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Hedge Funds Similar to ForthRight Wealth

13F Portfolio OverlapQ2 2026ForthRight Wealth portfolio →
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Most similar hedge funds by 13F overlap

ForthRight Wealth Management, LLC is an institutional investor managing $391M across 76 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 ForthRight Wealth are ADAPT WEALTH ADVISORS, GREATMARK INVESTMENT PARTNERS, ROWLANDMILLER & PARTNERS.ADV, with shared positions in $ALPS, $SO, $AFL, $MPC, $TRV, $UPS. The full ranking of 25 similar funds is below.

#1ADAPT WEALTH ADVISORS, LLCActive
Notable overlap · 3 shared positions
$ALPS$SO$AFL
$306M
94 positions
#2GREATMARK INVESTMENT PARTNERS, INC.Active
Notable overlap · 5 shared positions
$MPC$AFL$TRV$UPS$SO
$906M
153 positions
#3ROWLANDMILLER & PARTNERS.ADVPassive
Some overlap · 4 shared positions
$PGR$GPC$UPS$TFC
$549M
195 positions
#4LongView Wealth ManagementPassive
Some overlap · 4 shared positions
$AFL$SO$UPS$GPC
$390M
227 positions
#5Mason & Associates, LLCSmart money
Some overlap · 3 shared positions
$SO$UPS$TFC
$481M
45 positions
#6LVZ, Inc.Smart money
Some overlap · 3 shared positions
$SO$MPC$PGR
$984M
177 positions
#7Wealth Intelligence, LLCActive
Some overlap · 4 shared positions
$MPC$SO$AFL$UPS
$215M
59 positions
#8Arkfeld Wealth Strategies, L.L.C.Active
Some overlap · 3 shared positions
$DINO$UPS$MPC
$334M
119 positions
#9Signature Wealth Management Group
Some overlap · 3 shared positions
$SO$UPS$TFC
$263M
128 positions
#10EQUITY INVESTMENT CORPActive
Some overlap · 4 shared positions
$UPS$GPC$TRV$TFC
$5.2B
76 positions
#11OLD REPUBLIC INTERNATIONAL CORPActive
Some overlap · 3 shared positions
$SO$UPS$GPC
$2.7B
54 positions
#12Mayfair Advisory Group, LLCPassive
Some overlap · 4 shared positions
$SO$MPC$TFC$TRV
$332M
185 positions
#13CANTOR FITZGERALD INVESTMENT ADVISORS L.P.Active
Some overlap · 4 shared positions
$UPS$GPC$TRV$TFC
$1.5B
184 positions
#14Cullen Capital Management, LLCActive
Some overlap · 4 shared positions
$UPS$GPC$TRV$TFC
$10.2B
208 positions
#15Henrickson Nauta Wealth Advisors, Inc.Smart money
Some overlap · 3 shared positions
$MPC$YMM$TRV
$410M
118 positions
#16KWMG, LLCPassive
Some overlap · 3 shared positions
$MPC$AFL$TRV
$1.4B
153 positions
#17LIBERTY ONE INVESTMENT MANAGEMENT, LLCActive
Some overlap · 3 shared positions
$SO$MCK$TRV
$1.0B
154 positions
#18Bank & Trust CoPassive
Some overlap · 4 shared positions
$MPC$TRV$SO$TFC
$158M
303 positions
#19CAHABA WEALTH MANAGEMENT, INC.Smart money
Some overlap · 3 shared positions
$SO$AFL$TRV
$1.7B
158 positions
#20Eastover Investment Advisors LLCActive
Some overlap · 4 shared positions
$PGR$JBL$TFC$SO
$254M
49 positions
#21Ted Buchan & CoActive
Some overlap · 3 shared positions
$PGR$UPS$TFC
$306M
95 positions
#22FORTERIS WEALTH MANAGEMENT INC.Passive
Some overlap · 3 shared positions
$MPC$UPS$TFC
$122M
69 positions
#23Parkside Investments, LLCActive
Some overlap · 3 shared positions
$SO$YMM$MHK
$902M
91 positions
#24Stolper CoPassive
Some overlap · 3 shared positions
$AFL$GPC$UPS
$387M
91 positions
#25PINNBROOK CAPITAL MANAGEMENT LPActive
Some overlap · 3 shared positions
$MPC$JBL$SNX
$938M
103 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.