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Hedge Funds Similar to TRUIST FINANCIAL

13F Portfolio OverlapQ1 2026TRUIST FINANCIAL portfolio →
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Most similar hedge funds by 13F overlap

TRUIST FINANCIAL CORP is an institutional investor managing $74.2B across 2,788 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 TRUIST FINANCIAL are BCU Wealth Advisors,, TSA Wealth Managment, Madson Wealth Advisors, with shared positions in $SE, $KO, $IAU, $PM, $MS, $LRCX. The full ranking of 25 similar funds is below.

#1BCU Wealth Advisors, LLCSmart money
Some overlap · 5 shared positions
$SE$KO$IAU$PM$MS
$268M
60 positions
#2TSA Wealth Managment LLCPassive
Some overlap · 4 shared positions
$SE$KO$IAU$LRCX
$309M
105 positions
#3Madson Wealth Advisors IncPassive
Some overlap · 5 shared positions
$SE$IAU$KLAC$MS$KO
$120M
84 positions
#4Catalyst Investment Management LLCPassive
Some overlap · 4 shared positions
$SE$KO$IAU$MS
$90M
65 positions
#5Storen Legacy Partners, LLCPassive
Some overlap · 4 shared positions
$SE$IAU$PM$MS
$319M
102 positions
#6Keystone Financial ServicesPassive
Some overlap · 4 shared positions
$SE$IAU$PM$ADI
$341M
119 positions
#7Ifrah Financial Services, Inc.Passive
Some overlap · 4 shared positions
$SE$IAU$LRCX$KLAC
$378M
200 positions
#8Coign Capital Advisors LLCActive
Some overlap · 4 shared positions
$SE$PM$ADI$MS
$190M
80 positions
#9Financial Harvest, LLCActive
Some overlap · 3 shared positions
$SE$KO$IAU
$170M
57 positions
#10Shoker Investment Counsel, Inc.Active
Some overlap · 4 shared positions
$SE$ADI$LRCX$KLAC
$337M
109 positions
#11Genus Capital Management Inc.Passive
Some overlap · 4 shared positions
$SE$ADI$LRCX$KLAC
$873M
189 positions
#12Beacon Harbor Wealth Advisors, Inc.Passive
Some overlap · 5 shared positions
$KO$SE$IAU$PM$MS
$477M
70 positions
#13Cornerstone National Bank & Trust CoPassive
Some overlap · 3 shared positions
$SE$KO$ADI
$271M
209 positions
#14Cobblestone Asset Management LLCPassive
Some overlap · 3 shared positions
$SE$IAU$PM
$222M
73 positions
#15SB Capital Management Inc
Some overlap · 4 shared positions
$SE$LRCX$IAU$KLAC
$273M
93 positions
#16Center For Asset Management LLCPassive
Some overlap · 3 shared positions
$SE$IAU$KLAC
$201M
144 positions
#17MAPLELANE CAPITAL, LLCActive
Some overlap · 3 shared positions
$SE$ADI$LRCX
$2.8B
64 positions
#18CASTLEARK MANAGEMENT LLCPassive
Some overlap · 3 shared positions
$SE$ADI$LRCX
$3.0B
292 positions
#19ALTERNA WEALTH MANAGEMENT, INCPassive
Some overlap · 3 shared positions
$SE$IAU$MS
$132M
105 positions
#20Strategic Blueprint, LLCPassive
Some overlap · 3 shared positions
$SE$IAU$MS
$1.7B
639 positions
#21BCGM Wealth Management, LLCPassive
Some overlap · 3 shared positions
$SE$IAU$PM
$398M
178 positions
#22Portfolio Resources Advisor Group, Inc.Passive
Some overlap · 6 shared positions
$SE$IAU$RL$MS$PM$ADI
$101M
148 positions
#23Avanda Investment Management Pte. Ltd.Active
Some overlap · 3 shared positions
$SE$LRCX$KLAC
$63M
24 positions
#24ENCOMPASS WEALTH ADVISORS, LLCActive
Some overlap · 3 shared positions
$SE$LRCX$KLAC
$287M
100 positions
#25Gibbs Wealth ManagementPassive
Some overlap · 3 shared positions
$SE$ADI$PM
$762M
433 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.