How is hedge fund similarity measured?

Similarity is computed from each fund's top conviction holdings in their latest 13F filing. Funds are scored by the overlap of distinctive shared positions (the mega-caps that nearly every fund owns are excluded), so the ranking reflects genuinely shared strategy rather than common index exposure.

Hedge Funds Similar to True Wealth Design

13F Portfolio OverlapQ3 2026True Wealth Design portfolio →

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Most similar hedge funds by 13F overlap

True Wealth Design, LLC is an institutional investor managing $426M across 2,585 U.S. equity positions as of Q3 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to True Wealth Design are Bull Harbor, Essential Partners, JACKSON THORNTON WEALTH, with shared positions in $FIX, $WDC, $JBHT, $CNC, $BMY, $APH. The full ranking of 25 similar funds is below.

#1Bull Harbor Capital LLCPassive

Some overlap · 12 shared positions

$FIX $WDC $JBHT $CNC $BMY $APH

$513M

552 positions

#2Essential Partners LLCPassive

Some overlap · 12 shared positions

$FIX $WDC $JBHT $CNC $BMY $EIX

$219M

2,852 positions

#3JACKSON THORNTON WEALTH MANAGEMENT, LLCActive

Some overlap · 12 shared positions

$FIX $WDC $JBHT $CNC $BMY $STX

$1.3B

417 positions

#4FAMILY WEALTH PARTNERS, LLCActive

Some overlap · 11 shared positions

$FIX $WDC $JBHT $CNC $BMY $EIX

$331M

105 positions

#5AQR CAPITAL MANAGEMENT LLCPassive

Some overlap · 12 shared positions

$FIX $WDC $CNC $BMY $EIX $ABNB

$286.8B

3,900 positions

#6Caerus Investment Advisors, LLCPassive

Some overlap · 11 shared positions

$FIX $WDC $JBHT $CNC $BMY $EIX

$300M

339 positions

#7Allegiance Financial Group Advisory Services LLCActive

Some overlap · 10 shared positions

$FIX $WDC $JBHT $CNC $BMY $EIX

$578M

205 positions

#8MAINSAIL ASSET MANAGEMENT, LLCActive

Some overlap · 10 shared positions

$FIX $WDC $CNC $BMY $JBHT $EIX

$249M

160 positions

#9Sivia Capital Partners, LLCPassive

Some overlap · 9 shared positions

$FIX $WDC $CNC $STX $EIX $ABNB

$822M

540 positions

#10Kaufman Rossin Wealth, LLCActive

Some overlap · 8 shared positions

$FIX $WDC $JBHT $APH $EIX $GM

$247M

180 positions

#11Wick Capital Partners, LLCActive

Some overlap · 9 shared positions

$WDC $BMY $JBHT $EIX $CNC $ABNB

$663M

246 positions

#12Dorsey Wright & AssociatesPassive

Some overlap · 8 shared positions

$FIX $WDC $APH $STX $EIX $GM

$590M

131 positions

#13COGENT STRATEGIC WEALTH LLCActive

Some overlap · 8 shared positions

$FIX $WDC $BMY $EIX $ABNB $PCG

$105M

58 positions

#14waypoint wealth counselPassive

Some overlap · 8 shared positions

$FIX $JBHT $WDC $CNC $EIX $PCG

$172M

162 positions

#15Capstone Wealth Management, LLCActive

Some overlap · 7 shared positions

$FIX $WDC $CNC $STX $EIX $ABNB

$216M

188 positions

#16Beacon Harbor Wealth Advisors, Inc.Passive

Some overlap · 6 shared positions

$FIX $MCD $APH $BMY $NEE $HWM

$513M

70 positions

#17LifeGoal Investments, LLCActive

Some overlap · 6 shared positions

$FIX $WDC $CNC $STX $ABNB $PCG

$328M

213 positions

#18HBE Wealth Management, LLCActive

Some overlap · 6 shared positions

$FIX $WDC $JBHT $BMY $FTI $CB

$139M

59 positions

#19IEQ CAPITAL, LLCPassive

Some overlap · 6 shared positions

$FIX $WDC $APH $CNC $EIX $JBHT

$21.7B

2,011 positions

#20PATTON FUND MANAGEMENT, INC.Passive

Some overlap · 6 shared positions

$FIX $WDC $JBHT $STX $JCI $HWM

$389M

77 positions

#21VestGen Investment ManagementPassive

Some overlap · 6 shared positions

$FIX $WDC $APH $EIX $FTI $HWM

$189M

218 positions

#22NORTHWEST WEALTH MANAGEMENT, LLCActive

Some overlap · 6 shared positions

$FIX $WDC $CNC $BMY $EIX $CB

$758M

265 positions

#23Night Squared LPPassive

Some overlap · 5 shared positions

$FIX $BWXT $WDC $STX $PH

$930M

69 positions

#24Storgate, LLCPassive

Some overlap · 5 shared positions

$FIX $WDC $JBHT $C $NEE

$482M

351 positions

#25Kovitz Investment Group Partners, LLCPassive

Some overlap · 6 shared positions

$FIX $APH $BMY $C $GM $HWM

$4.5B

478 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.