13F Pro

Hedge Funds Similar to Three Cord True Wealth ,

13F Portfolio OverlapQ1 2026Three Cord True Wealth , portfolio →
Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Three Cord True Wealth Management, LLC is an institutional investor managing $180M across 39 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 Three Cord True Wealth , are Drake & Associates,, Tower Wealth Partners,, Split Rock Private Trading & Wealth ,, with shared positions in $JHG, $AMN, $OUNZ, $SHOP, $AGQ, $GMM. The full ranking of 25 similar funds is below.

#1Drake & Associates, LLCActive
Substantial overlap · 4 shared positions
$JHG$AMN$OUNZ$SHOP
$525M
97 positions
#2Tower Wealth Partners, Inc.Active
Substantial overlap · 5 shared positions
$JHG$SHOP$OUNZ$AMN$AGQ
$181M
87 positions
#3Split Rock Private Trading & Wealth Management, LLCActive
Substantial overlap · 5 shared positions
$JHG$AGQ$GMM$AMN$USB
$129M
46 positions
#4Great Point Wealth Advisors, LLCActive
Substantial overlap · 3 shared positions
$AMN$JHG$GMM
$542M
62 positions
#5Dogwood Wealth Management LLCPassive
Substantial overlap · 4 shared positions
$OUNZ$AMN$JHG$AGQ
$230M
860 positions
#6Dynamic Financial GroupActive
Notable overlap · 3 shared positions
$JHG$GMM$IAU
$122M
69 positions
#7SFG Wealth Management, LLC.Active
Notable overlap · 4 shared positions
$AMN$OUNZ$USB$SAN
$243M
100 positions
#8Bucket List Wealth Management, LLCActive
Notable overlap · 4 shared positions
$AMN$OUNZ$AGQ$JHG
$166M
57 positions
#9Bridgewealth Advisory Group, LLCActive
Notable overlap · 3 shared positions
$JHG$AMN$IAU
$482M
135 positions
#10MJP ASSOCIATES INC /ADVPassive
Notable overlap · 3 shared positions
$JHG$AMN$AGQ
$824M
231 positions
#11STOLZ & ASSOCIATES, PSSmart money
Notable overlap · 3 shared positions
$AMN$USB$IAU
$143M
30 positions
#12Ballast Financial Advisors LLCActive
Notable overlap · 3 shared positions
$AMN$USB$IAU
$98M
68 positions
#13ACCREDITED INVESTOR SERVICES, LLCSmart money
Notable overlap · 3 shared positions
$AMN$IAU$JHG
$156M
77 positions
#14Financial Enhancement Group LLCPassive
Notable overlap · 3 shared positions
$JHG$GMM$USB
$807M
135 positions
#15Prasad Wealth Partners, LLCPassive
Notable overlap · 3 shared positions
$JHG$AGQ$SHOP
$367M
146 positions
#16Beaird Harris Wealth Management, LLCActive
Notable overlap · 4 shared positions
$AMN$IAU$USB$AGQ
$1.5B
686 positions
#17Flagstone Financial ManagementSmart money
Notable overlap · 3 shared positions
$AMN$USB$IAU
$403M
71 positions
#18BetterWealth, LLCSmart money
Notable overlap · 3 shared positions
$AMN$SHOP$USB
$510M
85 positions
#19Werba Rubin Papier Wealth ManagementPassive
Notable overlap · 3 shared positions
$AMN$USB$IAU
$718M
278 positions
#20RW Investment Management LLCActive
Notable overlap · 3 shared positions
$AMN$USB$AGQ
$1.0B
113 positions
#21NOTTINGHAM ADVISORS, INC.Active
Notable overlap · 4 shared positions
$JHG$AMN$IAU$USB
$777M
112 positions
#22Petersen Hastings Wealth Advisors Inc.Smart money
Notable overlap · 3 shared positions
$AMN$USB$IAU
$1.1B
81 positions
#23ATLas Financial Planning LLCActive
Notable overlap · 3 shared positions
$AMN$USB$SAN
$112M
69 positions
#24Generation Capital Management LLCPassive
Notable overlap · 4 shared positions
$JHG$AGQ$GMM$IAU
$137M
74 positions
#25Fonville Wealth Management LLCPassive
Notable overlap · 3 shared positions
$AMN$GMM$IAU
$525M
138 positions

Compare Three Cord True Wealth ,’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View Three Cord True Wealth ,’s holdings

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.