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Hedge Funds Similar to Wealth Forward

13F Portfolio OverlapQ2 2026Wealth Forward portfolio →
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Most similar hedge funds by 13F overlap

Wealth Forward, LLC is an institutional investor managing $201M across 49 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 Wealth Forward are BAYBAN, with shared positions in $USB, $TGT, $OTTR. The full ranking of 1 similar funds is below.

#1BAYBANPassive
Some overlap · 3 shared positions
$USB$TGT$OTTR
$130M
595 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.