13F Pro

Hedge Funds Similar to Foster Group

13F Portfolio OverlapQ2 2026Foster Group portfolio →
Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Foster Group, Inc. is an institutional investor managing $3.8B across 318 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 Foster Group are Newton One Investments, Fi3 FINANCIAL ADVISORS, BCR Wealth Strategies, with shared positions in $DOV, $DE, $MCD, $PM, $AXP, $COP. The full ranking of 25 similar funds is below.

#1Newton One Investments LLCActive
Notable overlap · 4 shared positions
$DOV$DE$MCD$PM
$397M
146 positions
#2Fi3 FINANCIAL ADVISORS, LLCPassive
Notable overlap · 4 shared positions
$DOV$AXP$COP$FDX
$418M
232 positions
#3BCR Wealth Strategies, LLCSmart money
Notable overlap · 3 shared positions
$DOV$DE$WFC
$356M
32 positions
#4Galilei Investment Office LLPSmart money
Notable overlap · 3 shared positions
$DOV$AXP$FDX
$218M
28 positions
#5PLANNING DIRECTIONS INCActive
Some overlap · 5 shared positions
$DOV$DE$MCD$PLTR$AXP
$216M
110 positions
#6Wealth Management NebraskaSmart money
Some overlap · 4 shared positions
$DOV$DE$PM$AXP
$1.1B
106 positions
#7Heritage Investment Group, Inc.Active
Some overlap · 4 shared positions
$DOV$CASY$WFC$AXP
$744M
135 positions
#8Richwood Investment Advisors, LLCActive
Some overlap · 7 shared positions
$DE$AXP$WFC$ETN$MCD$DAL
$142M
106 positions
#9Prudent Man Investment Management, Inc.Smart money
Some overlap · 6 shared positions
$AXP$DOV$CASY$WFC$MCD$PLTR
$293M
169 positions
#10Vantage Point Financial LLCPassive
Some overlap · 3 shared positions
$DOV$PLTR$MCD
$328M
188 positions
#11HOWARD WEALTH MANAGEMENT, LLCPassive
Some overlap · 3 shared positions
$DOV$PLTR$MCD
$270M
156 positions
#12BRANDYWINE TRUST COSmart money
Some overlap · 3 shared positions
$DOV$WFC$PM
$621M
33 positions
#13Weil Company, Inc.Passive
Some overlap · 3 shared positions
$DOV$AXP$MCD
$568M
133 positions
#14American National Bank of TexasActive
Some overlap · 4 shared positions
$DOV$MCD$PM$TT
$110M
56 positions
#15Rayburn West Financial Services LLCPassive
Some overlap · 4 shared positions
$AXP$DE$WFC$MCD
$181M
81 positions
#16SilverOak Wealth Management LLCActive
Some overlap · 4 shared positions
$DOV$WFC$DAL$TT
$777M
126 positions
#17AA Financial Advisors, LLCPassive
Some overlap · 4 shared positions
$DOV$COP$PM$MCD
$832M
230 positions
#18Highland Investment Advisors LLCPassive
Some overlap · 4 shared positions
$DOV$PM$MCD$DE
$229M
734 positions
#19Leonard Rickey Investment Advisors P.L.L.C.Active
Some overlap · 4 shared positions
$DOV$COP$PM$WFC
$637M
125 positions
#20NavPoint Financial, Inc.Active
Some overlap · 4 shared positions
$DOV$PLTR$AXP$MCD
$270M
74 positions
#21Creekside PartnersPassive
Some overlap · 4 shared positions
$DOV$WFC$DE$MCD
$276M
193 positions
#22Brendel Financial Advisors LLCPassive
Some overlap · 3 shared positions
$DOV$AXP$PLTR
$216M
101 positions
#23Bernardo Wealth Planning LLCActive
Some overlap · 4 shared positions
$DOV$PM$MCD$WFC
$585M
139 positions
#24WBH ADVISORY INCPassive
Some overlap · 4 shared positions
$DOV$MCD$DE$TT
$1.5B
363 positions
#25Addison Capital CoActive
Some overlap · 3 shared positions
$DOV$FCX$PM
$610M
184 positions

Compare Foster Group’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View Foster Group’s holdings

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.