What hedge funds are most similar to TrueMark Investments, LLC?

The funds with the most similar 13F portfolios to TrueMark Investments, LLC are OPAL, GQG Partners, Measured Risk Portfolios,, based on overlapping conviction holdings in the latest SEC filings.

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 TrueMark Investments,

13F Portfolio OverlapQ1 2026TrueMark Investments, portfolio →

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Most similar hedge funds by 13F overlap

TrueMark Investments, LLC is an institutional investor managing $514M across 167 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 TrueMark Investments, are OPAL, GQG Partners, Measured Risk Portfolios,, with shared positions in $PM, $VZ, $MPLX, $BTI, $NEE, $UPS. The full ranking of 25 similar funds is below.

#1OPAL CAPITAL LLCPassive

Substantial overlap · 22 shared positions

$PM $VZ $MPLX $BTI $NEE $UPS

$565M

141 positions

#2GQG Partners LLCActive

Substantial overlap · 12 shared positions

$PM $VZ $BTI $AEP $ENB $PBR

$63.1B

81 positions

#3Measured Risk Portfolios, Inc.Passive

Notable overlap · 7 shared positions

$VZ $UPS $CME $PM $AEP $KMI

$91M

66 positions

#4Dupree Financial Group, LLCPassive

Notable overlap · 6 shared positions

$VZ $BTI $ENB $KMI $UPS $BP

$248M

71 positions

#5Altrius Capital Management IncPassive

Notable overlap · 8 shared positions

$BTI $PM $GSK $VZ $DVN $TTE

$503M

87 positions

#6Pacer Advisors, Inc.Passive

Notable overlap · 6 shared positions

$VZ $UPS $VLO $GSK $RIO $BP

$38.8B

2,537 positions

#7Keystone Financial Planning, Inc.Smart money

Notable overlap · 7 shared positions

$VZ $BTI $CME $PM $MO $UPS

$374M

40 positions

#8AUXIER ASSET MANAGEMENT LLCPassive

Notable overlap · 7 shared positions

$PM $BTI $VLO $AIG $UNH $MO

$696M

176 positions

#9EQUITY INVESTMENT CORPActive

Notable overlap · 5 shared positions

$VZ $UPS $HSY $GSK $TTE

$5.1B

71 positions

#10MILLER HOWARD INVESTMENTS INC /NYActive

Notable overlap · 6 shared positions

$MPLX $ENB $GSK $KMI $CME $VZ

$3.7B

138 positions

#11CFC Planning Co LLCPassive

Notable overlap · 5 shared positions

$PM $VZ $UPS $UNH $MO

$140M

72 positions

#12SKBA CAPITAL MANAGEMENT LLCActive

Notable overlap · 6 shared positions

$CME $HSY $AEP $KMI $AIG $VZ

$728M

79 positions

#13DJE Kapital AGActive

Notable overlap · 6 shared positions

$VZ $NEE $PBR $TTE $ASML $HSY

$4.5B

113 positions

#14Gilman Hill Asset Management, LLCPassive

Notable overlap · 8 shared positions

$VZ $D $UPS $MPLX $ENB $TTE

$663M

225 positions

#15MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive

Notable overlap · 5 shared positions

$VZ $CME $PM $UPS $RIO

$220M

148 positions

#16Kennon-Green & Company, LLCActive

Notable overlap · 4 shared positions

$PM $BTI $HSY $MO

$122M

39 positions

#17Catherine Avery Investment Management LLCPassive

Notable overlap · 5 shared positions

$VZ $NEE $UPS $LEN $VLO

$223M

109 positions

#18Slocum, Gordon & Co LLPPassive

Notable overlap · 5 shared positions

$VZ $NEE $AEP $KMI $D

$147M

64 positions

#19Energy Income Partners, LLCActive

Notable overlap · 6 shared positions

$MPLX $AEP $KMI $NEE $D $ATO

$6.2B

87 positions

#20CINCINNATI FINANCIAL CORPActive

Notable overlap · 5 shared positions

$PM $CME $VLO $UNH $VZ

$5.0B

55 positions

#21Slagle Financial, LLCPassive

Notable overlap · 7 shared positions

$HSY $CME $DVN $NEE $PM $MO

$303M

121 positions

#22ABC ARBITRAGE SAPassive

Notable overlap · 7 shared positions

$BTI $GSK $LEN $RIO $BP $AMX

$753M

364 positions

#23Brentview Investment Management LLCPassive

Notable overlap · 4 shared positions

$PM $NEE $CME $GSK

$231M

63 positions

#24BENEDICT FINANCIAL ADVISORS INCPassive

Notable overlap · 6 shared positions

$PM $CME $VZ $MO $HSY $KMI

$480M

133 positions

#25Center for Wealth Management AdvisoryActive

Notable overlap · 6 shared positions

$VZ $CME $CI $UPS $UNH $MO

$139M

62 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.