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Hedge Funds Similar to FIRST FOUNDATION ADVISORS

13F Portfolio OverlapQ2 2026FIRST FOUNDATION ADVISORS portfolio →
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Most similar hedge funds by 13F overlap

FIRST FOUNDATION ADVISORS is an institutional investor managing $2.8B across 354 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 FIRST FOUNDATION ADVISORS are Advocacy Wealth, Ducere Wealth, Sandhill Partners, with shared positions in $APH, $IAU, $UBER, $SCHW, $ASML, $LOW. The full ranking of 25 similar funds is below.

#1Advocacy Wealth Management, LLCActive
Some overlap · 7 shared positions
$APH$IAU$UBER$SCHW$ASML$LOW
$2.8B
151 positions
#2Ducere Wealth Management LLCPassive
Some overlap · 9 shared positions
$APH$UBER$SCHW$COR$ASML$QCOM
$333M
135 positions
#3Sandhill Capital Partners LLCActive
Some overlap · 6 shared positions
$APH$UBER$SCHW$QCOM$ANET$TXN
$1.2B
98 positions
#4PAX Financial Group, LLCActive
Some overlap · 6 shared positions
$IAU$APH$ASML$FTNT$ANET$TXN
$673M
207 positions
#5Manhattan West Asset Management, LLCPassive
Some overlap · 7 shared positions
$UBER$PM$ASML$CP$QCOM$FTNT
$599M
185 positions
#6First Long Island Investors, LLCActive
Some overlap · 5 shared positions
$APH$UBER$PM$LOW$QCOM
$1.4B
73 positions
#7CLOVERFIELDS CAPITAL GROUP, LPPassive
Some overlap · 6 shared positions
$UBER$SCHW$PM$ASML$CP$BN
$331M
90 positions
#8Coign Capital Advisors LLCActive
Some overlap · 4 shared positions
$APH$UBER$SCHW$PM
$222M
88 positions
#9REUTER JAMES WEALTH MANAGEMENT, LLCPassive
Some overlap · 4 shared positions
$APH$IAU$UBER$ASML
$760M
229 positions
#10Alpha Zero LLCActive
Some overlap · 6 shared positions
$IAU$APH$ASML$FTNT$PM$ANET
$264M
107 positions
#11Blossom Wealth ManagementActive
Some overlap · 5 shared positions
$IAU$APH$ASML$QCOM$TXN
$71M
72 positions
#12Values First Advisors, Inc.Passive
Some overlap · 5 shared positions
$APH$IAU$ASML$LOW$MPWR
$219M
187 positions
#13OAK ASSOCIATES LTD /OH/Active
Some overlap · 5 shared positions
$APH$SCHW$ASML$LOW$QCOM
$1.8B
139 positions
#14SHELTON WEALTH MANAGEMENT, LLCPassive
Some overlap · 6 shared positions
$APH$UBER$ASML$CP$FTNT$ANET
$255M
144 positions
#15VCI Wealth Management LLCPassive
Some overlap · 4 shared positions
$APH$IAU$SCHW$TXN
$399M
99 positions
#16Regency Capital Management Inc.\DEPassive
Some overlap · 4 shared positions
$APH$IAU$ASML$CP
$251M
64 positions
#17Parkwood LLCActive
Some overlap · 4 shared positions
$APH$UBER$PM$ASML
$1.4B
72 positions
#18EQ LLCActive
Some overlap · 4 shared positions
$APH$IAU$ASML$MPWR
$407M
87 positions
#19Asio Capital, LLCActive
Some overlap · 5 shared positions
$APH$UBER$ASML$LOW$ANET
$781M
109 positions
#20Cornerstone Capital, Inc.Active
Some overlap · 4 shared positions
$APH$UBER$SCHW$DIS
$1.1B
120 positions
#21OAK FAMILY ADVISORS, LLCPassive
Some overlap · 4 shared positions
$APH$UBER$IAU$QCOM
$391M
111 positions
#22FIRST MERCHANTS CORPActive
Some overlap · 5 shared positions
$APH$SCHW$LOW$FTNT$TXN
$2.8B
361 positions
#23Busey Wealth ManagementActive
Some overlap · 6 shared positions
$APH$PM$SCHW$LOW$QCOM$TXN
$4.1B
388 positions
#24Suncoast Equity ManagementActive
Some overlap · 4 shared positions
$APH$UBER$COR$ASML
$798M
63 positions
#25Mawer Investment Management Ltd.Active
Some overlap · 5 shared positions
$APH$UBER$COR$MEDP$TXN
$14.7B
142 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.