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 truNorth Financial Services

13F Portfolio OverlapQ2 2026truNorth Financial Services portfolio →

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Most similar hedge funds by 13F overlap

truNorth Financial Services, Inc. is an institutional investor managing $112M across 59 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 truNorth Financial Services are Private Harbour Investment & Counsel, Twelve Points Wealth, IMG Wealth, with shared positions in $SLV, $WEC, $PEP, $QCOM, $CR, $PLTR. The full ranking of 25 similar funds is below.

#1Private Harbour Investment Management & Counsel, LLCActive

Some overlap · 3 shared positions

$SLV $WEC $PEP

$84M

36 positions

#2Twelve Points Wealth Management LLCPassive

Some overlap · 4 shared positions

$SLV $QCOM $PEP $CR

$499M

213 positions

#3IMG Wealth Management, Inc.Passive

Some overlap · 3 shared positions

$SLV $QCOM $PLTR

$180M

612 positions

#4Barnes Dennig Private Wealth Management LLCPassive

Some overlap · 3 shared positions

$SLV $MRVL $PEP

$125M

365 positions

#5NTV ASSET MANAGEMENT LLCPassive

Some overlap · 4 shared positions

$PLTR $SLV $TFC $PEP

$1.0B

317 positions

#6SALEM INVESTMENT COUNSELORS INCActive

Some overlap · 4 shared positions

$PLTR $MRVL $QCOM $PEP

$4.0B

1,244 positions

#7Elevation Wealth Management LLCPassive

Some overlap · 3 shared positions

$SLV $MRVL $PLTR

$134M

146 positions

#8United Capital Management of KS, Inc.Passive

Some overlap · 3 shared positions

$PLTR $MRVL $TFC

$763M

98 positions

#9Pinnacle Family Advisors, LLCPassive

Some overlap · 3 shared positions

$SLV $PLTR $MRVL

$238M

155 positions

#10Sovran Advisors, LLCPassive

Slight overlap · 3 shared positions

$PLTR $SLV $QCOM

$1.3B

615 positions

#11Parisi Gray Wealth ManagementPassive

Slight overlap · 3 shared positions

$PLTR $MRVL $QCOM

$487M

155 positions

#12Capital Investment Counsel, IncActive

Slight overlap · 3 shared positions

$PLTR $MRVL $QCOM

$929M

266 positions

#13CMT Capital Markets Trading GmbHActive

Slight overlap · 3 shared positions

$PLTR $MRVL $QCOM

$11.8B

385 positions

#14INVESTMENT PARTNERS, LTD.Passive

Slight overlap · 3 shared positions

$SLV $PLTR $PEP

$320M

167 positions

#15Cache Advisors, LLCActive

Slight overlap · 3 shared positions

$PLTR $MRVL $QCOM

$1.2B

139 positions

#16N.E.W. Advisory Services LLCActive

Slight overlap · 3 shared positions

$PLTR $SLV $WEC

$1.5B

980 positions

#17LMR Partners LLPPassive

Slight overlap · 3 shared positions

$SLV $MRVL $PLTR

$26.8B

1,491 positions

#18Avalon Global Asset Management LLCActive

Slight overlap · 3 shared positions

$PLTR $MRVL $CR

$917M

38 positions

#19Global X Japan Co., Ltd.Active

Slight overlap · 3 shared positions

$PLTR $MRVL $QCOM

$2.7B

390 positions

#20Harvest Fund Management Co., LtdActive

Slight overlap · 3 shared positions

$PLTR $MRVL $PEP

$3.0B

455 positions

#21NLB Skladi, upravljanje premozenja, d.o.o.Passive

Slight overlap · 3 shared positions

$PLTR $MRVL $QCOM

$2.6B

358 positions

#22Rakuten Securities, Inc.Active

Slight overlap · 3 shared positions

$PLTR $MRVL $QCOM

$430M

914 positions

#23Forefront Wealth Partners, LLCPassive

Slight overlap · 3 shared positions

$PLTR $MRVL $TFC

$323M

177 positions

#24NEOS Investment Management LLCActive

Slight overlap · 4 shared positions

$PLTR $MRVL $QCOM $PEP

$27.1B

578 positions

#25Capital Markets Trading UK LLPActive

Slight overlap · 3 shared positions

$PLTR $MRVL $QCOM

$10.4B

351 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.