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Hedge Funds Similar to Foguth Wealth

13F Portfolio OverlapQ2 2026Foguth Wealth portfolio →
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Most similar hedge funds by 13F overlap

Foguth Wealth Management, LLC. is an institutional investor managing $879M across 213 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 Foguth Wealth are Midwest Advisors, ARKANSAS FINANCIAL GROUP, Aspect Partners, with shared positions in $STT, $IAU, $WM, $DTB, $MCD, $PLTR. The full ranking of 25 similar funds is below.

#1Midwest Capital Advisors, LLCActive
Notable overlap · 4 shared positions
$STT$IAU$WM$DTB
$246M
210 positions
#2ARKANSAS FINANCIAL GROUP, INC.Active
Notable overlap · 3 shared positions
$STT$IAU$MCD
$768M
97 positions
#3Aspect Partners, LLCActive
Notable overlap · 3 shared positions
$STT$IAU$PLTR
$268M
679 positions
#4ERn Financial, LLCActive
Some overlap · 3 shared positions
$STT$IAU$F
$604M
161 positions
#5FLOW TRADERS U.S. LLCPassive
Some overlap · 3 shared positions
$STT$IAU$PLTR
$2.4B
979 positions
#6GLOBALT Investments LLC / GAActive
Some overlap · 4 shared positions
$STT$TXN$WM$SLV
$3.0B
213 positions
#7Wealth Watch Advisors, INCActive
Some overlap · 4 shared positions
$STT$IAU$MCD$SLV
$309M
142 positions
#8Compass Wealth Management, LLC/GAActive
Some overlap · 4 shared positions
$STT$IAU$PLTR$CRWD
$251M
74 positions
#9Parcion Private Wealth LLCPassive
Some overlap · 3 shared positions
$STT$IAU$LIN
$1.8B
529 positions
#10Graetz Wealth LLCActive
Some overlap · 3 shared positions
$STT$IAU$PLTR
$125M
84 positions
#11Convergence Financial, LLCPassive
Some overlap · 4 shared positions
$STT$PLTR$LIN$CRWD
$1.3B
272 positions
#12FAS Wealth Partners, Inc.Active
Some overlap · 3 shared positions
$STT$TXN$ASTS
$1.9B
520 positions
#13SACKS & ASSOCIATES, LLCPassive
Some overlap · 3 shared positions
$STT$WM$CRWD
$148M
80 positions
#14Stonebridge Financial Group, LLC/CAPassive
Some overlap · 5 shared positions
$STT$WM$BX$PLTR$CRWD
$722M
310 positions
#15Luminist Capital LLCPassive
Some overlap · 3 shared positions
$STT$SLV$MCD
$89M
418 positions
#16PGIM Custom Harvest LLCActive
Some overlap · 3 shared positions
$STT$SLV$BX
$8.0B
305 positions
#17Friday FinancialActive
Some overlap · 3 shared positions
$STT$TXN$PLTR
$373M
108 positions
#18BALANCED WEALTH GROUP LLCActive
Some overlap · 3 shared positions
$STT$DTB$DNP
$316M
78 positions
#19Kure Advisory, LLCActive
Some overlap · 4 shared positions
$STT$IAU$SLV$PLTR
$211M
62 positions
#20Prentice Wealth Management LLCActive
Some overlap · 3 shared positions
$STT$BX$LIN
$484M
126 positions
#21JNBA Financial AdvisorsActive
Some overlap · 3 shared positions
$STT$IAU$MCD
$1.3B
830 positions
#22Financial Engines Advisors L.L.C.Active
Some overlap · 3 shared positions
$STT$PLTR$AXON
$56.3B
552 positions
#23Go Invest LLCSmart money
Some overlap · 3 shared positions
$STT$SLV$IAU
$426M
129 positions
#24Marshall & Sterling Wealth Advisors Inc.Passive
Some overlap · 3 shared positions
$STT$WM$CRWD
$169M
339 positions
#25Atlas Private Wealth AdvisorsActive
Some overlap · 3 shared positions
$STT$PLTR$TXN
$457M
139 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.