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 BLUE FINANCIAL,

13F Portfolio OverlapQ1 2026TRUE BLUE FINANCIAL, portfolio →

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Most similar hedge funds by 13F overlap

TRUE BLUE FINANCIAL, LLC is an institutional investor managing $237M across 61 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 BLUE FINANCIAL, are IMPACTfolio,, Milestones Administradora de Recursos Ltda., Torren ,, with shared positions in $NOW, $MUFG, $NU, $SYK, $DHR, $GMM. The full ranking of 25 similar funds is below.

#1IMPACTfolio, LLCSmart money

Notable overlap · 4 shared positions

$NOW $MUFG $NU $SYK

$235M

35 positions

#2Milestones Administradora de Recursos Ltda.Active

Notable overlap · 3 shared positions

$NU $DHR $NOW

$383M

17 positions

#3Torren Management, LLCActive

Notable overlap · 3 shared positions

$NOW $MUFG $DHR

$201M

983 positions

#4North Berkeley Wealth Management, LLCPassive

Notable overlap · 3 shared positions

$NU $MUFG $NOW

$189M

73 positions

#5Laurel Wealth Planning LLCActive

Notable overlap · 3 shared positions

$NOW $MUFG $NU

$190M

59 positions

#6Stanich Group LLCSmart money

Notable overlap · 3 shared positions

$NOW $MUFG $GMM

$131M

47 positions

#7Forefront Analytics, LLCSmart money

Notable overlap · 3 shared positions

$NOW $MUFG $DHR

$110M

39 positions

#8Xena Financial Planning, LLCActive

Notable overlap · 4 shared positions

$NOW $NU $MUFG $GMM

$89M

33 positions

#9Bond & Devick Financial Network, Inc.Passive

Notable overlap · 5 shared positions

$NOW $BAH $DHR $GMM $MUFG

$358M

188 positions

#10Balanced Rock Investment Advisors LLCPassive

Notable overlap · 3 shared positions

$NOW $MUFG $NU

$143M

96 positions

#11rebel Financial LLCPassive

Some overlap · 3 shared positions

$NU $MUFG $NOW

$231M

65 positions

#12MayTech Global Investments, LLCSmart money

Some overlap · 3 shared positions

$NOW $NU $SYK

$820M

23 positions

#13A&I FINANCIAL SERVICES, LLCActive

Some overlap · 4 shared positions

$NOW $BAH $MUFG $ORI

$211M

75 positions

#14HILLTOP WEALTH ADVISORS, LLCActive

Some overlap · 3 shared positions

$NOW $MUFG $GMM

$167M

53 positions

#15Terra Alpha Investments LLC

Some overlap · 3 shared positions

$NOW $DHR $SYK

$98M

32 positions

#16CRUX WEALTH ADVISORSPassive

Some overlap · 3 shared positions

$NOW $MUFG $SYK

$261M

181 positions

#17Davis Wealth Advisors, LLCPassive

Some overlap · 3 shared positions

$MUFG $NOW $GMM

$120M

72 positions

#18Capital Investment Services of America, Inc.Active

Some overlap · 3 shared positions

$NOW $DHR $SYK

$958M

80 positions

#19Mascoma Wealth Management LLCActive

Some overlap · 3 shared positions

$NOW $GMM $MUFG

$484M

515 positions

#20Williams & Novak, LLCPassive

Some overlap · 3 shared positions

$NOW $DHR $MUFG

$134M

143 positions

#21Ally Invest Advisors Inc.Smart money

Some overlap · 3 shared positions

$NOW $MUFG $DHR

$1.5B

75 positions

#22Private Wealth Management Group, LLCPassive

Some overlap · 3 shared positions

$NOW $MUFG $NU

$381M

1,426 positions

#23ADE, LLCActive

Some overlap · 3 shared positions

$BAH $DHR $GMM

$209M

86 positions

#24MISSION WEALTH MANAGEMENT, LPActive

Some overlap · 3 shared positions

$NOW $NU $MUFG

$4.9B

728 positions

#25Archer Investment Management, LLCPassive

Some overlap · 3 shared positions

$MUFG $NOW $GMM

$238M

108 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.