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Hedge Funds Similar to FIRST FOUNDATION ADVISORS

13F Portfolio OverlapQ1 2026FIRST FOUNDATION ADVISORS portfolio →
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Most similar hedge funds by 13F overlap

FIRST FOUNDATION ADVISORS is an institutional investor managing $2.5B across 336 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 FIRST FOUNDATION ADVISORS are McGuire Investment Group,, Notis-McConarty Edward, Elefante Mark B, with shared positions in $AMD, $SCHW, $WT, $AMAT, $MS, $ASML. The full ranking of 25 similar funds is below.

#1McGuire Investment Group, LLCActive
Some overlap · 7 shared positions
$AMD$SCHW$WT$AMAT$MS$ASML
$885M
121 positions
#2Notis-McConarty EdwardActive
Some overlap · 6 shared positions
$AMD$SCHW$UBER$AMAT$LOW$CP
$219M
68 positions
#3Elefante Mark BPassive
Some overlap · 6 shared positions
$AMD$SCHW$UBER$AMAT$APH$ASML
$182M
58 positions
#4OAK ASSOCIATES LTD /OH/Active
Some overlap · 5 shared positions
$AMD$SCHW$APH$GILD$LOW
$1.5B
140 positions
#5Ducere Wealth Management LLCPassive
Some overlap · 8 shared positions
$APH$UBER$SCHW$COR$AMAT$ASML
$251M
126 positions
#6Watchman Group, Inc.Active
Some overlap · 5 shared positions
$AMD$APH$UBER$WT$LOW
$413M
73 positions
#7Advocacy Wealth Management, LLCActive
Some overlap · 7 shared positions
$IAU$SCHW$UBER$APH$LOW$WT
$2.3B
143 positions
#8Dempze Nancy EPassive
Some overlap · 5 shared positions
$AMD$SCHW$UBER$AMAT$MS
$182M
92 positions
#9Hemenway Trust Co LLCActive
Some overlap · 5 shared positions
$AMD$SCHW$UBER$AMAT$CP
$1.2B
135 positions
#10Baker Chad RActive
Some overlap · 5 shared positions
$AMD$APH$UBER$AMAT$LOW
$530M
56 positions
#11Generate Investment Management LtdActive
Some overlap · 6 shared positions
$AMD$APH$UBER$AMAT$ASML$MPWR
$2.0B
70 positions
#12COMMUNITY TRUST & INVESTMENT COActive
Some overlap · 4 shared positions
$AMD$SCHW$APH$UBER
$1.8B
140 positions
#13BEACON INVESTMENT ADVISORY SERVICES, INC.Passive
Some overlap · 5 shared positions
$IAU$AMD$GILD$AMAT$MS
$2.4B
787 positions
#14SOMERVILLE KURT FPassive
Some overlap · 5 shared positions
$AMD$SCHW$UBER$AMAT$ASML
$379M
91 positions
#15Delaney Dennis RPassive
Some overlap · 5 shared positions
$AMD$SCHW$UBER$AMAT$ASML
$282M
60 positions
#16PUZO MICHAEL JPassive
Some overlap · 5 shared positions
$AMD$SCHW$UBER$AMAT$ASML
$343M
67 positions
#17Strong Retirement Solutions LLCPassive
Some overlap · 4 shared positions
$AMD$APH$SCHW$UBER
$143M
86 positions
#18Burk Holdings LLCPassive
Some overlap · 4 shared positions
$AMD$IAU$WT$SCHW
$233M
676 positions
#19Element Squared LLCActive
Some overlap · 4 shared positions
$AMD$SCHW$APH$AMAT
$177M
42 positions
#20NOESIS CAPITAL MANGEMENT CORPPassive
Some overlap · 5 shared positions
$AMD$APH$GILD$LOW$DIS
$676M
125 positions
#21Ayrshire Capital Management LLCPassive
Some overlap · 7 shared positions
$SCHW$APH$COR$MS$GILD$UBER
$193M
50 positions
#22ADAMS DIVERSIFIED EQUITY FUND, INC.Active
Some overlap · 5 shared positions
$SCHW$AMD$UBER$GILD$PM
$2.8B
99 positions
#23Goldenstone Wealth Management LLCActive
Some overlap · 6 shared positions
$AMD$WT$AMAT$MS$LOW$ASML
$137M
89 positions
#24REUTER JAMES WEALTH MANAGEMENT, LLCPassive
Some overlap · 5 shared positions
$IAU$APH$UBER$WT$CME
$697M
218 positions
#25Coign Capital Advisors LLCActive
Some overlap · 6 shared positions
$APH$AMD$PM$SCHW$UBER$MS
$190M
80 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.