How is hedge fund similarity measured?

Similarity is computed from each fund's top conviction holdings in their latest 13F filing. Funds are scored by the overlap of distinctive shared positions (the mega-caps that nearly every fund owns are excluded), so the ranking reflects genuinely shared strategy rather than common index exposure.

Hedge Funds Similar to FORONJY FINANCIAL

13F Portfolio OverlapQ1 2026FORONJY FINANCIAL portfolio →

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Most similar hedge funds by 13F overlap

FORONJY FINANCIAL LLC is an institutional investor managing $241M across 97 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 FORONJY FINANCIAL are HARBOR INVESTMENT ADVISORY,, Osbon, Bravias Group,, with shared positions in $MAR, $GLDM, $GEV, $AMGN, $DIA, $WT. The full ranking of 25 similar funds is below.

#1HARBOR INVESTMENT ADVISORY, LLCPassive

Notable overlap · 4 shared positions

$MAR $GLDM $GEV $AMGN

$1.3B

1,233 positions

#2Osbon Capital Management LLCPassive

Notable overlap · 5 shared positions

$MAR $DIA $AMGN $WT $PLTR

$123M

493 positions

#3Bravias Capital Group, LLCActive

Notable overlap · 3 shared positions

$MAR $GLDM $WT

$153M

96 positions

#4Wall Street Financial Group, Inc.Passive

Notable overlap · 4 shared positions

$MAR $GE $LRCX $PLTR

$169M

667 positions

#5SWAN Capital LLCPassive

Notable overlap · 4 shared positions

$MAR $GE $GEV $PLTR

$272M

554 positions

#6Mokosak Advisory Group, LLCSmart money

Notable overlap · 3 shared positions

$MAR $ISRG $AMGN

$399M

34 positions

#7Marotta Asset ManagementActive

Some overlap · 3 shared positions

$MAR $GEV $MCK

$543M

103 positions

#8JBR Co Financial Management IncActive

Some overlap · 3 shared positions

$MAR $GLDM $PLTR

$239M

120 positions

#9Marshall & Sterling Wealth Advisors Inc.Passive

Some overlap · 4 shared positions

$MAR $GLDM $AMGN $WT

$153M

344 positions

#10Leeward Financial Partners, LLCPassive

Some overlap · 3 shared positions

$MAR $ISRG $PLTR

$336M

97 positions

#11Bulwark Capital CorpActive

Some overlap · 4 shared positions

$MAR $GLDM $WT $GE

$162M

100 positions

#12WMG Financial Advisors, LLCActive

Some overlap · 3 shared positions

$MAR $IBIT $WT

$240M

100 positions

#13Curtis Advisory Group, LLCActive

Some overlap · 3 shared positions

$MAR $DIA $AMGN

$464M

118 positions

#14Argo Wealth Advisory, LLCActive

Some overlap · 4 shared positions

$MAR $AMGN $WT $MCK

$170M

48 positions

#15Tandem Investment Partners LLCPassive

Some overlap · 3 shared positions

$MAR $AMGN $WT

$118M

73 positions

#16CATHY PARETO & ASSOCIATES, INCPassive

Some overlap · 3 shared positions

$MAR $IBIT $WT

$149M

96 positions

#17New Vernon Capital Holdings II LLCActive

Some overlap · 3 shared positions

$MAR $IBIT $WT

$136M

77 positions

#18SNOWWATER INVESTMENT PARTNERS, LLCPassive

Some overlap · 3 shared positions

$MAR $DIA $LRCX

$106M

89 positions

#19Gratus Wealth Advisors, LLCActive

Some overlap · 4 shared positions

$MAR $GE $ANET $MCK

$691M

138 positions

#20Odyssey Capital Advisors, Inc.Passive

Some overlap · 3 shared positions

$MAR $DIA $ANET

$112M

97 positions

#21FMB WEALTH MANAGEMENTActive

Some overlap · 3 shared positions

$MAR $LRCX $AMGN

$242M

73 positions

#22Triangle Securities Wealth ManagementPassive

Some overlap · 3 shared positions

$MAR $LRCX $AMGN

$441M

206 positions

#23Hobart Private Capital, LLCPassive

Some overlap · 3 shared positions

$MAR $LRCX $WT

$509M

132 positions

#24Precision Wealth Strategies, LLCPassive

Some overlap · 3 shared positions

$MAR $GE $LRCX

$301M

156 positions

#25CHATHAM CAPITAL GROUP, INC.Passive

Some overlap · 4 shared positions

$MAR $GLDM $GE $GEV

$689M

198 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.