What hedge funds are most similar to truNorth Financial Services, Inc.?

The funds with the most similar 13F portfolios to truNorth Financial Services, Inc. are Wolff Financial, DAGCO,, Powers Advisory Group,, 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 truNorth Financial Services,

13F Portfolio OverlapQ1 2026truNorth Financial Services, portfolio →

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Most similar hedge funds by 13F overlap

truNorth Financial Services, Inc. is an institutional investor managing $97M across 49 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 truNorth Financial Services, are Wolff Financial, DAGCO,, Powers Advisory Group,, with shared positions in $MS, $KKR, $COP, $UNIT, $UPST, $HUM. The full ranking of 25 similar funds is below.

#1Wolff Financial Management LLCActive

Substantial overlap · 6 shared positions

$MS $KKR $COP $UNIT $UPST $HUM

$453M

103 positions

#2DAGCO, INC.Passive

Substantial overlap · 5 shared positions

$MS $KKR $COP $HUM $SLV

$461M

353 positions

#3Powers Advisory Group, LLCActive

Substantial overlap · 4 shared positions

$MS $WT $COP $DE

$284M

125 positions

#4Catalyst Investment Management LLCPassive

Substantial overlap · 5 shared positions

$WT $KKR $MS $HUM $DE

$90M

65 positions

#5Adirondack Capital Advisors, LLCSmart money

Substantial overlap · 3 shared positions

$MS $KKR $HUM

$156M

44 positions

#6Reality Financial Planning Services, LLCSmart money

Substantial overlap · 3 shared positions

$KKR $WT $HUM

$104M

20 positions

#7Caldwell Investment Management Ltd.Active

Substantial overlap · 3 shared positions

$MS $KKR $LRCX

$255M

57 positions

#8Provident Wealth Management, LLCActive

Substantial overlap · 4 shared positions

$MS $WT $UNIT $HUM

$331M

134 positions

#9Pinnacle Financial Group, LLC / ILPassive

Substantial overlap · 7 shared positions

$WT $KKR $HUM $UNIT $MS $UPST

$365M

111 positions

#10Talisman Wealth Advisors LLCPassive

Substantial overlap · 4 shared positions

$MS $KKR $WT $HUM

$124M

101 positions

#11FIDELIS iM, LLCSmart money

Substantial overlap · 3 shared positions

$WT $COP $HUM

$264M

25 positions

#12Wealthcare Capital Partners, LLCActive

Substantial overlap · 5 shared positions

$WT $KKR $HUM $COP $SLV

$213M

153 positions

#13JBGlobal.com LLCActive

Substantial overlap · 3 shared positions

$WT $COP $UNIT

$102M

27 positions

#14FLAGSHIP WEALTH ADVISORS, LLCPassive

Substantial overlap · 5 shared positions

$WT $KKR $MS $UPST $HUM

$233M

350 positions

#15Madrid Wealth Management, LLCPassive

Notable overlap · 5 shared positions

$MS $KKR $PLTR $UPST $COP

$133M

70 positions

#16Employees' Retirement Fund of the City of Fort WorthActive

Notable overlap · 5 shared positions

$KKR $COP $SLV $HUM $UNIT

$230M

21 positions

#17Sharper & Granite LLCPassive

Notable overlap · 4 shared positions

$WT $COP $UNIT $DIA

$293M

107 positions

#18WESCAP Management Group, Inc.Active

Notable overlap · 5 shared positions

$WT $COP $SLV $HUM $UNIT

$508M

107 positions

#19Summit Investment Advisory Services, LLCActive

Notable overlap · 3 shared positions

$MS $WT $HUM

$269M

81 positions

#20Valley Financial Group, Inc.Active

Notable overlap · 4 shared positions

$MS $COP $UPST $PLTR

$185M

63 positions

#21White Lighthouse Investment Management Inc.Active

Notable overlap · 5 shared positions

$KKR $COP $HUM $UNIT $UPST

$721M

145 positions

#22IAG Wealth Partners, LLCPassive

Notable overlap · 5 shared positions

$WT $SLV $HUM $WEC $DE

$896M

509 positions

#23Forum Private Client Group LLCActive

Notable overlap · 3 shared positions

$KKR $COP $HUM

$300M

80 positions

#24Prodigy Asset Management LLCSmart money

Notable overlap · 3 shared positions

$MS $HUM $UPST

$300M

28 positions

#25Bonfire FinancialActive

Notable overlap · 5 shared positions

$WT $MS $SLV $UNIT $PLTR

$133M

57 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.