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Hedge Funds Similar to Frontier Asset ,

13F Portfolio OverlapQ1 2026Frontier Asset , portfolio →
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Most similar hedge funds by 13F overlap

Frontier Asset Management, LLC is an institutional investor managing $477M across 91 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 Frontier Asset , are BLUELINE ADVISORS, SK Wealth ,, Bear Mountain ,, with shared positions in $SE, $TECK, $SCHW, $WT, $UPST, $JHG. The full ranking of 25 similar funds is below.

#1BLUELINE ADVISORS LLCActive
Notable overlap · 6 shared positions
$SE$TECK$SCHW$WT$UPST$JHG
$129M
217 positions
#2SK Wealth Management, LLCActive
Notable overlap · 3 shared positions
$TECK$BAH$WT
$360M
77 positions
#3Bear Mountain Capital, Inc.Active
Notable overlap · 3 shared positions
$SE$SCHW$UPST
$333M
198 positions
#4CROBANPassive
Some overlap · 4 shared positions
$TECK$SCHW$WT$NEE
$213M
73 positions
#5Compass Wealth Management, LLC/GAActive
Some overlap · 3 shared positions
$TECK$UPST$GEV
$234M
72 positions
#6Financial Advisory CorpSmart money
Some overlap · 3 shared positions
$SE$SCHW$MCD
$720M
51 positions
#7Juno Financial Group LLCActive
Some overlap · 3 shared positions
$SE$SCHW$GE
$255M
70 positions
#8BlueStem Wealth Partners, LLCActive
Some overlap · 4 shared positions
$SE$BAH$OKE$WT
$900M
124 positions
#9SYM FINANCIAL CorpActive
Some overlap · 4 shared positions
$SE$WT$GE$GEV
$1.0B
415 positions
#10MMA ASSET MANAGEMENT LLCPassive
Some overlap · 5 shared positions
$SE$GE$GEV$MCD$JHG
$284M
179 positions
#11Verum Partners LLCActive
Some overlap · 3 shared positions
$SE$WT$GE
$527M
176 positions
#12Henderson Brothers Financial Partners, LLCActive
Some overlap · 4 shared positions
$SE$WT$WM$JHG
$395M
105 positions
#13Sound Stewardship, LLCActive
Some overlap · 3 shared positions
$SE$WT$NEE
$218M
63 positions
#14Phoenix Wealth AdvisorsActive
Some overlap · 3 shared positions
$SE$OKE$NEE
$253M
126 positions
#15Centerline Wealth Advisors, LLCActive
Some overlap · 3 shared positions
$SE$GEV$NEE
$278M
73 positions
#16My Personal CFO, LLCActive
Some overlap · 3 shared positions
$SE$SCHW$UPST
$228M
88 positions
#17Topel & Distasi Wealth Management, LLCActive
Some overlap · 3 shared positions
$SE$SCHW$NEE
$193M
58 positions
#18Triad Wealth Partners, LLCPassive
Some overlap · 3 shared positions
$SE$WT$NEE
$1.3B
478 positions
#19STAR Financial BankPassive
Some overlap · 3 shared positions
$SE$MCD$WM
$212M
104 positions
#20Johnson Bixby & Associates, LLCActive
Some overlap · 3 shared positions
$SE$MCD$WM
$806M
127 positions
#21Forefront Wealth Partners, LLCPassive
Some overlap · 5 shared positions
$TECK$GE$WT$GEV$SE
$239M
162 positions
#22Fund Evaluation Group, LLCSmart money
Some overlap · 3 shared positions
$SE$UPST$SCHW
$3.3B
73 positions
#23Snider Financial GroupPassive
Some overlap · 3 shared positions
$SE$GE$HEI
$331M
102 positions
#24Leibman Financial Services, Inc.Passive
Some overlap · 3 shared positions
$TECK$SE$WT
$136M
49 positions
#25Curran Financial Partners, LLCActive
Some overlap · 6 shared positions
$TECK$UPST$WT$OKE$SCHW$GE
$559M
127 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.