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Hedge Funds Similar to TI

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

TI-TRUST, INC is an institutional investor managing $186M across 132 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 TI are Estate Counselors, Aull & Monroe Investment, Energy Income Partners, with shared positions in $MDY, $SNDK, $WDC, $DUK, $NEE, $DE. The full ranking of 25 similar funds is below.

#1Estate Counselors, LLCSmart money
Notable overlap · 3 shared positions
$MDY$SNDK$WDC
$1.2B
92 positions
#2Aull & Monroe Investment Management CorpPassive
Notable overlap · 7 shared positions
$DUK$NEE$DE$SO$ITW$RY
$239M
126 positions
#3Energy Income Partners, LLCActive
Notable overlap · 7 shared positions
$DUK$NEE$OGE$SO$AEE$SRE
$6.4B
88 positions
#4LifePlan Investment Advisors, Inc.Passive
Notable overlap · 5 shared positions
$SNDK$WDC$NEE$DUK$SO
$291M
131 positions
#5Murphy, Middleton, Hinkle & Parker, Inc.Passive
Notable overlap · 4 shared positions
$MDY$DUK$EMR$SO
$246M
140 positions
#6Mayflower Financial Advisors, LLCPassive
Notable overlap · 6 shared positions
$DUK$MO$NEE$SO$BMY$MDY
$1.2B
499 positions
#7OLD REPUBLIC INTERNATIONAL CORPActive
Some overlap · 6 shared positions
$DUK$EMR$GWW$OGE$SO$BMY
$2.7B
54 positions
#8American Assets Investment Management, LLCActive
Some overlap · 5 shared positions
$SNDK$WDC$RY$TD$BMO
$1.7B
146 positions
#9Wolff Financial Management LLCActive
Some overlap · 6 shared positions
$WDC$SNDK$MO$TD$DUK$BMY
$501M
106 positions
#10Compass Wealth Management, LLC/GAActive
Some overlap · 5 shared positions
$SNDK$WDC$SO$MO$BA
$251M
74 positions
#11CHAPIN DAVIS, INC.Passive
Some overlap · 5 shared positions
$SNDK$WDC$EMR$NEE$NUE
$569M
256 positions
#12Bank & Trust CoPassive
Some overlap · 6 shared positions
$DUK$ITW$AEE$NUE$SO$BMY
$158M
303 positions
#13Stack Financial Management, IncActive
Some overlap · 5 shared positions
$DUK$EMR$NEE$AEE$CNP
$1.3B
54 positions
#14Amanah Holdings TrustSmart money
Some overlap · 3 shared positions
$SNDK$WDC$GWW
$1.7B
20 positions
#15Kinloch Capital, LLCPassive
Some overlap · 5 shared positions
$MO$EMR$NEE$NUE$ED
$274M
79 positions
#16Shoker Investment Counsel, Inc.Active
Some overlap · 6 shared positions
$EMR$MDY$DUK$ITW$SO$MO
$398M
113 positions
#17Wheelhouse Advisory Group LLCActive
Some overlap · 6 shared positions
$AEE$MO$NEE$EMR$DE$BA
$354M
55 positions
#18STEPHENSON NATIONAL BANK & TRUSTActive
Some overlap · 3 shared positions
$MDY$DUK$BMY
$395M
283 positions
#19Tandem Investment Partners LLCPassive
Some overlap · 3 shared positions
$MDY$NEE$ITW
$130M
76 positions
#20CMG Global Holdings, LLCPassive
Some overlap · 3 shared positions
$MDY$MO$BA
$236M
100 positions
#21Park Capital Management, LLC / WIPassive
Some overlap · 3 shared positions
$SNDK$WDC$MDY
$170M
161 positions
#22Providence First Trust CoPassive
Some overlap · 4 shared positions
$MDY$WDC$SNDK$NEE
$358M
196 positions
#23JOHN G ULLMAN & ASSOCIATES INCPassive
Some overlap · 6 shared positions
$EMR$NEE$OGE$BMY$WDC$VMC
$824M
181 positions
#24Hopwood Financial Services, Inc.Active
Some overlap · 3 shared positions
$MDY$ITW$EMR
$173M
92 positions
#25DC Investments Management, LLCActive
Some overlap · 4 shared positions
$MDY$AEE$ED$OGE
$293M
55 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.