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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
$415M
229 positions
#5Mason & Associates, LLCSmart money
Some overlap · 3 shared positions
$SO$UPS$TFC
$486M
45 positions
#6LVZ, Inc.Smart money
Some overlap · 3 shared positions
$SO$MPC$PGR
$975M
167 positions
#7Wealth Intelligence, LLCActive
Some overlap · 4 shared positions
$MPC$SO$AFL$UPS
$209M
60 positions
#8Arkfeld Wealth Strategies, L.L.C.Active
Some overlap · 3 shared positions
$DINO$UPS$MPC
$357M
121 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
$2.2B
70 positions
#12Mayfair Advisory Group, LLCPassive
Some overlap · 4 shared positions
$SO$MPC$TFC$TRV
$345M
186 positions
#13CANTOR FITZGERALD INVESTMENT ADVISORS L.P.Active
Some overlap · 4 shared positions
$UPS$GPC$TRV$TFC
$3.3B
229 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
155 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
$159M
308 positions
#19CAHABA WEALTH MANAGEMENT, INC.Smart money
Some overlap · 3 shared positions
$SO$AFL$TRV
$1.7B
169 positions
#20Eastover Investment Advisors LLCActive
Some overlap · 4 shared positions
$PGR$JBL$TFC$SO
$257M
49 positions
#21Ted Buchan & CoActive
Some overlap · 3 shared positions
$PGR$UPS$TFC
$303M
94 positions
#22FORTERIS WEALTH MANAGEMENT INC.Active
Some overlap · 3 shared positions
$MPC$UPS$TFC
$121M
69 positions
#23Parkside Investments, LLCActive
Some overlap · 3 shared positions
$SO$YMM$MHK
$879M
95 positions
#24Stolper CoPassive
Some overlap · 3 shared positions
$AFL$GPC$UPS
$387M
90 positions
#25PINNBROOK CAPITAL MANAGEMENT LPPassive
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.