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Hedge Funds Similar to True Vision MN

13F Portfolio OverlapQ1 2026True Vision MN portfolio →
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Most similar hedge funds by 13F overlap

True Vision MN LLC is an institutional investor managing $194M across 98 U.S. equity positions as of Q1 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to True Vision MN are Kessler Investment Group, Deane Retirement Strategies, Faithward Advisors, with shared positions in $CRWD, $ANET, $CRM, $VRT, $GNRC, $BHP. The full ranking of 25 similar funds is below.

#1Kessler Investment Group, LLCPassive
Substantial overlap · 14 shared positions
$CRWD$ANET$CRM$VRT$GNRC$BHP
$234M
81 positions
#2Deane Retirement Strategies, Inc.Passive
Notable overlap · 5 shared positions
$IAU$UNP$CRM$HCA$WFC
$236M
52 positions
#3Faithward Advisors, LLCPassive
Notable overlap · 6 shared positions
$IAU$VRT$ANET$CRWD$GNRC$PLTR
$819M
339 positions
#4Parkside Investments, LLCActive
Notable overlap · 4 shared positions
$UNP$IAU$GNRC$FCX
$902M
91 positions
#5BCWM, LLCPassive
Notable overlap · 3 shared positions
$IAU$UNP$GNRC
$342M
57 positions
#6Kure Advisory, LLCActive
Notable overlap · 5 shared positions
$IAU$STT$WFC$TRV$PLTR
$211M
62 positions
#7Bulltick Wealth Management, LLCPassive
Notable overlap · 4 shared positions
$IAU$CRM$VRT$PLTR
$490M
134 positions
#8GLYNN CAPITAL MANAGEMENT LLCActive
Notable overlap · 4 shared positions
$CRWD$ANET$VRT$PLTR
$363M
43 positions
#9ITHAKA GROUP LLCActive
Notable overlap · 4 shared positions
$CRWD$ANET$VRT$PLTR
$551M
40 positions
#10PARK PRESIDIO CAPITAL LLCActive
Notable overlap · 3 shared positions
$UNP$GNRC$VMC
$1.8B
14 positions
#11Stony Point Wealth Management Inc.Passive
Notable overlap · 4 shared positions
$CRWD$VMC$ANET$FCX
$283M
103 positions
#12SHRIER WEALTH MANAGEMENT, LLCPassive
Notable overlap · 5 shared positions
$IAU$BHP$WFC$FCX$GILD
$296M
134 positions
#13R.H. Investment Group, LLCActive
Notable overlap · 5 shared positions
$UNP$TRV$WFC$CRWD$PLTR
$133M
47 positions
#14Impact Investors, IncPassive
Notable overlap · 3 shared positions
$IAU$ANET$STT
$137M
88 positions
#155T Wealth, LLCActive
Notable overlap · 3 shared positions
$IAU$ANET$WFC
$269M
134 positions
#16Townsend & Associates, IncActive
Notable overlap · 4 shared positions
$GNRC$BHP$HCA$IAU
$1.2B
115 positions
#17Regal Partners LtdActive
Notable overlap · 4 shared positions
$UNP$FCX$WFC$HCA
$1.8B
122 positions
#18VPR Management LLCActive
Notable overlap · 3 shared positions
$IAU$BHP$FCX
$249M
66 positions
#19JNBA Financial AdvisorsActive
Notable overlap · 4 shared positions
$IAU$STT$GGG$TRV
$1.3B
830 positions
#20Riggs Asset Managment Co. Inc.Passive
Notable overlap · 5 shared positions
$ANET$GILD$CRWD$PLTR$VRT
$560M
132 positions
#21THOR INVESTMENT MANAGEMENT INC /OH/ /ADVActive
Some overlap · 4 shared positions
$VRT$GNRC$GILD$CRM
$176M
56 positions
#22Advocacy Wealth Management, LLCActive
Some overlap · 3 shared positions
$IAU$ANET$VRT
$2.8B
151 positions
#23Cornerstone Select Advisors, LLCPassive
Some overlap · 5 shared positions
$VRT$CRWD$ANET$GILD$PLTR
$238M
149 positions
#24Eagle Strategies LLCPassive
Some overlap · 7 shared positions
$CRWD$FCX$STT$IAU$CRM$ANET
$1.0B
273 positions
#25Vickerman Investment Advisors, Inc.Active
Some overlap · 3 shared positions
$UNP$CRM$STT
$515M
100 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.