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Hedge Funds Similar to ForthRight Wealth ,

13F Portfolio OverlapQ1 2026ForthRight Wealth , portfolio →
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Most similar hedge funds by 13F overlap

ForthRight Wealth Management, LLC is an institutional investor managing $353M across 75 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 ForthRight Wealth , are SQUARE PEG PTY LTD, BWM Planning,, Passive ,, with shared positions in $SNOW, $XYZ, $DDOG, $AGQ, $AMN, $COP. The full ranking of 25 similar funds is below.

#1SQUARE PEG CAPITAL PTY LTDActive
Substantial overlap · 3 shared positions
$SNOW$XYZ$DDOG
$75M
10 positions
#2BWM Planning, LLCActive
Notable overlap · 4 shared positions
$SNOW$AGQ$AMN$COP
$379M
87 positions
#3Passive Capital Management, LLC.Active
Notable overlap · 3 shared positions
$SNOW$DDOG$AMN
$335M
104 positions
#4BROWN WEALTH MANAGEMENT, LLCActive
Notable overlap · 4 shared positions
$SNOW$AGQ$DDOG$TRV
$389M
116 positions
#5Schiavi & Co LLCSmart money
Notable overlap · 3 shared positions
$SNOW$DDOG$IBM
$337M
50 positions
#6CONQUIS FINANCIAL LLCSmart money
Notable overlap · 3 shared positions
$SNOW$DDOG$HUM
$121M
54 positions
#7CHRISTINE MESSMER PCActive
Notable overlap · 5 shared positions
$SNOW$DDOG$UPS$COP$HUM
$156M
80 positions
#8Heritage Financial Services, LLC
Notable overlap · 5 shared positions
$SNOW$AMN$IBM$DDOG$HUM
$1.2B
126 positions
#9Discipline Wealth Solutions, LLCActive
Notable overlap · 4 shared positions
$SNOW$AGQ$COP$HUM
$950M
192 positions
#10MFA WEALTH ADVISORS, LLCActive
Notable overlap · 3 shared positions
$SNOW$AMN$AGQ
$508M
88 positions
#11Fortis Advisors, LLCPassive
Notable overlap · 7 shared positions
$SNOW$AGQ$ALPS$UPS$SO$COP
$200M
119 positions
#12Planned Solutions, Inc.Active
Notable overlap · 4 shared positions
$SNOW$AMN$IBM$HUM
$306M
139 positions
#13Holcombe Financial, Inc.Active
Notable overlap · 3 shared positions
$SNOW$AMN$SO
$170M
49 positions
#14Pearl Planning LLCActive
Notable overlap · 3 shared positions
$SNOW$AMN$IBM
$187M
52 positions
#15Echo Wealth Management, LLCActive
Notable overlap · 3 shared positions
$SNOW$AMN$AFL
$174M
47 positions
#16Family Investment Center, Inc.Active
Notable overlap · 4 shared positions
$SNOW$AMN$HUM$COP
$520M
91 positions
#17rebel Financial LLCPassive
Notable overlap · 3 shared positions
$SNOW$AMN$UPS
$231M
65 positions
#18Brewster Financial Planning LLCSmart money
Notable overlap · 3 shared positions
$SNOW$DDOG$MPC
$165M
26 positions
#19BetterWealth, LLCSmart money
Notable overlap · 3 shared positions
$SNOW$AMN$HUM
$510M
85 positions
#20Moisand Fitzgerald Tamayo, LLCActive
Notable overlap · 3 shared positions
$SNOW$AMN$TFC
$931M
518 positions
#21Equity Wealth Partners, LLCActive
Notable overlap · 3 shared positions
$SNOW$AMN$HUM
$155M
76 positions
#22High Probability Advisors, LLCActive
Notable overlap · 4 shared positions
$SNOW$AMN$DDOG$DHR
$781M
67 positions
#23Avantax Planning Partners, Inc.Active
Notable overlap · 7 shared positions
$XYZ$AMN$ALPS$SNOW$IBM$COP
$3.6B
435 positions
#24ACCESS FINANCIAL SERVICES, INC.Active
Notable overlap · 3 shared positions
$SNOW$DDOG$IBM
$282M
95 positions
#25Mustard Seed Financial, LLCPassive
Notable overlap · 3 shared positions
$SNOW$DDOG$COP
$167M
92 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.