13F Pro

Hedge Funds Similar to TruWealth Advisors

13F Portfolio OverlapQ1 2026TruWealth Advisors portfolio →
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Most similar hedge funds by 13F overlap

TruWealth Advisors, LLC is an institutional investor managing $2.1B across 182 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 TruWealth Advisors are ARS Investment Partners, 6th Street Advisors, EQUITY INVESTMENT, with shared positions in $FCX, $PWR, $BMY, $FANG, $GD, $WPC. The full ranking of 25 similar funds is below.

#1ARS Investment Partners, LLCActive
Some overlap · 3 shared positions
$FCX$PWR$BMY
$2.3B
181 positions
#26th Street Advisors, LLCActive
Some overlap · 3 shared positions
$PWR$FANG$GD
$173M
61 positions
#3EQUITY INVESTMENT CORPActive
Some overlap · 4 shared positions
$WPC$SHEL$T$GSK
$5.2B
76 positions
#4KOM Wealth Management Group, LLCActive
Some overlap · 3 shared positions
$PWR$WPC$GD
$201M
96 positions
#5RPG Investment Advisory, LLCPassive
Some overlap · 3 shared positions
$PWR$FCX$FANG
$540M
85 positions
#6SENTINEL TRUST CO LBASmart money
Some overlap · 4 shared positions
$PWR$IAU$SHEL$MCD
$1.1B
136 positions
#7LiftPoint Family Wealth Advisors LLCActive
Some overlap · 3 shared positions
$PWR$IAU$AEP
$148M
69 positions
#8FLYWHEEL PRIVATE WEALTH LLCActive
Some overlap · 3 shared positions
$PWR$IAU$GD
$203M
109 positions
#9Landmark Wealth Management, LLCActive
Some overlap · 4 shared positions
$FCX$BMY$SHEL$T
$418M
151 positions
#10VPR Management LLCActive
Some overlap · 3 shared positions
$FCX$IAU$SHEL
$249M
66 positions
#11Connective Portfolio Management, LLCPassive
Some overlap · 3 shared positions
$SHEL$IAU$PWR
$67M
39 positions
#12Stack Financial Management, IncActive
Some overlap · 3 shared positions
$PWR$T$AEP
$1.3B
54 positions
#13Advanced Asset Management Advisors IncActive
Some overlap · 3 shared positions
$FCX$T$AEP
$387M
88 positions
#14OFC FINANCIAL PLANNING, LLCActive
Some overlap · 3 shared positions
$PWR$IAU$MCD
$113M
56 positions
#15Canal Insurance COActive
Some overlap · 3 shared positions
$FCX$GD$BMY
$426M
73 positions
#16COWA, LLCPassive
Some overlap · 4 shared positions
$IAU$PWR$BMY$SHEL
$399M
181 positions
#17Clarion Wealth Managment Partners, LLCActive
Some overlap · 4 shared positions
$WPC$IAU$PWR$MCD
$124M
87 positions
#18Glass Wealth Management Co LLCPassive
Some overlap · 3 shared positions
$FCX$SHEL$GD
$299M
69 positions
#19MONTGOMERY INVESTMENT MANAGEMENT INCActive
Some overlap · 3 shared positions
$FCX$FANG$MCD
$329M
105 positions
#20Thomasville National BankPassive
Some overlap · 3 shared positions
$SHEL$GD$GSK
$1.8B
241 positions
#21CAMDEN NATIONAL BANKPassive
Some overlap · 3 shared positions
$PWR$IAU$MCD
$767M
184 positions
#22Axiom Investment Management LLCPassive
Some overlap · 3 shared positions
$PWR$BMY$T
$150M
528 positions
#23Barry Investment Advisors, LLCActive
Some overlap · 4 shared positions
$SHEL$AEP$GSK$GD
$524M
102 positions
#24BOURNE LENT ASSET MANAGEMENT INCActive
Some overlap · 3 shared positions
$PWR$BMY$T
$289M
65 positions
#25Catherine Avery Investment Management LLCPassive
Some overlap · 3 shared positions
$FCX$BMY$MCD
$116M
172 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.