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 FOUNDERS FINANCIAL SECURITIES

13F Portfolio OverlapQ2 2026FOUNDERS FINANCIAL SECURITIES portfolio →

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Most similar hedge funds by 13F overlap

FOUNDERS FINANCIAL SECURITIES LLC is an institutional investor managing $2.0B across 555 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 FOUNDERS FINANCIAL SECURITIES are Third View Private Wealth, Clearbridge Investments, Phillips Wealth Planners, with shared positions in $WMB, $TXN, $UL, $APD, $MRSH, $APO. The full ranking of 25 similar funds is below.

#1Third View Private Wealth, LLCPassive

Some overlap · 10 shared positions

$WMB $TXN $UL $APD $MRSH $APO

$814M

291 positions

#2Clearbridge Investments, LLCPassive

Some overlap · 9 shared positions

$WMB $TXN $ASML $LIN $CVS $UNP

$120.9B

699 positions

#3Phillips Wealth Planners LLCPassive

Some overlap · 6 shared positions

$TXN $WMB $PNC $UNP $APD $AMGN

$136M

217 positions

#4Granite Group Advisors, LLCActive

Some overlap · 7 shared positions

$TXN $PNC $CCZ $AMGN $ASML $BX

$158M

78 positions

#5Kennebec Savings BankPassive

Some overlap · 5 shared positions

$MDY $WMB $PNC $UNP $BX

$126M

263 positions

#6Stokes Capital Advisors, LLCPassive

Some overlap · 5 shared positions

$TXN $WMB $LIN $UNP $MRSH

$455M

118 positions

#7NEW ENGLAND ASSET MANAGEMENT INCPassive

Some overlap · 5 shared positions

$TXN $PNC $UL $CVS $AMGN

$863M

131 positions

#8Pinnacle West Asset Management, Inc.Passive

Some overlap · 5 shared positions

$TXN $WMB $UNP $BX $AMGN

$145M

104 positions

#9Walsky Investment Management, Inc.Passive

Some overlap · 5 shared positions

$TXN $PNC $UNP $APD $AMGN

$108M

52 positions

#10Martin Capital Partners, LLCPassive

Some overlap · 5 shared positions

$TXN $UL $ASML $UNP $AMGN

$279M

73 positions

#11Junk Investment Group, LLCActive

Some overlap · 4 shared positions

$MDY $TXN $PNC $AMGN

$241M

98 positions

#12Emprise BankActive

Some overlap · 4 shared positions

$MDY $TXN $PNC $UNP

$262M

106 positions

#13Estabrook Capital ManagementPassive

Some overlap · 5 shared positions

$WMB $PNC $TXN $UNP $AMGN

$739M

344 positions

#14Portland Global Advisors LLCActive

Some overlap · 4 shared positions

$MDY $TXN $UL $AMGN

$1.1B

154 positions

#15TRILLIUM ASSET MANAGEMENT, LLCActive

Some overlap · 5 shared positions

$PNC $UL $ASML $LIN $UNP

$3.3B

230 positions

#16MITCHELL & PAHL PRIVATE WEALTH, LLCPassive

Some overlap · 5 shared positions

$TXN $ASML $LIN $APD $AMGN

$277M

147 positions

#17Ipswich Investment Management Co., Inc.Passive

Some overlap · 5 shared positions

$TXN $ASML $LIN $MRSH $AMGN

$468M

186 positions

#18BAHL & GAYNOR INCActive

Some overlap · 4 shared positions

$TXN $WMB $PNC $APO

$21.7B

341 positions

#19Aureus Asset Management, LLCPassive

Some overlap · 5 shared positions

$TXN $LIN $WMB $APO $BX

$1.6B

239 positions

#20Exeter Financial, LLCPassive

Some overlap · 5 shared positions

$TXN $LIN $CVS $APD $AMGN

$265M

100 positions

#21Banco de Sabadell, S.APassive

Some overlap · 5 shared positions

$TXN $ASML $UNP $APD $AMGN

$170M

61 positions

#22MARKEL GROUP INC.Active

Some overlap · 5 shared positions

$TXN $LIN $MRSH $APO $BX

$13.1B

130 positions

#23MATRIX ASSET ADVISORS INC/NYActive

Some overlap · 5 shared positions

$TXN $PNC $CCZ $AMGN $MDY

$1.2B

100 positions

#24Harbour Trust & Investment Management CoActive

Some overlap · 5 shared positions

$MDY $WMB $BX $APD $MRSH

$1.0B

160 positions

#25Susquehanna Portfolio Strategies, LLCPassive

Some overlap · 5 shared positions

$WMB $TMUS $CVS $APD $AMGN

$6.3B

833 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.