13F Pro

Hedge Funds Similar to Forge Financial Services

13F Portfolio OverlapQ2 2026Forge Financial Services portfolio →
Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Forge Financial Services LLC is an institutional investor managing $1.2B across 36 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 Forge Financial Services are WARNER FINANCIAL, United Advisor Group, CMG Global, with shared positions in $BAH, $PM, $OGE, $UPS, $EVRG. The full ranking of 7 similar funds is below.

#1WARNER FINANCIAL, INCActive
Some overlap · 3 shared positions
$BAH$PM$OGE
$340M
145 positions
#2United Advisor Group, LLCPassive
Slight overlap · 3 shared positions
$UPS$BAH$PM
$948M
544 positions
#3CMG Global Holdings, LLCPassive
Slight overlap · 3 shared positions
$UPS$BAH$PM
$236M
100 positions
#4VAUGHAN & Co SECURITIES, INC.Smart money
Slight overlap · 3 shared positions
$UPS$PM$OGE
$214M
61 positions
#5Stolper CoPassive
Slight overlap · 3 shared positions
$UPS$PM$EVRG
$387M
91 positions
#6OLD REPUBLIC INTERNATIONAL CORPActive
Slight overlap · 3 shared positions
$UPS$OGE$EVRG
$2.7B
54 positions
#7Retirement Planning Group, LLCActive
Slight overlap · 3 shared positions
$PM$BAH$EVRG
$3.9B
543 positions

Compare Forge Financial Services’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View Forge Financial Services’s holdings

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.