13F Pro

Hedge Funds Similar to Three Cord True Wealth

13F Portfolio OverlapQ2 2026Three Cord True Wealth portfolio →
Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Three Cord True Wealth Management, LLC is an institutional investor managing $210M across 43 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 Three Cord True Wealth are Spectrum Planning & Advisory Services, Oxbow Advisors, Modern Wealth, with shared positions in $IAU, $OUNZ, $BA, $MNST, $IDCC. The full ranking of 7 similar funds is below.

#1Spectrum Planning & Advisory Services Inc.Active
Some overlap · 3 shared positions
$IAU$OUNZ$BA
$223M
120 positions
#2Oxbow Advisors, LLCPassive
Some overlap · 3 shared positions
$IAU$MNST$BA
$1.2B
265 positions
#3Modern Wealth Management, LLCPassive
Some overlap · 3 shared positions
$OUNZ$IAU$BA
$8.4B
1,109 positions
#4Sepio Capital, LPActive
Slight overlap · 3 shared positions
$IAU$MNST$BA
$2.0B
346 positions
#5ONE WEALTH CAPITAL MANAGEMENT, LLCPassive
Slight overlap · 3 shared positions
$MNST$IAU$BA
$355M
229 positions
#6OAK FAMILY ADVISORS, LLCPassive
Slight overlap · 3 shared positions
$IAU$BA$IDCC
$391M
111 positions
#7Golden State Wealth Management, LLCPassive
Slight overlap · 3 shared positions
$OUNZ$IAU$BA
$1.1B
1,620 positions

Compare Three Cord True Wealth’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View Three Cord True Wealth’s holdings

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.