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Hedge Funds Similar to tru Independence

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

tru Independence LLC is an institutional investor managing $229M across 108 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 tru Independence are Carlson, Slagle Financial, LYNCH & ASSOCIATES, with shared positions in $MCD, $COF, $WFC, $TFC, $MO, $DUK. The full ranking of 25 similar funds is below.

#1Carlson Capital, L.P.Passive
Some overlap · 4 shared positions
$MCD$COF$WFC$TFC
$494M
74 positions
#2Slagle Financial, LLCPassive
Some overlap · 5 shared positions
$MCD$WFC$TFC$MO$DUK
$334M
127 positions
#3LYNCH & ASSOCIATES/INPassive
Some overlap · 4 shared positions
$MCD$COF$LMT$DUK
$573M
129 positions
#4MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive
Some overlap · 4 shared positions
$MCD$WFC$LMT$DUK
$233M
122 positions
#5Volterra Technologies LPPassive
Some overlap · 4 shared positions
$MCD$COF$TFC$EQT
$694M
303 positions
#6Richwood Investment Advisors, LLCActive
Some overlap · 4 shared positions
$MCD$WFC$COF$LMT
$142M
106 positions
#7Paradigm Capital Management, LLC/NVActive
Some overlap · 5 shared positions
$MCD$WFC$TFC$MO$DUK
$116M
65 positions
#8First Fiduciary Investment Counsel, Inc.Passive
Some overlap · 3 shared positions
$MCD$COF$LMT
$529M
75 positions
#9Wolff Financial Management LLCActive
Some overlap · 5 shared positions
$MCD$TFC$MO$DUK$AEP
$501M
106 positions
#10Integras Partners LLCPassive
Some overlap · 4 shared positions
$MCD$LMT$TFC$DUK
$181M
100 positions
#11AIGEN INVESTMENT MANAGEMENT, LPPassive
Some overlap · 4 shared positions
$COF$WFC$LMT$TT
$366M
517 positions
#12Welch Group, LLCPassive
Some overlap · 4 shared positions
$MCD$LMT$TFC$AEP
$2.9B
326 positions
#13Passive Capital Management, LLC.Active
Some overlap · 3 shared positions
$MCD$COF$TFC
$320M
94 positions
#14SageGuard Financial Group, LLCPassive
Some overlap · 4 shared positions
$MCD$LMT$COF$DUK
$712M
211 positions
#15MARINO, STRAM & ASSOCIATES LLCActive
Some overlap · 5 shared positions
$MCD$LMT$MO$DUK$AEP
$628M
202 positions
#16Roxbury Financial LLCPassive
Some overlap · 4 shared positions
$MCD$WFC$LMT$DUK
$126M
410 positions
#17Powers Advisory Group, LLCActive
Some overlap · 4 shared positions
$MCD$LMT$MO$DUK
$319M
130 positions
#18Stablepoint Partners, LLCPassive
Some overlap · 4 shared positions
$COF$MCD$LMT$DUK
$723M
260 positions
#19Patrick Mauro Investment Advisor, INC.Active
Some overlap · 4 shared positions
$MCD$LMT$DUK$AEP
$199M
38 positions
#20Slocum, Gordon & Co LLPPassive
Some overlap · 4 shared positions
$MCD$LMT$DUK$AEP
$151M
70 positions
#21Eliot Finkel Investment Counsel, LLCActive
Some overlap · 4 shared positions
$MCD$LMT$DUK$AEP
$214M
33 positions
#22Widmann Financial Services, Inc.Passive
Some overlap · 4 shared positions
$MCD$TT$MO$DUK
$186M
123 positions
#23Stokes Capital Advisors, LLCPassive
Some overlap · 3 shared positions
$MCD$LMT$TT
$467M
118 positions
#24WHITENER CAPITAL MANAGEMENT, INC.Passive
Some overlap · 4 shared positions
$MCD$TFC$MO$DUK
$472M
184 positions
#25BERKSHIRE ASSET MANAGEMENT LLC/PAActive
Some overlap · 3 shared positions
$MCD$WFC$LMT
$2.5B
270 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.