Hedge Funds Similar to Forge Financial Services

13F Portfolio OverlapQ1 2026Forge Financial Services portfolio →

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Most similar hedge funds by 13F overlap

Forge Financial Services LLC is an institutional investor managing $987M across 31 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 Forge Financial Services are Hartmann Taylor Wealth ,, PCG Wealth Advisors,, SEAMOUNT FINANCIAL GROUP, with shared positions in $CRM, $BAH, $BRZE, $FITB, $PM, $UPS. The full ranking of 25 similar funds is below.

#1Hartmann Taylor Wealth Management, LLCActive

Notable overlap · 3 shared positions

$CRM $BAH $BRZE

$151M

54 positions

#2PCG Wealth Advisors, LLCPassive

Notable overlap · 3 shared positions

$CRM $FITB $BAH

$395M

164 positions

#3SEAMOUNT FINANCIAL GROUP INCPassive

Some overlap · 3 shared positions

$CRM $BAH $BRZE

$222M

135 positions

#4Compton Financial Group, LLCActive

Some overlap · 3 shared positions

$453M

71 positions

#5OakTrust Wealth Advisors, LLCActive

Some overlap · 3 shared positions

$BAH $FITB $CRM

$110M

68 positions

#6CERTIOR FINANCIAL GROUP, LLCPassive

Some overlap · 3 shared positions

$BAH $CRM $BRZE

$157M

130 positions

#7CORA CAPITAL ADVISORS LLCActive

Some overlap · 3 shared positions

$BAH $UPS $BRZE

$302M

134 positions

#8LongView Wealth ManagementPassive

Some overlap · 3 shared positions

$398M

247 positions

#9Vigil Wealth Management, LLCActive

Some overlap · 3 shared positions

$124M

75 positions

#10Swisher Financial Concepts, Inc.Passive

Some overlap · 3 shared positions

$179M

102 positions

#11Souders Financial AdvisorsPassive

Some overlap · 3 shared positions

$876M

216 positions

#12ADE, LLCActive

Some overlap · 3 shared positions

$209M

86 positions

#13Kessler Investment Group, LLCPassive

Some overlap · 3 shared positions

$211M

79 positions

#14Beacon Financial Advisory LLCPassive

Some overlap · 3 shared positions

$BAH $FITB $CRM

$443M

402 positions

#15Northwest Financial AdvisorsPassive

Some overlap · 3 shared positions

$CRM $BAH $BRZE

$52M

66 positions

#16ENDEAVOR PRIVATE WEALTH, INC.Passive

Some overlap · 3 shared positions

$CRM $BAH $BRZE

$349M

202 positions

#17Southland Equity Partners LLCPassive

Some overlap · 3 shared positions

$513M

273 positions

#18Wingate Wealth Advisors, Inc.Passive

Some overlap · 3 shared positions

$187M

121 positions

#19J HAGAN CAPITAL, INC.Active

Some overlap · 4 shared positions

$CRM $FITB $UPS $BRZE

$185M

83 positions

#20Total Clarity Wealth Management, Inc.Passive

Slight overlap · 3 shared positions

$FITB $BAH $UPS

$426M

311 positions

#21FORT WASHINGTON INVESTMENT ADVISORS INC /OH/Active

Slight overlap · 3 shared positions

$18.1B

418 positions

#22CFC Planning Co LLCPassive

Slight overlap · 3 shared positions

$140M

72 positions

#23AA Financial Advisors, LLCPassive

Slight overlap · 3 shared positions

$710M

221 positions

#24Gateway Wealth Partners, LLCPassive

Slight overlap · 4 shared positions

$CRM $FITB $BAH $BRZE

$2.6B

925 positions

#25MARSHALL INVESTMENT MANAGEMENT, LLCPassive

Slight overlap · 3 shared positions

$FITB $ARKO $PM

$208M

274 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.