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Hedge Funds Similar to FOUNDERS FINANCIAL SECURITIES

13F Portfolio OverlapQ1 2026FOUNDERS FINANCIAL SECURITIES portfolio →
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Most similar hedge funds by 13F overlap

FOUNDERS FINANCIAL SECURITIES LLC is an institutional investor managing $1.7B across 498 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 FOUNDERS FINANCIAL SECURITIES are Strategic Financial Concepts,, Kraft, Davis & Associates,, Interactive Financial Advisors, with shared positions in $HUM, $WT, $MS, $GMM, $SHW, $RELX. The full ranking of 25 similar funds is below.

#1Strategic Financial Concepts, LLCPassive
Some overlap · 6 shared positions
$HUM$WT$MS$GMM$SHW$RELX
$405M
298 positions
#2Kraft, Davis & Associates, LLCPassive
Some overlap · 5 shared positions
$HUM$WT$SAN$SHW$GMM
$469M
151 positions
#3Interactive Financial AdvisorsActive
Some overlap · 6 shared positions
$HUM$SAN$WT$SHW$SOLV$MS
$153M
78 positions
#4Centerpoint Advisory GroupPassive
Some overlap · 5 shared positions
$HUM$WT$MS$SAN$SOLV
$133M
108 positions
#5Base Wealth Management LLCActive
Some overlap · 5 shared positions
$HUM$SAN$CRM$RELX$SOLV
$179M
60 positions
#6EHRLICH FINANCIAL GROUPPassive
Some overlap · 6 shared positions
$HUM$MS$GMM$JHG$SNOW$SOLV
$174M
112 positions
#7Reality Financial Planning Services, LLCSmart money
Some overlap · 4 shared positions
$HUM$WT$SNOW$TXN
$104M
20 positions
#8MUIRFIELD WEALTH ADVISORS LLCPassive
Some overlap · 4 shared positions
$HUM$WT$SAN$JHG
$136M
80 positions
#9TD Capital Management LLCActive
Some overlap · 6 shared positions
$HUM$WT$TXN$SOLV$MS$SNOW
$1.1B
853 positions
#10Confluence Wealth Services, Inc.Active
Some overlap · 4 shared positions
$HUM$CRM$SNOW$MS
$2.6B
365 positions
#11ECLECTIC ASSOCIATES INC /ADVActive
Some overlap · 4 shared positions
$HUM$WT$SNOW$SHW
$753M
159 positions
#12360 Financial, Inc.Active
Some overlap · 4 shared positions
$HUM$SAN$SNOW$MS
$332M
80 positions
#13Noble Family Wealth, LLCActive
Some overlap · 4 shared positions
$HUM$WT$SNOW$MS
$484M
76 positions
#14Selby Wealth Management, LLCActive
Some overlap · 5 shared positions
$HUM$WT$SNOW$MS$GMM
$254M
81 positions
#15Roof Eidam Maycock Peralta, LLCActive
Some overlap · 4 shared positions
$HUM$WT$SHW$SOLV
$436M
125 positions
#16Opus Financial Solutions LLCPassive
Some overlap · 3 shared positions
$HUM$WT$SNOW
$106M
103 positions
#17Grove Street Fiduciary, LLCActive
Some overlap · 3 shared positions
$HUM$WT$SNOW
$227M
74 positions
#18Sherman Wealth Management LLCPassive
Some overlap · 3 shared positions
$HUM$WT$GMM
$116M
80 positions
#19Cascades Capital Asset Management, LLCPassive
Some overlap · 3 shared positions
$HUM$WT$MS
$239M
158 positions
#20Avant Capital LLCPassive
Some overlap · 3 shared positions
$HUM$WT$MS
$142M
76 positions
#21Addison Advisors LLCPassive
Some overlap · 3 shared positions
$HUM$WT$MS
$452M
980 positions
#22DHJJ Financial Advisors, Ltd.Passive
Some overlap · 3 shared positions
$HUM$WT$SNOW
$302M
1,081 positions
#23E&G Advisors, LPPassive
Some overlap · 3 shared positions
$HUM$WT$JHG
$449M
236 positions
#24Farrell Financial LLCPassive
Some overlap · 3 shared positions
$HUM$WT$CRM
$167M
76 positions
#25Fortis Advisors, LLCPassive
Some overlap · 4 shared positions
$HUM$SNOW$MS$RELX
$200M
119 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.