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Hedge Funds Similar to Wealth Forward,

13F Portfolio OverlapQ1 2026Wealth Forward, portfolio →
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Most similar hedge funds by 13F overlap

Wealth Forward, LLC is an institutional investor managing $177M across 43 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 Wealth Forward, are EDGAR LOMAX /VA, Wolfstich ,, Wealth Group Ltd, with shared positions in $MDLZ, $USB, $TGT, $UNH, $BDX, $DVN. The full ranking of 25 similar funds is below.

#1EDGAR LOMAX CO/VAActive
Some overlap · 4 shared positions
$MDLZ$USB$TGT$UNH
$1.4B
56 positions
#2Wolfstich Capital, LLCActive
Some overlap · 3 shared positions
$MDLZ$BDX$TGT
$114M
45 positions
#3Wealth Group LtdSmart money
Some overlap · 3 shared positions
$MDLZ$BDX$UNH
$439M
94 positions
#4Foyston, Gordon, & Payne IncPassive
Some overlap · 3 shared positions
$BDX$MDLZ$UNH
$434M
67 positions
#5Center for Wealth Management AdvisoryActive
Some overlap · 3 shared positions
$MDLZ$USB$UNH
$139M
62 positions
#6CANTOR FITZGERALD INVESTMENT ADVISORS L.P.Active
Some overlap · 4 shared positions
$USB$MDLZ$TGT$DVN
$1.4B
178 positions
#7Hillman Capital Management, Inc.Passive
Some overlap · 3 shared positions
$USB$BDX$UNH
$144M
56 positions
#8Leith Wheeler Investment Counsel Ltd.Active
Some overlap · 3 shared positions
$BDX$MDLZ$UNH
$1.2B
84 positions
#9WEALTHEDGE INVESTMENT ADVISORS, LLCPassive
Some overlap · 3 shared positions
$USB$MDLZ$UNH
$272M
141 positions
#10HOTCHKIS & WILEY CAPITAL MANAGEMENT LLCActive
Some overlap · 3 shared positions
$USB$MDLZ$UNH
$32.4B
465 positions
#11LifePlan Financial, LLCPassive
Some overlap · 3 shared positions
$USB$MDLZ$TGT
$135M
83 positions
#12CINCINNATI INSURANCE COActive
Some overlap · 3 shared positions
$USB$MDLZ$UNH
$6.6B
63 positions
#13CINCINNATI FINANCIAL CORPActive
Slight overlap · 3 shared positions
$MDLZ$USB$UNH
$5.0B
55 positions
#14Sentinus, LLCPassive
Slight overlap · 3 shared positions
$MDLZ$USB$DKNG
$1.1B
596 positions
#15Cincinnati Specialty Underwriters Insurance COActive
Slight overlap · 3 shared positions
$MDLZ$USB$UNH
$412M
46 positions
#16CONNING INC.Passive
Slight overlap · 3 shared positions
$USB$MDLZ$UNH
$3.0B
311 positions
#17WEIK CAPITAL MANAGEMENTActive
Slight overlap · 3 shared positions
$USB$MDLZ$UNH
$251M
90 positions
#18BAYBANPassive
Slight overlap · 3 shared positions
$USB$TGT$UNH
$115M
671 positions
#19MITCHELL & PAHL PRIVATE WEALTH, LLCPassive
Slight overlap · 3 shared positions
$USB$MDLZ$UNH
$246M
145 positions
#20Nan Shan Life Insurance Co., Ltd.Active
Slight overlap · 3 shared positions
$USB$UNH$XYZ
$2.8B
87 positions
#21LexAurum Advisors, LLCPassive
Slight overlap · 3 shared positions
$USB$UNH$XYZ
$771M
400 positions
#22MARK SHEPTOFF FINANCIAL PLANNING, LLCPassive
Slight overlap · 4 shared positions
$MDLZ$USB$DVN$UNH
$189M
510 positions
#23Palisade Asset Management, LLCActive
Slight overlap · 3 shared positions
$USB$TGT$UNH
$996M
195 positions
#24Cullen Capital Management, LLCActive
Slight overlap · 3 shared positions
$BDX$TGT$UNH
$9.8B
213 positions
#25KMG FIDUCIARY PARTNERS, LLCPassive
Slight overlap · 3 shared positions
$USB$BDX$XYZ
$1.4B
261 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.