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Hedge Funds Similar to Foundation Wealth ,

13F Portfolio OverlapQ1 2026Foundation Wealth , portfolio →
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Most similar hedge funds by 13F overlap

Foundation Wealth Management, LLC is an institutional investor managing $148M across 44 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 Foundation Wealth , are Powell Investment Advisors,, Hillcrest Wealth Advisors - NY,, Risk Paradigm Group,, with shared positions in $CTVA, $SNOW, $IBIT, $IBM, $IAU, $SE. The full ranking of 25 similar funds is below.

#1Powell Investment Advisors, LLCActive
Notable overlap · 4 shared positions
$CTVA$SNOW$IBIT$IBM
$290M
174 positions
#2Hillcrest Wealth Advisors - NY, LLCActive
Notable overlap · 3 shared positions
$CTVA$SNOW$IAU
$247M
51 positions
#3Risk Paradigm Group, LLCPassive
Notable overlap · 3 shared positions
$CTVA$SE$SNOW
$117M
59 positions
#4Cassaday & Co Wealth Management LLCActive
Notable overlap · 4 shared positions
$SNOW$CTVA$SE$IBM
$4.7B
1,361 positions
#5DROMS STRAUSS ADVISORS INC /MO/ /ADVActive
Notable overlap · 7 shared positions
$SNOW$CTVA$SSL$SE$HLT$PLTR
$383M
77 positions
#6SENTINEL WEALTH MANAGEMENT, INC.Active
Notable overlap · 4 shared positions
$CTVA$DHR$SNOW$SE
$125M
39 positions
#7HARBOR ADVISORY CORP /MA/Passive
Notable overlap · 5 shared positions
$SNOW$SE$SSL$HLT$IBM
$333M
79 positions
#8SONATA CAPITAL GROUP INCPassive
Notable overlap · 5 shared positions
$CTVA$SSL$SNOW$HLT$IBM
$271M
123 positions
#9InvesTrustPassive
Notable overlap · 6 shared positions
$SNOW$CTVA$SSL$HLT$DIS$IBM
$238M
91 positions
#10Verde Capital ManagementActive
Notable overlap · 5 shared positions
$SNOW$IBIT$PLTR$GBTC$AZO
$468M
69 positions
#11NavPoint Financial, Inc.Active
Some overlap · 6 shared positions
$SNOW$IBIT$PLTR$GBTC$IAU$IBM
$247M
71 positions
#12Altiora Financial Group, LLCActive
Some overlap · 5 shared positions
$SNOW$SE$CTVA$IBIT$IAU
$607M
110 positions
#13Fonville Wealth Management LLCPassive
Some overlap · 5 shared positions
$SNOW$SE$IBIT$PLTR$IAU
$525M
138 positions
#14MCF Advisors LLCPassive
Some overlap · 5 shared positions
$SNOW$SE$DHR$HLT$SSL
$2.3B
1,338 positions
#15VANCE WEALTH, LLCActive
Some overlap · 5 shared positions
$SNOW$CTVA$SE$IBIT$DIS
$346M
118 positions
#16Graetz Wealth LLCPassive
Some overlap · 4 shared positions
$SNOW$IBIT$PLTR$IAU
$112M
80 positions
#17INSTRUMENTAL WEALTH, LLCActive
Some overlap · 3 shared positions
$CTVA$SNOW$PLTR
$163M
73 positions
#18Windward Private Wealth Management Inc.Smart money
Some overlap · 4 shared positions
$SNOW$DHR$CTVA$SE
$289M
44 positions
#19Bronte Capital Management Pty Ltd.Active
Some overlap · 3 shared positions
$CTVA$SNOW$DIS
$1.0B
54 positions
#20Sterling Financial Planning, Inc.Active
Some overlap · 3 shared positions
$SNOW$SE$IAU
$337M
117 positions
#21PURE PORTFOLIOS HOLDINGS LLC
Some overlap · 3 shared positions
$SNOW$IBIT$IAU
$332M
104 positions
#22Montecito Bank & TrustPassive
Some overlap · 3 shared positions
$SNOW$SE$IBM
$607M
266 positions
#23Reliant Wealth PlanningActive
Some overlap · 5 shared positions
$SNOW$SSL$BTC$HLT$IAU
$331M
51 positions
#24Bienville Capital Management, LLCPassive
Some overlap · 3 shared positions
$SNOW$SE$IBIT
$550M
74 positions
#25Zhang Financial LLCActive
Some overlap · 5 shared positions
$SNOW$CTVA$IBIT$DHR$IAU
$2.9B
367 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.