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Hedge Funds Similar to Foguth Wealth ,

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

Foguth Wealth Management, LLC. is an institutional investor managing $857M across 211 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 Foguth Wealth , are Solutions 4 Wealth, Ltd, APS Group,, Arvin, with shared positions in $DHR, $GSAT, $MAR, $QUBT, $TMO, $WAT. The full ranking of 25 similar funds is below.

#1Solutions 4 Wealth, LtdPassive
Notable overlap · 4 shared positions
$DHR$GSAT$MAR$QUBT
$66M
55 positions
#2APS Management Group, Inc.Passive
Notable overlap · 4 shared positions
$DHR$GSAT$QUBT$MAR
$117M
72 positions
#3Arvin Capital Management LPActive
Some overlap · 3 shared positions
$DHR$TMO$WAT
$819M
50 positions
#4Spear Holdings RSC LtdActive
Some overlap · 3 shared positions
$DHR$TMO$SHW
$1.0B
18 positions
#5PBCay One RSC LtdSmart money
Some overlap · 3 shared positions
$DHR$TMO$SHW
$1.3B
18 positions
#6WORMSER FRERES GESTIONActive
Some overlap · 3 shared positions
$DHR$TMO$IAU
$139M
42 positions
#7Carl P. Sherr & Co., LLCPassive
Some overlap · 5 shared positions
$DHR$MCD$DNP$MAR$IBM
$213M
124 positions
#8Global X Japan Co., Ltd.Active
Some overlap · 3 shared positions
$DHR$GSAT$MCD
$1.9B
378 positions
#9Note Advisors, LLCActive
Some overlap · 3 shared positions
$DHR$MCD$IAU
$200M
85 positions
#10BANK OF HAWAIIActive
Some overlap · 3 shared positions
$DHR$MCD$KO
$1.9B
224 positions
#11Patrick Mauro Investment Advisor, INC.Active
Some overlap · 3 shared positions
$DHR$MCD$WM
$199M
40 positions
#12Capstone Financial Advisors, Inc.Smart money
Some overlap · 4 shared positions
$DHR$MCD$KO$IBM
$1.9B
187 positions
#13FLOSSBACH VON STORCH SEActive
Some overlap · 4 shared positions
$DHR$TMO$MCD$SHW
$21.4B
109 positions
#14SIMS INVESTMENT MANAGEMENT, LLCActive
Some overlap · 3 shared positions
$DHR$SHW$MAR
$272M
35 positions
#15Catalyst Investment Management LLCPassive
Some overlap · 3 shared positions
$DHR$IAU$KO
$90M
65 positions
#16TRUE Private Wealth AdvisorsPassive
Some overlap · 3 shared positions
$DHR$IAU$MAR
$1.0B
266 positions
#17Nolet Wealth Management, LLCActive
Some overlap · 3 shared positions
$DHR$IAU$MAR
$176M
92 positions
#18Magnolia Wealth Management, LLCActive
Some overlap · 7 shared positions
$DHR$MAR$MCD$IAU$KO$SLV
$172M
212 positions
#19Mill Creek Capital Advisors, LLCActive
Some overlap · 3 shared positions
$DHR$IAU$TMO
$4.9B
260 positions
#20Koa Wealth Management, LLCActive
Some overlap · 5 shared positions
$DHR$TMO$GSAT$IAU$WM
$138M
56 positions
#21D1 Capital Partners L.P.Active
Some overlap · 3 shared positions
$DHR$TMO$SHW
$11.2B
44 positions
#22Compass Ion Advisors, LLCActive
Some overlap · 3 shared positions
$DHR$MAR$IBM
$1.0B
279 positions
#23Alpha Financial Partners, LLCActive
Some overlap · 5 shared positions
$DHR$TMO$IAU$SLV$MAR
$169M
103 positions
#24ECOFI INVESTISSEMENTS SAPassive
Some overlap · 3 shared positions
$DHR$TMO$WM
$55M
36 positions
#25Meridian Wealth Partners, LLCActive
Some overlap · 3 shared positions
$DHR$MCD$MAR
$729M
118 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.