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Hedge Funds Similar to Forefront Analytics,

13F Portfolio OverlapQ1 2026Forefront Analytics, portfolio →
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Most similar hedge funds by 13F overlap

Forefront Analytics, LLC is an institutional investor managing $110M across 39 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 Forefront Analytics, are Stanich Group, RAM Investment Partners,, Torren ,, with shared positions in $NOW, $MUFG, $WT, $DHR, $UNH, $ABT. The full ranking of 25 similar funds is below.

#1Stanich Group LLCSmart money
Highly similar · 3 shared positions
$NOW$MUFG$WT
$131M
47 positions
#2RAM Investment Partners, LLCActive
Substantial overlap · 4 shared positions
$NOW$DHR$UNH$ABT
$569M
121 positions
#3Torren Management, LLCActive
Notable overlap · 4 shared positions
$NOW$MUFG$WT$DHR
$201M
983 positions
#4LFA - Lugano Financial Advisors SAActive
Notable overlap · 3 shared positions
$NOW$MUFG$ABT
$197M
223 positions
#5Bond & Devick Financial Network, Inc.Passive
Notable overlap · 4 shared positions
$NOW$UNH$DHR$MUFG
$358M
188 positions
#6Laurel Wealth Planning LLCActive
Notable overlap · 4 shared positions
$NOW$MUFG$WT$AGQ
$190M
59 positions
#7Balanced Rock Investment Advisors LLCPassive
Notable overlap · 3 shared positions
$NOW$MUFG$MDT
$143M
96 positions
#8TRUE BLUE FINANCIAL, LLCActive
Notable overlap · 3 shared positions
$NOW$MUFG$DHR
$127M
52 positions
#9High Note Wealth, LLCPassive
Notable overlap · 4 shared positions
$NOW$MUFG$WT$UNH
$509M
938 positions
#10Torrey Growth & Income AdvisorsActive
Notable overlap · 3 shared positions
$NOW$PFE$UNH
$239M
110 positions
#11Birchwood Financial Partners, Inc.Passive
Some overlap · 5 shared positions
$MUFG$NOW$UNH$DE$MDT
$104M
348 positions
#12SPINNAKER TRUSTActive
Some overlap · 3 shared positions
$NOW$DE$UNH
$1.8B
285 positions
#13Boothe Investment Group, Inc.Active
Some overlap · 3 shared positions
$NOW$WT$PFE
$311M
40 positions
#14rebel Financial LLCPassive
Some overlap · 3 shared positions
$MUFG$NOW$WT
$231M
65 positions
#15Centennial Bank/AR/Passive
Some overlap · 5 shared positions
$NOW$MUFG$WT$AGQ$TMO
$279M
323 positions
#16Game Creek Capital, LPPassive
Some overlap · 5 shared positions
$NOW$AGQ$MDT$PFE$REGN
$301M
93 positions
#17Midwest Financial Partners Investments, Inc.Active
Some overlap · 4 shared positions
$NOW$MUFG$DE$UNH
$189M
76 positions
#18CRUX WEALTH ADVISORSPassive
Some overlap · 5 shared positions
$NOW$MUFG$WT$MDT$PM
$261M
181 positions
#19Roof Eidam Maycock Peralta, LLCActive
Some overlap · 3 shared positions
$NOW$ABT$WT
$436M
125 positions
#20TIAA Wealth Investment Management LLCActive
Some overlap · 4 shared positions
$NOW$MUFG$UNH$TMO
$13.1B
563 positions
#21SHEPHERD KAPLAN KROCHUK, LLCActive
Some overlap · 3 shared positions
$NOW$AGQ$PFE
$119M
61 positions
#22Carmignac GestionActive
Some overlap · 3 shared positions
$NOW$REGN$TMO
$6.5B
112 positions
#23Generali Powszechne Towarzystwo EmerytalneActive
Some overlap · 3 shared positions
$NOW$UNH$DHR
$566M
28 positions
#24Pine Haven Investment Counsel, IncPassive
Some overlap · 3 shared positions
$NOW$DE$ABT
$136M
114 positions
#25WELLCOME TRUST LTD (THE) as trustee of the WELLCOME TRUSTSmart money
Some overlap · 3 shared positions
$NOW$EW$ABT
$8.1B
21 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.