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Hedge Funds Similar to 4Thought Financial Group

13F Portfolio OverlapQ1 20264Thought Financial Group portfolio →
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Most similar hedge funds by 13F overlap

4Thought Financial Group Inc. is an institutional investor managing $202M across 99 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 4Thought Financial Group are ARCADIA INVESTMENT ADVISORS, RVW Wealth,, Windsor ,, with shared positions in $SSL, $HLT, $MDLZ, $DOV, $NU, $NOW. The full ranking of 25 similar funds is below.

#1ARCADIA INVESTMENT ADVISORS LLCActive
Some overlap · 4 shared positions
$SSL$HLT$MDLZ$DOV
$212M
81 positions
#2RVW Wealth, LLCActive
Some overlap · 4 shared positions
$SSL$HLT$NU$NOW
$1.3B
176 positions
#3Windsor Capital Management, LLCActive
Some overlap · 4 shared positions
$SSL$HLT$NOW$SCHW
$355M
123 positions
#4Winthrop Partners - WNY, LLCPassive
Some overlap · 3 shared positions
$SSL$HLT$SCHW
$188M
87 positions
#5THREADGILL FINANCIAL, LLCActive
Some overlap · 3 shared positions
$SSL$HLT$DOV
$344M
44 positions
#6Houlihan Financial Resource Group, Ltd.Passive
Some overlap · 3 shared positions
$SSL$HLT$SCHW
$257M
109 positions
#7LifePlan Financial, LLCPassive
Some overlap · 3 shared positions
$SSL$HLT$MDLZ
$135M
83 positions
#8Praetorian Wealth Management, Inc.Active
Some overlap · 3 shared positions
$SSL$HLT$SCHW
$526M
77 positions
#9LFA - Lugano Financial Advisors SAActive
Some overlap · 4 shared positions
$HLT$SSL$NOW$MUFG
$197M
223 positions
#10Mendota Financial Group, LLCActive
Some overlap · 3 shared positions
$SSL$HLT$PSLV
$135M
32 positions
#11Ironwood Financial, llcActive
Some overlap · 4 shared positions
$HLT$SSL$SCHW$DOV
$573M
168 positions
#12NOVEM GROUPPassive
Some overlap · 3 shared positions
$HLT$SSL$NOW
$873M
437 positions
#13ARROW FINANCIAL CORPActive
Some overlap · 3 shared positions
$HLT$SSL$APH
$994M
157 positions
#14Guidance Point Advisors, LLCActive
Some overlap · 3 shared positions
$HLT$SSL$SCHW
$422M
96 positions
#15Klingman & Associates, LLCActive
Some overlap · 3 shared positions
$HLT$SSL$SCHW
$2.1B
332 positions
#16SUMMITRY LLCPassive
Some overlap · 3 shared positions
$HLT$SSL$SCHW
$2.3B
266 positions
#17Madden Advisory Services, Inc.Passive
Some overlap · 3 shared positions
$SSL$HLT$SCHW
$254M
108 positions
#18Marathon Mission, Inc.Active
Some overlap · 3 shared positions
$SSL$HLT$SCHW
$200M
57 positions
#19Cherry Tree Wealth Management, LLCPassive
Some overlap · 3 shared positions
$SSL$HLT$SCHW
$473M
582 positions
#20South Street Advisors LLCActive
Some overlap · 3 shared positions
$HLT$APH$NOW
$690M
83 positions
#21Drystone LLCActive
Some overlap · 3 shared positions
$HLT$SCHW$DOV
$111M
18 positions
#22Gilbert Capital Group, Inc.Active
Some overlap · 3 shared positions
$SSL$HLT$MDLZ
$129M
51 positions
#23ADIRONDACK TRUST COPassive
Slight overlap · 3 shared positions
$HLT$SSL$MDLZ
$298M
544 positions
#24HOWLAND CAPITAL MANAGEMENT LLCActive
Slight overlap · 4 shared positions
$SSL$HLT$APH$NOW
$2.5B
262 positions
#25Briggs Wealth Management, IncSmart money
Slight overlap · 3 shared positions
$SSL$HLT$SCHW
$94M
58 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.