

#13Gladwyn Financial Advisors, Inc.Active

Notable overlap · 3 shared positions

$UNIT $MKL $SE

$144M

86 positions

#14Bear Mountain Capital, Inc.Active

Notable overlap · 7 shared positions

$UPST $SCHW $SE $BABA $MKL $BA

$333M

198 positions

#15Cornerstone Wealth Advisors, Inc.Smart money

Notable overlap · 5 shared positions

$UPST $UNIT $SNOW $SE $MKL

$434M

49 positions

#16ASPIRIANT, LLCActive

Notable overlap · 5 shared positions

$UNIT $MKL $SCHW $SE $RY

$3.5B

338 positions

#17GUARDSMAN PRIVATE CAPITAL MANAGEMENT, INC.Smart money

Notable overlap · 3 shared positions

$UPST $UNIT $MKL

$128M

42 positions

#18MAYPORT, LLCActive

Notable overlap · 7 shared positions

$UPST $UNIT $MKL $DOV $SNOW $SCHW

$538M

130 positions

#19Beacon Capital Management, Inc.Active

Notable overlap · 3 shared positions

$UPST $SCHW $SNOW

$1.8B

57 positions

#20Shakespeare Wealth Management, LLCActive

Notable overlap · 3 shared positions

$UNIT $SNOW $SE

$422M

98 positions

#21Oath Planning, LLCActive

Notable overlap · 3 shared positions

$UNIT $SCHW $DOV

$113M

69 positions

#22Mason Investment Advisory Services, Inc.Smart money

Notable overlap · 5 shared positions

$UNIT $UPST $SE $SCHW $INTU

$2.2B

79 positions

#23Rodgers & Associates, LTDActive

Notable overlap · 4 shared positions

$UNIT $SCHW $SNOW $MKL

$982M

101 positions

#24SWAN Capital LLCPassive

Notable overlap · 3 shared positions

$UNIT $SCHW $MKL

$272M

554 positions

#25Fee-Only Financial Planning, L.C.Smart money

Notable overlap · 4 shared positions

$UNIT $MKL $SCHW $SE

$166M

43 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.