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Hedge Funds Similar to Foundry Financial Group,

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

Foundry Financial Group, Inc. is an institutional investor managing $202M across 70 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 Foundry Financial Group, are Winthrop Partners - WNY,, MV ,, RVW Wealth,, with shared positions in $SSL, $CME, $HLT, $MU, $AMN, $FSCO. The full ranking of 25 similar funds is below.

#1Winthrop Partners - WNY, LLCPassive
Some overlap · 3 shared positions
$SSL$CME$HLT
$188M
87 positions
#2MV CAPITAL MANAGEMENT, INC.Passive
Some overlap · 4 shared positions
$SSL$HLT$CME$MU
$1.0B
1,197 positions
#3RVW Wealth, LLCActive
Some overlap · 3 shared positions
$SSL$HLT$AMN
$1.3B
176 positions
#4Cherry Tree Wealth Management, LLCPassive
Some overlap · 3 shared positions
$SSL$HLT$AMN
$473M
582 positions
#5Madden Advisory Services, Inc.Passive
Some overlap · 3 shared positions
$SSL$HLT$FSCO
$254M
108 positions
#6Heartland Bank & Trust CoPassive
Some overlap · 3 shared positions
$SSL$HLT$MU
$442M
206 positions
#7Ironwood Financial, llcActive
Some overlap · 3 shared positions
$HLT$SSL$AMN
$573M
168 positions
#8Quantum Financial Advisors, LLCActive
Slight overlap · 3 shared positions
$SSL$AMN$MU
$891M
231 positions
#9Stonebrook Private Inc.Passive
Slight overlap · 3 shared positions
$HLT$SSL$CME
$470M
225 positions
#10Onex Canada Asset Management Inc.Passive
Slight overlap · 3 shared positions
$HLT$CME$MU
$601M
78 positions
#11COWA, LLCActive
Slight overlap · 3 shared positions
$SSL$HLT$AMN
$371M
158 positions
#12Crews Bank & TrustPassive
Slight overlap · 3 shared positions
$SSL$HLT$CME
$690M
673 positions
#13TABLEAUX LLCPassive
Slight overlap · 3 shared positions
$SSL$HLT$CME
$206M
113 positions
#14Conrad Siegel Investment Advisors, Inc.Smart money
Slight overlap · 3 shared positions
$HLT$SSL$AMN
$554M
63 positions
#15Redwood Financial Network CorpPassive
Slight overlap · 3 shared positions
$HLT$SSL$FSCO
$153M
170 positions
#16CWC Advisors, LLC.Passive
Slight overlap · 3 shared positions
$CME$MU$FSCO
$210M
149 positions
#17ADG Wealth Management Group, LLCActive
Slight overlap · 3 shared positions
$SSL$HLT$AMN
$145M
50 positions
#18Prosperity Planning, Inc.Active
Slight overlap · 3 shared positions
$SSL$AMN$HLT
$395M
110 positions
#19WJ Wealth Management, LLCActive
Slight overlap · 3 shared positions
$SSL$HLT$MU
$214M
70 positions
#20Lido Advisors, LLCActive
Slight overlap · 3 shared positions
$SSL$HLT$MU
$32.7B
1,938 positions
#21SAX WEALTH ADVISORS, LLCActive
Slight overlap · 3 shared positions
$SSL$AMN$HLT
$2.1B
482 positions
#22Krilogy Financial LLCPassive
Slight overlap · 3 shared positions
$AMN$HLT$MU
$3.1B
981 positions
#23High Note Wealth, LLCPassive
Slight overlap · 3 shared positions
$SSL$HLT$FSCO
$509M
938 positions
#24MERCER GLOBAL ADVISORS INC /ADVPassive
Slight overlap · 3 shared positions
$SSL$HLT$MU
$67.6B
3,217 positions
#25Highland Financial Advisors, LLCActive
Slight overlap · 3 shared positions
$AMN$HLT$SSL
$379M
67 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.