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 TrueNorth

13F Portfolio OverlapQ2 2026TrueNorth portfolio →

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Most similar hedge funds by 13F overlap

TrueNorth, Inc. is an institutional investor managing $1.6B across 1,393 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 TrueNorth are Berger Financial Group, Goldstream Ltd, Bouvel Investment Partners, with shared positions in $CRWD, $DDOG, $VLO, $QCOM, $TJX, $LITE. The full ranking of 25 similar funds is below.

#1Berger Financial Group, IncPassive

Some overlap · 5 shared positions

$CRWD $DDOG $VLO $QCOM $TJX

$2.0B

486 positions

#2Goldstream Capital Management LtdActive

Some overlap · 4 shared positions

$CRWD $LITE $MRVL $QCOM

$132M

45 positions

#3Bouvel Investment Partners, LLCPassive

Some overlap · 4 shared positions

$DDOG $LITE $CRWD $MRVL

$442M

84 positions

#4Generali Investments Towarzystwo Funduszy InwestycyjnychPassive

Some overlap · 4 shared positions

$CRWD $DDOG $MRVL $C

$249M

151 positions

#5Bluebird Wealth Management LLCPassive

Some overlap · 4 shared positions

$CRWD $DDOG $C $TJX

$115M

89 positions

#6Retireful, LLCPassive

Some overlap · 4 shared positions

$DDOG $CRWD $MRVL $ALAB

$107M

81 positions

#7Analog Century Management LPActive

Some overlap · 4 shared positions

$ONTO $LITE $MRVL $ALAB

$2.7B

25 positions

#8GLYNN CAPITAL MANAGEMENT LLCActive

Some overlap · 3 shared positions

$CRWD $DDOG $LITE

$363M

43 positions

#9VMS Asset Management LimitedPassive

Some overlap · 3 shared positions

$CRWD $DDOG $MRVL

$315M

33 positions

#10Green Alpha Advisors, LLCPassive

Some overlap · 4 shared positions

$CRWD $MRVL $QCOM $DDOG

$149M

113 positions

#11Zweig-DiMenna Associates LLCActive

Some overlap · 4 shared positions

$LITE $CRWD $MRVL $ONTO

$1.1B

70 positions

#12PRAKASH INVESTMENT ADVISORS LLCPassive

Some overlap · 4 shared positions

$CRWD $LITE $ALAB $MRVL

$174M

92 positions

#13CHAPIN DAVIS, INC.Passive

Some overlap · 4 shared positions

$DDOG $MRVL $VLO $ALAB

$569M

256 positions

#14SIERRA SUMMIT ADVISORS LLCPassive

Some overlap · 4 shared positions

$LITE $MRVL $C $ALAB

$895M

185 positions

#15Galaxy Digital Capital Management GP LLCPassive

Some overlap · 3 shared positions

$CRWD $DDOG $C

$206M

67 positions

#16United Capital Management of KS, Inc.Passive

Some overlap · 5 shared positions

$MRVL $VLO $LITE $ALAB $TJX

$763M

98 positions

#17Axecap Investments, LLCPassive

Some overlap · 4 shared positions

$CRWD $QCOM $VLO $C

$181M

73 positions

#18PRINCETON CAPITAL MANAGEMENT LLCActive

Some overlap · 5 shared positions

$CRWD $C $MRVL $QCOM $LITE

$443M

145 positions

#19BankPlus Trust DepartmentActive

Some overlap · 5 shared positions

$C $VLO $FAST $GWW $TJX

$428M

470 positions

#20Quantum Private Wealth, LLCPassive

Some overlap · 4 shared positions

$CRWD $MRVL $QCOM $DDOG

$390M

171 positions

#21Penserra Capital Management LLCPassive

Some overlap · 5 shared positions

$CRWD $MRVL $ALAB $ONTO $QCOM

$13.0B

1,127 positions

#22Laurion Capital Management LPPassive

Some overlap · 5 shared positions

$DDOG $QCOM $LITE $C $MRVL

$3.9B

420 positions

#23Triton Financial Group IncPassive

Some overlap · 3 shared positions

$CRWD $MRVL $DOV

$174M

99 positions

#24Essential Investment Partners LLCPassive

Some overlap · 4 shared positions

$CRWD $QCOM $KMI $TJX

$125M

312 positions

#25Robocap Asset Management LtdActive

Some overlap · 4 shared positions

$DDOG $MRVL $LITE $CRWD

$124M

22 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.