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Hedge Funds Similar to FOUNDERS FINANCIAL SECURITIES

13F Portfolio OverlapQ2 2026FOUNDERS FINANCIAL SECURITIES portfolio →
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Most similar hedge funds by 13F overlap

FOUNDERS FINANCIAL SECURITIES LLC is an institutional investor managing $2.0B across 555 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 SECURITIES are Third View Private Wealth, Clearbridge Investments, Phillips Wealth Planners, with shared positions in $WMB, $TXN, $UL, $APD, $MRSH, $APO. The full ranking of 25 similar funds is below.

#1Third View Private Wealth, LLCPassive
Some overlap · 10 shared positions
$WMB$TXN$UL$APD$MRSH$APO
$814M
291 positions
#2Clearbridge Investments, LLCPassive
Some overlap · 9 shared positions
$WMB$TXN$ASML$LIN$CVS$UNP
$120.9B
699 positions
#3Phillips Wealth Planners LLCPassive
Some overlap · 6 shared positions
$TXN$WMB$PNC$UNP$APD$AMGN
$136M
217 positions
#4Granite Group Advisors, LLCActive
Some overlap · 7 shared positions
$TXN$PNC$CCZ$AMGN$ASML$BX
$169M
84 positions
#5Kennebec Savings BankPassive
Some overlap · 5 shared positions
$MDY$WMB$PNC$UNP$BX
$125M
284 positions
#6Stokes Capital Advisors, LLCPassive
Some overlap · 5 shared positions
$TXN$WMB$LIN$UNP$MRSH
$467M
118 positions
#7NEW ENGLAND ASSET MANAGEMENT INCPassive
Some overlap · 5 shared positions
$TXN$PNC$UL$CVS$AMGN
$863M
131 positions
#8Pinnacle West Asset Management, Inc.Passive
Some overlap · 5 shared positions
$TXN$WMB$UNP$BX$AMGN
$145M
104 positions
#9Walsky Investment Management, Inc.Passive
Some overlap · 5 shared positions
$TXN$PNC$UNP$APD$AMGN
$108M
52 positions
#10Martin Capital Partners, LLCPassive
Some overlap · 5 shared positions
$TXN$UL$ASML$UNP$AMGN
$272M
72 positions
#11Junk Investment Group, LLCActive
Some overlap · 4 shared positions
$MDY$TXN$PNC$AMGN
$226M
97 positions
#12Emprise BankActive
Some overlap · 4 shared positions
$MDY$TXN$PNC$UNP
$271M
109 positions
#13Estabrook Capital ManagementPassive
Some overlap · 5 shared positions
$WMB$PNC$TXN$UNP$AMGN
$739M
344 positions
#14Portland Global Advisors LLCActive
Some overlap · 4 shared positions
$MDY$TXN$UL$AMGN
$1.1B
154 positions
#15TRILLIUM ASSET MANAGEMENT, LLCActive
Some overlap · 5 shared positions
$PNC$UL$ASML$LIN$UNP
$3.3B
230 positions
#16MITCHELL & PAHL PRIVATE WEALTH, LLCPassive
Some overlap · 5 shared positions
$TXN$ASML$LIN$APD$AMGN
$272M
149 positions
#17Ipswich Investment Management Co., Inc.Passive
Some overlap · 5 shared positions
$TXN$ASML$LIN$MRSH$AMGN
$474M
190 positions
#18BAHL & GAYNOR INCActive
Some overlap · 4 shared positions
$TXN$WMB$PNC$APO
$21.7B
341 positions
#19Aureus Asset Management, LLCPassive
Some overlap · 5 shared positions
$TXN$LIN$WMB$APO$BX
$1.6B
239 positions
#20Exeter Financial, LLCPassive
Some overlap · 5 shared positions
$TXN$LIN$CVS$APD$AMGN
$261M
101 positions
#21Banco de Sabadell, S.APassive
Some overlap · 5 shared positions
$TXN$ASML$UNP$APD$AMGN
$170M
61 positions
#22MARKEL GROUP INC.Active
Some overlap · 5 shared positions
$TXN$LIN$MRSH$APO$BX
$13.1B
130 positions
#23MATRIX ASSET ADVISORS INC/NYActive
Some overlap · 5 shared positions
$TXN$PNC$CCZ$AMGN$MDY
$1.2B
106 positions
#24Harbour Trust & Investment Management CoActive
Some overlap · 5 shared positions
$MDY$WMB$BX$APD$MRSH
$1.0B
160 positions
#25Susquehanna Portfolio Strategies, LLCPassive
Some overlap · 5 shared positions
$WMB$TMUS$CVS$APD$AMGN
$6.3B
833 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.