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 OverlapQ2 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 $1.3B across 159 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 FORBES J M & LLP are BRIGHT ROCK, Bigelow Investment Advisors, Private Harbour Investment & Counsel, with shared positions in $NEE, $LIN, $TJX, $ANET, $UNP, $PEP. The full ranking of 25 similar funds is below.

#1BRIGHT ROCK CAPITAL MANAGEMENT, LLCPassive

Notable overlap · 10 shared positions

$NEE $LIN $TJX $ANET $UNP $PEP

$499M

73 positions

#2Bigelow Investment Advisors, LLCPassive

Notable overlap · 7 shared positions

$IAU $NEE $TJX $ANET $ETN $ECL

$276M

157 positions

#3Private Harbour Investment Management & Counsel, LLCActive

Notable overlap · 5 shared positions

$IAU $TJX $ETN $ABT $PEP

$84M

36 positions

#4QUEST INVESTMENT MANAGEMENT LLCActive

Notable overlap · 9 shared positions

$IAU $ETN $ANET $APH $TJX $ECL

$856M

115 positions

#5Ridge Creek Global, IncPassive

Notable overlap · 6 shared positions

$IAU $NEE $ETN $LIN $PGR $RIO

$129M

94 positions

#6CAPE ANN SAVINGS BANKActive

Notable overlap · 5 shared positions

$IAU $NEE $PEP $ETN $ICE

$212M

113 positions

#7VCI Wealth Management LLCPassive

Notable overlap · 5 shared positions

$IAU $APH $ABT $TJX $PLD

$399M

99 positions

#8Cushing Capital Partners, LLCPassive

Notable overlap · 4 shared positions

$IAU $NEE $LIN $PLD

$145M

99 positions

#9Community Financial Services Group, LLCPassive

Notable overlap · 9 shared positions

$ETN $LIN $EMR $NEE $APH $ANET

$686M

532 positions

#10NORTHCAPE WEALTH MANAGEMENT, LLCPassive

Notable overlap · 8 shared positions

$NEE $ANET $EMR $ETN $ABT $PEP

$381M

144 positions

#11CAMDEN NATIONAL BANKPassive

Notable overlap · 7 shared positions

$LIN $NEE $TJX $IAU $PEP $XYL

$767M

184 positions

#12Signet Investment Advisory Group, Inc.Passive

Notable overlap · 4 shared positions

$IAU $NEE $ETN $PEP

$227M

73 positions

#13Wills Financial Group LLCPassive

Notable overlap · 6 shared positions

$IAU $UNP $NEE $PEP $XYL $VZ

$275M

82 positions

#14BARTLETT & CO. WEALTH MANAGEMENT LLCPassive

Notable overlap · 7 shared positions

$LIN $TJX $ETN $NEE $ABT $PEP

$8.0B

1,334 positions

#15BCWM, LLCPassive

Notable overlap · 4 shared positions

$IAU $UNP $PEP $VZ

$342M

57 positions

#16NOTTINGHAM ADVISORS, INC.Active

Notable overlap · 4 shared positions

$IAU $LIN $ICE $VZ

$838M

122 positions

#17Ayrshire Capital Management LLCPassive

Notable overlap · 7 shared positions

$LIN $TJX $ETN $ANET $APH $ICE

$214M

50 positions

#18Minot DeBlois Advisors LLCPassive

Notable overlap · 8 shared positions

$TJX $UNP $NEE $ABT $PEP $XYL

$116M

240 positions

#19Smith, Salley & AssociatesPassive

Notable overlap · 8 shared positions

$TJX $ANET $NEE $LIN $APH $UNP

$2.3B

275 positions

#205T Wealth, LLCActive

Notable overlap · 3 shared positions

$IAU $ETN $ANET

$269M

134 positions

#21HENDLEY & CO INCActive

Notable overlap · 7 shared positions

$LIN $ETN $UNP $ABT $TJX $PEP

$283M

47 positions

#22Sage Investment Advisers LLCPassive

Notable overlap · 3 shared positions

$IAU $UNP $ETN

$149M

98 positions

#23M. Kraus & CoPassive

Notable overlap · 7 shared positions

$LIN $NEE $ETN $ABT $PEP $ECL

$377M

86 positions

#24Advocacy Wealth Management, LLCActive

Notable overlap · 6 shared positions

$IAU $ETN $ANET $ABT $APH $ICE

$2.8B

151 positions

#25Wallington Asset Management, LLCActive

Notable overlap · 5 shared positions

$IAU $LIN $TJX $UNP $PEP

$814M

61 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.