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 OverlapQ3 2026Forza Wealth portfolio →

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Most similar hedge funds by 13F overlap

Forza Wealth Management, LLC is an institutional investor managing $346M across 194 U.S. equity positions as of Q3 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, MBA Advisors, LIFELONG WEALTH ADVISORS, with shared positions in $IAU, $VZ, $TGT, $AMT, $GD, $CVS. The full ranking of 25 similar funds is below.

#1LifePlan Financial, LLCPassive

Notable overlap · 6 shared positions

$IAU $VZ $TGT $AMT $GD $CVS

$141M

91 positions

#2MBA Advisors LLCPassive

Notable overlap · 5 shared positions

$IAU $AMGN $VZ $GD $MCD

$297M

166 positions

#3LIFELONG WEALTH ADVISORS, INC.Smart money

Notable overlap · 3 shared positions

$IAU $STX $TGT

$432M

104 positions

#4ROGCO, LPActive

Notable overlap · 4 shared positions

$IAU $EMR $GD $MCD

$327M

224 positions

#5EHRLICH FINANCIAL GROUPActive

Notable overlap · 3 shared positions

$IAU $STX $VZ

$193M

120 positions

#6Apeiron RIA LLCActive

Notable overlap · 4 shared positions

$IAU $MDY $AFL $AMGN

$440M

136 positions

#7TRUE Private Wealth AdvisorsPassive

Notable overlap · 3 shared positions

$IAU $EMR $VZ

$1.2B

289 positions

#8Arnhold LLCActive

Notable overlap · 3 shared positions

$IAU $VZ $BMY

$1.4B

113 positions

#9EQ WEALTH ADVISORS, LLCActive

Notable overlap · 3 shared positions

$IAU $AMGN $MCD

$182M

57 positions

#10PARTNERS CAPITAL INVESTMENT GROUP, LLPActive

Notable overlap · 3 shared positions

$IAU $STX $BMY

$2.8B

186 positions

#11Kelly Financial Services LLCActive

Notable overlap · 3 shared positions

$IAU $VZ $AMGN

$463M

130 positions

#12Exeter Financial, LLCPassive

Notable overlap · 10 shared positions

$AFL $EMR $AMGN $CAH $VZ $TGT

$265M

100 positions

#13CPA Asset Management LLCActive

Notable overlap · 3 shared positions

$IAU $AMGN $MCD

$357M

86 positions

#14Ariston Services GroupActive

Notable overlap · 3 shared positions

$IAU $TRV $CVS

$178M

72 positions

#15Shah Wealth Advisors, LLCActive

Notable overlap · 3 shared positions

$IAU $VZ $CVS

$433M

79 positions

#16Maltin Wealth Management, Inc.Passive

Notable overlap · 3 shared positions

$IAU $MDY $STX

$308M

152 positions

#17Cushing Capital Partners, LLCPassive

Notable overlap · 4 shared positions

$IAU $AFL $MCD $LOW

$163M

113 positions

#18Biltmore Family Office, LLCActive

Notable overlap · 3 shared positions

$IAU $AFL $EMR

$761M

333 positions

#19GenWealth Group, Inc.Active

Notable overlap · 4 shared positions

$IAU $AMGN $VZ $MCD

$641M

88 positions

#20FORBES J M & CO LLPActive

Notable overlap · 3 shared positions

$IAU $EMR $VZ

$1.3B

157 positions

#21CAPE ANN SAVINGS BANKActive

Notable overlap · 3 shared positions

$IAU $GD $MCD

$212M

113 positions

#22American Investment Services, Inc.Active

Notable overlap · 4 shared positions

$IAU $AMGN $VZ $AMT

$473M

133 positions

#23NavPoint Financial, Inc.Active

Notable overlap · 3 shared positions

$IAU $TGT $MCD

$283M

75 positions

#24Roehl & Yi Investment Advisors, LLCPassive

Notable overlap · 3 shared positions

$IAU $AMGN $TRV

$304M

194 positions

#25BCWM, LLCPassive

Notable overlap · 3 shared positions

$IAU $VZ $BMY

$342M

57 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.