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Hedge Funds Similar to Foundation Wealth

13F Portfolio OverlapQ3 2026Foundation Wealth portfolio →
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Most similar hedge funds by 13F overlap

Foundation Wealth Management, LLC is an institutional investor managing $186M across 62 U.S. equity positions as of Q3 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Foundation Wealth are Upper Left Wealth, Pilgrim Partners Asia Pte Ltd, Benson Wealth, with shared positions in $IBIT, $BTC, $GBTC, $SNDK, $PLTR, $AZO. The full ranking of 25 similar funds is below.

#1Upper Left Wealth Management, LLCActive
Notable overlap · 3 shared positions
$IBIT$BTC$GBTC
$193M
68 positions
#2Pilgrim Partners Asia Pte LtdActive
Notable overlap · 4 shared positions
$IBIT$SNDK$GBTC$PLTR
$234M
108 positions
#3Benson Wealth Management INCPassive
Notable overlap · 4 shared positions
$IBIT$GBTC$BTC$PLTR
$99M
367 positions
#4Verde Capital ManagementActive
Notable overlap · 5 shared positions
$BTC$PLTR$IBIT$GBTC$AZO
$541M
80 positions
#5Brevan Howard Capital Management LPPassive
Some overlap · 3 shared positions
$IBIT$PLTR$SNDK
$13.5B
2,030 positions
#6Sloy Dahl & Holst, LLCSmart money
Some overlap · 4 shared positions
$BTC$PLTR$GBTC$IBIT
$693M
120 positions
#7RIVERSEDGE ADVISORS, LLCActive
Some overlap · 4 shared positions
$IBIT$BTC$PLTR$SNDK
$813M
368 positions
#8Friday FinancialActive
Some overlap · 4 shared positions
$IBIT$SNDK$DIS$PLTR
$506M
119 positions
#9Alamea Verwaltungs GmbHActive
Some overlap · 3 shared positions
$IBIT$GBTC$AZO
$125M
73 positions
#10Stony Point Capital LLCActive
Some overlap · 4 shared positions
$SNDK$PLTR$GRMN$DDOG
$1.5B
30 positions
#11Ovata Capital Management LtdActive
Some overlap · 3 shared positions
$IBIT$BTC$SNDK
$1.3B
43 positions
#12GLYNN CAPITAL MANAGEMENT LLCActive
Some overlap · 3 shared positions
$PLTR$SNDK$DDOG
$334M
40 positions
#13NavPoint Financial, Inc.Active
Some overlap · 3 shared positions
$IBIT$PLTR$GBTC
$283M
75 positions
#14FFG Partners, LLCPassive
Some overlap · 3 shared positions
$PLTR$SNDK$BTC
$338M
50 positions
#15Prosperity Financial Group, Inc.Passive
Some overlap · 3 shared positions
$PLTR$SNDK$GBTC
$323M
184 positions
#16Cache Advisors, LLCActive
Some overlap · 3 shared positions
$SNDK$PLTR$DDOG
$1.6B
162 positions
#17N10 ASSETS, LLCActive
Some overlap · 3 shared positions
$PLTR$SNDK$AZO
$263M
34 positions
#18N10 WEALTH, LLCActive
Some overlap · 3 shared positions
$PLTR$SNDK$AZO
$348M
65 positions
#19Blue Sparrow, LLC /DEActive
Some overlap · 3 shared positions
$SNDK$PLTR$IBIT
$10.3B
126 positions
#20MSRH, LLC
Some overlap · 3 shared positions
$BTC$GBTC$IBIT
$113M
29 positions
#21Citrine Capital LLCSmart money
Some overlap · 4 shared positions
$AON$GBTC$BTC$IBIT
$297M
60 positions
#22High Note Wealth, LLCPassive
Some overlap · 3 shared positions
$PLTR$AZO$IBIT
$586M
959 positions
#23CHAPIN DAVIS, INC.Passive
Some overlap · 3 shared positions
$SNDK$DDOG$DIS
$520M
258 positions
#24RED REEF ADVISORS LLCPassive
Some overlap · 3 shared positions
$IBIT$PLTR$BTC
$108M
183 positions
#25Avondale Wealth ManagementActive
Some overlap · 4 shared positions
$PLTR$AZO$IBIT$BTC
$227M
61 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.