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Hedge Funds Similar to Forum Financial ,

13F Portfolio OverlapQ1 2026Forum Financial , portfolio →
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Most similar hedge funds by 13F overlap

Forum Financial Management, LP is an institutional investor managing $7.1B across 331 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 Financial , are DiNuzzo Private Wealth,, Planning Center,, GREAT OAK PARTNERS,, with shared positions in $NEE, $NKE, $IAU, $OUNZ, $NSC, $DE. The full ranking of 25 similar funds is below.

#1DiNuzzo Private Wealth, Inc.Active
Substantial overlap · 4 shared positions
$NEE$NKE$IAU$OUNZ
$928M
1,345 positions
#2Planning Center, Inc.Smart money
Substantial overlap · 4 shared positions
$NEE$NKE$NSC$DE
$987M
78 positions
#3GREAT OAK CAPITAL PARTNERS, LLCSmart money
Substantial overlap · 4 shared positions
$NEE$NKE$IAU$MAR
$430M
47 positions
#4Oceanside Advisors LLCActive
Substantial overlap · 4 shared positions
$NEE$NKE$IAU$NSC
$175M
53 positions
#5Mills Wealth Advisors LLCActive
Substantial overlap · 3 shared positions
$NEE$NKE$MAR
$286M
80 positions
#6Timonier Family Office, LTD.
Substantial overlap · 5 shared positions
$NEE$DDOG$NKE$IAU$MAR
$315M
56 positions
#7Meredith Wealth PlanningActive
Substantial overlap · 5 shared positions
$NEE$DDOG$NKE$MAR$DE
$369M
70 positions
#8Kane Co Wealth Management, Inc.Active
Substantial overlap · 5 shared positions
$NEE$DDOG$NKE$NSC$DE
$119M
51 positions
#9Trailhead Planners LLCActive
Substantial overlap · 3 shared positions
$NEE$NKE$IAU
$104M
49 positions
#10Wealth Advisors Northwest LLCSmart money
Notable overlap · 4 shared positions
$NEE$IAU$AMGN$MAR
$238M
57 positions
#11Petersen Hastings Wealth Advisors Inc.Smart money
Notable overlap · 5 shared positions
$NEE$DDOG$NKE$IAU$ABT
$1.1B
81 positions
#12FINANCIAL CONSULATE, INCActive
Notable overlap · 3 shared positions
$NEE$OKE$MAR
$803M
1,402 positions
#13SATOVSKY ASSET MANAGEMENT LLCSmart money
Notable overlap · 3 shared positions
$NEE$IAU$MAR
$566M
73 positions
#14Foundry Financial LLCActive
Notable overlap · 3 shared positions
$NEE$NSC$NKE
$236M
71 positions
#15CogentBlue Wealth Advisors, LLCActive
Notable overlap · 3 shared positions
$NEE$NKE$DE
$149M
78 positions
#16Savant Capital, LLCActive
Notable overlap · 3 shared positions
$NEE$NKE$DDOG
$20.7B
1,500 positions
#17Altiora Financial Group, LLCActive
Notable overlap · 5 shared positions
$DDOG$NEE$NKE$IAU$NSC
$607M
110 positions
#18Torren Management, LLCActive
Notable overlap · 3 shared positions
$NEE$PLTR$NSC
$201M
983 positions
#19MARK SHEPTOFF FINANCIAL PLANNING, LLCPassive
Notable overlap · 3 shared positions
$NEE$PLTR$ABT
$189M
510 positions
#20Meritas Wealth Management, LLCActive
Notable overlap · 4 shared positions
$NEE$NKE$PLTR$NSC
$221M
60 positions
#21Yeomans Consulting Group, Inc.
Notable overlap · 4 shared positions
$DDOG$NEE$IAU$NSC
$341M
113 positions
#22MB Generational Wealth, LLCActive
Notable overlap · 4 shared positions
$NEE$NKE$NSC$DDOG
$181M
66 positions
#23Beaird Harris Wealth Management, LLCActive
Notable overlap · 4 shared positions
$DDOG$NKE$IAU$OKE
$1.5B
686 positions
#24FMB WEALTH MANAGEMENTActive
Notable overlap · 6 shared positions
$AMGN$NKE$IAU$NSC$MAR$NEE
$242M
73 positions
#2525 LLCActive
Notable overlap · 3 shared positions
$NEE$DDOG$NKE
$324M
69 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.