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Hedge Funds Similar to Foundations Investment Advisors

13F Portfolio OverlapQ2 2026Foundations Investment Advisors portfolio →
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Most similar hedge funds by 13F overlap

Foundations Investment Advisors, LLC is an institutional investor managing $9.7B across 1,202 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 Foundations Investment Advisors are Alaethes Wealth, BECK, Myriad Asset Advisors, with shared positions in $ASML, $MS, $IAU, $SO, $WMB, $LNG. The full ranking of 25 similar funds is below.

#1Alaethes Wealth, LLCPassive
Notable overlap · 7 shared positions
$ASML$MS$IAU$SO$WMB$LNG
$345M
111 positions
#2BECK CAPITAL MANAGEMENT, LLCPassive
Some overlap · 5 shared positions
$VRT$ASML$IAU$MP$LNG
$543M
140 positions
#3Myriad Asset Management Advisors LLCActive
Some overlap · 4 shared positions
$MS$ASML$C$LNG
$424M
49 positions
#4Myriad Asset Management US LPActive
Some overlap · 4 shared positions
$MS$ASML$C$LNG
$72M
52 positions
#5Bluebird Wealth Management LLCPassive
Some overlap · 4 shared positions
$C$VRT$ASML$HOOD
$115M
89 positions
#6Arrow Capital Pty LtdActive
Some overlap · 4 shared positions
$ASML$C$HOOD$MO
$118M
25 positions
#7SIERRA SUMMIT ADVISORS LLCPassive
Some overlap · 4 shared positions
$VRT$C$HOOD$MP
$895M
185 positions
#8HARTLINE INVESTMENT CORP/Active
Some overlap · 3 shared positions
$VRT$MS$C
$1.1B
115 positions
#9Advocacy Wealth Management, LLCActive
Some overlap · 3 shared positions
$VRT$ASML$IAU
$2.8B
151 positions
#10Hobbs Group Advisors, LLCActive
Some overlap · 6 shared positions
$C$VRT$IAU$MS$LNG$WMB
$380M
164 positions
#11Teucrium Investment Advisors, LLCActive
Some overlap · 3 shared positions
$ASML$C$MS
$112M
47 positions
#12JOHNSTON ASSET MANAGEMENT CORPActive
Some overlap · 3 shared positions
$VRT$ASML$C
$2.9B
77 positions
#13Baugh & Associates, LLCActive
Some overlap · 4 shared positions
$MS$ASML$SO$MO
$226M
42 positions
#14Oxford Wealth Group, LLCPassive
Some overlap · 6 shared positions
$CIEN$VRT$C$ASML$HOOD$MS
$224M
89 positions
#15LYELL WEALTH MANAGEMENT, LPPassive
Some overlap · 3 shared positions
$VRT$ASML$MS
$1.6B
232 positions
#16Goldstream Capital Management LtdActive
Some overlap · 3 shared positions
$VRT$CIEN$ASML
$132M
45 positions
#17PMC FIG Opportunities LLCPassive
Some overlap · 3 shared positions
$MS$C$HOOD
$63M
33 positions
#18Strategic Blueprint, LLCPassive
Some overlap · 4 shared positions
$VRT$C$IAU$LNG
$2.0B
696 positions
#19Cullen Capital Management, LLCActive
Some overlap · 4 shared positions
$MS$C$MO$PM
$10.2B
208 positions
#20Talos Eurisko Asset Management LPActive
Some overlap · 3 shared positions
$VRT$ASML$CBRS
$703M
25 positions
#21ShoreHaven Wealth Partners, LLCActive
Some overlap · 4 shared positions
$VRT$IAU$MS$PM
$318M
106 positions
#22Walser Wealth Management Company, A Ltd Liability CoPassive
Some overlap · 7 shared positions
$VRT$MS$CIEN$MP$C$ASML
$241M
215 positions
#23Finivi Inc.Passive
Some overlap · 4 shared positions
$C$VRT$HOOD$PM
$195M
111 positions
#24HOURGLASS CAPITAL, LLCPassive
Some overlap · 4 shared positions
$MS$C$WMB$PM
$508M
127 positions
#25Annex Advisory Services, LLCActive
Some overlap · 4 shared positions
$MS$ASML$VRT$PM
$5.9B
356 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.