13F Pro

Hedge Funds Similar to TRUEFG

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

TRUEFG, LLC is an institutional investor managing $428M across 75 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 TRUEFG are BERKSHIRE, Evolutionary Tree, Arosa, with shared positions in $STX, $BE, $RKLB, $MELI, $RBRK, $IREN. The full ranking of 25 similar funds is below.

#1BERKSHIRE CAPITAL HOLDINGS INCActive
Notable overlap · 4 shared positions
$STX$BE$RKLB$MELI
$462M
122 positions
#2Evolutionary Tree Capital Management, LLCPassive
Notable overlap · 3 shared positions
$STX$BE$RBRK
$53M
29 positions
#3Arosa Capital Management LPActive
Notable overlap · 4 shared positions
$BE$IREN$ETN$NXPI
$561M
52 positions
#4SHARPEPOINT LLCPassive
Notable overlap · 3 shared positions
$STX$RKLB$LMT
$200M
89 positions
#5FirstWave Capital Management LLCPassive
Notable overlap · 5 shared positions
$MELI$IREN$RBRK$BE$RKLB
$227M
63 positions
#6Firsthand Capital Management, Inc.Active
Notable overlap · 3 shared positions
$BE$RKLB$SOFI
$63M
54 positions
#7CCM INVESTMENT ADVISERS LLCPassive
Notable overlap · 3 shared positions
$STX$ETN$LMT
$1.3B
88 positions
#8SANDS CAPITAL MANAGEMENT, LLCActive
Notable overlap · 3 shared positions
$BE$STX$MELI
$26.9B
71 positions
#9UNICOM Systems, Inc.Active
Some overlap · 3 shared positions
$RKLB$STX$BE
$1.5B
39 positions
#10Potrero Capital Research LLCPassive
Some overlap · 3 shared positions
$STX$KEEL$BE
$180M
46 positions
#11SOMA EQUITY PARTNERS LPActive
Some overlap · 3 shared positions
$BE$IREN$RIVN
$1.4B
24 positions
#12Bienville Capital Management, LLCPassive
Some overlap · 3 shared positions
$MELI$SOFI$RBRK
$750M
95 positions
#13UDINE WEALTH MANAGEMENT, INC.Active
Some overlap · 4 shared positions
$BE$RKLB$IREN$RIVN
$243M
40 positions
#14DB Fitzpatrick & Co, IncActive
Some overlap · 3 shared positions
$MELI$ETN$LMT
$124M
100 positions
#15Value Aligned Research Advisors, LLC
Some overlap · 3 shared positions
$BE$STX$IREN
$40.1B
123 positions
#16Aull & Monroe Investment Management CorpPassive
Some overlap · 3 shared positions
$STX$ETN$LMT
$239M
126 positions
#17Situational Awareness LPSmart money
Some overlap · 3 shared positions
$BE$IREN$KEEL
$20.2B
26 positions
#18WOLVERINE ASSET MANAGEMENT LLCPassive
Some overlap · 3 shared positions
$BE$IREN$RBRK
$11.4B
1,668 positions
#19Legacy Advisory Services, LLCActive
Some overlap · 3 shared positions
$RKLB$ETN$MRSH
$142M
54 positions
#20Bitwise Funds TrustActive
Some overlap · 3 shared positions
$IREN$KEEL$MELI
$452M
46 positions
#21LIGHT STREET CAPITAL MANAGEMENT, LLCActive
Some overlap · 3 shared positions
$BE$MELI$NXPI
$903M
28 positions
#22Katamaran Capital LLPPassive
Some overlap · 3 shared positions
$STX$RKLB$BE
$126M
36 positions
#23United Capital Management of KS, Inc.Passive
Some overlap · 3 shared positions
$RKLB$STX$LMT
$763M
98 positions
#24Polymer Capital Management (HK) LTDActive
Some overlap · 4 shared positions
$BE$IREN$ETN$STX
$2.0B
143 positions
#25Vancity Investment Management Ltd
Some overlap · 3 shared positions
$MELI$MRSH$ETN
$666M
92 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.