How is hedge fund similarity measured?

Similarity is computed from each fund's top conviction holdings in their latest 13F filing. Funds are scored by the overlap of distinctive shared positions (the mega-caps that nearly every fund owns are excluded), so the ranking reflects genuinely shared strategy rather than common index exposure.

Hedge Funds Similar to FORBES J M & LLP

13F Portfolio OverlapQ1 2026FORBES J M & LLP portfolio →

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Most similar hedge funds by 13F overlap

FORBES J M & CO LLP is an institutional investor managing $1.2B across 150 U.S. equity positions as of Q1 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to FORBES J M & LLP are Stokes Advisors,, CPA Asset, Private Harbour Investment & Counsel,, with shared positions in $NEE, $TJX, $KO, $LIN, $ABT, $HUM. The full ranking of 25 similar funds is below.

#1Stokes Capital Advisors, LLCPassive

Notable overlap · 8 shared positions

$NEE $TJX $KO $LIN $ABT $HUM

$446M

104 positions

#2CPA Asset Management LLCActive

Notable overlap · 4 shared positions

$IAU $NEE $HUM $ECL

$298M

99 positions

#3Private Harbour Investment Management & Counsel, LLCActive

Notable overlap · 4 shared positions

$IAU $TJX $ETN $ABT

$91M

36 positions

#4Yeomans Consulting Group, Inc.

Notable overlap · 4 shared positions

$IAU $NEE $KO $IBM

$341M

113 positions

#5Rachor Investment Advisory Services, LLCActive

Notable overlap · 5 shared positions

$IAU $BAC $NEE $ECL $ORLY

$190M

464 positions

#6Meridian Wealth Advisors, LLCPassive

Notable overlap · 5 shared positions

$IAU $HUM $ETN $ORLY $KO

$756M

202 positions

#7Signet Investment Advisory Group, Inc.Passive

Notable overlap · 4 shared positions

$IAU $NEE $KO $ETN

$218M

69 positions

#8Blossom Wealth ManagementPassive

Notable overlap · 9 shared positions

$IAU $HUM $BAC $TJX $IBM $ECL

$67M

74 positions

#9Forza Wealth Management, LLCPassive

Notable overlap · 5 shared positions

$IAU $HUM $EMR $VZ $IBM

$287M

188 positions

#10CURIO WEALTH, LLCActive

Notable overlap · 6 shared positions

$IAU $TJX $IBM $NEE $ORLY $UNP

$293M

1,255 positions

#11Bigelow Investment Advisors, LLCPassive

Notable overlap · 8 shared positions

$IAU $HUM $NEE $TJX $ECL $ETN

$250M

153 positions

#12BCU Wealth Advisors, LLCSmart money

Notable overlap · 4 shared positions

$IAU $KO $HUM $ABT

$268M

60 positions

#13Oceanside Advisors LLCActive

Notable overlap · 3 shared positions

$IAU $NEE $KO

$175M

53 positions

#14BRIGHT ROCK CAPITAL MANAGEMENT, LLCPassive

Notable overlap · 8 shared positions

$NEE $TJX $LIN $UNP $ICE $VZ

$506M

75 positions

#15AMF Tjanstepension ABActive

Notable overlap · 9 shared positions

$BAC $LIN $KO $ICE $ETN $VZ

$15.1B

117 positions

#16Harbour Wealth Management Group, Inc.Passive

Notable overlap · 4 shared positions

$IAU $ETN $TJX $KO

$133M

89 positions

#17VPR Management LLCActive

Notable overlap · 3 shared positions

$IAU $HUM $RIO

$250M

65 positions

#18TRILLIUM ASSET MANAGEMENT, LLCActive

Notable overlap · 9 shared positions

$TJX $BAC $LIN $ETN $ICE $UNP

$3.0B

230 positions

#19Financial Harvest, LLCActive

Notable overlap · 3 shared positions

$IAU $KO $IBM

$170M

57 positions

#20LS Investment Advisors, LLCPassive

Notable overlap · 9 shared positions

$BAC $HUM $LIN $EMR $IBM $ECL

$668M

126 positions

#21Beacon Harbor Wealth Advisors, Inc.Passive

Notable overlap · 6 shared positions

$IAU $NEE $KO $VZ $PLD $APH

$477M

70 positions

#22PINNEY & SCOFIELD, INC.Active

Notable overlap · 4 shared positions

$IAU $NEE $IBM $UNP

$185M

243 positions

#23KITCHING PARTNERS, LLCActive

Notable overlap · 3 shared positions

$IAU $HUM $RIO

$109M

40 positions

#24Community Financial Services Group, LLCPassive

Notable overlap · 9 shared positions

$NEE $BAC $ETN $LIN $EMR $ABT

$568M

460 positions

#25ANDERSON HOAGLAND & COPassive

Notable overlap · 3 shared positions

$IAU $BAC $IBM

$1.2B

136 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.