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Hedge Funds Similar to TRUE BLUE FINANCIAL

13F Portfolio OverlapQ2 2026TRUE BLUE FINANCIAL portfolio →
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Most similar hedge funds by 13F overlap

TRUE BLUE FINANCIAL, LLC is an institutional investor managing $237M across 61 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 TRUE BLUE FINANCIAL are IMPACTfolio, NEW VERNON INVESTMENT, Evolution Advisers, with shared positions in $MUFG, $NU, $SYK, $ORI. The full ranking of 4 similar funds is below.

#1IMPACTfolio, LLCSmart money
Highly similar · 3 shared positions
$MUFG$NU$SYK
$266M
37 positions
#2NEW VERNON INVESTMENT MANAGEMENT LLCActive
Some overlap · 3 shared positions
$ORI$SYK$NU
$82M
37 positions
#3Evolution Advisers, Inc.Active
Some overlap · 3 shared positions
$NU$ORI$SYK
$272M
943 positions
#4RTD Financial Advisors, Inc.Active
Some overlap · 3 shared positions
$MUFG$NU$SYK
$917M
120 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.