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Hedge Funds Similar to Foundations Investment Advisors,

13F Portfolio OverlapQ1 2026Foundations Investment Advisors, portfolio →
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Most similar hedge funds by 13F overlap

Foundations Investment Advisors, LLC is an institutional investor managing $8.1B across 1,160 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 Foundations Investment Advisors, are Mosley Wealth, Beacon Harbor Wealth Advisors,, Williams & Novak,, with shared positions in $C, $IAU, $MS, $HOOD, $ICFI, $ARKO. The full ranking of 25 similar funds is below.

#1Mosley Wealth ManagementPassive
Some overlap · 11 shared positions
$C$IAU$MS$HOOD$ICFI$ARKO
$221M
466 positions
#2Beacon Harbor Wealth Advisors, Inc.Passive
Some overlap · 7 shared positions
$C$VRT$IAU$WT$SE$SLV
$477M
70 positions
#3Williams & Novak, LLCPassive
Some overlap · 7 shared positions
$MS$LEN$IAU$SE$WT$SLV
$134M
143 positions
#4Strategic Blueprint, LLCPassive
Some overlap · 6 shared positions
$VRT$MS$LEN$SE$IAU$LNG
$1.7B
639 positions
#5Faithward Advisors, LLCPassive
Some overlap · 6 shared positions
$VRT$IAU$ASML$MSTR$SLV$USB
$701M
261 positions
#6ShoreHaven Wealth Partners, LLCPassive
Some overlap · 5 shared positions
$VRT$MS$IAU$WT$SE
$278M
103 positions
#7Hobbs Group Advisors, LLCPassive
Some overlap · 7 shared positions
$C$WT$MS$VRT$IAU$USB
$334M
160 positions
#8Walser Wealth Management Company, A Ltd Liability CoActive
Some overlap · 6 shared positions
$CIEN$VRT$C$MS$SLV$HOOD
$223M
187 positions
#9GFS Advisors, LLCPassive
Some overlap · 6 shared positions
$ARKO$WT$HOOD$BABA$SLV$USB
$785M
159 positions
#10Interactive Financial AdvisorsActive
Some overlap · 9 shared positions
$IAU$WT$SE$USB$ARKO$SLV
$153M
78 positions
#11Oxford Wealth Group, LLCPassive
Some overlap · 6 shared positions
$CIEN$VRT$C$ASML$HOOD$MS
$183M
88 positions
#12ATX Financial Planning, LLCPassive
Some overlap · 5 shared positions
$MS$IAU$WT$LEN$ARKO
$132M
81 positions
#13Investment Research Partners LLCPassive
Some overlap · 4 shared positions
$CIEN$VRT$WT$LEN
$246M
245 positions
#14STABLEFORD CAPITAL II LLCPassive
Some overlap · 6 shared positions
$IAU$C$ASML$SE$USB$LNG
$269M
144 positions
#15Wealth Management Partners, LLCPassive
Some overlap · 4 shared positions
$ARKO$VRT$IAU$ASML
$350M
147 positions
#16Riverbend Wealth Management, LLCPassive
Some overlap · 5 shared positions
$MS$C$WT$IAU$USB
$175M
152 positions
#17WIN ADVISORS, INCPassive
Some overlap · 4 shared positions
$CIEN$VRT$WT$LNG
$219M
78 positions
#18Myriad Asset Management Advisors LLCActive
Some overlap · 5 shared positions
$MS$C$ASML$USB$LEN
$339M
47 positions
#19Retireful, LLCPassive
Some overlap · 4 shared positions
$CIEN$VRT$WT$LNG
$71M
84 positions
#20Vantage Point Financial LLCPassive
Some overlap · 5 shared positions
$IAU$WT$LEN$SE$SLV
$285M
176 positions
#21Copia Wealth ManagementPassive
Some overlap · 5 shared positions
$ARKO$WT$IAU$SLV$USB
$146M
532 positions
#22DCF Advisers, LLCActive
Some overlap · 5 shared positions
$C$IAU$BABA$SLV$USB
$375M
86 positions
#23Annex Advisory Services, LLCActive
Some overlap · 4 shared positions
$MS$VRT$ASML$HOOD
$5.3B
375 positions
#24Stonebridge Financial Group, LLCPassive
Some overlap · 4 shared positions
$MS$IAU$WT$VRT
$1.2B
262 positions
#25Goldstream Capital Management LtdActive
Some overlap · 3 shared positions
$CIEN$VRT$ASML
$120M
30 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.