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Hedge Funds Similar to TRUIST FINANCIAL

13F Portfolio OverlapQ2 2026TRUIST FINANCIAL portfolio →
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Most similar hedge funds by 13F overlap

TRUIST FINANCIAL CORP is an institutional investor managing $83.7B across 2,914 U.S. equity positions as of Q2 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to TRUIST FINANCIAL are Vivid Wealth, Teamwork Financial Advisors, ARGUS INVESTORS' COUNSEL, with shared positions in $KLAC, $PM, $PWR, $BNY, $UNP, $PNC. The full ranking of 25 similar funds is below.

#1Vivid Wealth Management, LLCPassive
Some overlap · 7 shared positions
$KLAC$PM$PWR$BNY$UNP$PNC
$284M
73 positions
#2Teamwork Financial Advisors, LLCPassive
Some overlap · 7 shared positions
$KLAC$PM$PWR$BNY$UNP$PNC
$1.1B
215 positions
#3ARGUS INVESTORS' COUNSEL, INC.Passive
Some overlap · 6 shared positions
$KLAC$ADI$PWR$BNY$TRGP$WFC
$130M
106 positions
#4BANK OF STOCKTONActive
Some overlap · 6 shared positions
$KLAC$ADI$UNP$PNC$ETR$WFC
$356M
126 positions
#5BNC WEALTH MANAGEMENT, LLCPassive
Some overlap · 6 shared positions
$KLAC$PWR$BNY$UNP$PNC$ETN
$414M
106 positions
#6Sun Financial IncPassive
Some overlap · 6 shared positions
$KLAC$PWR$BNY$UNP$PNC$ETN
$212M
161 positions
#7CULLEN INVESTMENT GROUP, LTD.Active
Some overlap · 6 shared positions
$ADI$PM$BNY$UNP$ETN$WFC
$827M
181 positions
#8Pacific Excel Wealth Advisors, Inc.Passive
Some overlap · 5 shared positions
$KLAC$ADI$PM$ETN$WFC
$258M
228 positions
#9Heritage Family Offices, LLPPassive
Some overlap · 5 shared positions
$KLAC$ADI$PM$ETN$WFC
$259M
233 positions
#10EASTERN BANKPassive
Some overlap · 5 shared positions
$KLAC$ADI$UNP$PNC$ETN
$6.5B
1,038 positions
#11GLOBALT Investments LLC / GAActive
Some overlap · 6 shared positions
$ADI$KLAC$PM$UNP$ETN$WFC
$3.0B
213 positions
#12Avalon Trust CoActive
Some overlap · 5 shared positions
$KLAC$ADI$PWR$PNC$ETR
$1.6B
462 positions
#13Consolidated Planning CorpActive
Some overlap · 4 shared positions
$KLAC$PM$ADI$BNY
$742M
159 positions
#14Dakota Wealth ManagementPassive
Some overlap · 5 shared positions
$KLAC$PWR$BNY$ADI$ETN
$5.2B
776 positions
#15Tower View Wealth Management LLCPassive
Some overlap · 5 shared positions
$ADI$PM$PWR$ETN$UNP
$227M
205 positions
#16Western Financial Corp/CAActive
Some overlap · 5 shared positions
$ADI$KLAC$BNY$PWR$WFC
$341M
132 positions
#17CRUX WEALTH ADVISORSPassive
Some overlap · 5 shared positions
$ADI$PM$BNY$ETN$WFC
$289M
192 positions
#18VALLEY NATIONAL ADVISERS INCPassive
Some overlap · 4 shared positions
$KLAC$ADI$PM$BNY
$900M
1,056 positions
#19ProVise Management Group, LLCPassive
Some overlap · 5 shared positions
$ADI$PM$BNY$ETR$WFC
$1.5B
282 positions
#20BALDWIN WEALTH PARTNERS LLC/MAPassive
Some overlap · 4 shared positions
$KLAC$ADI$PWR$UNP
$1.5B
234 positions
#21FIRST NATIONAL BANK OF OMAHAPassive
Some overlap · 5 shared positions
$KLAC$UNP$BNY$PM$ETN
$3.5B
505 positions
#22PFG AdvisorsPassive
Some overlap · 5 shared positions
$KLAC$PWR$ADI$UNP$WFC
$2.0B
791 positions
#23Gunderson Capital Management Inc.Active
Some overlap · 4 shared positions
$KLAC$ADI$PWR$TRGP
$370M
52 positions
#24Axecap Investments, LLCPassive
Some overlap · 4 shared positions
$KLAC$ADI$BNY$TRGP
$181M
73 positions
#25Blue Chip Partners, LLCActive
Some overlap · 4 shared positions
$KLAC$PM$PWR$ETN
$1.6B
184 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.