13F Pro

Hedge Funds Similar to Truepoint

13F Portfolio OverlapQ2 2026Truepoint portfolio →
Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Truepoint, Inc. is an institutional investor managing $4.8B across 160 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 Truepoint are MONARCH, SCHULHOFF, LCNB, with shared positions in $EMR, $CINF, $PWR, $USB, $PNC, $GLW. The full ranking of 25 similar funds is below.

#1MONARCH CAPITAL MANAGEMENT INCPassive
Slight overlap · 4 shared positions
$EMR$CINF$PWR$USB
$436M
130 positions
#2SCHULHOFF & CO INCPassive
Slight overlap · 4 shared positions
$EMR$CINF$PNC$USB
$249M
134 positions
#3LCNB CORPPassive
Slight overlap · 4 shared positions
$EMR$CINF$GLW$USB
$326M
184 positions
#4BERKSHIRE ASSET MANAGEMENT LLC/PAActive
Slight overlap · 4 shared positions
$EMR$KMI$NUE$PNC
$2.5B
270 positions
#5Community Bank, N.A.Passive
Slight overlap · 4 shared positions
$EMR$MDY$NUE$GLW
$926M
530 positions
#6Richard C. Young & CO., LTD.Passive
Slight overlap · 4 shared positions
$EMR$KMI$SLV$PNC
$1.4B
101 positions
#7SMITH, MOORE & CO.Passive
Slight overlap · 4 shared positions
$EMR$MDY$SLV$GLW
$1.5B
586 positions
#8Cascade Investment Advisors, Inc.Passive
Slight overlap · 4 shared positions
$EMR$KMI$NUE$USB
$183M
113 positions
#9Kinloch Capital, LLCPassive
Slight overlap · 3 shared positions
$EMR$CINF$NUE
$274M
79 positions
#10PENINSULA ASSET MANAGEMENT INCActive
Slight overlap · 3 shared positions
$EMR$CINF$NUE
$209M
54 positions
#11Sound Financial Strategies Group, LLCActive
Slight overlap · 3 shared positions
$EMR$CINF$NUE
$157M
121 positions
#12Tarbox Group, Inc.Smart money
Slight overlap · 4 shared positions
$EMR$MDY$PIPR$USB
$698M
96 positions
#13NORTHLAND SECURITIES, INC.Active
Slight overlap · 4 shared positions
$EMR$MDY$GLW$USB
$172M
117 positions
#14Nautilus Advisors LLCPassive
Slight overlap · 3 shared positions
$EMR$CINF$GLW
$170M
179 positions
#15Triton Financial Group IncPassive
Slight overlap · 3 shared positions
$EMR$CINF$GLW
$174M
99 positions
#16CHELSEA COUNSEL COPassive
Slight overlap · 4 shared positions
$EMR$SLV$PWR$GLW
$236M
232 positions
#17MITCHELL SINKLER & STARR/PAPassive
Slight overlap · 3 shared positions
$EMR$CINF$RPM
$240M
155 positions
#18MOR Wealth Management, LLCPassive
Slight overlap · 4 shared positions
$EMR$PWR$PNC$GLW
$251M
122 positions
#19Kessler Investment Group, LLCPassive
Slight overlap · 4 shared positions
$EMR$NUE$GLW$USB
$234M
81 positions
#20HENGEHOLD CAPITAL MANAGEMENT LLCActive
Slight overlap · 3 shared positions
$EMR$CINF$USB
$1.3B
229 positions
#21William B. Walkup & Associates, Inc.Passive
Slight overlap · 3 shared positions
$EMR$KMI$NUE
$208M
258 positions
#22Forza Wealth Management, LLCPassive
Slight overlap · 3 shared positions
$EMR$MDY$NUE
$326M
194 positions
#23TI-TRUST, INCPassive
Slight overlap · 3 shared positions
$EMR$MDY$NUE
$186M
132 positions
#24Kentucky Trust CoPassive
Slight overlap · 4 shared positions
$EMR$PNC$GLW$USB
$208M
316 positions
#25E&G Advisors, LPPassive
Slight overlap · 3 shared positions
$EMR$MDY$SLV
$518M
243 positions

Compare Truepoint’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View Truepoint’s holdings

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.