13F Pro

Hedge Funds Similar to Foundation Wealth , \PA

13F Portfolio OverlapQ2 2026Foundation Wealth , \PA portfolio →
Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Foundation Wealth Management, LLC\PA is an institutional investor managing $331M across 105 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 Foundation Wealth , \PA are Saturna, Legacy Financial Strategies, TI, with shared positions in $AZN, $GWW, $ITW, $NUE, $CEG, $STX. The full ranking of 12 similar funds is below.

#1Saturna Capital CORPActive
Some overlap · 3 shared positions
$AZN$GWW$ITW
$8.2B
140 positions
#2Legacy Financial Strategies, LLCActive
Some overlap · 3 shared positions
$GWW$NUE$ITW
$646M
152 positions
#3TI-TRUST, INCPassive
Some overlap · 3 shared positions
$GWW$NUE$ITW
$186M
132 positions
#4Cushing Capital Partners, LLCActive
Slight overlap · 3 shared positions
$GWW$ITW$CEG
$145M
99 positions
#5Insight Wealth Strategies, LLCPassive
Slight overlap · 3 shared positions
$GWW$STX$CEG
$1.0B
183 positions
#6United Capital Management of KS, Inc.Passive
Slight overlap · 3 shared positions
$NUE$STX$CEG
$763M
98 positions
#7Radnor Capital Management, LLCPassive
Slight overlap · 3 shared positions
$STX$ITW$CEG
$712M
312 positions
#8Clark & Stuart, IncPassive
Slight overlap · 3 shared positions
$ITW$GWW$STX
$159M
57 positions
#9Cerro Pacific Wealth Advisors LLCPassive
Slight overlap · 3 shared positions
$STX$GWW$ITW
$442M
165 positions
#10PUBLIC SECTOR PENSION INVESTMENT BOARDPassive
Slight overlap · 3 shared positions
$AZN$GWW$CEG
$38.7B
1,337 positions
#11VESTOR CAPITAL, LLCActive
Slight overlap · 3 shared positions
$ITW$CEG$STX
$486M
276 positions
#12Putney Financial Group LLCActive
Slight overlap · 3 shared positions
$STX$NUE$GWW
$111M
78 positions

Compare Foundation Wealth , \PA’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View Foundation Wealth , \PA’s holdings

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.