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Hedge Funds Similar to FOUNDERS GROVE WEALTH PARTNERS,

13F Portfolio OverlapQ1 2026FOUNDERS GROVE WEALTH PARTNERS, portfolio →
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Most similar hedge funds by 13F overlap

FOUNDERS GROVE WEALTH PARTNERS, LLC is an institutional investor managing $440M across 162 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 FOUNDERS GROVE WEALTH PARTNERS, are RCW ,, John A. Wolfe & Associates,, CATHY PARETO & ASSOCIATES,, with shared positions in $MAR, $HSY, $KKR, $SCHW, $CEF, $UNIT. The full ranking of 25 similar funds is below.

#1RCW Management, LLCPassive
Notable overlap · 5 shared positions
$MAR$HSY$KKR$SCHW$CEF
$98M
68 positions
#2John A. Wolfe & Associates, Inc.Active
Notable overlap · 4 shared positions
$MAR$KKR$HSY$UNIT
$65M
42 positions
#3CATHY PARETO & ASSOCIATES, INCPassive
Notable overlap · 4 shared positions
$MAR$WT$KKR$UNIT
$149M
96 positions
#4SWAN Capital LLCPassive
Notable overlap · 5 shared positions
$MAR$KKR$SCHW$UNIT$MPC
$272M
554 positions
#5Elwood & Goetz Wealth Advisory Group, LLCActive
Some overlap · 4 shared positions
$MAR$WT$SCHW$KO
$589M
138 positions
#6Junk Investment Group, LLCPassive
Some overlap · 5 shared positions
$MAR$KKR$HSY$UNIT$KO
$191M
88 positions
#7Financial Freedom, LLCPassive
Some overlap · 4 shared positions
$MAR$HSY$UNIT$SCHW
$201M
426 positions
#8Marshall & Sterling Wealth Advisors Inc.Passive
Some overlap · 3 shared positions
$MAR$WT$NSC
$153M
344 positions
#9Vermillion Wealth Management, Inc.Passive
Some overlap · 3 shared positions
$MAR$KKR$SCHW
$255M
1,563 positions
#10PGIM Custom Harvest LLCActive
Some overlap · 3 shared positions
$MAR$HSY$SCHW
$6.4B
276 positions
#11Beacon Capital Management, Inc.Active
Some overlap · 3 shared positions
$MAR$HSY$SCHW
$1.8B
57 positions
#12Richmond Brothers, Inc.Smart money
Some overlap · 3 shared positions
$MAR$HSY$SCHW
$150M
36 positions
#13Wheelhouse Advisory Group LLCActive
Some overlap · 4 shared positions
$MAR$HSY$KKR$PM
$302M
51 positions
#14Quaker Wealth Management, LLCActive
Some overlap · 4 shared positions
$MAR$KKR$HSY$NSC
$320M
972 positions
#15PENOBSCOT WEALTH MANAGEMENTActive
Some overlap · 4 shared positions
$MAR$HSY$SCHW$UNIT
$338M
107 positions
#16White Lighthouse Investment Management Inc.Active
Some overlap · 5 shared positions
$MAR$KKR$SCHW$UNIT$PM
$721M
145 positions
#17Bulwark Capital CorpActive
Some overlap · 5 shared positions
$MAR$WT$KKR$CEF$PM
$162M
100 positions
#18Wall Street Financial Group, Inc.Passive
Some overlap · 3 shared positions
$MAR$HSY$KO
$169M
667 positions
#19Hobart Private Capital, LLCPassive
Some overlap · 3 shared positions
$MAR$WT$FITB
$509M
132 positions
#20FIRST FINANCIAL CORP /IN/Active
Some overlap · 3 shared positions
$MAR$HSY$WT
$255M
303 positions
#21Madden Advisory Services, Inc.Passive
Some overlap · 4 shared positions
$MAR$HSY$SCHW$CEF
$254M
108 positions
#22Praetorian Wealth Management, Inc.Active
Some overlap · 4 shared positions
$MAR$HSY$SCHW$UNIT
$526M
77 positions
#23THEORY FINANCIAL LLCPassive
Some overlap · 4 shared positions
$MAR$WT$HSY$UNIT
$285M
94 positions
#24CVA Family Office, LLCPassive
Some overlap · 3 shared positions
$MAR$KKR$KO
$950M
1,838 positions
#25Capital Advisors Wealth Management, LLCPassive
Some overlap · 4 shared positions
$MAR$KKR$SCHW$UNIT
$745M
219 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.