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Hedge Funds Similar to Formidable Asset ,

13F Portfolio OverlapQ1 2026Formidable Asset , portfolio →
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Most similar hedge funds by 13F overlap

Formidable Asset Management, LLC is an institutional investor managing $629M across 387 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 Formidable Asset , are Midway Research &, Walleye Trading, Aprio Wealth ,, with shared positions in $NEE, $WT, $HUM, $MCD, $ADBE, $BABA. The full ranking of 25 similar funds is below.

#1Midway Capital Research & ManagementPassive
Some overlap · 5 shared positions
$NEE$WT$HUM$MCD$ADBE
$106M
117 positions
#2Walleye Trading LLCPassive
Some overlap · 5 shared positions
$BABA$ADBE$ASML$CRWD$NEE
$60.0B
4,047 positions
#3Aprio Wealth Management, LLCPassive
Some overlap · 4 shared positions
$NEE$WT$HUM$MCD
$1.8B
613 positions
#4Farmers National BankPassive
Some overlap · 4 shared positions
$NEE$WT$IBM$MCD
$453M
185 positions
#5Altshuler Shaham LtdActive
Some overlap · 3 shared positions
$BABA$NEE$IBM
$5.5B
443 positions
#6Maytus Capital Management, LLCPassive
Some overlap · 4 shared positions
$BABA$IBM$ASML$CRWD
$562M
62 positions
#7AMF Tjanstepension ABActive
Some overlap · 4 shared positions
$BABA$NEE$MCD$ADBE
$15.1B
117 positions
#8PURSUE WEALTH PARTNERS LLCPassive
Some overlap · 4 shared positions
$BABA$HUM$CRWD$ASML
$167M
101 positions
#9Talisman Wealth Advisors LLCPassive
Some overlap · 4 shared positions
$NEE$WT$HUM$MCD
$124M
101 positions
#10Stokes Capital Advisors, LLCPassive
Some overlap · 4 shared positions
$NEE$HUM$IBM$MCD
$446M
104 positions
#11Ark Wealth Advisors LLCPassive
Some overlap · 3 shared positions
$BABA$NEE$MCD
$101M
80 positions
#12Brady Martz Wealth Solutions, LLCPassive
Some overlap · 4 shared positions
$NEE$WT$HUM$IBM
$587M
195 positions
#13BDFS Capital LLCActive
Some overlap · 4 shared positions
$NEE$WT$ADBE$ASML
$208M
137 positions
#14TABLEAUX LLCPassive
Some overlap · 4 shared positions
$NEE$WT$IBM$MCD
$206M
113 positions
#15CASTLEKEEP INVESTMENT ADVISORS LLCPassive
Some overlap · 4 shared positions
$WT$HUM$IBM$MCD
$184M
66 positions
#16CANANDAIGUA NATIONAL CORPPassive
Some overlap · 4 shared positions
$WT$NEE$IBM$MCD
$1.1B
310 positions
#17SC&H Financial Advisors, Inc.Active
Some overlap · 4 shared positions
$NEE$WT$HUM$MCD
$663M
155 positions
#18OLD MISSION CAPITAL LLCActive
Some overlap · 3 shared positions
$BABA$WT$ASML
$6.3B
1,062 positions
#19Friday FinancialActive
Some overlap · 4 shared positions
$NEE$WT$HUM$IBM
$290M
93 positions
#20CANANDAIGUA NATIONAL BANK & TRUST CO
Some overlap · 4 shared positions
$WT$IBM$NEE$MCD
$1.1B
307 positions
#21Stelac Advisory Services LLCPassive
Some overlap · 3 shared positions
$BABA$WT$CRWD
$494M
163 positions
#22GFS Advisors, LLCPassive
Some overlap · 3 shared positions
$BABA$WT$CRWD
$785M
159 positions
#23Marshall & Sterling Wealth Advisors Inc.Passive
Some overlap · 4 shared positions
$WT$HUM$IBM$CRWD
$153M
344 positions
#24NORTHEAST INVESTMENT MANAGEMENTActive
Some overlap · 4 shared positions
$NEE$HUM$MCD$ASML
$2.4B
189 positions
#25FULTON BREAKEFIELD BROENNIMAN LLCActive
Some overlap · 4 shared positions
$NEE$HUM$MCD$ASML
$1.5B
200 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.