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Hedge Funds Similar to Founders Financial Alliance,

13F Portfolio OverlapQ1 2026Founders Financial Alliance, portfolio →
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Most similar hedge funds by 13F overlap

Founders Financial Alliance, LLC is an institutional investor managing $555M across 735 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 Alliance, are McGrath & Associates,, Shore Point Advisors,, Financial Security Advisor,, with shared positions in $WT, $DUK, $PM, $LOW, $OKE, $TECK. The full ranking of 25 similar funds is below.

#1McGrath & Associates, Inc.Active
Some overlap · 4 shared positions
$WT$DUK$PM$LOW
$68M
41 positions
#2Shore Point Advisors, LLCActive
Some overlap · 4 shared positions
$WT$OKE$TECK$LOW
$253M
76 positions
#3Financial Security Advisor, Inc.Active
Some overlap · 5 shared positions
$WT$BAH$MO$PM$MCD
$544M
160 positions
#4Value Investment Professionals, LLCPassive
Some overlap · 5 shared positions
$WT$MO$PM$MCD$DIA
$89M
81 positions
#5PRECEDENT WEALTH PARTNERS, LLCPassive
Some overlap · 5 shared positions
$WT$KKR$MO$DUK$MCD
$500M
166 positions
#6Axis Wealth Partners, LLCPassive
Some overlap · 5 shared positions
$WT$KKR$MO$TECK$MCD
$188M
174 positions
#7Stonebridge Financial Group, LLCPassive
Some overlap · 4 shared positions
$WT$OKE$LOW$MCD
$1.2B
262 positions
#8TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADVPassive
Some overlap · 3 shared positions
$WT$DUK$MCD
$277M
187 positions
#9Onyx Bridge Wealth Group LLCPassive
Some overlap · 4 shared positions
$WT$OKE$BAH$KKR
$930M
373 positions
#10GREAT VALLEY ADVISOR GROUP, INC.Passive
Some overlap · 4 shared positions
$WT$BAH$TECK$MCD
$5.5B
999 positions
#11Anderson Financial Strategies, LLCActive
Some overlap · 3 shared positions
$WT$DUK$ETN
$182M
32 positions
#12Beckerman Institutional, LLCPassive
Some overlap · 3 shared positions
$WT$OKE$PM
$188M
121 positions
#13Linscomb Wealth, Inc.Active
Some overlap · 5 shared positions
$WT$KKR$PM$MCD$DUK
$2.2B
337 positions
#14Strategic Family Wealth Counselors, L.L.C.Passive
Some overlap · 3 shared positions
$WT$BAH$KKR
$381M
163 positions
#15Horizon Wealth Management, LLCPassive
Some overlap · 3 shared positions
$WT$OKE$MCD
$682M
137 positions
#16United Advisor Group, LLCPassive
Some overlap · 3 shared positions
$WT$DUK$BAH
$811M
508 positions
#17Crawford Fund Management, LLCPassive
Some overlap · 3 shared positions
$WT$BAH$PM
$520M
183 positions
#18Consolidated Planning CorpActive
Some overlap · 3 shared positions
$WT$BAH$PM
$617M
144 positions
#19ORBA Wealth Advisors, L.L.C.Passive
Some overlap · 3 shared positions
$WT$BAH$KKR
$84M
65 positions
#20CROBANPassive
Some overlap · 4 shared positions
$WT$DUK$KKR$TECK
$213M
73 positions
#21SK Wealth Management, LLCActive
Some overlap · 4 shared positions
$WT$BAH$TECK$HON
$360M
77 positions
#22BEACON FINANCIAL GROUPPassive
Some overlap · 4 shared positions
$WT$KKR$DUK$ETN
$1.0B
348 positions
#23SENTINEL WEALTH MANAGEMENT, INC.Active
Some overlap · 3 shared positions
$WT$DIA$OKE
$125M
39 positions
#24Transcendent Capital Group LLCPassive
Some overlap · 3 shared positions
$WT$BAH$OKE
$219M
112 positions
#25Per Stirling Capital Management, LLC.Passive
Some overlap · 3 shared positions
$WT$BAH$TECK
$905M
310 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.