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Hedge Funds Similar to Founders Financial Alliance

13F Portfolio OverlapQ2 2026Founders Financial Alliance portfolio →
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Most similar hedge funds by 13F overlap

Founders Financial Alliance, LLC is an institutional investor managing $754M across 779 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 Founders Financial Alliance are Slagle Financial, Cascades Asset, ARS Wealth Advisors Group, with shared positions in $DUK, $MO, $PM, $LOW, $MCD, $FBNC. The full ranking of 25 similar funds is below.

#1Slagle Financial, LLCPassive
Some overlap · 5 shared positions
$DUK$MO$PM$LOW$MCD
$334M
127 positions
#2Cascades Capital Asset Management, LLCPassive
Some overlap · 5 shared positions
$FBNC$DUK$CRWD$LOW$MCD
$270M
167 positions
#3ARS Wealth Advisors Group, LLCActive
Some overlap · 3 shared positions
$DUK$BAH$MO
$1.3B
220 positions
#4Financial Security Advisor, Inc.Active
Some overlap · 5 shared positions
$BAH$MO$PM$MCD$FCNCA
$615M
161 positions
#5Cullen Capital Management, LLCActive
Some overlap · 4 shared positions
$DUK$MO$PM$LOW
$10.2B
208 positions
#6BENEDICT FINANCIAL ADVISORS INCPassive
Some overlap · 5 shared positions
$DUK$MO$PM$CRWD$MCD
$515M
142 positions
#7Graver Capital Management, LLCSmart money
Some overlap · 4 shared positions
$DUK$MO$PM$MCD
$140M
26 positions
#8Blake Schutter Theil Wealth Advisors, LLCActive
Some overlap · 4 shared positions
$DUK$MO$PM$LOW
$148M
110 positions
#9Paradigm Capital Management, LLC/NVActive
Some overlap · 5 shared positions
$DUK$MO$PM$MCD$ETN
$116M
65 positions
#10Value Investment Professionals, LLCPassive
Some overlap · 4 shared positions
$BAH$MO$PM$MCD
$119M
97 positions
#11WHITENER CAPITAL MANAGEMENT, INC.Passive
Some overlap · 5 shared positions
$DUK$LOW$MO$MCD$RY
$472M
184 positions
#12Carolina Wealth Management IncActive
Some overlap · 6 shared positions
$BAH$DUK$FBNC$RY$ETN$LOW
$217M
114 positions
#13Carson Advisory Inc.Passive
Some overlap · 3 shared positions
$DUK$BAH$ETN
$218M
204 positions
#14Smith Partners Wealth Management, LLCActive
Some overlap · 4 shared positions
$DUK$MO$PM$LOW
$126M
73 positions
#15Wagner Wealth Management, LLCActive
Some overlap · 4 shared positions
$DUK$PM$MO$RY
$541M
282 positions
#16Measured Risk Portfolios, Inc.Active
Some overlap · 3 shared positions
$DUK$MO$PM
$112M
63 positions
#17FUKOKU MUTUAL LIFE INSURANCE CoActive
Some overlap · 4 shared positions
$DUK$MO$MCD$ETN
$1.7B
256 positions
#18Cannon Wealth Management Services, LLCPassive
Some overlap · 4 shared positions
$DUK$PM$LOW$MCD
$183M
99 positions
#19Vertrix Wealth Management, LLCPassive
Some overlap · 4 shared positions
$DUK$CRWD$LOW$MCD
$297M
103 positions
#20RAHLFS CAPITAL, LLCPassive
Some overlap · 4 shared positions
$DUK$PM$MO$MCD
$136M
86 positions
#21MARINO, STRAM & ASSOCIATES LLCActive
Some overlap · 4 shared positions
$DUK$MO$PM$MCD
$628M
202 positions
#22WARNER FINANCIAL, INCActive
Some overlap · 4 shared positions
$BAH$PM$MCD$MO
$340M
145 positions
#23PeakShares LLCActive
Some overlap · 4 shared positions
$DUK$MO$CRWD$MCD
$134.4B
122 positions
#24QUANTUM FINANCIAL PARTNERS LLCPassive
Some overlap · 4 shared positions
$BAH$CRWD$MO$MCD
$196M
153 positions
#25Trust Co of the SouthActive
Some overlap · 5 shared positions
$DUK$LOW$FCNCA$MCD$RY
$710M
146 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.