What hedge funds are most similar to Forefront Wealth Partners, LLC?

The funds with the most similar 13F portfolios to Forefront Wealth Partners, LLC are ITHAKA GROUP, Bluebird Wealth, Advocacy Wealth, based on overlapping conviction holdings in the latest SEC filings.

How is hedge fund similarity measured?

Similarity is computed from each fund's top conviction holdings in their latest 13F filing. Funds are scored by the overlap of distinctive shared positions (the mega-caps that nearly every fund owns are excluded), so the ranking reflects genuinely shared strategy rather than common index exposure.

Hedge Funds Similar to Forefront Wealth Partners

13F Portfolio OverlapQ2 2026Forefront Wealth Partners portfolio →

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Most similar hedge funds by 13F overlap

Forefront Wealth Partners, LLC is an institutional investor managing $323M across 177 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 Forefront Wealth Partners are ITHAKA GROUP, Bluebird Wealth, Advocacy Wealth, with shared positions in $MELI, $CRWD, $VRT, $UBER, $NOW, $ISRG. The full ranking of 25 similar funds is below.

#1ITHAKA GROUP LLCActive

Notable overlap · 9 shared positions

$MELI $CRWD $VRT $UBER $NOW $ISRG

$551M

40 positions

#2Bluebird Wealth Management LLCPassive

Notable overlap · 9 shared positions

$ASML $CRWD $VRT $MELI $UBER $NOW

$115M

89 positions

#3Advocacy Wealth Management, LLCActive

Notable overlap · 10 shared positions

$ASML $VRT $SPGI $UBER $NOW $ANET

$2.8B

151 positions

#4ZEVENBERGEN CAPITAL INVESTMENTS LLCActive

Notable overlap · 10 shared positions

$MELI $CRWD $VRT $ANET $UBER $SHOP

$4.4B

109 positions

#5Benchmark Investment Advisors LLCPassive

Notable overlap · 8 shared positions

$ASML $CRWD $VRT $UBER $PLTR $ANET

$228M

70 positions

#6GUERRA PAN ADVISORS, LLCPassive

Notable overlap · 9 shared positions

$ASML $CRWD $ANET $UBER $TMO $VRT

$179M

118 positions

#7RED REEF ADVISORS LLCPassive

Notable overlap · 8 shared positions

$IBIT $CRWD $CRM $MRVL $ANET $PLTR

$108M

183 positions

#8DEEPWATER ASSET MANAGEMENT, LLCActive

Notable overlap · 8 shared positions

$MELI $VRT $MRVL $ISRG $ASML $SHOP

$220M

35 positions

#9Strong Retirement Solutions LLCPassive

Notable overlap · 8 shared positions

$CRWD $UBER $NOW $ISRG $TMO $SPGI

$167M

82 positions

#10Paragon Advisors, LLCActive

Some overlap · 8 shared positions

$ASML $CRWD $ANET $ALAB $NOW $VRT

$476M

77 positions

#11Synergy Financial Group, LTDPassive

Some overlap · 8 shared positions

$MELI $CRWD $ASML $ANET $SHOP $DDOG

$139M

119 positions

#12LYELL WEALTH MANAGEMENT, LPPassive

Some overlap · 7 shared positions

$ASML $VRT $ISRG $UBER $TMO $SHOP

$1.6B

232 positions

#13ODDO BHF ASSET MANAGEMENT SASPassive

Some overlap · 8 shared positions

$MELI $ANET $PLTR $TMO $SHOP $SPGI

$2.2B

253 positions

#14SHELTON WEALTH MANAGEMENT, LLCPassive

Some overlap · 6 shared positions

$ASML $MELI $VRT $UBER $MRVL $ANET

$255M

144 positions

#15Slow Capital, Inc.Active

Some overlap · 7 shared positions

$MELI $CRWD $ASML $ISRG $UBER $DDOG

$857M

111 positions

#16Broadleaf Partners, LLCPassive

Some overlap · 7 shared positions

$VRT $ASML $MRVL $ISRG $PLTR $ANET

$517M

86 positions

#17MERIDIAN MANAGEMENT COActive

Some overlap · 7 shared positions

$CRWD $SPGI $ASML $CRM $ISRG $TMO

$446M

84 positions

#18Wilian Securities, LLCPassive

Some overlap · 7 shared positions

$CRWD $SPGI $UBER $NOW $ISRG $TMO

$169M

89 positions

#19Sycale Advisors (NY) LLCActive

Some overlap · 7 shared positions

$MELI $SPGI $NOW $PLTR $SHOP $DDOG

$326M

24 positions

#20Everest Financial Group LLCPassive

Some overlap · 8 shared positions

$ASML $CRWD $UBER $NOW $ETN $CRM

$738M

208 positions

#21Allen Investment Management, LLCActive

Some overlap · 8 shared positions

$ASML $CRWD $SHOP $MELI $SCHW $SNOW

$8.4B

227 positions

#22Faithward Advisors, LLCPassive

Some overlap · 6 shared positions

$ASML $CRWD $VRT $PLTR $ANET $SHOP

$819M

339 positions

#23Avalon Global Asset Management LLCActive

Some overlap · 7 shared positions

$CRWD $VRT $MRVL $NOW $PLTR $ETN

$917M

38 positions

#24NZS Capital, LLCActive

Some overlap · 7 shared positions

$MELI $MRVL $ISRG $UBER $CRWD $SHOP

$3.9B

61 positions

#25Trifecta Capital Advisors, LLCPassive

Some overlap · 7 shared positions

$CRWD $VRT $UBER $PLTR $TMO $ISRG

$776M

493 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.