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Hedge Funds Similar to Foguth Wealth

13F Portfolio OverlapQ3 2026Foguth Wealth portfolio →
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Most similar hedge funds by 13F overlap

Foguth Wealth Management, LLC. is an institutional investor managing $986M across 227 U.S. equity positions as of Q3 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Foguth Wealth are Midwest Advisors, ARKANSAS FINANCIAL GROUP, Aspect Partners, with shared positions in $STT, $IAU, $WM, $DTB, $MCD, $PLTR. The full ranking of 25 similar funds is below.

#1Midwest Capital Advisors, LLCActive
Notable overlap · 4 shared positions
$STT$IAU$WM$DTB
$246M
210 positions
#2ARKANSAS FINANCIAL GROUP, INC.Active
Notable overlap · 3 shared positions
$STT$IAU$MCD
$751M
95 positions
#3Aspect Partners, LLCActive
Notable overlap · 3 shared positions
$STT$IAU$PLTR
$264M
681 positions
#4ERn Financial, LLCActive
Some overlap · 3 shared positions
$STT$IAU$F
$604M
161 positions
#5FLOW TRADERS U.S. LLCPassive
Some overlap · 3 shared positions
$STT$IAU$PLTR
$2.4B
979 positions
#6GLOBALT Investments LLC / GAActive
Some overlap · 4 shared positions
$STT$TXN$WM$SLV
$2.9B
212 positions
#7Wealth Watch Advisors, INCActive
Some overlap · 4 shared positions
$STT$IAU$MCD$SLV
$309M
142 positions
#8Compass Wealth Management, LLC/GAActive
Some overlap · 4 shared positions
$STT$IAU$PLTR$CRWD
$251M
74 positions
#9Parcion Private Wealth LLCPassive
Some overlap · 3 shared positions
$STT$IAU$LIN
$1.8B
529 positions
#10Graetz Wealth LLCActive
Some overlap · 3 shared positions
$STT$IAU$PLTR
$127M
84 positions
#11Convergence Financial, LLCPassive
Some overlap · 4 shared positions
$STT$PLTR$LIN$CRWD
$1.3B
272 positions
#12FAS Wealth Partners, Inc.Passive
Some overlap · 3 shared positions
$STT$TXN$ASTS
$1.9B
520 positions
#13SACKS & ASSOCIATES, LLCPassive
Some overlap · 3 shared positions
$STT$WM$CRWD
$143M
79 positions
#14Stonebridge Financial Group, LLC/CAPassive
Some overlap · 5 shared positions
$STT$WM$BX$PLTR$CRWD
$722M
310 positions
#15Luminist Capital LLCActive
Some overlap · 3 shared positions
$STT$SLV$MCD
$89M
418 positions
#16PGIM Custom Harvest LLCActive
Some overlap · 3 shared positions
$STT$SLV$BX
$8.0B
305 positions
#17Friday FinancialActive
Some overlap · 3 shared positions
$STT$TXN$PLTR
$506M
119 positions
#18BALANCED WEALTH GROUP LLCActive
Some overlap · 3 shared positions
$STT$DTB$DNP
$316M
78 positions
#19Kure Advisory, LLCActive
Some overlap · 4 shared positions
$STT$IAU$SLV$PLTR
$216M
62 positions
#20Prentice Wealth Management LLCActive
Some overlap · 3 shared positions
$STT$BX$LIN
$493M
124 positions
#21JNBA Financial AdvisorsActive
Some overlap · 3 shared positions
$STT$IAU$MCD
$1.3B
830 positions
#22Financial Engines Advisors L.L.C.Active
Some overlap · 3 shared positions
$STT$PLTR$AXON
$56.3B
552 positions
#23Go Invest LLCSmart money
Some overlap · 3 shared positions
$STT$SLV$IAU
$473M
104 positions
#24Marshall & Sterling Wealth Advisors Inc.Passive
Some overlap · 3 shared positions
$STT$WM$CRWD
$169M
339 positions
#25Atlas Private Wealth AdvisorsActive
Some overlap · 3 shared positions
$STT$PLTR$TXN
$462M
149 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.