13F Pro

Hedge Funds Similar to Forum Private Client Group

13F Portfolio OverlapQ2 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 $336M across 86 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 Forum Private Client Group are Hamlin, Joseph Group, MFG WEALTH, with shared positions in $SNA, $CMI, $CVS, $T, $FITB, $KR. The full ranking of 25 similar funds is below.

#1Hamlin Capital Management, LLCActive
Some overlap · 3 shared positions
$SNA$CMI$CVS
$4.4B
30 positions
#2Joseph Group Capital ManagementPassive
Some overlap · 3 shared positions
$T$FITB$KR
$476M
387 positions
#3MFG WEALTH MANAGEMENT, INC.Passive
Some overlap · 3 shared positions
$FITB$T$CMI
$140M
63 positions
#4Principal Street Partners, LLCPassive
Some overlap · 4 shared positions
$CVS$FITB$SNA$STT
$683M
277 positions
#5ABSHER WEALTH MANAGEMENT, LLCActive
Some overlap · 3 shared positions
$SNA$BRO$CMI
$878M
73 positions
#6Richard C. Young & CO., LTD.Passive
Some overlap · 3 shared positions
$CMI$T$KR
$1.4B
101 positions
#7NEW ENGLAND ASSET MANAGEMENT INCPassive
Some overlap · 3 shared positions
$CVS$FITB$T
$863M
131 positions
#8CANTOR FITZGERALD INVESTMENT ADVISORS L.P.Active
Some overlap · 3 shared positions
$CVS$FITB$STT
$1.5B
184 positions
#9FARMERS TRUST CO
Some overlap · 4 shared positions
$T$STT$CVS$KR
$637M
203 positions
#10Massachusetts Wealth ManagementPassive
Some overlap · 3 shared positions
$CMI$TT$STT
$262M
98 positions
#11Curat Global, LLCPassive
Some overlap · 3 shared positions
$CMI$KR$CVS
$122M
251 positions
#12LETKO, BROSSEAU & ASSOCIATES INCActive
Some overlap · 3 shared positions
$CVS$T$STT
$6.8B
112 positions
#13Manske Wealth ManagementPassive
Some overlap · 3 shared positions
$CVS$T$STT
$403M
226 positions
#14New England Capital Financial Advisors LLCSmart money
Some overlap · 4 shared positions
$FITB$STT$TT$T
$418M
431 positions
#15Regents Gate Capital LLPActive
Some overlap · 3 shared positions
$SNA$TT$CMI
$75M
37 positions
#16St. Johns Investment Management Company, LLCPassive
Some overlap · 3 shared positions
$CMI$FITB$CVS
$264M
201 positions
#17Stablepoint Partners, LLCPassive
Some overlap · 3 shared positions
$CVS$FITB$T
$723M
260 positions
#18LSV ASSET MANAGEMENTActive
Some overlap · 4 shared positions
$STT$T$CVS$KR
$55.1B
889 positions
#19Wealth Intelligence, LLCActive
Some overlap · 3 shared positions
$CVS$CMI$TT
$215M
59 positions
#20HUDSON EDGE INVESTMENT PARTNERS INC.Active
Some overlap · 3 shared positions
$SNA$CVS$STT
$732M
123 positions
#21Widmann Financial Services, Inc.Passive
Some overlap · 3 shared positions
$T$CVS$TT
$186M
123 positions
#22American National Bank of TexasActive
Some overlap · 4 shared positions
$STT$BRO$CVS$TT
$110M
56 positions
#23TriaGen Wealth Management LLCPassive
Some overlap · 3 shared positions
$FITB$TT$T
$400M
185 positions
#24Financial Planning Hawaii, Inc.Passive
Some overlap · 3 shared positions
$CMI$SNA$KR
$186M
134 positions
#25WBH ADVISORY INCPassive
Some overlap · 3 shared positions
$CMI$STT$TT
$1.5B
363 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.