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Hedge Funds Similar to True Vision MN

13F Portfolio OverlapQ1 2026True Vision MN portfolio →
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Most similar hedge funds by 13F overlap

True Vision MN LLC is an institutional investor managing $194M across 98 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 Vision MN are Kessler Investment Group,, Cobblestone Asset, Westfuller Advisors,, with shared positions in $CRWD, $ANET, $CRM, $VRT, $GEV, $GNRC. The full ranking of 25 similar funds is below.

#1Kessler Investment Group, LLCPassive
Some overlap · 19 shared positions
$CRWD$ANET$CRM$VRT$GEV$GNRC
$211M
79 positions
#2Cobblestone Asset Management LLCPassive
Some overlap · 5 shared positions
$SE$IAU$CRWD$GMM$PLTR
$222M
73 positions
#3Westfuller Advisors, LLCPassive
Some overlap · 3 shared positions
$SE$BRZE$UNP
$232M
756 positions
#4Juno Financial Group LLCActive
Some overlap · 3 shared positions
$SE$BRZE$CRWD
$255M
70 positions
#5Fedenia Advisers LLCActive
Some overlap · 4 shared positions
$SE$IAU$VRT$PLTR
$135M
95 positions
#6Phoenix Wealth AdvisorsActive
Some overlap · 4 shared positions
$SE$UNP$WFC$GMM
$253M
126 positions
#7SYM FINANCIAL CorpActive
Some overlap · 4 shared positions
$SE$BRZE$GEV$GMM
$1.0B
415 positions
#8Davis Wealth Advisors, LLCPassive
Some overlap · 4 shared positions
$SE$IAU$GEV$GMM
$120M
72 positions
#9Centerline Wealth Advisors, LLCActive
Some overlap · 3 shared positions
$SE$IAU$GEV
$278M
73 positions
#10Snider Financial GroupPassive
Some overlap · 3 shared positions
$SE$CRWD$ANET
$331M
102 positions
#11Dodds Wealth, LLCSmart money
Some overlap · 4 shared positions
$SE$BRZE$HCA$IAU
$407M
51 positions
#12Madson Wealth Advisors IncPassive
Some overlap · 3 shared positions
$SE$IAU$WFC
$120M
84 positions
#13Frontier Asset Management, LLCActive
Some overlap · 3 shared positions
$SE$TECK$GEV
$477M
91 positions
#14Aspect Partners, LLCPassive
Some overlap · 4 shared positions
$SE$IAU$GMM$PLTR
$245M
709 positions
#15TSA Wealth Managment LLCPassive
Some overlap · 3 shared positions
$SE$IAU$GMM
$309M
105 positions
#16Sharkey, Howes & JaverActive
Some overlap · 3 shared positions
$SE$IAU$GMM
$742M
153 positions
#17Kelly Financial Services LLCPassive
Some overlap · 3 shared positions
$SE$IAU$GMM
$414M
128 positions
#18Stonekeep Investments, LLCActive
Some overlap · 4 shared positions
$SE$BRZE$CRWD$PLTR
$154M
66 positions
#19Shared Vision Wealth Group LLCActive
Some overlap · 3 shared positions
$SE$IAU$UNP
$245M
95 positions
#20Wedmont Private CapitalActive
Some overlap · 5 shared positions
$SE$GEV$BRZE$WFC$PLTR
$3.1B
838 positions
#21Lifeworks Advisors, LLCPassive
Some overlap · 3 shared positions
$SE$IAU$GILD
$779M
297 positions
#22Midwest Capital Advisors, LLCActive
Some overlap · 4 shared positions
$SE$IAU$BRZE$GMM
$214M
199 positions
#23TIGER GLOBAL MANAGEMENT LLCActive
Some overlap · 3 shared positions
$SE$GEV$Z
$22.8B
54 positions
#24Henderson Brothers Financial Partners, LLCActive
Some overlap · 3 shared positions
$SE$IAU$VMC
$395M
105 positions
#25Cornerstone National Bank & Trust CoPassive
Some overlap · 3 shared positions
$SE$CRM$PLTR
$271M
209 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.