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Hedge Funds Similar to FOREFRONT WEALTH

13F Portfolio OverlapQ4 2025FOREFRONT WEALTH portfolio →
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Most similar hedge funds by 13F overlap

FOREFRONT WEALTH MANAGEMENT INC. is an institutional investor managing $139M across 71 U.S. equity positions as of Q4 2025. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to FOREFRONT WEALTH are Smart Portfolios,, Argo Wealth Advisory,, Systelligence,, with shared positions in $SNOW, $REGN, $MCD, $TMUS, $UNH, $AMGN. The full ranking of 25 similar funds is below.

#1Smart Portfolios, LLCPassive
Notable overlap · 7 shared positions
$SNOW$REGN$MCD$TMUS$UNH$AMGN
$100M
99 positions
#2Argo Wealth Advisory, LLCActive
Some overlap · 7 shared positions
$WT$REGN$MAR$UNH$AMGN$PFE
$170M
48 positions
#3Systelligence, LLCPassive
Some overlap · 4 shared positions
$SNOW$WT$SIVR$MAR
$514M
56 positions
#4Greystone Financial Group, LLCPassive
Some overlap · 5 shared positions
$SNOW$ABT$MCD$AMGN$LMT
$353M
78 positions
#5North Forty Two & Co.Passive
Some overlap · 4 shared positions
$SNOW$WT$MAR$AMGN
$108M
97 positions
#6Beckerman Institutional, LLCPassive
Some overlap · 4 shared positions
$SNOW$WT$OKE$MAR
$188M
121 positions
#7Miller Global Investments, LLCPassive
Some overlap · 5 shared positions
$SNOW$SHEL$OKE$SIVR$PFE
$121M
295 positions
#8Evergreen Wealth Management, LLCPassive
Some overlap · 5 shared positions
$SNOW$REGN$AMGN$UNH$LMT
$194M
54 positions
#9Peck Wealth Management, LLCPassive
Some overlap · 3 shared positions
$SNOW$WT$HWM
$100M
122 positions
#10Vertrix Wealth Management, LLCPassive
Some overlap · 5 shared positions
$SNOW$MCD$TMUS$AMGN$LMT
$272M
95 positions
#11Certified Advisory CorpPassive
Some overlap · 4 shared positions
$SNOW$REGN$MAR$LMT
$1.1B
318 positions
#12ACORN CREEK CAPITAL LLCActive
Some overlap · 3 shared positions
$SNOW$WT$MAR
$280M
84 positions
#13Grove Street Fiduciary, LLCActive
Some overlap · 5 shared positions
$SNOW$WT$MAR$ABT$AMGN
$227M
74 positions
#14Beacon Harbor Wealth Advisors, Inc.Passive
Some overlap · 5 shared positions
$AU$WT$UNH$AMGN$PFE
$477M
70 positions
#15Volterra Technologies LPPassive
Some overlap · 6 shared positions
$SNOW$HOOD$UNH$UBER$AMGN$MAR
$823M
301 positions
#16Darrow Company, Inc.Active
Some overlap · 3 shared positions
$SNOW$WT$MAR
$222M
56 positions
#17Cravens & Co Advisors, LLCActive
Some overlap · 5 shared positions
$OKE$WT$ABT$UNH$NVO
$154M
64 positions
#18JPL Wealth Management, LLCPassive
Some overlap · 4 shared positions
$SNOW$WT$UNH$AMGN
$435M
1,554 positions
#19OPTIMA CAPITAL LLCPassive
Some overlap · 4 shared positions
$SNOW$WT$AAAU$MCD
$215M
159 positions
#20Lionshead Wealth Management, LLCPassive
Some overlap · 4 shared positions
$SNOW$WT$TMUS$PFE
$136M
108 positions
#21HBW Advisory Services LLCPassive
Some overlap · 4 shared positions
$SNOW$REGN$WT$UNH
$949M
444 positions
#22Echo Wealth Management, LLCActive
Some overlap · 4 shared positions
$SNOW$REGN$UNH$UBER
$174M
47 positions
#23WT Wealth ManagementPassive
Some overlap · 5 shared positions
$WT$SIVR$SNOW$TMUS$UBER
$336M
138 positions
#24Stonebridge Financial Group, LLCPassive
Some overlap · 5 shared positions
$WT$SNOW$OKE$MCD$AMGN
$1.2B
262 positions
#25Symphony Financial Services, Inc.Passive
Some overlap · 5 shared positions
$WT$REGN$MAR$PFE$LMT
$195M
99 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.