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Hedge Funds Similar to Forthright Family Wealth Advisory

13F Portfolio OverlapQ1 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 Q1 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 Cornerstone Financial, Veridan Wealth, FLC Advisors, with shared positions in $VLTO, $SNOW, $UNH, $MDLZ, $PM, $MO. The full ranking of 25 similar funds is below.

#1Cornerstone Financial Management LLCPassive
Notable overlap · 3 shared positions
$VLTO$SNOW$UNH
$109M
1,311 positions
#2Veridan Wealth LLCActive
Notable overlap · 3 shared positions
$SNOW$MDLZ$VLTO
$270M
80 positions
#3FLC Capital AdvisorsPassive
Notable overlap · 3 shared positions
$SNOW$VLTO$PM
$560M
221 positions
#4Sterling Investment Management, Inc.Passive
Some overlap · 3 shared positions
$VLTO$SNOW$MO
$167M
65 positions
#5Cravens & Co Advisors, LLCActive
Some overlap · 3 shared positions
$VLTO$PM$UNH
$154M
64 positions
#6Level Financial AdvisorsActive
Some overlap · 3 shared positions
$VLTO$SNOW$NKE
$392M
92 positions
#7Brindle & Bay Financial Advisors, LLCPassive
Some overlap · 3 shared positions
$SNOW$VLTO$MO
$163M
67 positions
#8TD PRIVATE CLIENT WEALTH LLCPassive
Some overlap · 3 shared positions
$VLTO$SNOW$PM
$4.8B
1,649 positions
#9JPL Wealth Management, LLCPassive
Some overlap · 3 shared positions
$SNOW$MDLZ$UNH
$435M
1,554 positions
#10Tandem Financial, LLCPassive
Some overlap · 3 shared positions
$SNOW$PM$NKE
$314M
98 positions
#11Verus Financial Partners, Inc.Smart money
Some overlap · 4 shared positions
$SNOW$PM$NKE$MO
$1.1B
121 positions
#12SIMA Wealth Partners, LLCActive
Some overlap · 4 shared positions
$SNOW$PM$VLTO$MO
$131M
131 positions
#13Richard W. Paul & Associates, LLCPassive
Some overlap · 3 shared positions
$SNOW$PM$UNH
$297M
300 positions
#14City State BankPassive
Some overlap · 3 shared positions
$SNOW$VLTO$NKE
$385M
784 positions
#15Beckerman Institutional, LLCPassive
Some overlap · 3 shared positions
$SNOW$PM$NKE
$188M
121 positions
#16MA Private WealthActive
Some overlap · 3 shared positions
$VLTO$SNOW$MDLZ
$591M
86 positions
#17Tillman Hartley LLCActive
Some overlap · 4 shared positions
$SNOW$NKE$PM$UNH
$398M
88 positions
#18NORTHLAND SECURITIES, INC.Active
Some overlap · 3 shared positions
$SNOW$MDLZ$UNH
$105M
107 positions
#19Wagner Wealth Management, LLCActive
Some overlap · 3 shared positions
$SNOW$PM$MO
$495M
279 positions
#20MBM WEALTH CONSULTANTS, LLCPassive
Some overlap · 4 shared positions
$SNOW$PGR$UNH$ARCC
$436M
387 positions
#21Prairiewood Capital, LLCActive
Some overlap · 4 shared positions
$SNOW$UNH$ARCC$MO
$346M
77 positions
#22Andrews Advisory Associates, LLCActive
Some overlap · 3 shared positions
$SNOW$NKE$UNH
$190M
82 positions
#23Passive Capital Management, LLC.Active
Some overlap · 3 shared positions
$SNOW$NKE$PM
$335M
104 positions
#24Altiora Financial Group, LLCActive
Some overlap · 3 shared positions
$SNOW$NKE$UNH
$607M
110 positions
#25SOUTHERN MICHIGAN BANK & TRUSTActive
Some overlap · 3 shared positions
$SNOW$PM$MO
$261M
424 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.