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 AFT, FORSYTH & COMPANY

13F Portfolio OverlapQ2 2026AFT, FORSYTH & COMPANY portfolio →

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Most similar hedge funds by 13F overlap

AFT, FORSYTH & COMPANY, INC. is an institutional investor managing $208M across 108 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 AFT, FORSYTH & COMPANY are WILLNER & HELLER, Slow, Generali Investments Towarzystwo Funduszy Inwestycyjnych, with shared positions in $ARM, $ISRG, $CRWD, $ASML, $AMGN, $MS. The full ranking of 25 similar funds is below.

#1WILLNER & HELLER, LLCPassive

Some overlap · 6 shared positions

$ARM $ISRG $CRWD $ASML $AMGN $MS

$160M

165 positions

#2Slow Capital, Inc.Active

Some overlap · 5 shared positions

$ISRG $ARM $MELI $CRWD $ASML

$890M

110 positions

#3Generali Investments Towarzystwo Funduszy InwestycyjnychPassive

Some overlap · 8 shared positions

$ISRG $NOW $CRWD $CRM $C $TXN

$249M

151 positions

#4Bluebird Wealth Management LLCPassive

Some overlap · 8 shared positions

$NOW $MELI $CRWD $ASML $TER $C

$115M

89 positions

#5Employees Provident Fund BoardActive

Some overlap · 7 shared positions

$ARM $ISRG $NOW $CRWD $CRM $TER

$17.4B

68 positions

#6Hyperion Asset Management LtdActive

Some overlap · 4 shared positions

$ARM $ISRG $ASML $NOW

$3.7B

20 positions

#7NZS Capital, LLCActive

Some overlap · 5 shared positions

$ISRG $ARM $MELI $CRWD $TXN

$3.9B

61 positions

#8Biondo Investment Advisors, LLCActive

Some overlap · 6 shared positions

$ISRG $NOW $ASML $LMT $AMGN $SBUX

$817M

89 positions

#9Robocap Asset Management LtdActive

Some overlap · 4 shared positions

$ARM $ISRG $TER $CRWD

$124M

22 positions

#10Forefront Wealth Partners, LLCPassive

Some overlap · 6 shared positions

$MELI $CRWD $NOW $ISRG $ASML $CRM

$323M

177 positions

#11BIRCHBROOK, INC.Active

Some overlap · 6 shared positions

$ISRG $NOW $CRWD $LMT $CRM $C

$209M

295 positions

#12Financial Gravity Companies, Inc. (FGCO)Passive

Some overlap · 5 shared positions

$ARM $ASML $CRM $ISRG $SBUX

$616M

1,040 positions

#13SIG BROKERAGE, LPPassive

Some overlap · 5 shared positions

$ARM $ASML $CRM $CRWD $NOW

$5.1B

905 positions

#14GRANITE ISLANDS PRIVATE WEALTH, LLCPassive

Some overlap · 6 shared positions

$ISRG $NOW $CRWD $CRM $AMGN $SO

$170M

86 positions

#15Greystone Financial Group, LLCPassive

Some overlap · 8 shared positions

$NOW $CRWD $LMT $AMGN $TXN $SBUX

$360M

73 positions

#16Global X Japan Co., Ltd.Active

Some overlap · 7 shared positions

$ISRG $MELI $ASML $ARM $TXN $AMGN

$2.5B

389 positions

#17CMT Capital Markets Trading GmbHActive

Some overlap · 7 shared positions

$ARM $ASML $CRM $C $AXP $ADBE

$11.8B

385 positions

#18Beaumont Asset Management, L.L.C.Smart money

Some overlap · 7 shared positions

$NOW $LMT $CRM $AMGN $SO $TXN

$289M

80 positions

#19ITHAKA GROUP LLCActive

Some overlap · 4 shared positions

$ISRG $NOW $MELI $CRWD

$551M

40 positions

#20Silvant Capital Management LLCActive

Some overlap · 5 shared positions

$ARM $ISRG $ASML $TER $MELI

$3.4B

385 positions

#21PARAGON CAPITAL MANAGEMENT INCPassive

Some overlap · 3 shared positions

$ARM $NOW $MELI

$132M

70 positions

#22GUERRA PAN ADVISORS, LLCPassive

Some overlap · 7 shared positions

$CRWD $ASML $LMT $NOW $ISRG $CRM

$176M

113 positions

#23BENDER ROBERT & ASSOCIATESActive

Some overlap · 5 shared positions

$ISRG $NOW $MELI $ADBE $SBUX

$525M

46 positions

#24Elevation Advisory Partners LLCActive

Some overlap · 4 shared positions

$ARM $CRWD $MELI $ASML

$98M

48 positions

#25OSSIAMPassive

Some overlap · 9 shared positions

$C $MELI $CRWD $TER $TXN $ISRG

$7.5B

680 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.