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Hedge Funds Similar to FORONJY FINANCIAL

13F Portfolio OverlapQ2 2026FORONJY FINANCIAL portfolio →
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Most similar hedge funds by 13F overlap

FORONJY FINANCIAL LLC is an institutional investor managing $272M across 108 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 FORONJY FINANCIAL are Parcion Private Wealth, Pacific Excel Wealth Advisors, Heritage Family Offices, LLP, with shared positions in $GLDM, $STT, $AMGN, $KLAC, $TJX, $IBIT. The full ranking of 25 similar funds is below.

#1Parcion Private Wealth LLCPassive
Some overlap · 5 shared positions
$GLDM$STT$AMGN$KLAC$TJX
$1.8B
529 positions
#2Pacific Excel Wealth Advisors, Inc.Passive
Some overlap · 7 shared positions
$GLDM$STT$IBIT$APH$MCK$KLAC
$258M
228 positions
#3Heritage Family Offices, LLPPassive
Some overlap · 7 shared positions
$GLDM$STT$IBIT$APH$MCK$KLAC
$259M
233 positions
#4Walkner Condon Financial Advisors LLCPassive
Some overlap · 4 shared positions
$GLDM$STT$ANET$KLAC
$871M
344 positions
#5Graetz Wealth LLCActive
Some overlap · 4 shared positions
$GLDM$STT$IBIT$PLTR
$125M
84 positions
#6Copia Wealth ManagementPassive
Some overlap · 4 shared positions
$GLDM$STT$IBIT$AMGN
$166M
570 positions
#7LifeGoal Investments, LLCActive
Some overlap · 4 shared positions
$GLDM$STT$PCG$SNPS
$218M
155 positions
#8SIGNATURE ESTATE & INVESTMENT ADVISORS LLCActive
Some overlap · 4 shared positions
$GLDM$STT$ANET$APH
$5.6B
669 positions
#9Destiny Capital Corp/COSmart money
Some overlap · 3 shared positions
$GLDM$STT$IBIT
$215M
58 positions
#10ELEMENT POINTE ADVISORS, LLCSmart money
Some overlap · 3 shared positions
$GLDM$STT$IBIT
$621M
90 positions
#11Upper Left Wealth Management, LLCActive
Some overlap · 3 shared positions
$GLDM$STT$IBIT
$180M
73 positions
#12Piedmont Capital Management, LLCActive
Some overlap · 3 shared positions
$GLDM$STT$AMGN
$198M
58 positions
#13American National Bank of TexasActive
Some overlap · 3 shared positions
$GLDM$STT$AMGN
$110M
56 positions
#14Payne Capital Management, LLCActive
Some overlap · 3 shared positions
$GLDM$STT$MCK
$375M
88 positions
#15Pitcairn Wealth Advisors LLCActive
Some overlap · 3 shared positions
$GLDM$STT$CDNS
$913M
281 positions
#16Compass Wealth Management, LLC/GAActive
Some overlap · 3 shared positions
$GLDM$STT$PLTR
$251M
74 positions
#17Purus Wealth Management, LLCPassive
Some overlap · 5 shared positions
$GLDM$ANET$AMGN$ISRG$PLTR
$363M
171 positions
#18RETIREMENT INCOME SOLUTIONS, INCSmart money
Some overlap · 4 shared positions
$GLDM$STT$AMGN$PLTR
$581M
172 positions
#19Daviman Financial, LLCActive
Some overlap · 3 shared positions
$GLDM$STT$IBIT
$181M
92 positions
#20Marshall & Sterling Wealth Advisors Inc.Passive
Some overlap · 5 shared positions
$STT$GLDM$ANET$AMGN$MCK
$169M
339 positions
#21WFA of San Diego, LLCPassive
Some overlap · 3 shared positions
$GLDM$STT$AMGN
$122M
94 positions
#22Financial Enhancement Group LLCPassive
Some overlap · 3 shared positions
$STT$GLDM$IBIT
$839M
137 positions
#23Financial Network Wealth Advisors LLCPassive
Some overlap · 4 shared positions
$STT$GLDM$APH$TJX
$99M
858 positions
#24Strategic Financial Services, Inc.Smart money
Some overlap · 5 shared positions
$GLDM$MCK$KLAC$SNPS$TJX
$2.3B
157 positions
#25OakTrust Wealth Advisors, LLCActive
Some overlap · 4 shared positions
$GLDM$IBIT$AMGN$TJX
$116M
69 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.