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Hedge Funds Similar to Forefront Wealth Partners,

13F Portfolio OverlapQ1 2026Forefront Wealth Partners, portfolio →
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Most similar hedge funds by 13F overlap

Forefront Wealth Partners, LLC is an institutional investor managing $239M 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 Forefront Wealth Partners, are American Alpha Advisors,, BLUELINE ADVISORS, Haven Private,, with shared positions in $TECK, $WT, $AMD, $CRWD, $UBER, $NOW. The full ranking of 25 similar funds is below.

#1American Alpha Advisors, LLCActive
Some overlap · 6 shared positions
$TECK$WT$AMD$CRWD$UBER$NOW
$188M
96 positions
#2BLUELINE ADVISORS LLCActive
Some overlap · 5 shared positions
$TECK$WT$SHW$SE$NOW
$129M
217 positions
#3Haven Private, LLCPassive
Some overlap · 4 shared positions
$TECK$WT$MELI$PLTR
$230M
166 positions
#4Frontier Asset Management, LLCActive
Some overlap · 5 shared positions
$TECK$GE$WT$GEV$SE
$477M
91 positions
#5Beacon Harbor Wealth Advisors, Inc.Passive
Some overlap · 4 shared positions
$TECK$WT$SE$VRT
$477M
70 positions
#6Leibman Financial Services, Inc.Passive
Some overlap · 5 shared positions
$TECK$WT$MELI$SE$CRWD
$136M
49 positions
#7RETIREMENT PLANNING GROUP, LLC / NYPassive
Some overlap · 5 shared positions
$TECK$GE$GEV$SHW$MRVL
$155M
94 positions
#8AXS Investments LLCActive
Some overlap · 10 shared positions
$MU$WT$ASML$AMD$VRT$PANW
$248M
189 positions
#9Curran Financial Partners, LLCActive
Some overlap · 4 shared positions
$TECK$WT$SHW$GE
$559M
127 positions
#10DARA CAPITAL US, INC.Passive
Some overlap · 10 shared positions
$MU$AMD$GE$GEV$CRWD$VRT
$105M
119 positions
#11Compass Wealth Management, LLC/GAActive
Some overlap · 7 shared positions
$TECK$GEV$PLTR$AMD$CRWD$MU
$234M
72 positions
#12Nova Wealth Management, Inc.Passive
Some overlap · 5 shared positions
$TECK$WT$AMD$PLTR$PANW
$154M
545 positions
#13Boyce & Associates Wealth Consulting, Inc.Active
Some overlap · 3 shared positions
$TECK$WT$SHW
$132M
80 positions
#14Benchmark Investment Advisors LLCPassive
Some overlap · 10 shared positions
$MU$ASML$GE$GEV$CRWD$VRT
$172M
76 positions
#15Murphy & Mullick Capital Management CorpPassive
Some overlap · 9 shared positions
$AMD$MU$ASML$SHW$GE$GEV
$135M
726 positions
#16Lakeridge Wealth Management LLCPassive
Some overlap · 3 shared positions
$TECK$SHW$GE
$233M
169 positions
#17Seros Financial, LLCActive
Some overlap · 3 shared positions
$TECK$SHW$CRWD
$157M
58 positions
#18RED REEF ADVISORS LLCPassive
Some overlap · 9 shared positions
$MU$AMD$GEV$IBIT$CRWD$PANW
$96M
179 positions
#19CAPITAL FUND MANAGEMENT S.A.Passive
Some overlap · 9 shared positions
$MU$ASML$AMD$GE$GEV$UBER
$22.1B
2,005 positions
#20Bosman Wealth Management, LLCPassive
Some overlap · 8 shared positions
$MU$AMD$GEV$MELI$IBIT$MRVL
$114M
52 positions
#21NOMURA HOLDINGS INCPassive
Some overlap · 3 shared positions
$TECK$AMD$MU
$37.7B
1,655 positions
#22STF Management LP
Some overlap · 8 shared positions
$MU$AMD$ASML$MELI$CRWD$PANW
$107M
101 positions
#23Everest Financial Group LLCPassive
Some overlap · 8 shared positions
$MU$AMD$ASML$CRWD$PANW$UBER
$607M
199 positions
#24Schear Investment Advisers, LLCPassive
Some overlap · 7 shared positions
$MU$AMD$SHW$GE$GEV$CRWD
$227M
77 positions
#25LANE BROTHERS & CO INCActive
Some overlap · 4 shared positions
$TECK$SHW$GE$GEV
$137M
83 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.