13F Pro

Hedge Funds Similar to Foundation Wealth , \PA

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

Foundation Wealth Management, LLC\PA is an institutional investor managing $284M across 91 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 , \PA are Longview Financial Advisors, DecisionPoint Financial,, NEPC, with shared positions in $USB, $COP, $SNOW, $NKE, $SCHW, $SE. The full ranking of 25 similar funds is below.

#1Longview Financial Advisors LLCActive
Substantial overlap · 6 shared positions
$USB$COP$SNOW$NKE$SCHW$SE
$184M
157 positions
#2DecisionPoint Financial, LLCActive
Substantial overlap · 6 shared positions
$USB$COP$SCHW$MAR$IAU$NKE
$464M
679 positions
#3NEPC LLCSmart money
Substantial overlap · 3 shared positions
$USB$COP$EPAM
$5.0B
51 positions
#4SpringVest Wealth Management LLCActive
Substantial overlap · 4 shared positions
$USB$COP$MKL$IAU
$146M
67 positions
#5CYPRESS FINANCIAL PLANNING LLCActive
Substantial overlap · 4 shared positions
$USB$COP$SCHW$UNH
$363M
102 positions
#6Hassell Wealth Management, LLCSmart money
Substantial overlap · 3 shared positions
$USB$COP$GMM
$298M
28 positions
#7Strategic Financial Services, Inc.Smart money
Substantial overlap · 4 shared positions
$USB$COP$NKE$NEE
$2.1B
152 positions
#8Shotwell Rutter Baer IncActive
Substantial overlap · 5 shared positions
$USB$COP$NKE$AMN$ITW
$170M
38 positions
#9Davidson Capital Management Inc.Active
Substantial overlap · 3 shared positions
$USB$COP$NEE
$552M
93 positions
#10BluePrint Investing LLCActive
Substantial overlap · 5 shared positions
$USB$NEE$COP$SCHW$NKE
$126M
26 positions
#11STOLZ & ASSOCIATES, PSSmart money
Notable overlap · 5 shared positions
$USB$NEE$SE$AMN$IAU
$143M
30 positions
#12FINANCIAL ADVISORY PARTNERS, LLCActive
Notable overlap · 4 shared positions
$USB$NEE$SCHW$MAR
$354M
66 positions
#13Pioneer Wealth Management GroupSmart money
Notable overlap · 5 shared positions
$USB$MKL$SCHW$MAR$UNIT
$357M
50 positions
#14Hilton Capital Management, LLCActive
Notable overlap · 4 shared positions
$USB$COP$AZN$SNOW
$1.3B
129 positions
#15Dodds Wealth, LLCSmart money
Notable overlap · 5 shared positions
$USB$SE$SCHW$MAR$IAU
$407M
51 positions
#16WESCAP Management Group, Inc.Active
Notable overlap · 7 shared positions
$USB$COP$SE$SCHW$GMM$UNIT
$508M
107 positions
#17PRUDENTIAL PLCActive
Notable overlap · 4 shared positions
$USB$COP$AZN$SE
$17.1B
680 positions
#18KEYVANTAGE WEALTH, LLCActive
Notable overlap · 3 shared positions
$USB$COP$SCHW
$227M
92 positions
#19Insight Wealth Partners, LLCSmart money
Notable overlap · 4 shared positions
$USB$COP$AMN$IAU
$713M
120 positions
#20MilWealth Group LLCSmart money
Notable overlap · 5 shared positions
$USB$MKL$CTVA$UNIT$COP
$420M
81 positions
#21Legacy Edge Advisors, LLCActive
Notable overlap · 8 shared positions
$USB$COP$SNOW$AMN$CTVA$UNIT
$951M
223 positions
#22Fortress Financial Solutions, LLCActive
Notable overlap · 4 shared positions
$USB$COP$MKL$UNH
$96M
56 positions
#2325 LLCActive
Notable overlap · 4 shared positions
$USB$NEE$NKE$UNIT
$324M
69 positions
#24NORTHEAST PLANNING ASSOCIATES, INC. / NH /Active
Notable overlap · 3 shared positions
$USB$EPAM$MKL
$149M
55 positions
#25Marion Wealth ManagementPassive
Notable overlap · 5 shared positions
$USB$COP$CTVA$NEE$MAR
$451M
146 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.