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 Wealth Design,

13F Portfolio OverlapQ1 2026True Wealth Design, portfolio →

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Most similar hedge funds by 13F overlap

True Wealth Design, LLC is an institutional investor managing $420M across 2,655 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 Wealth Design, are Meredith Wealth Planning, SATOVSKY ASSET, Torren ,, with shared positions in $NEE, $AMN, $MU, $MCD, $FIX, $APH. The full ranking of 25 similar funds is below.

#1Meredith Wealth PlanningActive

Substantial overlap · 5 shared positions

$NEE $AMN $MU $MCD $FIX

$369M

70 positions

#2SATOVSKY ASSET MANAGEMENT LLCSmart money

Substantial overlap · 3 shared positions

$NEE $AMN $MCD

$566M

73 positions

#3Torren Management, LLCActive

Substantial overlap · 5 shared positions

$NEE $AMN $MU $APH $PH

$201M

983 positions

#4CLARIS ADVISORS, LLC / MO /Active

Substantial overlap · 3 shared positions

$NEE $AMN $MU

$334M

70 positions

#5TCI Wealth Advisors, Inc.Active

Notable overlap · 3 shared positions

$AMN $NEE $MCD

$1.9B

251 positions

#6HMV Wealth Advisors, LLCActive

Notable overlap · 3 shared positions

$AMN $NEE $LMT

$213M

81 positions

#7Oceanside Advisors LLCActive

Notable overlap · 3 shared positions

$NEE $AMN $MU

$175M

53 positions

#8Mills Wealth Advisors LLCActive

Notable overlap · 4 shared positions

$NEE $MCD $LMT $GM

$286M

80 positions

#9HBE Wealth Management, LLCActive

Notable overlap · 6 shared positions

$NEE $AMN $BMY $PCG $FTI $MU

$115M

53 positions

#10Kaufman Rossin Wealth, LLCActive

Notable overlap · 10 shared positions

$NEE $AMN $FIX $GE $APH $EIX

$174M

98 positions

#11COGENT STRATEGIC WEALTH LLCActive

Notable overlap · 10 shared positions

$AMN $NEE $FIX $BMY $GE $PCG

$97M

56 positions

#12FAMILY WEALTH PARTNERS, LLCActive

Notable overlap · 7 shared positions

$AMN $NEE $BMY $MU $PCG $FIX

$293M

105 positions

#13POINCIANA ADVISORS GROUP, LLCPassive

Notable overlap · 8 shared positions

$AMN $NEE $FIX $BMY $GE $PCG

$127M

130 positions

#14BetterWealth, LLCSmart money

Notable overlap · 4 shared positions

$AMN $NEE $MU $PCG

$510M

85 positions

#15Allegiance Financial Group Advisory Services LLCActive

Notable overlap · 10 shared positions

$AMN $FIX $BMY $GE $PCG $EIX

$503M

198 positions

#16CogentBlue Wealth Advisors, LLCActive

Notable overlap · 3 shared positions

$NEE $AMN $MU

$149M

78 positions

#17KEB ASSET MANAGEMENT, LLCActive

Notable overlap · 3 shared positions

$AMN $NEE $GE

$522M

97 positions

#18Parkshore Wealth Management, Inc.Smart money

Notable overlap · 4 shared positions

$AMN $GE $LMT $GEV

$299M

69 positions

#19New England Capital Financial Advisors LLCActive

Notable overlap · 6 shared positions

$AMN $BMY $MCD $MU $GE $GEV

$365M

425 positions

#20COWA, LLCActive

Notable overlap · 3 shared positions

$AMN $FIX $BMY

$371M

158 positions

#21Harbor Group, Inc.Active

Notable overlap · 4 shared positions

$AMN $GE $GEV $LMT

$692M

116 positions

#22EAGLE WEALTH STRATEGIES LLCActive

Notable overlap · 3 shared positions

$AMN $NEE $MU

$228M

114 positions

#23Nvest Wealth Strategies, Inc.Active

Notable overlap · 5 shared positions

$AMN $JBHT $MCD $GE $GEV

$143M

395 positions

#24RW Investment Management LLCActive

Notable overlap · 3 shared positions

$AMN $MU $LMT

$1.0B

113 positions

#25Creative Capital Management Investments LLCActive

Notable overlap · 3 shared positions

$AMN $BMY $GE

$348M

324 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.