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Hedge Funds Similar to IMPACTfolio

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

IMPACTfolio, LLC is an institutional investor managing $266M across 37 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 IMPACTfolio are TRUE BLUE FINANCIAL, Balanced Rock Investment Advisors, Smart Portfolios, with shared positions in $MUFG, $NU, $SYK, $AMGN, $FDX. The full ranking of 17 similar funds is below.

#1TRUE BLUE FINANCIAL, LLCActive
Highly similar · 3 shared positions
$MUFG$NU$SYK
$270M
58 positions
#2Balanced Rock Investment Advisors LLCActive
Some overlap · 3 shared positions
$MUFG$NU$AMGN
$160M
102 positions
#3Smart Portfolios, LLC
Some overlap · 4 shared positions
$MUFG$FDX$SYK$AMGN
$100M
99 positions
#4Evolution Advisers, Inc.Active
Some overlap · 3 shared positions
$NU$SYK$AMGN
$272M
943 positions
#5Mendel Capital Management LLCActive
Some overlap · 3 shared positions
$FDX$SYK$AMGN
$222M
99 positions
#6Oak Asset Management, LLCActive
Some overlap · 3 shared positions
$FDX$SYK$AMGN
$317M
112 positions
#7ARWA LLCPassive
Some overlap · 3 shared positions
$FDX$SYK$AMGN
$272M
145 positions
#8RTD Financial Advisors, Inc.Active
Some overlap · 3 shared positions
$MUFG$NU$SYK
$914M
124 positions
#9TIAA TRUST, NATIONAL ASSOCIATIONActive
Some overlap · 3 shared positions
$MUFG$NU$AMGN
$1.7B
347 positions
#10Legacy Edge Advisors, LLCActive
Some overlap · 3 shared positions
$MUFG$NU$AMGN
$1.1B
239 positions
#11BHK Investment Advisors, LLCActive
Slight overlap · 3 shared positions
$FDX$NU$AMGN
$335M
79 positions
#12INVESTMENT ADVISORY SERVICES INC /TX /ADVPassive
Slight overlap · 3 shared positions
$SYK$FDX$AMGN
$355M
135 positions
#13St. Clair Advisors, LLCSmart money
Slight overlap · 3 shared positions
$SYK$FDX$AMGN
$402M
81 positions
#14FOUNDERS CAPITAL MANAGEMENT, LLCSmart money
Slight overlap · 3 shared positions
$FDX$AMGN$SYK
$684M
81 positions
#15White Lighthouse Investment Management Inc.Active
Slight overlap · 3 shared positions
$NU$MUFG$AMGN
$829M
148 positions
#16Causey Wealth LLCActive
Slight overlap · 3 shared positions
$MUFG$SYK$AMGN
$256M
83 positions
#17Kelman-Lazarov, Inc.Active
Slight overlap · 3 shared positions
$FDX$AMGN$NU
$763M
154 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.