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 Forza Wealth ,

13F Portfolio OverlapQ1 2026Forza Wealth , portfolio →

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Most similar hedge funds by 13F overlap

Forza Wealth Management, LLC is an institutional investor managing $326M across 194 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 Forza Wealth , are LifePlan Financial,, Ballast Financial Advisors, Sterling Financial Planning,, with shared positions in $IAU, $USB, $VZ, $COP, $AMT, $TGT. The full ranking of 25 similar funds is below.

#1LifePlan Financial, LLCPassive

Notable overlap · 7 shared positions

$IAU $USB $VZ $COP $AMT $TGT

$135M

83 positions

#2Ballast Financial Advisors LLCActive

Notable overlap · 7 shared positions

$IAU $COP $USB $UNIT $HUM $KKR

$98M

68 positions

#3Sterling Financial Planning, Inc.Active

Notable overlap · 5 shared positions

$IAU $KKR $COP $UNIT $HUM

$337M

117 positions

#4FORBES J M & CO LLPActive

Notable overlap · 5 shared positions

$IAU $HUM $EMR $VZ $IBM

$1.2B

150 positions

#5WESCAP Management Group, Inc.Active

Notable overlap · 5 shared positions

$IAU $COP $USB $HUM $UNIT

$508M

107 positions

#6Ranch Capital Advisors Inc.Passive

Notable overlap · 10 shared positions

$KKR $CAH $HUM $IBM $MS $AMGN

$277M

154 positions

#7Cauble & Harre Wealth Management, Inc.Passive

Notable overlap · 4 shared positions

$IAU $KKR $MS $HUM

$126M

74 positions

#8Signet Investment Advisory Group, Inc.Passive

Notable overlap · 4 shared positions

$IAU $COP $USB $AMGN

$218M

69 positions

#9Ariston Services GroupActive

Notable overlap · 4 shared positions

$IAU $KKR $HUM $COP

$167M

71 positions

#10White Lighthouse Investment Management Inc.Active

Notable overlap · 6 shared positions

$IAU $KKR $COP $USB $UNIT $HUM

$721M

145 positions

#11Pillar Financial Advisors, LLCActive

Notable overlap · 4 shared positions

$IAU $COP $UNIT $USB

$171M

106 positions

#12WEALTHSPAN PARTNERS, LLCPassive

Notable overlap · 5 shared positions

$IAU $KKR $COP $HUM $UNIT

$284M

123 positions

#13BCWM, LLCPassive

Notable overlap · 5 shared positions

$IAU $USB $VZ $TGT $BMY

$353M

57 positions

#14Exeter Financial, LLCPassive

Notable overlap · 10 shared positions

$USB $IBM $COP $CAH $AMGN $AFL

$245M

98 positions

#15Wealth Care LLCActive

Notable overlap · 3 shared positions

$IAU $KKR $HUM

$113M

67 positions

#16DAHRING {-} CUSMANO LLCActive

Notable overlap · 3 shared positions

$IAU $KKR $HUM

$163M

58 positions

#17TME FINANCIAL, INC.Passive

Notable overlap · 5 shared positions

$IAU $KKR $USB $UNIT $MS

$144M

65 positions

#18Plum Street Advisors, LLCActive

Notable overlap · 4 shared positions

$IAU $COP $UNIT $HUM

$289M

98 positions

#19CPA Asset Management LLCActive

Notable overlap · 5 shared positions

$IAU $HUM $KKR $AMGN $MS

$298M

99 positions

#20Vannoy Advisory Group, Inc.Smart money

Notable overlap · 3 shared positions

$IAU $UNIT $KKR

$158M

28 positions

#21GRAND WEALTH MANAGEMENT, LLCSmart money

Notable overlap · 3 shared positions

$IAU $COP $UNIT

$212M

87 positions

#22Sagace Wealth Management LLCPassive

Notable overlap · 6 shared positions

$IAU $KKR $COP $USB $UNIT $IBM

$149M

70 positions

#23CURIO WEALTH, LLCActive

Notable overlap · 4 shared positions

$IAU $COP $IBM $UNIT

$293M

1,255 positions

#24Maltin Wealth Management, Inc.Passive

Notable overlap · 4 shared positions

$IAU $USB $MDY $KKR

$262M

136 positions

#25Independent Family Office, LLCActive

Notable overlap · 3 shared positions

$IAU $HUM $USB

$243M

90 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.