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Hedge Funds Similar to FOUNDERS GROVE WEALTH PARTNERS

13F Portfolio OverlapQ2 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 $501M across 184 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 FOUNDERS GROVE WEALTH PARTNERS are Mayfair Advisory Group, Wealth Planning, LOWE BROCKENBROUGH, with shared positions in $NSC, $MPC, $PM, $ASML, $ELV, $MDY. The full ranking of 25 similar funds is below.

#1Mayfair Advisory Group, LLCPassive
Some overlap · 3 shared positions
$NSC$MPC$PM
$332M
185 positions
#2Capital Wealth Planning, LLCActive
Some overlap · 3 shared positions
$NSC$MPC$ASML
$20.0B
154 positions
#3LOWE BROCKENBROUGH & CO INCActive
Slight overlap · 3 shared positions
$NSC$PM$ELV
$2.2B
341 positions
#4CDM FINANCIAL COUNSELING SERVICES, INC.Active
Slight overlap · 4 shared positions
$NSC$PM$ASML$MDY
$116M
77 positions
#5Fee-Only Financial Planning, L.C.Smart money
Slight overlap · 3 shared positions
$NSC$PM$ADBE
$187M
45 positions
#6Kentucky Farm Bureau Mutual Insurance CoActive
Slight overlap · 4 shared positions
$MPC$PM$ELV$ABT
$360M
69 positions
#7Tufton Capital ManagementPassive
Slight overlap · 3 shared positions
$NSC$PM$ABT
$596M
127 positions
#8CINCINNATI FINANCIAL CORPActive
Slight overlap · 3 shared positions
$NSC$PM$ABT
$5.2B
56 positions
#9Tenzing Financial LLCActive
Slight overlap · 3 shared positions
$NSC$PM$ASML
$146M
84 positions
#10GHE, LLCSmart money
Slight overlap · 4 shared positions
$MPC$ADBE$MDY$ABT
$265M
57 positions
#11MBA Advisors LLCPassive
Slight overlap · 3 shared positions
$MPC$PM$ASML
$297M
166 positions
#12WATERS PARKERSON & CO., LLCActive
Slight overlap · 3 shared positions
$NSC$PM$ABT
$2.0B
200 positions
#13MERIDIAN INVESTMENT COUNSEL INC.Passive
Slight overlap · 3 shared positions
$NSC$ADBE$MDY
$466M
250 positions
#14DILLON & ASSOCIATES INCActive
Slight overlap · 3 shared positions
$NSC$ASML$ABT
$817M
80 positions
#15Peterson Wealth ServicesPassive
Slight overlap · 3 shared positions
$MPC$PM$ASML
$459M
245 positions
#16Verus Financial Partners, Inc.Smart money
Slight overlap · 3 shared positions
$NSC$PM$ELV
$1.2B
127 positions
#17Smith Partners Wealth Management, LLCActive
Slight overlap · 3 shared positions
$NSC$PM$MDY
$126M
73 positions
#18ALONGSIDE, LLCPassive
Slight overlap · 3 shared positions
$MPC$PM$ABT
$525M
190 positions
#1949 WEALTH MANAGEMENT, LLCPassive
Slight overlap · 3 shared positions
$MPC$PM$ABT
$524M
189 positions
#203Chopt Investment Partners, LLCPassive
Slight overlap · 3 shared positions
$NSC$MPC$PM
$532M
274 positions
#21M. Kraus & CoPassive
Slight overlap · 3 shared positions
$NSC$ABT$MDY
$377M
86 positions
#22Polaris Capital Management, LLCActive
Slight overlap · 3 shared positions
$MPC$ELV$ADBE
$1.1B
84 positions
#23Unison Advisors LLCActive
Slight overlap · 3 shared positions
$MPC$ELV$ADBE
$1.4B
173 positions
#24SOUTHERN MICHIGAN BANK & TRUSTActive
Slight overlap · 3 shared positions
$NSC$PM$ABT
$281M
422 positions
#25NORTH POINT PORTFOLIO MANAGERS CORP/OHPassive
Slight overlap · 3 shared positions
$MPC$ASML$ABT
$606M
79 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.