How is hedge fund similarity measured?

Similarity is computed from each fund's top conviction holdings in their latest 13F filing. Funds are scored by the overlap of distinctive shared positions (the mega-caps that nearly every fund owns are excluded), so the ranking reflects genuinely shared strategy rather than common index exposure.

Hedge Funds Similar to Forum Private Client Group

13F Portfolio OverlapQ1 2026Forum Private Client Group portfolio →

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Most similar hedge funds by 13F overlap

Forum Private Client Group LLC is an institutional investor managing $300M across 80 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 Forum Private Client Group are Reality Financial Planning Services,, Ariston Services Group, Charter , \DE, with shared positions in $KKR, $HUM, $SNOW, $IAU, $DDOG, $COP. The full ranking of 25 similar funds is below.

#1Reality Financial Planning Services, LLCSmart money

Substantial overlap · 3 shared positions

$KKR $HUM $SNOW

$104M

20 positions

#2Ariston Services GroupActive

Substantial overlap · 7 shared positions

$KKR $HUM $IAU $DDOG $COP $SNOW

$167M

71 positions

#3Charter Capital Management, LLC\DESmart money

Substantial overlap · 4 shared positions

$KKR $HUM $USB $VZ

$200M

70 positions

#4White Lighthouse Investment Management Inc.Active

Substantial overlap · 8 shared positions

$KKR $COP $DHR $HUM $USB $IAU

$721M

145 positions

#5Tide Cove Capital Partners LLCSmart money

Notable overlap · 5 shared positions

$DHR $KKR $COP $HUM $USB

$147M

13 positions

#6truNorth Financial Services, Inc.Active

Notable overlap · 3 shared positions

$KKR $COP $HUM

$97M

49 positions

#7SWAN Capital LLCPassive

Notable overlap · 3 shared positions

$KKR $HUM $USB

$272M

554 positions

#8Buska Wealth Management, LLCActive

Notable overlap · 5 shared positions

$KKR $HUM $USB $T $TT

$249M

74 positions

#9Piedmont Capital Management, LLCActive

Notable overlap · 5 shared positions

$KKR $HUM $USB $NTRB $VZ

$197M

50 positions

#10MARINO, STRAM & ASSOCIATES LLCActive

Notable overlap · 3 shared positions

$KKR $HUM $VZ

$557M

185 positions

#11Alliance Wealth Advisors, LLC /UTPassive

Notable overlap · 5 shared positions

$KKR $DHR $USB $SNA $VZ

$462M

228 positions

#12Catalyst Investment Management LLCPassive

Notable overlap · 4 shared positions

$KKR $DHR $HUM $IAU

$90M

65 positions

#13Kropog Financial Group, LLCActive

Notable overlap · 3 shared positions

$KKR $HUM $SNOW

$123M

33 positions

#14INSPIRION WEALTH ADVISORS, LLCActive

Notable overlap · 3 shared positions

$KKR $HUM $KR

$803M

181 positions

#15Arlington Trust Co LLCActive

Notable overlap · 4 shared positions

$KKR $HUM $IAU $DHR

$1.1B

844 positions

#16FIDUCIARY ADVISORS, INC.Active

Notable overlap · 5 shared positions

$KKR $DHR $COP $USB $IAU

$133M

121 positions

#17RETIREMITTEN FINANCIAL LLCActive

Notable overlap · 4 shared positions

$KKR $USB $CMI $DHR

$207M

184 positions

#18DAGCO, INC.Passive

Notable overlap · 4 shared positions

$KKR $COP $HUM $DHR

$461M

353 positions

#19Kastel Capital Advisors, LLCActive

Notable overlap · 4 shared positions

$DHR $COP $HUM $KKR

$163M

55 positions

#20VSM Wealth Advisory, LLCPassive

Notable overlap · 6 shared positions

$KKR $COP $DDOG $NTRB $HUM $SNOW

$335M

505 positions

#21Juno Financial Group LLCActive

Notable overlap · 4 shared positions

$KKR $HUM $DHR $CMI

$255M

70 positions

#22Financially in Tune, LLCActive

Notable overlap · 3 shared positions

$KKR $HUM $FITB

$116M

77 positions

#23Quaker Wealth Management, LLCActive

Notable overlap · 4 shared positions

$KKR $COP $USB $HUM

$320M

972 positions

#24Employees' Retirement Fund of the City of Fort WorthActive

Notable overlap · 3 shared positions

$KKR $COP $HUM

$230M

21 positions

#25Operose Advisors LLCActive

Notable overlap · 3 shared positions

$KKR $T $VZ

$431M

593 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.