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Hedge Funds Similar to Forthright Family Wealth Advisory

13F Portfolio OverlapQ2 2026Forthright Family Wealth Advisory portfolio →
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Most similar hedge funds by 13F overlap

Forthright Family Wealth Advisory LLC is an institutional investor managing $177M across 57 U.S. equity positions as of Q2 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Forthright Family Wealth Advisory are Shah Wealth Advisors, White Lighthouse Investment, GQG Partners, with shared positions in $IAU, $PM, $MO, $PGR, $PRI, $ODFL. The full ranking of 25 similar funds is below.

#1Shah Wealth Advisors, LLCActive
Substantial overlap · 4 shared positions
$IAU$PM$MO$PGR
$433M
79 positions
#2White Lighthouse Investment Management Inc.Active
Notable overlap · 3 shared positions
$IAU$PM$MO
$802M
151 positions
#3GQG Partners LLCActive
Notable overlap · 3 shared positions
$PM$MO$PGR
$53.8B
102 positions
#4Highland Financial Advisors, LLCActive
Notable overlap · 3 shared positions
$IAU$PM$MO
$455M
73 positions
#5Verus Financial Partners, Inc.Smart money
Notable overlap · 3 shared positions
$PM$IAU$MO
$1.2B
127 positions
#6MAINSTAY CAPITAL MANAGEMENT LLC /ADVActive
Notable overlap · 3 shared positions
$IAU$PM$MO
$1.4B
144 positions
#7Cobblestone Asset Management LLCActive
Notable overlap · 3 shared positions
$PM$IAU$MO
$240M
74 positions
#8MBA Advisors LLCPassive
Notable overlap · 3 shared positions
$IAU$MO$PM
$297M
166 positions
#9Cedar Wealth Management, LLCActive
Notable overlap · 3 shared positions
$PM$MO$IAU
$389M
92 positions
#10SkyView Investment Advisors, LLC
Notable overlap · 3 shared positions
$IAU$PGR$PRI
$743M
318 positions
#11MAIMON WEALTH MANAGEMENT LTD.Passive
Notable overlap · 3 shared positions
$IAU$PM$MO
$130M
80 positions
#12TENET WEALTH PARTNERS, LLCActive
Notable overlap · 3 shared positions
$IAU$PM$MO
$134M
101 positions
#13Gibson Capital, LLCSmart money
Notable overlap · 3 shared positions
$IAU$PM$MO
$610M
94 positions
#14Accretive Wealth Partners, LLCPassive
Notable overlap · 4 shared positions
$IAU$PGR$PM$ODFL
$412M
181 positions
#15Skyline Advisors, Inc.Active
Notable overlap · 3 shared positions
$IAU$PM$MO
$319M
123 positions
#16HUTNER CAPITAL MANAGEMENT INCActive
Notable overlap · 3 shared positions
$PM$MO$PGR
$252M
43 positions
#17Storen Legacy Partners, LLCActive
Some overlap · 3 shared positions
$IAU$PM$MO
$367M
116 positions
#18Kinsale Capital Group, Inc.Active
Some overlap · 3 shared positions
$PM$PGR$ODFL
$754M
41 positions
#19Canal Capital Management, LLCPassive
Some overlap · 3 shared positions
$PM$MO$ODFL
$819M
220 positions
#20FAYEZ SAROFIM & COActive
Some overlap · 3 shared positions
$PM$PGR$MO
$42.5B
300 positions
#21Bluesphere Advisors, LLCSmart money
Some overlap · 3 shared positions
$PM$CFG$MO
$324M
121 positions
#22LONDON CO OF VIRGINIAActive
Some overlap · 4 shared positions
$PM$PGR$MO$ODFL
$17.5B
169 positions
#23TPG Advisors LLCActive
Some overlap · 3 shared positions
$IAU$MO$PM
$182M
115 positions
#24Plan Group Financial, LLCPassive
Some overlap · 3 shared positions
$IAU$PM$MO
$486M
249 positions
#25High Point Wealth Management, LLCPassive
Some overlap · 3 shared positions
$PM$IAU$MO
$122M
250 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.