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 Trueblood Wealth

13F Portfolio OverlapQ3 2026Trueblood Wealth portfolio →

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Most similar hedge funds by 13F overlap

Trueblood Wealth Management, LLC is an institutional investor managing $284M across 262 U.S. equity positions as of Q3 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Trueblood Wealth are Smith, Salley & Associates, CONFLUENCE INVESTMENT, Stonebridge Financial Group, with shared positions in $ADI, $APH, $LIN, $CASY, $CMI, $TJX. The full ranking of 25 similar funds is below.

#1Smith, Salley & AssociatesPassive

Some overlap · 6 shared positions

$ADI $APH $LIN $CASY $CMI $TJX

$2.3B

275 positions

#2CONFLUENCE INVESTMENT MANAGEMENT LLCPassive

Some overlap · 6 shared positions

$ADI $LIN $SNA $CB $FAST $TJX

$6.0B

294 positions

#3Stonebridge Financial Group, LLCPassive

Some overlap · 6 shared positions

$ADI $LIN $CMI $CB $MCD $AXP

$1.4B

275 positions

#4LONDON CO OF VIRGINIAActive

Some overlap · 6 shared positions

$CINF $RSG $CMI $CB $FAST $NSC

$17.5B

169 positions

#5DEARBORN PARTNERS LLCPassive

Some overlap · 6 shared positions

$APH $RSG $CASY $SNA $AJG $MCD

$1.8B

269 positions

#6Hurlow Wealth Management Group, Inc.Active

Some overlap · 6 shared positions

$CINF $ADI $LIN $MCD $TJX $NSC

$481M

125 positions

#7JOHNSON INVESTMENT COUNSEL INCActive

Some overlap · 5 shared positions

$ADI $CINF $APH $MCD $TJX

$13.7B

840 positions

#8Ayrshire Capital Management LLCPassive

Some overlap · 6 shared positions

$APH $LIN $RSG $AJG $KLAC $TJX

$219M

50 positions

#9Nicholson Wealth Management Group, LLCPassive

Some overlap · 5 shared positions

$ADI $APH $LIN $CB $MCD

$170M

111 positions

#10ALBERT D MASON INCPassive

Some overlap · 7 shared positions

$LIN $CMI $SNA $MCD $FAST $KLAC

$176M

139 positions

#11Phoenix Wealth AdvisorsActive

Some overlap · 6 shared positions

$ADI $CMI $CB $MPC $FAST $AXP

$297M

129 positions

#12FENIMORE ASSET MANAGEMENT INCActive

Some overlap · 5 shared positions

$ADI $APH $RSG $AJG $FAST

$4.6B

93 positions

#13Curat Global, LLCPassive

Some overlap · 6 shared positions

$ADI $APH $CMI $AXP $CB $TJX

$117M

256 positions

#14Community Financial Services Group, LLCPassive

Some overlap · 6 shared positions

$ADI $LIN $APH $MCD $AXP $KLAC

$655M

539 positions

#15Lantz Financial LLCPassive

Some overlap · 6 shared positions

$RSG $LIN $SNA $CB $ADI $FAST

$549M

260 positions

#16CINCINNATI FINANCIAL CORPActive

Some overlap · 6 shared positions

$ADI $SNA $AJG $MCD $TJX $NSC

$5.2B

56 positions

#17Clear Trail Advisors, LLCPassive

Some overlap · 6 shared positions

$ADI $CB $MPC $MCD $AXP $TJX

$657M

159 positions

#18ICW Investment Advisors LLCPassive

Some overlap · 6 shared positions

$LIN $APH $CASY $MCD $FAST $TJX

$286M

144 positions

#19EADS & HEALD WEALTH MANAGEMENTPassive

Some overlap · 5 shared positions

$ADI $APH $SNA $FAST $AXP

$204M

148 positions

#20BKM Wealth Management, LLCPassive

Some overlap · 5 shared positions

$ADI $LIN $CB $MPC $MCD

$309M

154 positions

#21BRADY FAMILY WEALTH, LLCPassive

Some overlap · 5 shared positions

$ADI $APH $CB $MCD $TJX

$346M

113 positions

#22Unisphere EstablishmentActive

Some overlap · 5 shared positions

$ADI $LIN $RSG $AJG $TJX

$11.7B

56 positions

#23Heritage Wealth Management, Inc.Passive

Some overlap · 5 shared positions

$CINF $ADI $CB $MCD $KLAC

$401M

272 positions

#24CALIBER WEALTH MANAGEMENT, LLC / KSActive

Some overlap · 5 shared positions

$ADI $CMI $CB $APH $MPC

$1.0B

300 positions

#25Somerset Trust CoPassive

Some overlap · 5 shared positions

$ADI $LIN $CB $MCD $NSC

$354M

186 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.