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Hedge Funds Similar to Foundry Financial

13F Portfolio OverlapQ1 2026Foundry Financial portfolio →
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Most similar hedge funds by 13F overlap

Foundry Financial LLC is an institutional investor managing $236M across 71 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 Foundry Financial are Planning Center,, McCartney Wealth, Kane Wealth ,, with shared positions in $NSC, $NEE, $NKE, $AMN, $LRCX. The full ranking of 25 similar funds is below.

#1Planning Center, Inc.Smart money
Substantial overlap · 3 shared positions
$NSC$NEE$NKE
$987M
78 positions
#2McCartney Wealth Management LLCActive
Substantial overlap · 4 shared positions
$NSC$NEE$AMN$NKE
$119M
65 positions
#3Kane Co Wealth Management, Inc.Active
Substantial overlap · 4 shared positions
$NEE$NSC$AMN$NKE
$119M
51 positions
#4PINNEY & SCOFIELD, INC.Active
Notable overlap · 3 shared positions
$NSC$NEE$NKE
$185M
243 positions
#5Hill Investment Group Partners, LLCSmart money
Notable overlap · 3 shared positions
$NSC$AMN$NKE
$906M
50 positions
#6Porter White Investment Advisors, Inc.Smart money
Notable overlap · 3 shared positions
$NSC$AMN$NKE
$250M
40 positions
#7Trailhead Planners LLCActive
Notable overlap · 3 shared positions
$NEE$AMN$NKE
$104M
49 positions
#8Meredith Wealth PlanningActive
Notable overlap · 3 shared positions
$NEE$AMN$NKE
$369M
70 positions
#9Oceanside Advisors LLCActive
Notable overlap · 4 shared positions
$NEE$AMN$NKE$NSC
$175M
53 positions
#10Torren Management, LLCActive
Notable overlap · 4 shared positions
$NEE$AMN$LRCX$NSC
$201M
983 positions
#11MB Generational Wealth, LLCActive
Notable overlap · 4 shared positions
$NEE$AMN$NSC$NKE
$181M
66 positions
#12CLARIS ADVISORS, LLC / MO /Active
Notable overlap · 3 shared positions
$NEE$AMN$NKE
$334M
70 positions
#13Three Arch Wealth Management LLCActive
Notable overlap · 3 shared positions
$NEE$AMN$NKE
$556M
61 positions
#14Forum Financial Management, LPSmart money
Notable overlap · 3 shared positions
$NEE$NSC$NKE
$7.1B
331 positions
#15CogentBlue Wealth Advisors, LLCActive
Notable overlap · 4 shared positions
$NEE$AMN$NKE$LRCX
$149M
78 positions
#16Rather & Kittrell, Inc.Active
Notable overlap · 3 shared positions
$NSC$NKE$NEE
$648M
113 positions
#17Kaufman Rossin Wealth, LLCActive
Notable overlap · 3 shared positions
$NEE$AMN$NKE
$174M
98 positions
#18Petersen Hastings Wealth Advisors Inc.Smart money
Notable overlap · 3 shared positions
$NEE$AMN$NKE
$1.1B
81 positions
#19Meritas Wealth Management, LLCActive
Notable overlap · 4 shared positions
$NEE$AMN$NKE$NSC
$221M
60 positions
#20Savant Capital, LLCActive
Notable overlap · 3 shared positions
$NEE$AMN$NKE
$20.7B
1,500 positions
#21Leading Edge Financial Planning LLCActive
Notable overlap · 3 shared positions
$NSC$AMN$NKE
$475M
72 positions
#22HBE Wealth Management, LLCActive
Notable overlap · 3 shared positions
$NEE$AMN$NKE
$115M
53 positions
#23Generations Wealth, LLCSmart money
Notable overlap · 3 shared positions
$NEE$AMN$NKE
$103M
29 positions
#24HMV Wealth Advisors, LLCActive
Notable overlap · 4 shared positions
$NEE$AMN$LRCX$NKE
$213M
81 positions
#25FAMILY WEALTH PARTNERS, LLCActive
Notable overlap · 3 shared positions
$NEE$AMN$NKE
$293M
105 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.